Index Performance
+4.02%
JAAP
+5.50%
TMLARGE
+3.99%
SPY
Overview
Description
EBITDA >30% Rev Growth >5% EV / Revenues <8x Underweight on Commodities
- TickerJAAP
- Inception Date01/17/2023
- WeightingEqual
- # of holdings134
What's inside?
Holdings
All holdings as of December 12, 2025
CSV download
| Albemarle Corp. (ALB) | 1.18% | $15.62B | -3.46% | 8.99% | 2.81 |
| Amkor Technology, Inc. (AMKR) | 1.14% | $10.95B | 6.74% | 14.32% | 1.08 |
| Applied Materials, Inc. (AMAT) | 0.99% | $206.50B | 4.39% | 48.67% | 6.44 |
| Advanced Micro Devices, Inc. (AMD) | 0.97% | $343.16B | 35.59% | 48.43% | 8.07 |
| Advantest Corp. (6857) | 0.95% | $97.60B | 38.05% | 62.23% | 10.77 |
| Jazz Pharmaceuticals Plc (JAZZ) | 0.95% | $10.18B | 6.74% | 73.60% | 2.77 |
| Ryanair Holdings Plc (RYA) | 0.94% | $36.58B | 8.17% | 39.50% | 1.65 |
| Capri Holdings Ltd. (CPRI) | 0.92% | $3.10B | -20.67% | 57.48% | 1.30 |
| Lam Research Corp. (LRCX) | 0.92% | $201.62B | 27.74% | 50.43% | 8.20 |
| Charles River Laboratories International, Inc. (CRL) | 0.90% | $9.50B | -0.49% | 32.32% | 2.44 |
| Merck & Co., Inc. (MRK) | 0.90% | $248.95B | 2.80% | 75.59% | 3.64 |
| Jack Henry & Associates, Inc. (JKHY) | 0.90% | $13.57B | 7.28% | 45.94% | 4.50 |
| Alphabet, Inc. (GOOG) | 0.88% | $3.74T | 16.21% | 59.66% | 7.56 |
| Alphabet, Inc. (GOOGL) | 0.88% | $3.74T | 16.21% | 59.66% | 7.55 |
| MKS, Inc. (MKSI) | 0.88% | $10.46B | 10.27% | 40.28% | 3.20 |
| lululemon athletica, Inc. (LULU) | 0.88% | $25.09B | 7.06% | 55.50% | 1.89 |
| The Cooper Cos., Inc. (COO) | 0.87% | $16.09B | 5.06% | 60.67% | 4.07 |
| Ashland, Inc. (ASH) | 0.86% | $2.71B | -13.68% | 23.96% | 1.88 |
| United Therapeutics Corp. (UTHR) | 0.86% | $21.27B | 6.76% | 87.38% | 5.45 |
| GLOBALFOUNDRIES, Inc. (GFS) | 0.85% | $21.52B | -2.93% | 24.82% | 2.72 |
| Tokyo Electron Ltd. (8035) | 0.85% | $92.61B | 11.21% | 45.21% | 4.70 |
| Danaher Corp. (DHR) | 0.85% | $159.87B | 4.40% | 59.87% | 6.12 |
| Tenaris SA (TEN) | 0.85% | $21.59B | -3.97% | 33.88% | 1.30 |
| ASML Holding NV (ASML) | 0.84% | $414.51B | 0.65% | 51.63% | 9.71 |
| Monster Beverage Corp. (MNST) | 0.84% | $72.27B | 16.81% | 55.73% | 7.99 |
| Cisco Systems, Inc. (CSCO) | 0.83% | $307.40B | 7.53% | 64.62% | 5.13 |
| KLA Corp. (KLAC) | 0.83% | $156.87B | 13.05% | 59.43% | 11.52 |
| Light & Wonder, Inc. (SGMS) | 0.83% | $8.28B | 2.94% | 61.36% | 3.66 |
| Analog Devices, Inc. (ADI) | 0.83% | $136.77B | 16.89% | 54.68% | 11.03 |
| Marvell Technology, Inc. (MRVL) | 0.83% | $71.60B | 36.83% | 51.57% | 10.69 |
