 CATERPILLAR INCCAT |
| 4.93% | 4% | $17.7M | 16,632 | $11.7M | 16,532 | +100+0.60% | Add |
 LAM RESEARCH CORPLRCX |
| 4.07% | 0.05% | $14.6M | 33,690 | $147,425 | 690 | +33,000+4,782.61% | Add |
| HHUDBAY MINERALS INCHBM |
| 3.72% | 0.34% | $13.3M | 398,050 | $983,138 | 33,750 | +364,300+1,079.41% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 3.7% | 3.91% | $13.3M | 49,331 | $11.4M | 49,531 | -200-0.40% | Reduce |
 ROYAL BK CDA COMRY |
| 3.39% | — | $12.1M | 41,580 | $0 | 0 | +41,580 | New Buy |
 CANADIAN IMPERIAL BANK OF COCM |
| 3.23% | 3.28% | $11.6M | 70,960 | $9.6M | 72,660 | -1,700-2.34% | Reduce |
 GE VERNOVA INCGEV |
| 3.08% | 1.51% | $11.0M | 9,400 | $4.4M | 5,050 | +4,350+86.14% | Add |
| IIMPERIAL OIL LTDIMO |
| 3.02% | 4.11% | $10.8M | 68,070 | $12.0M | 65,870 | +2,200+3.34% | Add |
 MORGAN STANLEYMS |
| 3.02% | — | $10.8M | 51,720 | $0 | 0 | +51,720 | New Buy |
| CCITIGROUP INCC |
| 2.96% | — | $10.6M | 75,700 | $0 | 0 | +75,700 | New Buy |
 BANK MONTREAL MEDIUM COMBMO |
| 2.95% | 2.85% | $10.6M | 42,500 | $8.3M | 44,500 | -2,000-4.49% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.95% | 2.12% | $10.6M | 52,800 | $6.2M | 35,500 | +17,300+48.73% | Add |
 BANCO SANTANDER SA ADRSAN |
| 2.93% | 0.83% | $10.5M | 760,950 | $2.4M | 216,600 | +544,350+251.32% | Add |
 CSX CORPCSX |
| 2.83% | — | $10.1M | 213,400 | $0 | 0 | +213,400 | New Buy |
 ALPHABET INCGOOGL |
| 2.4% | — | $8.6M | 24,109 | $0 | 0 | +24,109 | New Buy |
 CANADIAN PACIFIC KANSAS CITYCP |
| 2.37% | 4.31% | $8.5M | 69,200 | $12.6M | 115,000 | -45,800-39.83% | Reduce |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 2.18% | — | $7.8M | 93,800 | $0 | 0 | +93,800 | New Buy |
 IRON MTN INC DEL COMIRM |
| 2.16% | — | $7.8M | 61,400 | $0 | 0 | +61,400 | New Buy |
| AASE TECHNOLOGY HLDG CO LTDASX |
| 1.99% | 1.03% | $7.1M | 159,500 | $3.0M | 138,500 | +21,000+15.16% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.86% | — | $6.7M | 6,600 | $0 | 0 | +6,600 | New Buy |
 ELI LILLY & COLLY |
| 1.79% | — | $6.4M | 5,350 | $0 | 0 | +5,350 | New Buy |
| GGDS HLDGS LTDGDS |
| 1.47% | 2.19% | $5.3M | 175,800 | $6.4M | 158,500 | +17,300+10.91% | Add |
 TELEKOMUNIKASI INDTLK |
| 1.43% | 2.19% | $5.1M | 382,000 | $6.4M | 341,800 | +40,200+11.76% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 1.21% | 0.6% | $4.4M | 58,100 | $1.7M | 50,400 | +7,700+15.28% | Add |
 AMAZON COM INCAMZN |
| 1.12% | — | $4.0M | 16,900 | $0 | 0 | +16,900 | New Buy |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.09% | 1.19% | $3.9M | 86,200 | $3.5M | 75,100 | +11,100+14.78% | Add |
