 ALIBABA GROUP HLDG LTDBABA |
| 3.23% | 3.3% | $368.0M | 312.2M | $342.4M | 246.7M | +65.5M+26.53% | Add |
 BLOOM ENERGY CORPBE |
| 2.95% | 1.46% | $336.0M | 23.1M | $151.2M | 23.1M | 00.00% | Unchanged |
 IREN LTDIREN |
| 2.05% | 1.93% | $233.7M | 5.1M | $200.7M | 5.9M | -746,455-12.75% | Reduce |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.62% | 1.43% | $184.7M | 10.6M | $148.2M | 9.8M | +799,700+8.12% | Add |
 STRATEGY INCMSTR |
| 1.62% | 1.4% | $183.9M | 180.1M | $145.8M | 132.3M | +47.8M+36.12% | Add |
 Cloudflare, Inc.NET |
| 1.6% | — | $182.1M | 143.7M | $0 | 0 | +143.7M | New Buy |
 BLOOM ENERGY CORPBE |
| 1.47% | 1.05% | $167.0M | 551,800 | $108.8M | 802,800 | -251,000-31.27% | Reduce |
 NEBIUS GROUP N VNBIS |
| 1.41% | 0.7% | $160.3M | 580,300 | $72.5M | 698,300 | -118,000-16.90% | Reduce |
| DDOORDASH INCDASH |
| 1.39% | — | $158.5M | 161.2M | $0 | 0 | +161.2M | New Buy |
 ALPHABET INCGOOGL |
| 1.38% | — | $157.1M | 3.1M | $0 | 0 | +3.1M | New Buy |
| AAKAMAI TECHNOLOGIES INCAKAM |
| 1.33% | — | $151.9M | 104.0M | $0 | 0 | +104.0M | New Buy |
 ALPHABET INCGOOGL |
| 1.33% | — | $151.8M | 3.0M | $0 | 0 | +3.0M | New Buy |
| TTRIP COM GROUP LTDTRPCF |
| 1.25% | 1.06% | $142.5M | 144.6M | $109.8M | 106.1M | +38.5M+36.28% | Add |
| BBridgeBio Pharma, Inc.BBIO |
| 1.2% | 1.42% | $136.3M | 76.5M | $147.7M | 82.0M | -5.5M-6.70% | Reduce |
| RRivian Automotive IncRIVN |
| 1.16% | 0.95% | $132.4M | 112.0M | $99.1M | 92.5M | +19.5M+21.08% | Add |
| MMARA HLDGS INCMARA |
| 1.16% | 0.89% | $131.9M | 9.5M | $92.2M | 11.3M | -1.8M-15.99% | Reduce |
| RRubrik, Inc.RBRK |
| 1.13% | — | $128.5M | 125.7M | $0 | 0 | +125.7M | New Buy |
 APPLE INCAAPL |
| 1.1% | 1.9% | $125.1M | 432,200 | $196.9M | 775,858 | -343,658-44.29% | Reduce |
 JD.COM INCJD |
| 1.09% | 1.05% | $124.6M | 126.6M | $109.5M | 109.6M | +17.0M+15.51% | Add |
| GGameStopGME |
| 1.06% | — | $121.0M | 118.5M | $0 | 0 | +118.5M | New Buy |
 Super Micro Computer, Inc.SMCI |
| 1.06% | 1.28% | $120.5M | 130.1M | $133.0M | 164.2M | -34.1M-20.74% | Reduce |
| SSTRATEGY INCMSTR |
| 1.05% | 1.58% | $119.7M | 1.4M | $164.3M | 1.3M | +60,802+4.62% | Add |
| PPG&E CorporationPCG |
| 0.96% | 1.07% | $109.7M | 107.2M | $111.3M | 107.2M | 00.00% | Unchanged |
 SUPER MICRO COMPUTER INCSMCI |
| 0.87% | 0.92% | $99.6M | 3.4M | $95.9M | 4.2M | -814,533-19.35% | Reduce |
 SUPER MICRSMCI |
| 0.87% | — | $98.8M | 1.9M | $0 | 0 | +1.9M | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 0.86% | 0.53% | $97.4M | 167,700 | $55.3M | 271,804 | -104,104-38.30% | Reduce |