| Apple, Inc. (AAPL) | 0.82% | $4.11T | 6.43% | 46.91% | 9.35 |
| CSX Corp. (CSX) | 0.82% | $69.63B | -0.88% | 34.88% | 6.04 |
| Old Dominion Freight Line, Inc. (ODFL) | 0.82% | $33.35B | -4.33% | 32.70% | 5.33 |
| A.P. Møller-Mærsk A/S (MAERSK.A) | 0.82% | $34.00B | -15.24% | N/A | 0.49 |
| American Express Co. (AXP) | 0.82% | $263.53B | 9.54% | 61.53% | 2.98 |
| A.P. Møller-Mærsk A/S (MAERSK.B) | 0.81% | $34.00B | -15.24% | N/A | 0.49 |
| Crocs, Inc. (CROX) | 0.81% | $4.67B | -6.20% | 58.52% | 1.49 |
| Medpace Holdings, Inc. (MEDP) | 0.81% | $15.72B | 23.74% | 28.78% | 6.22 |
| Vail Resorts, Inc. (MTN) | 0.81% | $5.79B | 4.13% | -38.75% | 2.84 |
| Saia, Inc. (SAIA) | 0.81% | $9.19B | -0.29% | 12.51% | 2.58 |
| Agilent Technologies, Inc. (A) | 0.80% | $39.54B | 6.73% | 52.43% | 6.23 |
| Keurig Dr Pepper, Inc. (KDP) | 0.80% | $40.09B | 10.67% | 51.00% | 3.20 |
| Cboe Global Markets, Inc. (CBOE) | 0.79% | $26.48B | 8.15% | 50.33% | 5.59 |
| Alfa Laval AB (ALFA) | 0.79% | $20.54B | 6.39% | 36.86% | 2.80 |
| Sotera Health Co. (SHC) | 0.78% | $4.78B | 9.05% | 56.04% | 5.64 |
| ON Semiconductor Corp. (ON) | 0.78% | $22.11B | -11.98% | 37.09% | 3.37 |
| AMETEK, Inc. (AME) | 0.78% | $46.44B | 10.77% | 41.67% | 6.40 |
| American Electric Power Co., Inc. (AEP) | 0.78% | $60.96B | 9.20% | 32.20% | 5.05 |
| The AES Corp. (AES) | 0.78% | $9.85B | 1.89% | 22.05% | 3.68 |
| Atkore, Inc. (ATKR) | 0.78% | $2.18B | -10.98% | 22.25% | 0.90 |
| Noble Corp. Plc (NE) | 0.78% | $4.72B | -0.32% | 17.58% | 1.74 |
| Host Hotels & Resorts, Inc. (HST) | 0.77% | $12.63B | 0.91% | 9.24% | 2.86 |
| Exxon Mobil Corp. (XOM) | 0.77% | $501.08B | -4.29% | 22.47% | 1.60 |
| SalMar ASA (SALM) | 0.77% | $8.10B | 27.48% | 8.70% | 3.59 |
| Canadian National Railway Co. (CNR) | 0.77% | $60.26B | 1.34% | 44.90% | 5.98 |
| Nordson Corp. (NDSN) | 0.76% | $13.23B | 3.78% | 55.16% | 5.41 |
| Nasdaq, Inc. (NDAQ) | 0.76% | $53.43B | 2.94% | 59.09% | 7.36 |
| Lamar Advertising Co. (LAMR) | 0.76% | $12.96B | 3.79% | 53.21% | 7.64 |
| Agnico Eagle Mines Ltd. (AEM) | 0.76% | $84.51B | 43.32% | 56.57% | 7.80 |
| ASM International NV (ASM) | 0.76% | $29.46B | 2.75% | 51.86% | 7.33 |
| Broadcom Inc. (AVGO) | 0.76% | $1.70T | 23.87% | 64.71% | 28.31 |
| Amphenol Corp. (APH) | 0.76% | $158.20B | 53.37% | 38.09% | 7.77 |
| Atmos Energy Corp. (ATO) | 0.75% | $27.22B | 12.91% | 42.51% | 7.77 |
| Microchip Technology, Inc. (MCHP) | 0.75% | $36.31B | -2.01% | 41.23% | 9.54 |
| Emerson Electric Co. (EMR) | 0.75% | $76.76B | 2.97% | 47.91% | 4.81 |
| Deere & Co. (DE) | 0.75% | $131.06B | -11.45% | 38.36% | 3.93 |
