 NVIDIA CORPORATIONNVDA |
| 3.74% | 3.12% | $39.4M | 197,044 | $19.0M | 109,219 | +87,825+80.41% | Add |
 LAM RESEARCH CORPLRCX |
| 2.67% | 1.78% | $28.2M | 64,972 | $10.9M | 50,898 | +14,074+27.65% | Add |
 ALPHABET INCGOOGL |
| 1.99% | 1.92% | $21.0M | 58,802 | $11.7M | 40,705 | +18,097+44.46% | Add |
| AAlphabet Inc Class CGOOG |
| 1.96% | 1.87% | $20.7M | 58,495 | $11.4M | 39,857 | +18,638+46.76% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.9% | 1.38% | $20.0M | 17,352 | $8.4M | 24,984 | -7,632-30.55% | Reduce |
 AMAZON COM INCAMZN |
| 1.87% | 1.79% | $19.7M | 82,795 | $10.9M | 52,513 | +30,282+57.67% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 1.68% | 1.21% | $17.7M | 41,039 | $7.4M | 44,982 | -3,943-8.77% | Reduce |
| SSANDISK CORP COMSNDK |
| 1.53% | 0.99% | $16.2M | 7,121 | $6.1M | 9,535 | -2,414-25.32% | Reduce |
 CISCO SYS INCCSCO |
| 1.48% | 0.98% | $15.6M | 132,636 | $6.0M | 77,287 | +55,349+71.61% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.43% | 1.33% | $15.0M | 25,888 | $8.1M | 39,905 | -14,017-35.13% | Reduce |
 BROADCOM INCAVGO |
| 1.23% | 2.19% | $13.0M | 34,316 | $13.4M | 43,202 | -8,886-20.57% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.2% | — | $12.7M | 31,878 | $0 | 0 | +31,878 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 1.05% | 1.07% | $11.0M | 39,218 | $6.5M | 26,946 | +12,272+45.54% | Add |
| AAMKOR TECHNOLOGY INCAMKR |
| 1% | 0.46% | $10.6M | 122,715 | $2.8M | 62,207 | +60,508+97.27% | Add |
 META PLATFORMS INCMETA |
| 0.93% | 0.94% | $9.9M | 17,510 | $5.7M | 10,016 | +7,494+74.82% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.93% | 1.35% | $9.8M | 170,194 | $8.3M | 136,384 | +33,810+24.79% | Add |
 STATE STR CORP COMSTT |
| 0.92% | 0.87% | $9.7M | 57,342 | $5.3M | 42,185 | +15,157+35.93% | Add |
 NORTHERN TR CORPNTRS |
| 0.91% | 0.83% | $9.6M | 55,105 | $5.0M | 36,147 | +18,958+52.45% | Add |
| BBANK OF AMER CORPBAC |
| 0.87% | 0.88% | $9.2M | 161,117 | $5.4M | 110,451 | +50,666+45.87% | Add |
| TTERADATA CORP DELTDC |
| 0.87% | 0.7% | $9.1M | 263,483 | $4.3M | 167,347 | +96,136+57.45% | Add |
 FORTINET INCFTNT |
| 0.86% | 0.75% | $9.1M | 59,067 | $4.6M | 55,978 | +3,089+5.52% | Add |
 VALERO ENERGY CORP COMVLO |
| 0.86% | 1.15% | $9.0M | 34,700 | $7.0M | 28,465 | +6,235+21.90% | Add |
 WALMART INCWMT |
| 0.85% | 1.09% | $8.9M | 78,994 | $6.7M | 53,800 | +25,194+46.83% | Add |
 MERCK & CO INCMRK |
| 0.83% | 0.92% | $8.8M | 68,437 | $5.6M | 46,800 | +21,637+46.23% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 0.82% | 0.83% | $8.6M | 59,706 | $5.1M | 42,690 | +17,016+39.86% | Add |
