HVAC additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| BDC | Belden Inc. | 2026-03-31 | Added / first present |
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| BWXT | BWX Technologies Inc. | 2026-03-31 | Added / first present |
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| CW | Curtiss-Wright Corp. | 2026-03-31 | Added / first present |
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| DOV | Dover Corporation | 2026-03-31 | Added / first present |
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| FLR | Fluor Corporation | 2026-03-31 | Added / first present |
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| FLS | Flowserve Corporation | 2026-03-31 | Added / first present |
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| FTV | Fortive Corporation | 2026-03-31 | Added / first present |
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| ITW | Illinois Tool Works Inc. | 2026-03-31 | Added / first present |
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| JBL | Jabil Inc | 2026-03-31 | Added / first present |
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| LGN | LEGENCE CORP | 2026-03-31 | Added / first present |
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| MTZ | Mastec, Inc. | 2026-03-31 | Added / first present |
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| STRL | Sterling Infrastructure Inc | 2026-03-31 | Added / first present |
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| BE | Bloom Energy Corp | 2025-12-31 | Added / first present |
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| CLS | Celestica Inc | 2025-12-31 | Added / first present |
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| HUBB | Hubbell Inc | 2025-12-31 | Added / first present |
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| XYL | Xylem Inc/NY | 2025-12-31 | Added / first present |
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| APG | API Group Corp | 2025-09-30 | Added / first present |
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| GHM | Graham Corp | 2025-09-30 | Added / first present |
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| GTES | Gates Industrial Corp PLC | 2025-09-30 | Added / first present |
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| JCI | Johnson Controls International | 2025-09-30 | Added / first present |
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| VLTO | Veralto Corp | 2025-09-30 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| CLS | Celestica Inc | 2026-03-31 | Removed / first absent |
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| XYL | Xylem Inc/NY | 2026-03-31 | Removed / first absent |
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| GHM | Graham Corp | 2026-03-31 | Removed / first absent |
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| GTES | Gates Industrial Corp PLC | 2026-03-31 | Removed / first absent |
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| JCI | Johnson Controls International | 2026-03-31 | Removed / first absent |
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| VLTO | Veralto Corp | 2026-03-31 | Removed / first absent |
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| AZEK | AZEK Co Inc/The | 2025-09-30 | Removed / first absent |
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| AES | AES Corp/The | 2026-03-31 | Removed / first absent |
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| CARR | Carrier Global Corp | 2026-03-31 | Removed / first absent |
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| CSL | Carlisle Cos Inc | 2025-09-30 | Removed / first absent |
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| DOV | Dover Corp | 2025-09-30 | Removed / first absent |
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| ETN | Eaton Corp PLC | 2026-03-31 | Removed / first absent |
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| FERG | Ferguson Enterprises Inc | 2026-03-31 | Removed / first absent |
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| GNRC | Generac Holdings Inc | 2025-12-31 | Removed / first absent |
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| ITW | Illinois Tool Works Inc | 2025-12-31 | Removed / first absent |
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| LII | Lennox International Inc | 2026-03-31 | Removed / first absent |
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| LMB | Limbach Holdings Inc | 2025-12-31 | Removed / first absent |
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| MIDD | Middleby Corp/The | 2025-09-30 | Removed / first absent |
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| ROK | Rockwell Automation Inc | 2026-03-31 | Removed / first absent |
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