 NVIDIA CORPORATIONNVDA |
| 2.7% | 2.81% | $2.26B | 11.3M | $2.07B | 11.9M | -563,532-4.73% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.32% | 0.79% | $1.95B | 1.7M | $585.7M | 1.7M | -59,600-3.41% | Reduce |
 APPLE INCAAPL |
| 2.02% | 2.08% | $1.69B | 5.9M | $1.53B | 6.1M | -201,821-3.33% | Reduce |
 CAMECO CORPCCJ |
| 1.89% | 2.26% | $1.58B | 15.6M | $1.67B | 15.4M | +176,858+1.15% | Add |
| GGLOBAL X FDSRSSL |
| 1.74% | 1.83% | $1.46B | 12.3M | $1.35B | 13.9M | -1.5M-11.08% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 1.64% | 0.66% | $1.38B | 2.4M | $486.2M | 2.4M | -15,508-0.65% | Reduce |
 INTEL CORPINTC |
| 1.42% | 0.51% | $1.19B | 8.5M | $378.7M | 8.6M | -80,214-0.93% | Reduce |
 MICROSOFT CORPMSFT |
| 1.39% | 1.67% | $1.16B | 3.1M | $1.23B | 3.3M | -203,437-6.11% | Reduce |
 AMAZON COM INCAMZN |
| 1.36% | 1.4% | $1.14B | 4.8M | $1.04B | 5.0M | -211,409-4.24% | Reduce |
 WHEATON PRECIOUS METALS CORPWPM |
| 1.33% | 1.89% | $1.12B | 9.9M | $1.39B | 10.6M | -681,674-6.41% | Reduce |
 ALPHABET INCGOOGL |
| 1.32% | 1.27% | $1.11B | 3.1M | $940.0M | 3.3M | -173,807-5.29% | Reduce |
 BROADCOM INCAVGO |
| 1.32% | 1.22% | $1.11B | 2.9M | $901.6M | 2.9M | -2,602-0.09% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.18% | 1.47% | $990.8M | 8.5M | $1.08B | 7.5M | +1.1M+14.10% | Add |
 TESLA INCTSLA |
| 1.13% | 1.15% | $950.8M | 2.3M | $848.6M | 2.3M | -23,133-1.01% | Reduce |
 META PLATFORMS INCMETA |
| 0.93% | 1.12% | $780.5M | 1.4M | $822.9M | 1.4M | -62,779-4.33% | Reduce |
 RTX CORPORATIONRTX |
| 0.85% | 0.99% | $716.6M | 3.8M | $733.4M | 3.8M | -25,279-0.66% | Reduce |
 CISCO SYS INCCSCO |
| 0.85% | 0.66% | $710.8M | 6.1M | $486.7M | 6.3M | -221,872-3.54% | Reduce |
 PAN AMERN SILVER CORPPAAS |
| 0.83% | 1.14% | $698.2M | 15.6M | $838.8M | 15.4M | +228,921+1.49% | Add |
 GENERAL DYNAMICS CORPGD |
| 0.81% | 0.96% | $677.1M | 1.9M | $706.4M | 2.1M | -147,904-7.18% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.8% | 1.18% | $672.9M | 1.3M | $872.2M | 1.4M | -122,284-8.47% | Reduce |
 QUANTA SVCS INCPWR |
| 0.79% | 0.63% | $661.8M | 919,209 | $466.6M | 850,063 | +69,146+8.13% | Add |
| CCOEUR MNG INCCDE |
| 0.77% | 0.74% | $647.0M | 39.6M | $542.1M | 28.9M | +10.7M+37.20% | Add |
 CSX CORPCSX |
| 0.74% | 0.65% | $622.4M | 13.1M | $478.2M | 11.6M | +1.4M+12.41% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.72% | 0.64% | $601.1M | 1.2M | $472.7M | 692,865 | +487,434+70.35% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.7% | 0.22% | $587.6M | 2.0M | $165.1M | 1.7M | +295,946+17.56% | Add |
