 NEBIUS GROUP N VNBIS |
| 10.99% | 0.17% | $1.02B | 3.7M | $9.4M | 5.2M | -1.5M-28.94% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.46% | 8.9% | $690.8M | 1.4M | $493.1M | 1.4M | -712-0.05% | Reduce |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 4.45% | 6.06% | $411.8M | 12.5M | $335.9M | 11.5M | +998,494+8.71% | Add |
 APPLE INCAAPL |
| 4.29% | 2.71% | $397.2M | 1.4M | $150.2M | 591,698 | +780,988+131.99% | Add |
 ALPHABET INCGOOGL |
| 4.25% | 3.73% | $393.6M | 1.1M | $206.4M | 717,791 | +383,602+53.44% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.23% | 2.01% | $391.0M | 2.0M | $111.1M | 637,236 | +1.3M+206.66% | Add |
 AMAZON COM INCAMZN |
| 4.2% | 4.43% | $388.9M | 1.6M | $245.4M | 1.2M | +453,227+38.46% | Add |
| EElbit Systems LtdESLT |
| 3.97% | 6.86% | $367.1M | 483,693 | $380.0M | 456,061 | +27,632+6.06% | Add |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 3.73% | 5.63% | $345.3M | 3.9M | $311.6M | 4.7M | -802,457-17.03% | Reduce |
 CISCO SYS INCCSCO |
| 2.46% | 1.61% | $228.0M | 1.9M | $89.4M | 1.2M | +789,365+68.52% | Add |
 ARM HOLDINGS PLCARM |
| 2.26% | 1.31% | $209.4M | 590,484 | $72.4M | 478,289 | +112,195+23.46% | Add |
 CIENA CORPCIEN |
| 1.95% | — | $180.9M | 368,342 | $0 | 0 | +368,342 | New Buy |
 ORACLE CORPORCL |
| 1.85% | 3.52% | $171.1M | 1.2M | $194.8M | 1.3M | -156,443-11.81% | Reduce |
 EXPAND ENERGY CORPORATIONEXE |
| 1.78% | 2.93% | $164.5M | 1.8M | $162.4M | 1.5M | +324,424+21.94% | Add |
 UBER TECHNOLOGIES INCUBER |
| 1.74% | 3.23% | $161.4M | 2.2M | $179.1M | 2.5M | -253,971-10.20% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.68% | 1.23% | $155.1M | 390,458 | $68.4M | 214,990 | +175,468+81.62% | Add |
| BBANK OF AMER CORPBAC |
| 1.63% | 0.09% | $151.3M | 2.7M | $4.7M | 21,300 | +2.6M+12,364.79% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.58% | 1.72% | $146.0M | 519,343 | $95.3M | 393,030 | +126,313+32.14% | Add |
| QQUALCOMM INCQCOM |
| 1.51% | 1.74% | $139.8M | 756,753 | $96.2M | 747,220 | +9,533+1.28% | Add |
 WELLS FARGO CO NEWWFC |
| 1.46% | 0.16% | $134.7M | 1.6M | $8.9M | 13,400 | +1.6M+12,064.18% | Add |
| RRIO TINTO PLCBBP |
| 1.38% | 1.93% | $127.6M | 1.3M | $106.7M | 1.1M | +200,000+17.48% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.33% | 1.97% | $123.5M | 1.4M | $108.9M | 1.2M | +233,619+19.92% | Add |
| CCRH PLCCRH |
| 1.31% | 2.15% | $121.4M | 1.1M | $119.3M | 1.1M | 00.00% | Unchanged |
 ICL GROUP LTD SHSICL |
| 1.3% | 2.06% | $120.3M | 24.0M | $114.0M | 22.3M | +1.7M+7.61% | Add |
 JPMORGAN CHASE & COJPM |
| 1.27% | — | $117.8M | 360,000 | $0 | 0 | +360,000 | New Buy |
 ARISTA NETWORKS INCANET |
| 1.22% | <0.01% | $113.3M | 667,041 | $11,296 | 92 | +666,949+724,944.57% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.08% | — | $99.8M | 610,000 | $0 | 0 | +610,000 | New Buy |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.07% | 2.86% | $99.1M | 805,000 | $158.4M | 1.0M | -202,291-20.08% | Reduce |
 MICROSOFT CORPMSFT |
| 1.04% | 0.07% | $96.4M | 258,503 | $4.1M | 11,123 | +247,380+2,224.04% | Add |
| LLYFT INC CLASS ALYFT |
| 1.01% | 1.84% | $93.3M | 6.4M | $101.9M | 7.7M | -1.3M-16.66% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 0.97% | 2.48% | $90.1M | 939,250 | $137.3M | 1.1M | -155,369-14.19% | Reduce |
 NETFLIX INCNFLX |
| 0.92% | 1.55% | $85.2M | 1.2M | $86.1M | 895,060 | +297,633+33.25% | Add |
| AAlphabet Inc Class CGOOG |
| 0.88% | — | $81.3M | 230,278 | $0 | 0 | +230,278 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.87% | 0.92% | $80.1M | 155,561 | $50.9M | 127,810 | +27,751+21.71% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.83% | 0.66% | $77.3M | 770,433 | $36.4M | 524,588 | +245,845+46.86% | Add |
 ZOOM COMMUNICATIONS INCZM |
| 0.8% | 1.32% | $74.4M | 861,635 | $73.2M | 910,741 | -49,106-5.39% | Reduce |
| NNOVA LTDNVMI |
| 0.8% | 0.17% | $73.8M | 139,615 | $9.2M | 21,351 | +118,264+553.90% | Add |
 ALBEMARLE CORPALB |
| 0.77% | 1.71% | $71.4M | 528,846 | $94.8M | 528,131 | +715+0.14% | Add |
 INTEL CORPINTC |
| 0.66% | <0.01% | $61.2M | 438,487 | $11,871 | 269 | +438,218+162,906.32% | Add |
 HONEYWELL INTL INCHON |
| 0.66% | — | $61.1M | 273,000 | $0 | 0 | +273,000 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 0.65% | — | $60.4M | 273,000 | $0 | 0 | +273,000 | New Buy |
 MOTOROLA SOLUTIONS INCMSI |
| 0.65% | <0.01% | $60.2M | 145,037 | $3,038 | 7 | +145,030+2,071,857.14% | Add |
 IREN LTDIREN |
| 0.56% | 0.07% | $51.5M | 1.1M | $3.7M | 1.4M | -282,249-20.13% | Reduce |
 TRIMBLE INC COMTRMB |
| 0.56% | 1.34% | $51.4M | 1.0M | $74.0M | 1.1M | -130,000-11.46% | Reduce |
 SHOPIFY INCSHOP |
| 0.55% | 0.78% | $50.5M | 442,232 | $43.5M | 366,338 | +75,894+20.72% | Add |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.53% | — | $48.9M | 640,000 | $0 | 0 | +640,000 | New Buy |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.51% | 1.21% | $47.1M | 358,549 | $67.3M | 470,784 | -112,235-23.84% | Reduce |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.5% | 0.91% | $45.9M | 620,000 | $50.2M | 620,000 | 00.00% | Unchanged |
 ORMAT TECHNOLOGIES INCORA |
| 0.5% | 0.51% | $45.9M | 420,221 | $28.3M | 254,625 | +165,596+65.04% | Add |
 LGI HOMES INCLGIH |
| 0.49% | 0.78% | $45.5M | 714,265 | $43.0M | 1.1M | -372,998-34.31% | Reduce |
