 BROADCOM INCAVGO |
| 2.08% | 2.33% | $270.9M | 717,249 | $198.4M | 641,027 | +76,222+11.89% | Add |
 CISCO SYS INCCSCO |
| 1.96% | 2.09% | $255.0M | 2.2M | $178.5M | 2.3M | -129,269-5.62% | Reduce |
 CLOUDFLARE INCNET |
| 1.54% | 1.76% | $200.2M | 816,098 | $150.3M | 728,648 | +87,450+12.00% | Add |
 NORTHROP GRUMMAN CORP COMNOC |
| 1.48% | 1.71% | $193.0M | 379,007 | $145.6M | 213,460 | +165,547+77.55% | Add |
 PALO ALTOPANW |
| 1.34% | 1.29% | $174.8M | 512,563 | $110.2M | 687,400 | -174,837-25.43% | Reduce |
| HHORIZON QUANTUM HOLDINGS LTDHQWWW |
| 1.17% | — | $151.7M | 5.5M | $0 | 0 | +5.5M | New Buy |
| AARQIT QUANTUM INC COM USD0.0025(POST REV SPT) |
| 1.16% | 0.23% | $151.0M | 5.1M | $19.2M | 1.5M | +3.6M+249.87% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.12% | 1.22% | $146.3M | 191,665 | $103.6M | 265,342 | -73,677-27.77% | Reduce |
 FORTINET INCFTNT |
| 1.07% | 1.11% | $139.4M | 907,394 | $94.4M | 1.2M | -247,616-21.44% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.02% | 0.77% | $132.6M | 445,024 | $65.8M | 663,998 | -218,974-32.98% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 0.99% | 1.11% | $128.5M | 362,616 | $94.7M | 275,873 | +86,743+31.44% | Add |
 F5 INCFFIV |
| 0.97% | 1.1% | $125.7M | 302,293 | $94.0M | 324,850 | -22,557-6.94% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.9% | 0.99% | $116.9M | 584,086 | $84.0M | 481,705 | +102,381+21.25% | Add |
 OKTA INC CLASS AOKTA |
| 0.88% | 0.99% | $115.0M | 842,934 | $84.7M | 1.1M | -233,101-21.66% | Reduce |
| AA10 NETWORKS INCATEN |
| 0.88% | 0.97% | $114.6M | 3.1M | $83.1M | 3.6M | -526,067-14.64% | Reduce |
| RRUBRIK INC CLASS ARBRK |
| 0.85% | 0.88% | $110.8M | 1.4M | $75.4M | 1.5M | -159,168-10.34% | Reduce |
 TENABLE HLDGS INCTENB |
| 0.84% | 0.67% | $108.9M | 3.0M | $57.3M | 3.4M | -436,076-12.87% | Reduce |
 LAM RESEARCH CORPLRCX |
| 0.84% | 0.71% | $108.7M | 250,861 | $60.3M | 282,350 | -31,489-11.15% | Reduce |
| QQUALYS INCQLYS |
| 0.82% | 0.75% | $107.3M | 780,069 | $64.4M | 732,504 | +47,565+6.49% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.82% | 0.59% | $107.2M | 184,561 | $50.1M | 246,193 | -61,632-25.03% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.82% | 0.73% | $106.6M | 92,332 | $62.6M | 185,384 | -93,052-50.19% | Reduce |
 Varonis Systems, Inc.VRNS |
| 0.81% | 0.73% | $105.8M | 2.5M | $62.1M | 2.9M | -371,138-12.84% | Reduce |
 ARM HOLDINGS PLCARM |
| 0.8% | 0.68% | $104.6M | 295,071 | $58.0M | 383,257 | -88,186-23.01% | Reduce |
 ZSCALER INCZS |
| 0.8% | 0.92% | $104.4M | 739,440 | $78.0M | 555,917 | +183,523+33.01% | Add |
 APPLIED MATLS INCAMAT |
| 0.8% | 0.63% | $104.3M | 144,291 | $53.8M | 157,445 | -13,154-8.35% | Reduce |
