 MICRON TECHNOLOGY INCMU |
| 0.92% | 0.43% | $4.0M | 3,438 | $1.6M | 4,625 | -1,187-25.66% | Reduce |
 DATADOG INCDDOG |
| 0.82% | — | $3.5M | 13,587 | $0 | 0 | +13,587 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.79% | — | $3.4M | 11,394 | $0 | 0 | +11,394 | New Buy |
 INCYTE CORPINCY |
| 0.78% | 0.71% | $3.3M | 29,544 | $2.6M | 27,189 | +2,355+8.66% | Add |
 APPLIED MATLS INCAMAT |
| 0.75% | 0.54% | $3.2M | 4,452 | $1.9M | 5,704 | -1,252-21.95% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.73% | 0.42% | $3.1M | 5,385 | $1.5M | 7,529 | -2,144-28.48% | Reduce |
 AMGEN INC COMAMGN |
| 0.72% | 0.78% | $3.1M | 8,572 | $2.8M | 8,056 | +516+6.41% | Add |
 DEVON ENERGY CORP NEWDVN |
| 0.72% | — | $3.1M | 74,863 | $0 | 0 | +74,863 | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.7% | 0.47% | $3.0M | 6,944 | $1.7M | 7,958 | -1,014-12.74% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.7% | 0.68% | $3.0M | 9,953 | $2.5M | 7,471 | +2,482+33.22% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 0.69% | 0.79% | $3.0M | 23,368 | $2.9M | 20,473 | +2,895+14.14% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.67% | — | $2.9M | 4,499 | $0 | 0 | +4,499 | New Buy |
 KLA CORPKLAC |
| 0.67% | 0.48% | $2.9M | 9,480 | $1.7M | 1,173 | +8,307+708.18% | Add |
 CORNING INCGLW |
| 0.64% | — | $2.7M | 10,728 | $0 | 0 | +10,728 | New Buy |
 REGENERON PHARMACEUTICALSREGN |
| 0.63% | 0.77% | $2.7M | 4,320 | $2.8M | 3,598 | +722+20.07% | Add |
 UNITED AIRLS HLDGS INC COMUAL |
| 0.62% | — | $2.7M | 19,612 | $0 | 0 | +19,612 | New Buy |
 NETAPP INCNTAP |
| 0.6% | — | $2.6M | 16,620 | $0 | 0 | +16,620 | New Buy |
 ELI LILLY & COLLY |
| 0.58% | 0.46% | $2.5M | 2,074 | $1.7M | 1,826 | +248+13.58% | Add |
 DELTA AIR LINES INCDAL |
| 0.58% | 0.53% | $2.5M | 26,428 | $1.9M | 28,693 | -2,265-7.89% | Reduce |
 ILLUMINA INCILMN |
| 0.57% | — | $2.5M | 14,025 | $0 | 0 | +14,025 | New Buy |
 HEICO CORP NEWHEI |
| 0.56% | 0.42% | $2.4M | 6,772 | $1.5M | 5,605 | +1,167+20.82% | Add |
 CISCO SYS INCCSCO |
| 0.56% | 0.52% | $2.4M | 20,419 | $1.9M | 24,120 | -3,701-15.34% | Reduce |
 CATERPILLAR INCCAT |
| 0.54% | — | $2.3M | 2,173 | $0 | 0 | +2,173 | New Buy |
| MMONSTER BEVERAGE CORP NEW COMMNST |
| 0.53% | 0.47% | $2.3M | 23,450 | $1.7M | 23,311 | +139+0.60% | Add |
 ROYAL CARIBBEANRCL |
| 0.51% | 0.5% | $2.2M | 6,961 | $1.8M | 6,530 | +431+6.60% | Add |
 WILLIAMS SONOMA INCWSM |
| 0.51% | 0.46% | $2.2M | 9,383 | $1.7M | 9,113 | +270+2.96% | Add |
 EDISON INTLEIX |
| 0.5% | 0.67% | $2.2M | 28,988 | $2.4M | 32,966 | -3,978-12.07% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 0.5% | 0.44% | $2.2M | 9,127 | $1.6M | 8,073 | +1,054+13.06% | Add |
 ROBINHOOD MKTS INCHOOD |
| 0.5% | 0.34% | $2.2M | 21,467 | $1.2M | 18,033 | +3,434+19.04% | Add |
 WEST PHARMACEUTICAL SVSC INCWST |
| 0.5% | — | $2.1M | 5,965 | $0 | 0 | +5,965 | New Buy |
 AMPHENOL CORPAPH |
| 0.5% | 0.4% | $2.1M | 12,127 | $1.4M | 11,414 | +713+6.25% | Add |
 UNITED RENTALS INCURI |
| 0.5% | 0.42% | $2.1M | 1,877 | $1.5M | 2,091 | -214-10.23% | Reduce |
 WW GRAINGER INCGWW |
| 0.49% | — | $2.1M | 1,555 | $0 | 0 | +1,555 | New Buy |
 MERCK & CO INCMRK |
| 0.49% | 0.58% | $2.1M | 16,352 | $2.1M | 17,585 | -1,233-7.01% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 0.48% | — | $2.1M | 15,589 | $0 | 0 | +15,589 | New Buy |
 GENERAL DYNAMICS CORPGD |
| 0.48% | 0.49% | $2.0M | 5,769 | $1.8M | 5,176 | +593+11.46% | Add |
 QUANTA SVCS INCPWR |
| 0.47% | 0.6% | $2.0M | 2,827 | $2.2M | 3,959 | -1,132-28.59% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 0.47% | — | $2.0M | 17,780 | $0 | 0 | +17,780 | New Buy |
 FIFTH THIRD BANCORP COMFITB |
| 0.47% | — | $2.0M | 35,809 | $0 | 0 | +35,809 | New Buy |
| AAPPLOVIN CORPAPP |
| 0.47% | 0.38% | $2.0M | 3,915 | $1.4M | 3,491 | +424+12.15% | Add |
 CINCINNATI FINL CORP COMCINF |
| 0.47% | 0.52% | $2.0M | 10,880 | $1.9M | 12,022 | -1,142-9.50% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.47% | 0.46% | $2.0M | 5,354 | $1.7M | 5,960 | -606-10.17% | Reduce |
| EEBAY INC. COMEBAY |
| 0.47% | 0.5% | $2.0M | 17,969 | $1.8M | 19,934 | -1,965-9.86% | Reduce |
 HOWMET AEROSPACE INC COMHWM |
| 0.47% | 0.56% | $2.0M | 7,458 | $2.0M | 8,805 | -1,347-15.30% | Reduce |
 SIMON PPTY GROUP INC NEW COMSPG |
| 0.47% | — | $2.0M | 8,956 | $0 | 0 | +8,956 | New Buy |
 ALLSTATE CORPALL |
| 0.47% | 0.56% | $2.0M | 8,416 | $2.0M | 9,743 | -1,327-13.62% | Reduce |
| EEXPEDITORS INTL WASH INCEXPE |
| 0.46% | 0.47% | $2.0M | 12,169 | $1.7M | 11,982 | +187+1.56% | Add |
 RTX CORPORATIONRTX |
| 0.46% | — | $2.0M | 10,395 | $0 | 0 | +10,395 | New Buy |
 METLIFE INC COMMET |
| 0.46% | — | $2.0M | 23,205 | $0 | 0 | +23,205 | New Buy |
 TRAVELERS COSTRV |
| 0.46% | 0.54% | $2.0M | 5,934 | $2.0M | 6,746 | -812-12.04% | Reduce |
