 NVIDIA CORPORATIONNVDA |
| 13.13% | 19.68% | $1.25B | 6.3M | $1.16B | 6.7M | -408,084-6.12% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 10.27% | 0.54% | $979.7M | 848,769 | $32.1M | 95,004 | +753,765+793.40% | Add |
 SUPER MICRSMCI |
| 2.61% | — | $249.1M | 4.9M | $0 | 0 | +4.9M | New Buy |
 Super Micro Computer, Inc.SMCI |
| 2.57% | 2.18% | $245.6M | 249.9M | $129.1M | 148.4M | +101.5M+68.40% | Add |
 Super Micro Computer, Inc.SMCI |
| 2.22% | 1.35% | $212.0M | 231.0M | $79.8M | 99.1M | +131.9M+133.10% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 2.21% | 0.73% | $210.8M | 7.2M | $43.2M | 1.9M | +5.3M+278.98% | Add |
 TESLA INCTSLA |
| 2.01% | 0.81% | $191.6M | 455,491 | $48.1M | 129,508 | +325,983+251.71% | Add |
 Boeing Co/TheBA |
| 1.97% | — | $188.3M | 2.8M | $0 | 0 | +2.8M | New Buy |
 STRATEGY INCMSTR |
| 1.91% | 1.37% | $181.9M | 177.9M | $80.9M | 69.9M | +108.0M+154.48% | Add |
 NEXTERA ENERGY INCNEE |
| 1.36% | — | $129.4M | 2.7M | $0 | 0 | +2.7M | New Buy |
 THERAVANCE BIOPHARMA INCTBPH |
| 1.33% | 2.05% | $126.8M | 7.5M | $121.0M | 7.5M | 00.00% | Unchanged |
| SSPROTT ASSET MANAGEMENT LPCEF |
| 1.31% | 1.4% | $124.7M | 3.1M | $83.0M | 1.7M | +1.4M+78.20% | Add |
 MicroStrategy IncMSTR |
| 1.23% | 0.91% | $117.4M | 121.3M | $53.6M | 52.4M | +68.9M+131.42% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 1.16% | — | $111.1M | 125.4M | $0 | 0 | +125.4M | New Buy |
 ROBINHOOD MKTS INCHOOD |
| 1.15% | 0.34% | $109.4M | 1.1M | $20.2M | 290,987 | +799,699+274.82% | Add |
| EENTREPRENEURSHARES SERIES TRXOVR |
| 1.12% | — | $107.3M | 5.1M | $0 | 0 | +5.1M | New Buy |
 ALBEMARLE CORPALB |
| 1.11% | 1% | $105.9M | 1.9M | $59.0M | 820,000 | +1.1M+132.93% | Add |
 STRATEGY INCMSTR |
| 1.08% | 2.88% | $102.8M | 100.2M | $170.4M | 154.8M | -54.7M-35.30% | Reduce |
 STRATEGY INCMSTR |
| 1.03% | 0.43% | $98.7M | 106.9M | $25.5M | 26.4M | +80.5M+305.44% | Add |
 ROIVANT SCIENCES LTDROIV |
| 0.94% | — | $90.0M | 2.5M | $0 | 0 | +2.5M | New Buy |
| HHewlett Packard Enterprise CoHPE |
| 0.92% | — | $87.4M | 750,000 | $0 | 0 | +750,000 | New Buy |
 MicroStrategy IncMSTR |
| 0.91% | 1.79% | $86.4M | 97.3M | $106.0M | 121.0M | -23.8M-19.63% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.9% | — | $86.0M | 503,225 | $0 | 0 | +503,225 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.89% | — | $85.3M | 286,219 | $0 | 0 | +286,219 | New Buy |
| UUGI CorpUGI |
| 0.85% | 1.68% | $80.7M | 60.2M | $99.6M | 70.9M | -10.7M-15.02% | Reduce |
| TTOPBUILD CORBLD |
| 0.84% | — | $79.8M | 225,000 | $0 | 0 | +225,000 | New Buy |
| VVishay Intertechnology IncVSH |
| 0.82% | — | $78.1M | 39.3M | $0 | 0 | +39.3M | New Buy |
| EEnvista Holdings CorpNVST |
| 0.81% | — | $77.2M | 77.2M | $0 | 0 | +77.2M | New Buy |
| TTETRA TECH INC NEWTTEK |
| 0.76% | 0.28% | $72.1M | 68.3M | $16.3M | 15.5M | +52.8M+340.57% | Add |
| SSTRATEGY INCMSTR |
| 0.76% | 3.46% | $72.1M | 829,895 | $204.5M | 1.6M | -808,707-49.35% | Reduce |
| GGREENBRIER COS INC |
| 0.74% | 1.18% | $70.8M | 61.7M | $69.7M | 60.2M | +1.5M+2.49% | Add |
| FFRESHPET INCFRPT |
| 0.7% | 0.53% | $67.0M | 57.5M | $31.2M | 26.9M | +30.6M+113.54% | Add |
| MMcEwen IncMUX |
| 0.63% | 1.12% | $60.2M | 31.3M | $66.2M | 31.3M | 00.00% | Unchanged |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.61% | — | $57.8M | 425,223 | $0 | 0 | +425,223 | New Buy |
| EEPR PPTYS |
| 0.56% | 0.8% | $53.4M | 2.1M | $47.3M | 2.1M | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.56% | 1.48% | $53.3M | 1.6M | $87.6M | 2.3M | -679,811-29.81% | Reduce |
| SSPROTT PHYSICAL SILVER ESLVR |
| 0.55% | 3.38% | $52.9M | 2.8M | $199.8M | 8.2M | -5.4M-65.79% | Reduce |
| MMERIT MED SYS INCMMSI |
| 0.53% | — | $50.8M | 47.1M | $0 | 0 | +47.1M | New Buy |
| MMOONLAKE IMMUNOTHERAPEUTICSMLTX |
| 0.53% | 0.54% | $50.3M | 2.6M | $31.8M | 1.7M | +873,485+51.13% | Add |
 FirstEnergy CorpFE |
| 0.51% | — | $48.9M | 44.0M | $0 | 0 | +44.0M | New Buy |
| SSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYS |
| 0.51% | 0.29% | $48.6M | 1.6M | $17.2M | 484,101 | +1.1M+232.92% | Add |
 APOLLO GLOBAL MGMT INCAPO |
| 0.49% | — | $47.2M | 775,000 | $0 | 0 | +775,000 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 0.48% | 0.02% | $46.1M | 600,000 | $1.2M | 18,600 | +581,400+3,125.81% | Add |
 CHEVRON CORPORATIONCVX |
| 0.47% | 0.02% | $45.1M | 271,962 | $1.1M | 5,355 | +266,607+4,978.66% | Add |
| GGameStopGME |
| 0.47% | — | $44.6M | 44.0M | $0 | 0 | +44.0M | New Buy |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.44% | 1.45% | $41.8M | 3.1M | $85.6M | 4.3M | -1.2M-27.39% | Reduce |
| VVERTEX INCVERX |
| 0.39% | — | $36.9M | 41.2M | $0 | 0 | +41.2M | New Buy |
 PPL CORPPPL |
| 0.37% | — | $35.7M | 730,000 | $0 | 0 | +730,000 | New Buy |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.37% | 0.73% | $35.7M | 47,783 | $43.2M | 66,500 | -18,717-28.15% | Reduce |
| QQXO INCQXO |
| 0.36% | — | $34.5M | 2.0M | $0 | 0 | +2.0M | New Buy |