| Alliant Energy Corp. (LNT) | 0.74% | $16.79B | 11.93% | 31.24% | 6.68 |
| NXP Semiconductors NV (NXPI) | 0.74% | $57.42B | -2.37% | 55.34% | 5.52 |
| Exelixis, Inc. (EXEL) | 0.74% | $10.96B | 10.79% | 96.89% | 4.53 |
| Tenaga Nasional Bhd. (5347) | 0.74% | $18.55B | 20.19% | 15.04% | 2.37 |
| Martin Marietta Materials, Inc. (MLM) | 0.74% | $37.89B | -2.28% | 33.10% | 6.61 |
| Consolidated Edison, Inc. (ED) | 0.73% | $35.20B | 10.70% | 63.71% | 3.79 |
| AbbVie, Inc. (ABBV) | 0.73% | $394.69B | 9.10% | 66.12% | 7.94 |
| Airbnb, Inc. (ABNB) | 0.73% | $79.03B | 10.85% | 77.91% | 5.50 |
| Texas Instruments Incorporated (TXN) | 0.73% | $163.03B | 14.24% | 57.42% | 10.24 |
| Grupo Aeroportuario del Sureste SA de CV (ASURB) | 0.73% | $9.65B | 17.13% | 43.15% | 5.37 |
| CMS Energy Corp. (CMS) | 0.73% | $21.25B | 15.95% | 29.09% | 4.88 |
| Dominion Energy, Inc. (D) | 0.73% | $50.66B | 19.38% | 53.62% | 6.58 |
| Littelfuse, Inc. (LFUS) | 0.73% | $6.53B | 10.09% | 36.15% | 2.84 |
| Entegris, Inc. (ENTG) | 0.72% | $14.03B | -0.07% | 37.86% | 5.49 |
| NVIDIA Corp. (NVDA) | 0.72% | $4.25T | 62.49% | 73.41% | 24.10 |
| Ameren Corp. (AEE) | 0.72% | $26.31B | 24.21% | 36.64% | 5.42 |
| Interactive Brokers Group, Inc. (IBKR) | 0.72% | $28.57B | 14.80% | 95.83% | -1.92 |
| Carlisle Cos., Inc. (CSL) | 0.71% | $13.83B | 1.00% | 35.82% | 3.17 |
| Amazon.com, Inc. (AMZN) | 0.71% | $2.42T | 13.40% | 50.79% | 3.52 |
| Booking Holdings, Inc. (BKNG) | 0.71% | $170.89B | 12.68% | 97.79% | 6.79 |
| Ashtead Group Plc (AHT) | 0.71% | $28.68B | -2.04% | 24.82% | 3.56 |
| Check Point Software Technologies Ltd. (CHKP) | 0.70% | $20.62B | 6.68% | 85.34% | 7.89 |
| Chevron Corp. (CVX) | 0.70% | $302.01B | -0.88% | 14.93% | 1.82 |
| TMX Group Ltd. (X) | 0.70% | $10.40B | -4.07% | 49.38% | 5.80 |
| Caesars Entertainment, Inc. (CZR) | 0.70% | $5.01B | -0.17% | 36.98% | 2.61 |
| Gen Digital, Inc. (GEN) | 0.70% | $17.06B | 25.26% | 73.69% | 5.67 |
| ADT, Inc. (ADT) | 0.70% | $6.69B | 4.35% | 48.95% | 3.02 |
| Broadridge Financial Solutions, Inc. (BR) | 0.69% | $26.85B | 11.70% | 26.59% | 4.44 |
| Duke Energy Corp. (DUK) | 0.69% | $89.66B | 4.76% | 32.25% | 5.92 |
| Boston Scientific Corp. (BSX) | 0.69% | $137.24B | 20.34% | 65.31% | 8.11 |
| Tencent Holdings Ltd. (TCEHY) | 0.69% | $717.05B | 15.52% | 54.31% | 7.88 |
| Cintas Corp. (CTAS) | 0.68% | $75.36B | 8.66% | 48.50% | 8.38 |
| CF Industries Holdings, Inc. (CF) | 0.68% | $12.35B | 21.09% | 42.25% | 2.80 |
| D.R. Horton, Inc. (DHI) | 0.68% | $45.69B | -6.93% | 23.70% | 1.64 |
