| EEOS ENERGY ENTERPRISES INCEOSEW |
| 27.49% | 34.65% | $25.2M | 4.3M | $28.8M | 5.8M | -1.5M-26.31% | Reduce |
 IREN LTDIREN |
| 22.18% | 22.1% | $20.3M | 444,547 | $18.4M | 536,504 | -91,957-17.14% | Reduce |
 ANTERO RESOURCES CORPAR |
| 18.84% | 28.53% | $17.3M | 491,387 | $23.7M | 559,555 | -68,168-12.18% | Reduce |
 CANADIAN SOLAR INC COMCSIQ |
| 15.21% | — | $13.9M | 870,500 | $0 | 0 | +870,500 | New Buy |
 APPLE INCAAPL |
| 4.93% | 4.8% | $4.5M | 15,625 | $4.0M | 15,753 | -128-0.81% | Reduce |
| VVENTURE GLOBAL INC CLASS AVG |
| 1.64% | — | $1.5M | 134,720 | $0 | 0 | +134,720 | New Buy |
 VITAL FARMS INCVITL |
| 1.31% | — | $1.2M | 103,117 | $0 | 0 | +103,117 | New Buy |
| TTRANSOCEAN LTDRIG |
| 1.29% | 2.96% | $1.2M | 241,780 | $2.5M | 371,780 | -130,000-34.97% | Reduce |
 GENERAL MILLS INC COMGIS |
| 1.26% | — | $1.2M | 33,080 | $0 | 0 | +33,080 | New Buy |
| CCONAGRA BRANDS INCCAG |
| 1.23% | — | $1.1M | 83,753 | $0 | 0 | +83,753 | New Buy |
 THE CAMPBELLS COMPANYCPB |
| 1.2% | — | $1.1M | 49,483 | $0 | 0 | +49,483 | New Buy |
 SERVICENOW INCNOW |
| 0.85% | — | $776,370 | 7,820 | $0 | 0 | +7,820 | New Buy |
 MICROSOFT CORPMSFT |
| 0.55% | 0.62% | $505,069 | 1,354 | $516,017 | 1,394 | -40-2.87% | Reduce |
 TESLA INCTSLA |
| 0.47% | 0.45% | $426,488 | 1,014 | $376,955 | 1,014 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.4% | 0.43% | $367,497 | 733 | $360,291 | 733 | 00.00% | Unchanged |
 COMPASS INCCOMP |
| 0.39% | 0.26% | $360,258 | 29,218 | $213,584 | 29,218 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.25% | — | $226,131 | 640 | $0 | 0 | +640 | New Buy |
 AMAZON COM INCAMZN |
| 0.22% | 0.34% | $200,206 | 840 | $279,082 | 1,340 | -500-37.31% | Reduce |
| MMOONLAKE IMMUNOTHERAPEUTICSMLTX |
| 0.21% | 0.22% | $194,700 | 10,000 | $186,400 | 10,000 | 00.00% | Unchanged |
| SSIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHSSBSW |
| 0.1% | 0.23% | $93,390 | 11,000 | $188,496 | 15,300 | -4,300-28.10% | Reduce |
