| AASTERA LABS INCALAB |
| 11.11% | 3.78% | $32.4M | 67,007 | $5.1M | 46,282 | +20,725+44.78% | Add |
 KLA CORPKLAC |
| 8.81% | 7.55% | $25.7M | 85,024 | $10.1M | 6,887 | +78,137+1,134.56% | Add |
 COHERENT CORPCOHR |
| 8.43% | 9.17% | $24.6M | 62,252 | $12.3M | 51,712 | +10,540+20.38% | Add |
 ARM HOLDINGS PLCARM |
| 7.29% | — | $21.2M | 59,860 | $0 | 0 | +59,860 | New Buy |
| MMKS INC.MKSI |
| 6.79% | 6.1% | $19.8M | 44,491 | $8.2M | 35,651 | +8,840+24.80% | Add |
 CLOUDFLARE INCNET |
| 6.73% | 0.41% | $19.6M | 79,885 | $552,785 | 2,679 | +77,206+2,881.90% | Add |
 LAM RESEARCH CORPLRCX |
| 5.03% | 5.07% | $14.7M | 33,817 | $6.8M | 31,887 | +1,930+6.05% | Add |
| TTERAWULF INC COMWULF |
| 4.73% | 7.24% | $13.8M | 557,731 | $9.7M | 674,206 | -116,475-17.28% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 4.71% | — | $13.7M | 36,086 | $0 | 0 | +36,086 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 4.27% | 2.64% | $12.4M | 41,712 | $3.5M | 35,802 | +5,910+16.51% | Add |
| AAPPLIED DIGITAL CORPAPLD |
| 3.85% | 4.45% | $11.2M | 300,897 | $6.0M | 251,886 | +49,011+19.46% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 3.57% | — | $10.4M | 784,035 | $0 | 0 | +784,035 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 3.26% | 3.4% | $9.5M | 11,080 | $4.6M | 6,500 | +4,580+70.46% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.17% | 6.04% | $9.2M | 46,143 | $8.1M | 46,520 | -377-0.81% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 3.07% | 1.84% | $8.9M | 32,868 | $2.5M | 26,348 | +6,520+24.75% | Add |
| RROCKET LAB CORP COMRKLB |
| 2.8% | 3.74% | $8.1M | 80,145 | $5.0M | 78,224 | +1,921+2.46% | Add |
| AAST SPACEMOBILE INC COM CL AASTS |
| 2.74% | 4.28% | $8.0M | 89,941 | $5.7M | 69,306 | +20,635+29.77% | Add |
| TTERADYNE INCTER |
| 2.43% | 2.79% | $7.1M | 14,650 | $3.7M | 12,638 | +2,012+15.92% | Add |
 INTUITIVE MACHS INC CLASS ALUNR |
| 2.12% | 3.2% | $6.2M | 288,589 | $4.3M | 231,189 | +57,400+24.83% | Add |
 IREN LTDIREN |
| 1.76% | — | $5.1M | 112,360 | $0 | 0 | +112,360 | New Buy |
 ARISTA NETWORKS INCANET |
| 1.58% | 4.02% | $4.6M | 27,115 | $5.4M | 43,919 | -16,804-38.26% | Reduce |
 CIENA CORPCIEN |
| 0.82% | 1.14% | $2.4M | 4,898 | $1.5M | 3,938 | +960+24.38% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.57% | 0.35% | $1.7M | 2,876 | $471,144 | 2,316 | +560+24.18% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.28% | 0.25% | $802,060 | 1,051 | $332,239 | 851 | +200+23.50% | Add |
| KKRATOS DEFENSE & SEC SOLUTIOKTOS |
| 0.06% | 4.7% | $164,688 | 3,303 | $6.3M | 89,439 | -86,136-96.31% | Reduce |
| KKARMAN HLDGS INCKRMN |
| 0.02% | 7.63% | $65,096 | 1,304 | $10.2M | 127,974 | -126,670-98.98% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| <0.01% | <0.01% | $3,974 | 16 | $4,468 | 16 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| <0.01% | <0.01% | $509 | 2 | $302 | 2 | 00.00% | Unchanged |
