| FFLEX LTDFLEX |
| 11.18% | 2.05% | $280.0M | 1.7M | $52.3M | 798,774 | +928,941+116.30% | Add |
| MMASTEC INCMTZ |
| 10.3% | 8.98% | $258.0M | 620,190 | $229.4M | 713,013 | -92,823-13.02% | Reduce |
 XCEL ENERGY INC COMXEL |
| 8.09% | 5.97% | $202.5M | 2.5M | $152.4M | 1.9M | +603,406+31.45% | Add |
| NNEXTERA ENERGY INCNEE |
| 6.77% | 7.42% | $169.7M | 1.9M | $189.5M | 2.0M | -107,130-5.25% | Reduce |
 ENTERGY CORP NEWETR |
| 6.15% | 5.56% | $154.0M | 1.3M | $142.2M | 1.3M | +75,328+5.95% | Add |
 COHERENT CORPCOHR |
| 4.36% | 4.21% | $109.3M | 277,072 | $107.7M | 451,953 | -174,881-38.69% | Reduce |
 FIRSTENERGY CORP COMFE |
| 3.88% | 5.93% | $97.3M | 2.0M | $151.6M | 3.0M | -944,938-31.58% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 3.63% | 2.38% | $90.9M | 622,330 | $60.7M | 463,901 | +158,429+34.15% | Add |
 WILLIAMS COS INCWMB |
| 3.43% | 3.1% | $85.8M | 1.2M | $79.3M | 1.1M | +64,825+5.95% | Add |
 CONSTELLATION ENERGY CORPCEG |
| 2.84% | 5.93% | $71.1M | 286,137 | $151.6M | 542,724 | -256,587-47.28% | Reduce |
| CCOGNEX CORPCGNX |
| 2.8% | 1.7% | $70.1M | 967,843 | $43.5M | 888,614 | +79,229+8.92% | Add |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 2.79% | 1.82% | $70.0M | 199,931 | $46.6M | 165,026 | +34,905+21.15% | Add |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.7% | 2.22% | $67.6M | 359,077 | $56.7M | 341,356 | +17,721+5.19% | Add |
 PG&E CORPPCG |
| 2.47% | 2.39% | $61.9M | 3.7M | $61.2M | 3.5M | +198,038+5.69% | Add |
| FFEDEX FGHT HLDG CO INCFDXF |
| 2.21% | — | $55.4M | 366,682 | $0 | 0 | +366,682 | New Buy |
 HSBC HLDGS PLC SPON ADR NEWHSBC |
| 2.16% | 2.4% | $54.0M | 530,585 | $61.2M | 713,941 | -183,356-25.68% | Reduce |
| CCARVANA CO CL ACVNA |
| 2.14% | — | $53.5M | 813,127 | $0 | 0 | +813,127 | New Buy |
| NNRG ENERGY INCNRG |
| 2.09% | 2.33% | $52.2M | 357,635 | $59.5M | 406,835 | -49,200-12.09% | Reduce |
 CORNING INCGLW |
| 1.67% | — | $41.8M | 163,766 | $0 | 0 | +163,766 | New Buy |
| PPRIMORIS SVCS CORPPRIM |
| 1.64% | — | $41.1M | 415,103 | $0 | 0 | +415,103 | New Buy |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 1.57% | 2.16% | $39.3M | 672,680 | $55.1M | 1.1M | -405,998-37.64% | Reduce |
| EEOS ENERGY ENTERPRISES INCEOSEW |
| 1.57% | 1.04% | $39.3M | 6.7M | $26.7M | 5.4M | +1.3M+24.21% | Add |
 EVERSOURCE ENERGYES |
| 1.46% | — | $36.7M | 507,164 | $0 | 0 | +507,164 | New Buy |
| EENOVIX CORPORATIONENVX |
| 1.16% | 0.94% | $29.1M | 4.8M | $24.0M | 4.6M | +159,781+3.45% | Add |
| TT1 ENERGY INCTE |
| 1.11% | 1.02% | $27.8M | 2.9M | $26.0M | 5.9M | -3.0M-50.55% | Reduce |
| WWOLFSPEED INCWOLF |
| 1.1% | — | $27.6M | 571,267 | $0 | 0 | +571,267 | New Buy |
 EDISON INTLEIX |
| 1.06% | 0.97% | $26.7M | 358,124 | $24.9M | 339,669 | +18,455+5.43% | Add |
| SSOLV ENERGY INCMWH |
| 1.02% | 0.85% | $25.5M | 749,386 | $21.7M | 721,298 | +28,088+3.89% | Add |
| GGDS HLDGS LTDGDS |
| 1% | 1.23% | $25.0M | 831,889 | $31.5M | 780,979 | +50,910+6.52% | Add |
| TTRANSOCEAN LTDRIG |
| 0.91% | — | $22.7M | 4.7M | $0 | 0 | +4.7M | New Buy |
| NNEXTPOWER INCNXT |
| 0.85% | 0.13% | $21.2M | 178,035 | $3.3M | 27,187 | +150,848+554.85% | Add |
 NPK INTERNATIONAL INCNPKI |
| 0.74% | 0.62% | $18.6M | 1.2M | $15.9M | 1.1M | +69,361+6.31% | Add |
 ALBEMARLE CORPALB |
| 0.74% | 1.56% | $18.5M | 137,253 | $39.9M | 222,307 | -85,054-38.26% | Reduce |
 GE VERNOVA INCGEV |
| 0.66% | 0.49% | $16.7M | 14,175 | $12.5M | 14,321 | -146-1.02% | Reduce |
| FFERVO ENERGY COFRVO |
| 0.54% | — | $13.4M | 459,840 | $0 | 0 | +459,840 | New Buy |
 VERTIV HOLDINGS COVRT |
| 0.36% | 0.26% | $8.9M | 26,670 | $6.8M | 26,945 | -275-1.02% | Reduce |
 QUANTA SVCS INCPWR |
| 0.27% | 0.2% | $6.7M | 9,312 | $5.2M | 9,408 | -96-1.02% | Reduce |
| XXPLR INFRASTRUCTURE L LPXIFR |
| 0.16% | — | $4.0M | 342,633 | $0 | 0 | +342,633 | New Buy |
| OOPAL FUELS INC CLASS A COMOPAL |
| 0.16% | 0.18% | $4.0M | 1.8M | $4.5M | 1.8M | 00.00% | Unchanged |
| AARRAY TECHNOLOGIES INCARRY |
| 0.12% | 0.11% | $2.9M | 391,887 | $2.9M | 395,928 | -4,041-1.02% | Reduce |
 NIO INC FNIO |
| 0.06% | — | $1.4M | 284,515 | $0 | 0 | +284,515 | New Buy |
 HESAI GROUPHSAI |
| 0.04% | 0.05% | $1.1M | 60,050 | $1.2M | 60,670 | -620-1.02% | Reduce |
 Weride IncWRD |
| 0.03% | 0.04% | $771,150 | 132,500 | $1.1M | 133,867 | -1,367-1.02% | Reduce |
| PPONY AI INC SPONSORED ADSPONY |
| 0.01% | 0.02% | $346,479 | 49,853 | $475,463 | 50,367 | -514-1.02% | Reduce |
| EEHANG HLDGS LTD ADSEH |
| 0.01% | 0.01% | $221,554 | 33,825 | $331,830 | 34,174 | -349-1.02% | Reduce |
| SSES AI CORPORATION WT EXP 121026SESCW |
| <0.01% | <0.01% | $7,948 | 239,752 | $10,129 | 239,752 | 00.00% | Unchanged |
