 MICRON TECHNOLOGY INCMU |
| 5.26% | — | $59.3M | 51,408 | $0 | 0 | +51,408 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.18% | — | $58.3M | 122,162 | $0 | 0 | +122,162 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 5.03% | — | $56.7M | 97,612 | $0 | 0 | +97,612 | New Buy |
 APPLE INCAAPL |
| 4.71% | — | $53.0M | 183,300 | $0 | 0 | +183,300 | New Buy |
 TESLA INCTSLA |
| 4.64% | — | $52.3M | 124,425 | $0 | 0 | +124,425 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.64% | — | $52.3M | 261,432 | $0 | 0 | +261,432 | New Buy |
 AMAZON COM INCAMZN |
| 4.6% | — | $51.9M | 217,726 | $0 | 0 | +217,726 | New Buy |
 ALPHABET INCGOOGL |
| 4.56% | — | $51.4M | 143,717 | $0 | 0 | +143,717 | New Buy |
 BROADCOM INCAVGO |
| 4.5% | — | $50.8M | 134,435 | $0 | 0 | +134,435 | New Buy |
 META PLATFORMS INCMETA |
| 4.47% | — | $50.3M | 89,374 | $0 | 0 | +89,374 | New Buy |
 MICROSOFT CORPMSFT |
| 4.44% | — | $50.0M | 134,154 | $0 | 0 | +134,154 | New Buy |
 GE VERNOVA INCGEV |
| 4.43% | — | $49.9M | 42,512 | $0 | 0 | +42,512 | New Buy |
 PALO ALTOPANW |
| 4.13% | — | $46.6M | 136,553 | $0 | 0 | +136,553 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 3.61% | — | $40.7M | 144,737 | $0 | 0 | +144,737 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 3.52% | — | $39.6M | 51,925 | $0 | 0 | +51,925 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 3.26% | — | $36.8M | 315,350 | $0 | 0 | +315,350 | New Buy |
 ORACLE CORPORCL |
| 2.93% | — | $33.0M | 225,490 | $0 | 0 | +225,490 | New Buy |
 DATADOG INCDDOG |
| 2.91% | — | $32.8M | 125,954 | $0 | 0 | +125,954 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 2.84% | — | $32.0M | 125,843 | $0 | 0 | +125,843 | New Buy |
 SALESFORCE INCCRM |
| 2.8% | — | $31.5M | 201,145 | $0 | 0 | +201,145 | New Buy |
 NEBIUS GROUP N VNBIS |
| 2.72% | — | $30.7M | 111,138 | $0 | 0 | +111,138 | New Buy |
 SERVICENOW INCNOW |
| 2.72% | — | $30.6M | 308,303 | $0 | 0 | +308,303 | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 2.09% | — | $23.6M | 236,720 | $0 | 0 | +236,720 | New Buy |
 MONGODB INC CL AMDB |
| 1.94% | — | $21.9M | 65,179 | $0 | 0 | +65,179 | New Buy |
 ZSCALER INCZS |
| 1.83% | — | $20.6M | 146,077 | $0 | 0 | +146,077 | New Buy |
 IREN LTDIREN |
| 1.41% | — | $15.9M | 346,863 | $0 | 0 | +346,863 | New Buy |
| OOKLO INCOKLO |
| 1.36% | — | $15.3M | 292,072 | $0 | 0 | +292,072 | New Buy |
| PPEGASYSTEMS INCPEGA |
| 1.05% | — | $11.8M | 394,797 | $0 | 0 | +394,797 | New Buy |
| IINNODATA INCINOD |
| 0.87% | — | $9.8M | 129,874 | $0 | 0 | +129,874 | New Buy |
 BLOOM ENERGY CORPBE |
| 0.09% | — | $1.0M | 3,431 | $0 | 0 | +3,431 | New Buy |
 QUANTA SVCS INCPWR |
| 0.07% | — | $831,646 | 1,155 | $0 | 0 | +1,155 | New Buy |
 VERTIV HOLDINGS COVRT |
| 0.07% | — | $818,635 | 2,445 | $0 | 0 | +2,445 | New Buy |
 EATON CORP PLCETN |
| 0.07% | — | $781,930 | 1,835 | $0 | 0 | +1,835 | New Buy |
 COHERENT CORPCOHR |
| 0.07% | — | $776,711 | 1,969 | $0 | 0 | +1,969 | New Buy |
 EQUINIX INCEQIX |
| 0.06% | — | $708,825 | 680 | $0 | 0 | +680 | New Buy |
 SOUTHERN COSO |
| 0.06% | — | $703,086 | 7,346 | $0 | 0 | +7,346 | New Buy |
 WILLIAMS COS INCWMB |
| 0.06% | — | $695,005 | 9,349 | $0 | 0 | +9,349 | New Buy |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.06% | — | $690,954 | 4,729 | $0 | 0 | +4,729 | New Buy |
| NNEXTERA ENERGY INCNEE |
| 0.06% | — | $689,346 | 7,854 | $0 | 0 | +7,854 | New Buy |
 MONOLITHIC PWR SYS INCMPWR |
| 0.06% | — | $653,856 | 473 | $0 | 0 | +473 | New Buy |
 DOMINION ENERGY INCD |
| 0.06% | — | $645,272 | 9,449 | $0 | 0 | +9,449 | New Buy |
 VISTRA CORPVST |
| 0.06% | — | $620,243 | 3,910 | $0 | 0 | +3,910 | New Buy |
 NVENT ELECTRIC PLCNVT |
| 0.05% | — | $616,532 | 3,635 | $0 | 0 | +3,635 | New Buy |
 KINDER MORGAN INC DEL COMKMI |
| 0.05% | — | $610,979 | 19,111 | $0 | 0 | +19,111 | New Buy |
 AMERICAN TOWER CORP COMAMT |
| 0.05% | — | $606,845 | 3,710 | $0 | 0 | +3,710 | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 0.05% | — | $600,062 | 2,416 | $0 | 0 | +2,416 | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 0.05% | — | $598,001 | 3,330 | $0 | 0 | +3,330 | New Buy |
 BAKER HUGHES COMPANYBKR |
| 0.05% | — | $547,452 | 9,864 | $0 | 0 | +9,864 | New Buy |
 CAMECO CORPCCJ |
| 0.05% | — | $516,328 | 5,069 | $0 | 0 | +5,069 | New Buy |
| TTALEN ENERGY CORPTLN |
| 0.05% | — | $511,066 | 1,330 | $0 | 0 | +1,330 | New Buy |