| AASTERA LABS INCALAB |
| 0.78% | 0.33% | $101.3M | 209,629 | $28.1M | 256,779 | -47,150-18.36% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.77% | — | $99.9M | 584,662 | $0 | 0 | +584,662 | New Buy |
 KLA CORPKLAC |
| 0.77% | 0.6% | $99.8M | 330,915 | $51.1M | 34,690 | +296,225+853.92% | Add |
| RROCKET LAB CORP COMRKLB |
| 0.76% | 0.61% | $98.6M | 969,895 | $52.4M | 815,879 | +154,016+18.88% | Add |
| QQUANTINUUM INCQNT |
| 0.75% | — | $98.1M | 1.2M | $0 | 0 | +1.2M | New Buy |
 CHECK POINT SOFTWARE TECH LTD ORDCHKP |
| 0.74% | 0.89% | $96.3M | 733,053 | $75.7M | 529,945 | +203,108+38.33% | Add |
 GEN DIGITAL INCGEN |
| 0.73% | 0.77% | $95.6M | 3.8M | $65.7M | 3.5M | +348,804+9.99% | Add |
| TTERADYNE INCTER |
| 0.73% | 0.72% | $95.1M | 196,461 | $61.4M | 207,123 | -10,662-5.15% | Reduce |
 INTEL CORPINTC |
| 0.72% | 0.55% | $93.8M | 671,925 | $46.7M | 1.1M | -386,480-36.52% | Reduce |
| MMKS INC.MKSI |
| 0.72% | 0.68% | $93.8M | 210,802 | $57.6M | 250,616 | -39,814-15.89% | Reduce |
| OONTO INNOVATION INCONTO |
| 0.72% | 0.61% | $93.5M | 246,958 | $52.2M | 254,578 | -7,620-2.99% | Reduce |
 RTX CORPORATIONRTX |
| 0.72% | 0.65% | $93.3M | 491,549 | $55.6M | 288,051 | +203,498+70.65% | Add |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.71% | 0.81% | $92.4M | 5.4M | $69.4M | 5.4M | +62,319+1.16% | Add |
| SSTATE STREETSPYM |
| 0.69% | 0.72% | $89.8M | 1.0M | $61.5M | 803,137 | +218,509+27.21% | Add |
 NEBIUS GROUP N VNBIS |
| 0.67% | <0.01% | $87.1M | 315,207 | $227,000 | 2,190 | +313,017+14,293.01% | Add |
| QQUALCOMM INCQCOM |
| 0.67% | 0.54% | $87.0M | 471,058 | $46.0M | 357,127 | +113,931+31.90% | Add |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.66% | 0.65% | $86.3M | 971,285 | $55.0M | 663,946 | +307,339+46.29% | Add |
| BBTQ TECHNOLOGIES CORP COMBTQ |
| 0.66% | 0.2% | $86.0M | 16.0M | $16.9M | 6.3M | +9.6M+151.72% | Add |
| FFASTLY INCFSLY |
| 0.65% | 1.21% | $84.9M | 4.6M | $102.8M | 3.5M | +1.1M+30.64% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.65% | 0.77% | $84.6M | 6.4M | $65.9M | 8.2M | -1.8M-22.23% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 0.65% | 0.74% | $84.0M | 164,914 | $62.7M | 103,780 | +61,134+58.91% | Add |
 RADWARE LTDRDWR |
| 0.65% | 0.91% | $84.0M | 2.7M | $77.5M | 2.9M | -223,133-7.58% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 0.62% | 0.4% | $81.2M | 318,919 | $34.3M | 227,428 | +91,491+40.23% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.61% | 0.54% | $79.6M | 166,777 | $46.1M | 136,397 | +30,380+22.27% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.6% | 0.65% | $78.1M | 1.0M | $55.2M | 1.6M | -555,687-34.76% | Reduce |