| Honeywell International, Inc. (HON) | 0.68% | $122.95B | 6.99% | 37.79% | 3.94 |
| NetApp, Inc. (NTAP) | 0.67% | $22.91B | 2.90% | 71.77% | 3.51 |
| Microsoft Corp. (MSFT) | 0.67% | $3.56T | 18.43% | 69.05% | 13.22 |
| Dropbox, Inc. (DBX) | 0.67% | $7.09B | -0.69% | 79.78% | 4.09 |
| Liberty Media Corp. (FWONA) | 0.67% | $31.07B | 19.10% | 27.93% | 7.68 |
| Automatic Data Processing, Inc. (ADP) | 0.66% | $107.62B | 7.09% | 49.60% | 5.80 |
| Morningstar, Inc. (MORN) | 0.66% | $8.81B | 8.43% | 53.24% | 4.32 |
| O'Reilly Automotive, Inc. (ORLY) | 0.66% | $79.44B | 7.82% | 51.85% | 5.73 |
| Liberty Media Corp. (FWONK) | 0.66% | $31.07B | 19.10% | 27.93% | 8.27 |
| Allegro.eu SA (ALE) | 0.65% | $9.08B | 6.24% | 49.29% | 2.86 |
| Allegion Plc (ALLE) | 0.65% | $13.84B | 10.66% | 45.77% | 4.35 |
| Brown & Brown, Inc. (BRO) | 0.65% | $27.87B | 35.41% | 93.34% | 6.94 |
| Deckers Outdoor Corp. (DECK) | 0.65% | $14.75B | 8.49% | 54.51% | 2.65 |
| Fastenal Co. (FAST) | 0.64% | $48.23B | 11.68% | 43.29% | 7.09 |
| Allegro MicroSystems, Inc. (ALGM) | 0.63% | $5.02B | 14.36% | 46.33% | 7.25 |
| Clarivate Plc (CLVT) | 0.62% | $2.27B | 0.14% | 34.20% | 2.69 |
| Copart, Inc. (CPRT) | 0.61% | $37.43B | 0.72% | 45.92% | 7.93 |
| Air Products & Chemicals, Inc. (APD) | 0.61% | $54.09B | -0.52% | 31.48% | 6.61 |
| Baxter International, Inc. (BAX) | 0.61% | $9.84B | 5.04% | 33.09% | 1.78 |
| Universal Display Corp. (OLED) | 0.61% | $5.62B | -13.62% | 71.20% | 9.80 |
| AutoZone, Inc. (AZO) | 0.60% | $57.31B | 8.15% | 50.97% | 4.05 |
| Avis Budget Group, Inc. (CAR) | 0.60% | $4.61B | 1.12% | 36.18% | 2.89 |
| Gentex Corp. (GNTX) | 0.60% | $5.18B | 7.68% | 34.36% | 2.44 |
| Meta Platforms, Inc. (META) | 0.60% | $1.62T | 26.25% | 82.03% | 10.00 |
| Choice Hotels International, Inc. (CHH) | 0.60% | $4.22B | 4.53% | 50.37% | 4.35 |
| T-Mobile US, Inc. (TMUS) | 0.60% | $218.29B | 8.90% | 49.29% | 4.50 |
| Netflix, Inc. (NFLX) | 0.56% | $434.97B | 19.06% | 47.03% | 12.19 |
| The Mosaic Co. (MOS) | 0.56% | $8.32B | 22.81% | 16.00% | 1.34 |
| Bentley Systems, Inc. (BSY) | 0.56% | $12.32B | 12.05% | 78.61% | 12.52 |
| Motorola Solutions, Inc. (MSI) | 0.56% | $60.74B | 7.85% | 49.92% | 7.62 |
| PENN Entertainment, Inc. (PENN) | 0.54% | $1.90B | 4.76% | 27.16% | 1.94 |
| Acadia Healthcare Co., Inc. (ACHC) | 0.47% | $1.32B | 4.41% | 20.08% | 1.45 |
| New Fortress Energy, Inc. (NFE) | 0.39% | $358.54M | -42.32% | 4.33% | 5.44 |
| Fiserv, Inc. (FI) | 0.38% | $36.98B | 0.92% | 58.90% | 4.68 |
Market data by FactSet