 MICRON TECHNOLOGY INCMU |
| 15.43% | 2.15% | $103.4M | 89,600 | $8.9M | 26,300 | +63,300+240.68% | Add |
 ASML HLDG NVASML |
| 14.19% | 12.37% | $95.1M | 47,800 | $51.1M | 38,700 | +9,100+23.51% | Add |
| AATI INCATI |
| 13.08% | 12.89% | $87.7M | 444,800 | $53.3M | 366,400 | +78,400+21.40% | Add |
 MARRIOTT INTL INC NEWMAR |
| 12.84% | 16.95% | $86.1M | 232,300 | $70.1M | 214,240 | +18,060+8.43% | Add |
 AMAZON COM INCAMZN |
| 12.76% | 13.27% | $85.5M | 358,800 | $54.9M | 263,400 | +95,400+36.22% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 11.39% | 4.39% | $76.4M | 123,800 | $18.1M | 46,000 | +77,800+169.13% | Add |
 ALPHABET INCGOOGL |
| 5.88% | 7.15% | $39.4M | 110,300 | $29.6M | 102,800 | +7,500+7.30% | Add |
 INTEL CORPINTC |
| 4.75% | — | $31.8M | 228,100 | $0 | 0 | +228,100 | New Buy |
 TRADEWEB MKTS INCTW |
| 4.17% | 14.08% | $27.9M | 280,200 | $58.2M | 494,815 | -214,615-43.37% | Reduce |
| FFTAI AVIATION LTDFTAI |
| 3.68% | — | $24.7M | 91,200 | $0 | 0 | +91,200 | New Buy |
| MMASTEC INCMTZ |
| 1.83% | 4.72% | $12.3M | 29,500 | $19.5M | 60,600 | -31,100-51.32% | Reduce |
