 STATE STR CORP COMSTT |
| 4.71% | 3.09% | $57.2M | 337,558 | $17.3M | 136,343 | +201,215+147.58% | Add |
 GE AEROSPACEGE |
| 4.5% | 3.16% | $54.7M | 146,383 | $17.6M | 62,061 | +84,322+135.87% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.31% | 3.04% | $52.4M | 45,388 | $17.0M | 50,227 | -4,839-9.63% | Reduce |
 GE VERNOVA INCGEV |
| 4.19% | 7.88% | $50.9M | 43,318 | $44.0M | 50,384 | -7,066-14.02% | Reduce |
 VERTIV HOLDINGS COVRT |
| 3.37% | 7.42% | $40.9M | 122,240 | $41.4M | 165,191 | -42,951-26.00% | Reduce |
| HHUT 8 CORPHUT |
| 3.34% | 3.58% | $40.6M | 351,973 | $20.0M | 425,337 | -73,364-17.25% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.2% | — | $38.9M | 66,972 | $0 | 0 | +66,972 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.02% | 4.65% | $36.8M | 77,008 | $26.0M | 76,789 | +219+0.29% | Add |
 NEBIUS GROUP N VNBIS |
| 3.02% | — | $36.7M | 132,768 | $0 | 0 | +132,768 | New Buy |
| MMKS INC.MKSI |
| 2.9% | 2.79% | $35.3M | 79,395 | $15.6M | 67,668 | +11,727+17.33% | Add |
| NNOKIA CORP SPONSORED ADRNOK |
| 2.79% | — | $33.9M | 2.6M | $0 | 0 | +2.6M | New Buy |
| SSANDISK CORP COMSNDK |
| 2.77% | 2.58% | $33.7M | 14,808 | $14.4M | 22,636 | -7,828-34.58% | Reduce |
| RRIOT PLATFORMS INCRIOT |
| 2.71% | — | $32.9M | 1.2M | $0 | 0 | +1.2M | New Buy |
 INTEL CORPINTC |
| 2.57% | — | $31.2M | 223,725 | $0 | 0 | +223,725 | New Buy |
 KLA CORPKLAC |
| 2.35% | — | $28.6M | 94,720 | $0 | 0 | +94,720 | New Buy |
| AASTERA LABS INCALAB |
| 2.29% | — | $27.9M | 57,733 | $0 | 0 | +57,733 | New Buy |
| TTERAWULF INC COMWULF |
| 2.21% | 2.03% | $26.9M | 1.1M | $11.3M | 785,938 | +304,265+38.71% | Add |
 NORTHERN TR CORPNTRS |
| 2.15% | — | $26.2M | 150,619 | $0 | 0 | +150,619 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 2.15% | 2.21% | $26.2M | 70,220 | $12.3M | 38,267 | +31,953+83.50% | Add |
 AMPHENOL CORPAPH |
| 2.06% | 3.3% | $25.1M | 142,139 | $18.4M | 145,675 | -3,536-2.43% | Reduce |
| FFLEX LTDFLEX |
| 1.99% | — | $24.2M | 149,474 | $0 | 0 | +149,474 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 1.91% | 3.63% | $23.2M | 116,169 | $20.3M | 116,169 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 1.88% | — | $22.8M | 60,391 | $0 | 0 | +60,391 | New Buy |
| FFORGENT POWER SOLUTIONS INCFPS |
| 1.83% | — | $22.3M | 398,912 | $0 | 0 | +398,912 | New Buy |
| CCITIGROUP INCC |
| 1.76% | — | $21.4M | 153,039 | $0 | 0 | +153,039 | New Buy |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 1.71% | — | $20.8M | 3.6M | $0 | 0 | +3.6M | New Buy |
 APPLIED MATLS INCAMAT |
| 1.67% | — | $20.3M | 28,138 | $0 | 0 | +28,138 | New Buy |
 COHERENT CORPCOHR |
| 1.49% | 2.33% | $18.1M | 45,883 | $13.0M | 54,581 | -8,698-15.94% | Reduce |
 APPLE INCAAPL |
| 1.47% | 2.81% | $17.9M | 61,806 | $15.7M | 61,806 | 00.00% | Unchanged |
 MASTERCARD INCORPORATEDMA |
| 1.46% | 3.1% | $17.8M | 34,663 | $17.3M | 34,663 | 00.00% | Unchanged |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.45% | 0.93% | $17.6M | 52,823 | $5.2M | 46,344 | +6,479+13.98% | Add |
 Varonis Systems, Inc.VRNS |
| 1.32% | — | $16.0M | 381,281 | $0 | 0 | +381,281 | New Buy |
 VISA INCV |
| 1.29% | 2.47% | $15.7M | 45,662 | $13.8M | 45,662 | 00.00% | Unchanged |
| AARGAN INCAGX |
| 1.28% | 3.56% | $15.6M | 19,514 | $19.9M | 36,458 | -16,944-46.48% | Reduce |
| AAMKOR TECHNOLOGY INCAMKR |
| 1.26% | — | $15.3M | 177,301 | $0 | 0 | +177,301 | New Buy |
| FFABRINETFN |
| 1.21% | 3.23% | $14.7M | 26,114 | $18.0M | 34,597 | -8,483-24.52% | Reduce |
| CCIPHER DIGITAL INCCIFR |
| 1.2% | — | $14.6M | 595,538 | $0 | 0 | +595,538 | New Buy |
| AARTERIS INCAIP |
| 1.17% | 0.87% | $14.3M | 293,973 | $4.8M | 293,973 | 00.00% | Unchanged |
| PPENGUIN SOLUTIONS INCPENG |
| 1.16% | — | $14.1M | 185,128 | $0 | 0 | +185,128 | New Buy |
 META PLATFORMS INCMETA |
| 1.15% | 2.54% | $14.0M | 24,794 | $14.2M | 24,794 | 00.00% | Unchanged |
| BBROOKDALE SR LIVING INCBKD |
| 1% | 1.86% | $12.2M | 757,710 | $10.4M | 757,710 | 00.00% | Unchanged |
 JABIL INCJBL |
| 1% | 0.42% | $12.1M | 31,457 | $2.4M | 8,872 | +22,585+254.56% | Add |
| AAPPLIED DIGITAL CORPAPLD |
| 0.88% | — | $10.7M | 288,167 | $0 | 0 | +288,167 | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.8% | — | $9.7M | 22,365 | $0 | 0 | +22,365 | New Buy |
| CCOMFORT SYS USA INCFIX |
| 0.74% | 2.5% | $9.0M | 4,561 | $13.9M | 10,109 | -5,548-54.88% | Reduce |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.62% | 1.14% | $7.6M | 9,002 | $6.4M | 15,662 | -6,660-42.52% | Reduce |
 CELESTICA INCCLS |
| 0.59% | 0.99% | $7.2M | 19,655 | $5.5M | 19,655 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 0.59% | 1.55% | $7.1M | 8,324 | $8.6M | 12,267 | -3,943-32.14% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.56% | 0.71% | $6.8M | 17,960 | $4.0M | 17,960 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 0.55% | — | $6.7M | 28,290 | $0 | 0 | +28,290 | New Buy |