 SUMITOMO MITSUI FIN GRP INC SPONSORED ADRSMFG |
| 0.94% | 0.86% | $3.4M | 143,600 | $2.5M | 126,900 | +16,700+13.16% | Add |
 BARCLAYS PLCBCS |
| 0.85% | 0.63% | $3.1M | 113,600 | $1.8M | 86,500 | +27,100+31.33% | Add |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 0.84% | 0.8% | $3.0M | 89,000 | $2.3M | 77,800 | +11,200+14.40% | Add |
 APPLE INCAAPL |
| 0.8% | — | $2.9M | 9,870 | $0 | 0 | +9,870 | New Buy |
| BBANCO MACRO S ABMA |
| 0.79% | 0.72% | $2.8M | 30,700 | $2.1M | 27,200 | +3,500+12.87% | Add |
| CCIA DE MINAS BUENAVENTUR-ADR (US)BVN |
| 0.69% | 0.89% | $2.5M | 84,600 | $2.6M | 74,200 | +10,400+14.02% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.68% | — | $2.4M | 184,200 | $0 | 0 | +184,200 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.64% | 0.52% | $2.3M | 4,790 | $1.5M | 4,490 | +300+6.68% | Add |
 SOCIEDAD QUIMICA Y MINERA DESQM |
| 0.6% | 0.71% | $2.1M | 29,000 | $2.1M | 25,800 | +3,200+12.40% | Add |
| BBANCO BRADESCO S A SPBBD |
| 0.6% | 0.69% | $2.1M | 629,600 | $2.0M | 560,900 | +68,700+12.25% | Add |
| BBANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVA |
| 0.59% | 0.57% | $2.1M | 84,200 | $1.7M | 78,600 | +5,600+7.12% | Add |
| GGRUPO CIBEST SACIB |
| 0.57% | 0.6% | $2.0M | 25,600 | $1.7M | 23,900 | +1,700+7.11% | Add |
 SITIME CORPSITM |
| 0.56% | — | $2.0M | 2,700 | $0 | 0 | +2,700 | New Buy |
 NATWEST GROUP PLC SPONS ADRNWG |
| 0.56% | 0.45% | $2.0M | 114,000 | $1.3M | 87,500 | +26,500+30.29% | Add |
| HHARMONY GOLD MNG LTDHMY |
| 0.53% | 0.6% | $1.9M | 125,400 | $1.8M | 117,000 | +8,400+7.18% | Add |
| EECOPETROL S AEC |
| 0.53% | 0.53% | $1.9M | 133,500 | $1.6M | 109,000 | +24,500+22.48% | Add |
| MMITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADSMUFG |
| 0.53% | 0.52% | $1.9M | 95,000 | $1.5M | 88,700 | +6,300+7.10% | Add |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 0.52% | — | $1.9M | 30,900 | $0 | 0 | +30,900 | New Buy |
 ARGENX SE SPONSORED ADRARGX |
| 0.5% | 0.39% | $1.8M | 1,950 | $1.1M | 1,550 | +400+25.81% | Add |
| SSHINHAN FINANCIAL GROUP CO LSHG |
| 0.5% | — | $1.8M | 28,200 | $0 | 0 | +28,200 | New Buy |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.49% | 0.14% | $1.7M | 11,000 | $408,736 | 3,200 | +7,800+243.75% | Add |
 UBS GROUP AGUBS |
| 0.49% | 0.43% | $1.7M | 35,100 | $1.2M | 32,800 | +2,300+7.01% | Add |
 NOVO-NORDISK A SNVO |
| 0.46% | — | $1.7M | 34,700 | $0 | 0 | +34,700 | New Buy |
| BBAIDU INCBIDU |
| 0.46% | 0.52% | $1.7M | 14,525 | $1.5M | 13,625 | +900+6.61% | Add |