 ARISTA NETWORKS INCANET |
| 0.8% | — | $8.4M | 49,725 | $0 | 0 | +49,725 | New Buy |
 ADOBE INC COMADBE |
| 0.79% | — | $8.3M | 40,489 | $0 | 0 | +40,489 | New Buy |
 ROKU INC COM CL AROKU |
| 0.78% | 0.74% | $8.3M | 59,928 | $4.5M | 47,891 | +12,037+25.13% | Add |
| FFLEX LTDFLEX |
| 0.78% | 0.78% | $8.3M | 51,067 | $4.8M | 72,672 | -21,605-29.73% | Reduce |
 MARATHON PETE CORPMPC |
| 0.77% | 0.62% | $8.2M | 31,959 | $3.8M | 15,418 | +16,541+107.28% | Add |
 CIENA CORPCIEN |
| 0.77% | 1.1% | $8.1M | 16,560 | $6.7M | 17,251 | -691-4.01% | Reduce |
 MACYS INC COMM |
| 0.77% | 0.34% | $8.1M | 343,721 | $2.1M | 115,882 | +227,839+196.61% | Add |
 SPHERE ENTERTAINMENT COSPHR |
| 0.76% | 0.63% | $8.0M | 46,092 | $3.9M | 32,867 | +13,225+40.24% | Add |
 APPLIED MATLS INCAMAT |
| 0.76% | 0.06% | $8.0M | 11,030 | $372,396 | 1,090 | +9,940+911.93% | Add |
 VERISIGN INCVRSN |
| 0.74% | 0.87% | $7.8M | 30,870 | $5.3M | 21,461 | +9,409+43.84% | Add |
| SSEMTECH CORPSMTC |
| 0.73% | — | $7.7M | 47,461 | $0 | 0 | +47,461 | New Buy |
 JOHNSON & JOHNSONJNJ |
| 0.72% | 0.65% | $7.6M | 29,971 | $4.0M | 16,301 | +13,670+83.86% | Add |
| AAPPLOVIN CORPAPP |
| 0.71% | 0.25% | $7.5M | 14,470 | $1.5M | 3,862 | +10,608+274.68% | Add |
 CARDINAL HEALTH INCCAH |
| 0.71% | 0.74% | $7.5M | 31,366 | $4.5M | 21,372 | +9,994+46.76% | Add |
 PHILLIPS 66PSX |
| 0.7% | 1.02% | $7.3M | 43,453 | $6.2M | 34,038 | +9,415+27.66% | Add |
 ALTRIA GROUP INCMO |
| 0.68% | 0.78% | $7.2M | 99,877 | $4.8M | 72,375 | +27,502+38.00% | Add |
 TARGET CORP COMTGT |
| 0.68% | — | $7.2M | 54,915 | $0 | 0 | +54,915 | New Buy |
 ARCHER DANIELS MIDLAND CO COMADM |
| 0.67% | 0.73% | $7.1M | 92,621 | $4.5M | 61,426 | +31,195+50.78% | Add |
| PPNC FINL SVCS GROUP INC COMVXF |
| 0.66% | 0.62% | $6.9M | 28,156 | $3.8M | 18,085 | +10,071+55.69% | Add |
 BREAD FINANCIAL HOLDINGS INCBFH |
| 0.63% | 0.43% | $6.6M | 61,375 | $2.6M | 35,013 | +26,362+75.29% | Add |
 EXXON MOBIL CORPXOM |
| 0.62% | 1.3% | $6.6M | 48,213 | $8.0M | 46,928 | +1,285+2.74% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.61% | 0.89% | $6.4M | 10,054 | $5.5M | 20,176 | -10,122-50.17% | Reduce |
 INCYTE CORPINCY |
| 0.61% | 0.48% | $6.4M | 56,575 | $2.9M | 31,020 | +25,555+82.38% | Add |
 APPLE INCAAPL |
| 0.59% | 1.36% | $6.2M | 21,486 | $8.3M | 32,830 | -11,344-34.55% | Reduce |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.58% | 0.27% | $6.2M | 17,607 | $1.6M | 5,813 | +11,794+202.89% | Add |
