S SELECT SECTOR SPDR TR XLK
34.76% 25.32% $1.15B 6.0M $677.8M 5.1M +927,107 +18.18% Add S SELECT SECTOR SPDR TR XLF
15.44% 9.02% $509.9M 9.5M $241.4M 4.9M +4.6M +94.56% Add S STATE STREET XLI
10.68% 8.46% $352.8M 1.9M $226.6M 1.4M +503,836 +35.97% Add S SELECT SECTOR SPDR TR XLC
7.6% 9.5% $251.2M 2.1M $254.4M 2.3M -152,903 -6.66% Reduce I INVESCO NASDAQ 100 ETF QQQM
5.42% — $178.9M 590,648 $0 0 +590,648 New Buy S SELECT SECTOR SPDR TR XLU
5.13% — $169.5M 3.7M $0 0 +3.7M New Buy S STATE STREET MATERIALS SELECT SECTOR SPDR ETF XLB
3.29% 3.87% $108.5M 2.1M $103.6M 2.1M +62,286 +3.00% Add S SELECT SECTOR SPDR TR XLE
2.98% — $98.5M 1.9M $0 0 +1.9M New Buy I ISHARES TR IDEV
2.62% 2.89% $86.5M 971,458 $77.4M 926,308 +45,150 +4.87% Add I ISHARES INC IEMG
1.41% 1.3% $46.7M 564,085 $34.7M 497,980 +66,105 +13.27% Add S SPDR INDEX SHS FDS SPEU
0.86% 0.92% $28.4M 516,918 $24.6M 480,144 +36,774 +7.66% Add I ISHARES TR ILF
0.7% 0.85% $23.2M 685,980 $22.6M 637,164 +48,816 +7.66% Add V VANGUARD INTL EQUITY INDEX F VPL
0.59% 0.57% $19.4M 167,739 $15.2M 155,805 +11,934 +7.66% Add S SPDR INDEX SHS FDS SPEM
0.5% 0.52% $16.5M 318,850 $13.9M 296,170 +22,680 +7.66% Add MICRON TECHNOLOGY INC MU
0.4% 0.14% $13.4M 11,574 $3.8M 11,294 +280 +2.48% Add PALO ALTO PANW
0.31% 0.18% $10.3M 30,247 $4.7M 29,507 +740 +2.51% Add V VICOR CORP VICR
0.27% — $9.0M 23,606 $0 0 +23,606 New Buy CROWDSTRIKE HLDGS INC CRWD
0.19% 0.12% $6.2M 8,172 $3.1M 7,972 +200 +2.51% Add F FRANKLIN FTSE CANADA FLCA
0.18% 0.19% $5.8M 113,169 $5.1M 105,123 +8,046 +7.65% Add ADVANCED MICRO DEVICES INC AMD
0.17% 0.07% $5.6M 9,708 $1.9M 9,468 +240 +2.53% Add FORTINET INC FTNT
0.17% 0.11% $5.6M 36,585 $2.9M 35,685 +900 +2.52% Add LUMENTUM HLDGS INC LITE
0.17% 0.17% $5.6M 6,494 $4.5M 6,334 +160 +2.53% Add C CLEAR SECURE INC YOU
0.17% 0.17% $5.5M 99,011 $4.7M 96,571 +2,440 +2.53% Add A AAON INC AAON
0.17% 0.11% $5.5M 43,054 $2.8M 34,054 +9,000 +26.43% Add H HINGE HEALTH INC HNGE
0.16% 0.09% $5.2M 63,024 $2.4M 61,464 +1,560 +2.54% Add B BLACKBERRY LTD F BB
0.16% 0.05% $5.1M 406,287 $1.3M 396,287 +10,000 +2.52% Add I ISHARES INC EZA
0.16% — $5.1M 81,024 $0 0 +81,024 New Buy KEYSIGHT TECHNOLOGIES INC KEYS
0.15% 0.13% $4.8M 13,742 $3.6M 12,608 +1,134 +8.99% Add T TERADYNE INC TER
0.14% 0.11% $4.7M 9,741 $2.8M 9,501 +240 +2.53% Add R RUBRIK INC CLASS A RBRK
0.14% 0.1% $4.6M 57,723 $2.8M 56,303 +1,420 +2.52% Add Varonis Systems, Inc. VRNS
0.13% 0.08% $4.2M 98,981 $2.1M 96,541 +2,440 +2.53% Add MARVELL TECHNOLOGY INC MRVL
0.12% 0.05% $4.1M 13,736 $1.3M 13,396 +340 +2.54% Add VERTIV HOLDINGS CO VRT
0.12% 0.1% $4.1M 12,181 $2.8M 11,087 +1,094 +9.87% Add GENERAC HLDGS INC GNRC
0.12% — $4.1M 13,838 $0 0 +13,838 New Buy A ADVANCED ENERGY INDS INC AEIS
0.12% — $3.9M 10,582 $0 0 +10,582 New Buy SEAGATE TECHNOLOGY HLDNGS PL STX
0.12% 0.06% $3.9M 4,040 $1.5M 3,940 +100 +2.54% Add GE VERNOVA INC GEV
0.12% 0.13% $3.8M 3,246 $3.5M 3,960 -714 -18.03% Reduce V VERACYTE INC VCYT
0.11% 0.07% $3.7M 63,329 $2.0M 61,769 +1,560 +2.53% Add M MODINE MFG CO MOD
0.11% 0.07% $3.7M 13,820 $1.9M 8,713 +5,107 +58.61% Add O ONTO INNOVATION INC ONTO
0.11% 0.07% $3.7M 9,696 $1.9M 9,456 +240 +2.54% Add M MYR GROUP INC MYRG
0.11% — $3.7M 7,326 $0 0 +7,326 New Buy WESTERN DIGITAL CORP WDC
0.11% 0.06% $3.6M 5,656 $1.5M 5,516 +140 +2.54% Add CLOUDFLARE INC NET
0.11% 0.11% $3.6M 14,594 $2.9M 14,234 +360 +2.53% Add B BENTLEY SYS INC BSY
0.11% 0.08% $3.6M 119,166 $2.2M 63,824 +55,342 +86.71% Add WOODWARD INC WWD
0.1% 0.11% $3.5M 8,120 $2.8M 7,920 +200 +2.53% Add F5 INC FFIV
0.1% 0.09% $3.4M 8,130 $2.3M 7,930 +200 +2.52% Add CIENA CORP CIEN
0.1% 0.15% $3.2M 6,489 $4.0M 10,294 -3,805 -36.96% Reduce V VIAVI SOLUTIONS INC VIAV
0.1% 0.07% $3.2M 66,292 $2.0M 59,888 +6,404 +10.69% Add R RBC BEARINGS INC RBC
0.1% — $3.1M 4,884 $0 0 +4,884 New Buy E ELEMENT SOLUTIONS INC ESI
0.09% — $3.1M 65,108 $0 0 +65,108 New Buy 