 Akamai Technologies IncAKAM |
| 0.83% | — | $95.0M | 79.1M | $0 | 0 | +79.1M | New Buy |
 META PLATFORMS INCMETA |
| 0.76% | 1.27% | $86.7M | 153,893 | $132.3M | 231,281 | -77,388-33.46% | Reduce |
 UBER TECHNOLOGIES INCUBER |
| 0.76% | — | $86.1M | 74.3M | $0 | 0 | +74.3M | New Buy |
| GGuidewire Software IncGWRE |
| 0.75% | 0.69% | $85.4M | 88.7M | $71.4M | 71.6M | +17.1M+23.81% | Add |
| BBridgeBio Pharma, Inc.BBIO |
| 0.75% | 0.09% | $84.9M | 50.5M | $9.6M | 5.6M | +44.9M+796.86% | Add |
 ALBEMARLE CORPALB |
| 0.73% | 1.06% | $82.9M | 1.5M | $109.6M | 1.5M | -29,314-1.92% | Reduce |
| MMAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.7% | — | $80.1M | 88.1M | $0 | 0 | +88.1M | New Buy |
| GGameStopGME |
| 0.67% | — | $76.2M | 75.0M | $0 | 0 | +75.0M | New Buy |
 MicroStrategy IncMSTR |
| 0.67% | 0.72% | $75.9M | 85.8M | $74.8M | 85.8M | 00.00% | Unchanged |
| TTRANSMEDICS GROUP INCTMDX |
| 0.66% | 0.83% | $75.4M | 69.5M | $85.9M | 66.5M | +3.0M+4.51% | Add |
 AMAZON COM INCAMZN |
| 0.66% | 1.08% | $75.1M | 315,200 | $112.5M | 540,376 | -225,176-41.67% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.66% | 1.34% | $74.6M | 372,774 | $139.0M | 797,166 | -424,392-53.24% | Reduce |
| PPPL CAPITAL FUNDING, INC. |
| 0.65% | 0.74% | $74.4M | 65.5M | $76.7M | 65.5M | 00.00% | Unchanged |
| NNIO INC |
| 0.65% | 0.7% | $73.5M | 72.7M | $72.6M | 70.7M | +2.0M+2.83% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.64% | 0.4% | $73.4M | 288,276 | $42.1M | 278,863 | +9,413+3.38% | Add |
| IIRHYTHM TECHNOLOGIES INCIRTC |
| 0.64% | 0.5% | $73.2M | 66.4M | $51.5M | 47.0M | +19.4M+41.18% | Add |
| IITRON INCITRI |
| 0.64% | 0.69% | $72.6M | 72.7M | $71.5M | 71.0M | +1.7M+2.43% | Add |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.64% | 0.63% | $72.5M | 815,800 | $65.8M | 794,600 | +21,200+2.67% | Add |
| LLUCID GROUP INCLCID |
| 0.63% | 0.88% | $72.2M | 10.8M | $91.0M | 9.5M | +1.2M+13.07% | Add |
 NIO INC FNIO |
| 0.63% | 0.96% | $71.8M | 14.2M | $100.1M | 16.6M | -2.4M-14.53% | Reduce |
| JJOBY AVIATION INCJOBY |
| 0.62% | 0.63% | $71.1M | 78.0M | $65.0M | 75.5M | +2.5M+3.31% | Add |
 MicroStrategy IncMSTR |
| 0.62% | 0.73% | $70.7M | 73.6M | $75.5M | 73.6M | 00.00% | Unchanged |
| FFLUOR CORPFLR |
| 0.61% | 0.58% | $69.7M | 52.5M | $60.7M | 49.3M | +3.3M+6.61% | Add |
 TESLA INCTSLA |
| 0.59% | 1.02% | $67.2M | 159,707 | $106.2M | 285,555 | -125,848-44.07% | Reduce |
