| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 94.7% | 91.83% | $32.93B | 399.6M | $18.82B | 423.0M | -23.5M-5.55% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.41% | 2.76% | $490.1M | 14.7M | $565.6M | 14.7M | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 0.92% | 1.02% | $319.8M | 901,960 | $208.3M | 1.4M | -475,000-34.50% | Reduce |
| BBLUE OWL TECHNOLOGY FIN CORPOTF |
| 0.89% | 1.76% | $308.3M | 29.8M | $360.9M | 29.1M | +657,313+2.26% | Add |
 NEXTDECADE CORPNEXT |
| 0.31% | 0.53% | $107.1M | 14.2M | $108.8M | 14.2M | 00.00% | Unchanged |
| KKLARNA GROUP PLCKLAR |
| 0.17% | 0.19% | $60.6M | 3.0M | $39.2M | 3.0M | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 0.15% | 0.07% | $52.5M | 45,451 | $14.9M | 44,135 | +1,316+2.98% | Add |
| QQUANTINUUM INCQNT |
| 0.11% | — | $36.7M | 449,500 | $0 | 0 | +449,500 | New Buy |
| AARIS MNG CORPARIS |
| 0.07% | 0.16% | $25.9M | 1.7M | $32.3M | 1.7M | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 0.07% | — | $24.7M | 10,860 | $0 | 0 | +10,860 | New Buy |
| IIONQ INCIONQ |
| 0.07% | 0.06% | $22.8M | 428,520 | $12.4M | 428,520 | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 0.05% | 0.05% | $18.9M | 43,527 | $9.9M | 46,175 | -2,648-5.73% | Reduce |
| DD-WAVE QUANTUM INCQBTS |
| 0.05% | 0.05% | $17.9M | 744,840 | $10.7M | 744,840 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 0.05% | 0.05% | $17.0M | 8,535 | $9.7M | 7,371 | +1,164+15.79% | Add |
 CVS HEALTH CORPCVS |
| 0.05% | 0.02% | $17.0M | 163,902 | $3.9M | 54,800 | +109,102+199.09% | Add |
 AMPHENOL CORPAPH |
| 0.05% | — | $16.3M | 92,166 | $0 | 0 | +92,166 | New Buy |
| QQUANTUM COMPUTING INCQUBT |
| 0.04% | 0.05% | $15.4M | 1.6M | $10.9M | 1.6M | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 0.04% | — | $13.1M | 65,326 | $0 | 0 | +65,326 | New Buy |
| CCIGNA GROUPLIBD |
| 0.04% | 0.02% | $12.5M | 45,512 | $4.1M | 15,527 | +29,985+193.12% | Add |
 ARROW ELECTRS INCARW |
| 0.04% | — | $12.5M | 58,472 | $0 | 0 | +58,472 | New Buy |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.04% | 0.07% | $12.3M | 212,761 | $14.2M | 233,437 | -20,676-8.86% | Reduce |
 RIGETTI COMPUTING INCRGTI |
| 0.03% | 0.04% | $12.0M | 619,552 | $8.7M | 619,552 | 00.00% | Unchanged |
 EXPAND ENERGY CORPORATIONEXE |
| 0.03% | — | $11.3M | 124,430 | $0 | 0 | +124,430 | New Buy |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.03% | 0.05% | $11.2M | 95,656 | $10.0M | 68,146 | +27,510+40.37% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.03% | — | $8.7M | 21,989 | $0 | 0 | +21,989 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.02% | 0.05% | $8.5M | 28,587 | $10.8M | 55,429 | -26,842-48.43% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.02% | — | $8.3M | 20,813 | $0 | 0 | +20,813 | New Buy |
 SYMBOTIC INC CLASS A COMSYM |
| 0.02% | — | $7.7M | 171,900 | $0 | 0 | +171,900 | New Buy |
 CENTENE CORP DEL COMCNC |
| 0.02% | — | $7.5M | 117,168 | $0 | 0 | +117,168 | New Buy |
| CCHIME FINL INCCHYM |
| 0.02% | 0.03% | $7.4M | 361,952 | $6.8M | 361,952 | 00.00% | Unchanged |
| BBARRICK MNG CORPGOLD |
| 0.02% | 0.03% | $7.3M | 198,846 | $6.9M | 170,166 | +28,680+16.85% | Add |
 ANGLOGOLD ASHANTI PLCAU |
| 0.02% | — | $6.4M | 78,676 | $0 | 0 | +78,676 | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 0.02% | — | $6.1M | 14,663 | $0 | 0 | +14,663 | New Buy |
 KINROSS GOLD CORPKGC |
| 0.02% | 0.04% | $6.0M | 255,477 | $7.7M | 253,289 | +2,188+0.86% | Add |
 GEN DIGITAL INCGEN |
| 0.02% | 0.02% | $5.3M | 214,238 | $3.1M | 165,016 | +49,222+29.83% | Add |
 BIOGEN INCBIIB |
| 0.01% | — | $5.2M | 24,083 | $0 | 0 | +24,083 | New Buy |
 ABBVIE INCABBV |
| 0.01% | 0.02% | $5.1M | 20,084 | $4.3M | 19,802 | +282+1.42% | Add |
 FORD MTR COF |
| 0.01% | — | $5.0M | 356,639 | $0 | 0 | +356,639 | New Buy |
| GGDEV INCGDEV |
| 0.01% | 0.03% | $4.7M | 374,076 | $5.2M | 374,076 | 00.00% | Unchanged |
 IQVIA HLDGS INCIQV |
| 0.01% | — | $4.7M | 24,312 | $0 | 0 | +24,312 | New Buy |
 EXPEDIA GROUP INCEXPE |
| 0.01% | — | $4.6M | 18,122 | $0 | 0 | +18,122 | New Buy |
| AAPTIV PLCAPTV |
| 0.01% | 0.02% | $4.2M | 68,768 | $3.2M | 54,599 | +14,169+25.95% | Add |
 AVNET INCAVT |
| 0.01% | — | $4.2M | 46,950 | $0 | 0 | +46,950 | New Buy |
 TD SYNNEX CORPORATIONSNX |
| 0.01% | — | $4.1M | 15,178 | $0 | 0 | +15,178 | New Buy |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.01% | 0.02% | $4.0M | 54,320 | $3.7M | 49,756 | +4,564+9.17% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.01% | 0.01% | $4.0M | 84,167 | $3.0M | 86,575 | -2,408-2.78% | Reduce |
 CROCS INCCROX |
| 0.01% | — | $4.0M | 32,924 | $0 | 0 | +32,924 | New Buy |
 PHILLIPS 66PSX |
| 0.01% | — | $4.0M | 23,405 | $0 | 0 | +23,405 | New Buy |
| GGILEAD SCIENCES INC COMGILD |
| 0.01% | 0.03% | $3.7M | 29,623 | $5.2M | 36,993 | -7,370-19.92% | Reduce |
| BBATH & BODYBBWI |
| 0.01% | — | $3.7M | 161,610 | $0 | 0 | +161,610 | New Buy |