| GGLOBAL X COPPER MINERS ETFCOPX |
| 0.7% | 0.62% | $584.9M | 7.7M | $455.8M | 6.4M | +1.3M+20.06% | Add |
| AAlphabet Inc Class CGOOG |
| 0.67% | 0.62% | $562.6M | 1.6M | $458.5M | 1.6M | -5,325-0.33% | Reduce |
 EATON CORP PLCETN |
| 0.67% | 0.58% | $560.3M | 1.3M | $431.1M | 1.2M | +109,988+9.12% | Add |
 TRANE TECHNOLOGIES PLCTT |
| 0.63% | 0.56% | $526.5M | 1.1M | $411.6M | 987,822 | +84,322+8.54% | Add |
 NETFLIX INCNFLX |
| 0.61% | 0.89% | $513.9M | 7.1M | $657.2M | 6.9M | +272,239+3.96% | Add |
 DEERE & CODE |
| 0.61% | 0.57% | $513.3M | 809,233 | $420.7M | 746,840 | +62,393+8.35% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 0.61% | 0.55% | $511.9M | 1.9M | $408.3M | 1.8M | +131,889+7.44% | Add |
 UNION PAC CORPUNP |
| 0.59% | 0.55% | $492.6M | 1.8M | $406.8M | 1.7M | +134,090+8.00% | Add |
 UNITED RENTALS INCURI |
| 0.58% | 0.39% | $487.4M | 430,225 | $289.7M | 397,697 | +32,528+8.18% | Add |
 ROCKWELL AUTOMATION INCROK |
| 0.58% | 0.44% | $484.6M | 979,160 | $324.5M | 904,357 | +74,803+8.27% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.57% | 0.4% | $481.9M | 1.0M | $298.0M | 882,951 | +126,901+14.37% | Add |
| HHUDBAY MINERALS INCHBM |
| 0.56% | 0.5% | $470.2M | 19.9M | $370.1M | 17.7M | +2.2M+12.34% | Add |
| OOKLO INCOKLO |
| 0.56% | 0.6% | $467.6M | 8.9M | $439.2M | 8.9M | +79,326+0.90% | Add |
| EENERGY TRANSFER L PET |
| 0.56% | 0.63% | $466.8M | 24.4M | $461.2M | 23.9M | +517,755+2.17% | Add |
| FFASTENAL CO COMFAST |
| 0.56% | 0.57% | $465.7M | 9.7M | $422.1M | 9.1M | +597,628+6.57% | Add |
 TECK RESOURCES LTDTECK |
| 0.55% | 0.48% | $457.7M | 7.7M | $353.7M | 6.8M | +840,067+12.26% | Add |
 FREEPORT MCMORAN INCFCX |
| 0.54% | 0.62% | $453.1M | 7.2M | $453.8M | 7.7M | -518,926-6.72% | Reduce |
| MMPLX LPFFUT |
| 0.54% | 0.57% | $451.3M | 8.0M | $417.7M | 7.3M | +692,332+9.46% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 0.54% | 0.51% | $449.1M | 1.4M | $377.1M | 1.3M | +113,633+8.65% | Add |
 SEMPRA COMSRE |
| 0.53% | 0.58% | $443.3M | 4.8M | $428.9M | 4.4M | +367,709+8.33% | Add |
 SOUTHERN COPPER CORPSCCO |
| 0.52% | 0.57% | $439.8M | 2.5M | $422.4M | 2.5M | +68,967+2.81% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.52% | 0.5% | $438.6M | 448,447 | $368.4M | 411,601 | +36,846+8.95% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.52% | 0.62% | $433.0M | 11.8M | $458.6M | 12.1M | -337,847-2.79% | Reduce |
 NUCOR CORPNUE |
| 0.49% | 0.39% | $412.2M | 1.9M | $288.3M | 1.7M | +145,259+8.52% | Add |
 NEXGEN ENERGY LTDNXE |
| 0.49% | 0.67% | $407.8M | 43.4M | $494.8M | 42.8M | +651,622+1.52% | Add |
