 ELI LILLY & COLLY |
| 14.87% | 2.99% | $33.9M | 28,295 | $5.1M | 5,535 | +22,760+411.20% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 11.62% | 12.06% | $26.5M | 55,532 | $20.5M | 60,745 | -5,213-8.58% | Reduce |
 TESLA INCTSLA |
| 8.62% | 11.76% | $19.7M | 46,774 | $20.0M | 53,833 | -7,059-13.11% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 6.05% | — | $13.8M | 69,000 | $0 | 0 | +69,000 | New Buy |
 APPLIED MATLS INCAMAT |
| 5.23% | — | $11.9M | 16,517 | $0 | 0 | +16,517 | New Buy |
| HHUT 8 CORPHUT |
| 4.5% | — | $10.3M | 89,034 | $0 | 0 | +89,034 | New Buy |
 FIRST SOLAR INC COMFSLR |
| 4.3% | — | $9.8M | 41,555 | $0 | 0 | +41,555 | New Buy |
| SSTATE STREET SPDR S&P METALS & MINING ETFXME |
| 4.2% | — | $9.6M | 89,740 | $0 | 0 | +89,740 | New Buy |
 CAMECO CORPCCJ |
| 4.1% | 6.16% | $9.4M | 91,981 | $10.5M | 96,518 | -4,537-4.70% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 4.06% | — | $9.3M | 92,515 | $0 | 0 | +92,515 | New Buy |
 BLOOM ENERGY CORPBE |
| 4.03% | 2.87% | $9.2M | 30,398 | $4.9M | 36,069 | -5,671-15.72% | Reduce |
| VVANECK ETF TRUSTOIH |
| 3.65% | 5.11% | $8.3M | 22,382 | $8.7M | 21,535 | +847+3.93% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 3.39% | — | $7.7M | 77,759 | $0 | 0 | +77,759 | New Buy |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 2.77% | — | $6.3M | 398,958 | $0 | 0 | +398,958 | New Buy |
| CCITIGROUP INCC |
| 2.56% | — | $5.8M | 41,677 | $0 | 0 | +41,677 | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 2.54% | — | $5.8M | 72,056 | $0 | 0 | +72,056 | New Buy |
 LAM RESEARCH CORPLRCX |
| 2.47% | — | $5.6M | 13,020 | $0 | 0 | +13,020 | New Buy |
 NU HLDGS LTDNU |
| 2.25% | — | $5.1M | 384,467 | $0 | 0 | +384,467 | New Buy |
 CF INDS HLDGS INCCF |
| 2.01% | — | $4.6M | 42,379 | $0 | 0 | +42,379 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.93% | — | $4.4M | 15,698 | $0 | 0 | +15,698 | New Buy |
 BWX TECHNOLOGIES INCBWXT |
| 1.78% | 2.93% | $4.1M | 20,868 | $5.0M | 24,410 | -3,542-14.51% | Reduce |
| WWOLFSPEED INCWOLF |
| 1.67% | — | $3.8M | 78,923 | $0 | 0 | +78,923 | New Buy |
| CCANTOR EQUITY PARTNERS II IN |
| 1.1% | 1.19% | $2.5M | 186,501 | $2.0M | 186,501 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.18% | — | $421,000 | 1,000 | $0 | 0 | +1,000 | New Buy |
| SSPDR SERIES TRUST |
| 0.12% | — | $270,816 | 3,472 | $0 | 0 | +3,472 | New Buy |
