 MICRON TECHNOLOGY INCMU |
| 4.31% | 2.16% | $2.2M | 1,934 | $590,882 | 1,749 | +185+10.58% | Add |
| BBANK OF AMER CORPBAC |
| 3.79% | 6.2% | $2.0M | 34,480 | $1.7M | 34,717 | -237-0.68% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.59% | 2.69% | $1.3M | 6,715 | $734,050 | 4,209 | +2,506+59.54% | Add |
 CIENA CORPCIEN |
| 2.24% | 2% | $1.2M | 2,367 | $547,404 | 1,410 | +957+67.87% | Add |
 CORNING INCGLW |
| 2.18% | 1.2% | $1.1M | 4,430 | $328,232 | 2,414 | +2,016+83.51% | Add |
 SLB LIMITEDSLB |
| 2% | 4.18% | $1.0M | 22,238 | $1.1M | 22,232 | +6+0.03% | Add |
 GE AEROSPACEGE |
| 1.72% | 2.65% | $890,972 | 2,384 | $723,614 | 2,550 | -166-6.51% | Reduce |
 FIFTH THIRD BANCORP COMFITB |
| 1.48% | 2.99% | $765,730 | 13,584 | $815,280 | 17,548 | -3,964-22.59% | Reduce |
 COHERENT CORPCOHR |
| 1.41% | — | $728,981 | 1,848 | $0 | 0 | +1,848 | New Buy |
 MORGAN STANLEYMS |
| 1.39% | 2.07% | $719,098 | 3,440 | $566,450 | 3,442 | -2-0.06% | Reduce |
 TRUIST FINL CORPTFC |
| 1.37% | 2.59% | $708,391 | 14,219 | $708,582 | 15,414 | -1,195-7.75% | Reduce |
 US BANCORPUSB |
| 1.31% | 1.45% | $677,869 | 11,223 | $395,536 | 7,605 | +3,618+47.57% | Add |
 FRANKLIN RESOURCES INCBEN |
| 1.28% | — | $664,402 | 19,970 | $0 | 0 | +19,970 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 1.24% | — | $641,325 | 1,104 | $0 | 0 | +1,104 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.22% | — | $632,662 | 1,460 | $0 | 0 | +1,460 | New Buy |
| CCITIGROUP INCC |
| 1.2% | 1.7% | $622,542 | 4,448 | $464,868 | 4,099 | +349+8.51% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 1.18% | — | $609,763 | 6,686 | $0 | 0 | +6,686 | New Buy |
 KEYCORPKEY |
| 1.08% | 1.92% | $559,147 | 24,258 | $523,165 | 26,093 | -1,835-7.03% | Reduce |
 EDISON INTLEIX |
| 1.07% | — | $553,461 | 7,434 | $0 | 0 | +7,434 | New Buy |
 KLA CORPKLAC |
| 1.05% | — | $545,492 | 1,808 | $0 | 0 | +1,808 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 1.02% | — | $528,565 | 616 | $0 | 0 | +616 | New Buy |
 3M CO COMMMM |
| 0.98% | 2.31% | $510,340 | 3,152 | $629,572 | 4,335 | -1,183-27.29% | Reduce |
| UULTRA CLEAN HLDGS INCUCTT |
| 0.97% | — | $504,626 | 3,539 | $0 | 0 | +3,539 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.97% | — | $502,485 | 695 | $0 | 0 | +695 | New Buy |
| FFORMFACTOR INCFORM |
| 0.93% | — | $483,788 | 3,025 | $0 | 0 | +3,025 | New Buy |
| MMKS INC.MKSI |
| 0.93% | — | $482,163 | 1,084 | $0 | 0 | +1,084 | New Buy |
| AACM RESH INCACMR |
| 0.92% | — | $476,345 | 3,754 | $0 | 0 | +3,754 | New Buy |
| IICHOR HOLDINGSICHR |
| 0.92% | — | $476,179 | 4,241 | $0 | 0 | +4,241 | New Buy |
 DEVON ENERGY CORP NEWDVN |
| 0.91% | 1.94% | $470,180 | 11,379 | $530,826 | 10,549 | +830+7.87% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.88% | — | $456,685 | 715 | $0 | 0 | +715 | New Buy |
| KKULICKE & SOFFA INDS INCKLIC |
| 0.87% | — | $453,045 | 3,387 | $0 | 0 | +3,387 | New Buy |
| PPOWELL INDS INCPOWL |
| 0.87% | — | $452,735 | 1,581 | $0 | 0 | +1,581 | New Buy |
| NNLIGHT INCLASR |
| 0.86% | — | $443,619 | 6,372 | $0 | 0 | +6,372 | New Buy |
 SITIME CORPSITM |
| 0.85% | — | $439,880 | 590 | $0 | 0 | +590 | New Buy |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.85% | — | $437,924 | 2,863 | $0 | 0 | +2,863 | New Buy |
 GE VERNOVA INCGEV |
| 0.84% | — | $437,342 | 372 | $0 | 0 | +372 | New Buy |
 INDIE SEMICONDUCTOR INCINDI |
| 0.84% | — | $435,777 | 97,055 | $0 | 0 | +97,055 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.83% | — | $430,846 | 9,551 | $0 | 0 | +9,551 | New Buy |
 INTEL CORPINTC |
| 0.83% | — | $429,781 | 3,078 | $0 | 0 | +3,078 | New Buy |
| SSANDISK CORP COMSNDK |
| 0.83% | — | $429,735 | 189 | $0 | 0 | +189 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.82% | — | $426,470 | 893 | $0 | 0 | +893 | New Buy |
 ASML HLDG NVASML |
| 0.82% | — | $425,740 | 214 | $0 | 0 | +214 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.82% | — | $422,961 | 1,419 | $0 | 0 | +1,419 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.81% | — | $420,816 | 1,191 | $0 | 0 | +1,191 | New Buy |
 CISCO SYS INCCSCO |
| 0.81% | — | $419,332 | 3,570 | $0 | 0 | +3,570 | New Buy |
| AAXCELIS TECHNOLOGIES INCACLS |
| 0.81% | — | $418,874 | 2,211 | $0 | 0 | +2,211 | New Buy |
 VERTIV HOLDINGS COVRT |
| 0.8% | — | $414,842 | 1,239 | $0 | 0 | +1,239 | New Buy |
 TARGA RES CORPTRGP |
| 0.8% | 1.35% | $414,544 | 1,546 | $369,827 | 1,475 | +71+4.81% | Add |
 PINNACLE WEST CAP CORPPNW |
| 0.8% | 1.34% | $413,769 | 3,867 | $364,614 | 3,619 | +248+6.85% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.8% | — | $413,173 | 1,387 | $0 | 0 | +1,387 | New Buy |
