| IISHARES TRIVV |
| 2.09% | 1.97% | $154.2M | 205,875 | $137.6M | 210,655 | -4,780-2.27% | Reduce |
| HHORIZON QUANTUM HOLDINGS LTDHQWWW |
| 2.05% | — | $150.9M | 5.6M | $0 | 0 | +5.6M | New Buy |
| AARQIT QUANTUM INC COM USD0.0025(POST REV SPT) |
| 2% | 0.28% | $147.1M | 5.1M | $19.2M | 1.5M | +3.6M+251.10% | Add |
 BROADCOM INCAVGO |
| 1.94% | 5.81% | $143.1M | 387,371 | $405.6M | 1.3M | -923,192-70.44% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.86% | 1.19% | $136.8M | 692,495 | $83.2M | 477,194 | +215,301+45.12% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 1.56% | 0.86% | $115.3M | 423,990 | $60.1M | 606,814 | -182,824-30.13% | Reduce |
| UUNITED STS OIL FD LPUSO |
| 1.56% | — | $115.0M | 1.1M | $0 | 0 | +1.1M | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 1.44% | 0.62% | $106.2M | 196,385 | $43.3M | 212,881 | -16,496-7.75% | Reduce |
 ARM HOLDINGS PLCARM |
| 1.41% | 0.84% | $103.9M | 308,010 | $58.6M | 387,564 | -79,554-20.53% | Reduce |
 CISCO SYS INCCSCO |
| 1.37% | 0.93% | $101.2M | 865,125 | $64.7M | 833,980 | +31,145+3.73% | Add |
| QQUANTINUUM INCQNT |
| 1.29% | — | $95.3M | 1.2M | $0 | 0 | +1.2M | New Buy |
| AASTERA LABS INCALAB |
| 1.24% | 0.42% | $91.7M | 212,915 | $29.1M | 265,439 | -52,524-19.79% | Reduce |
 GE VERNOVA INCGEV |
| 1.24% | 0.32% | $91.6M | 80,747 | $22.1M | 25,308 | +55,439+219.06% | Add |
 APPLIED MATLS INCAMAT |
| 1.21% | 0.76% | $89.3M | 137,176 | $53.2M | 155,549 | -18,373-11.81% | Reduce |
| OONTO INNOVATION INCONTO |
| 1.18% | 0.73% | $86.8M | 246,958 | $51.2M | 249,860 | -2,902-1.16% | Reduce |
| MMKS INC.MKSI |
| 1.17% | 0.82% | $86.5M | 210,440 | $57.6M | 250,616 | -40,176-16.03% | Reduce |
| BBTQ TECHNOLOGIES CORP COMBTQ |
| 1.15% | 0.24% | $85.0M | 16.0M | $16.9M | 6.3M | +9.7M+153.24% | Add |
 KLA CORPKLAC |
| 1.15% | 0.73% | $84.4M | 317,164 | $50.6M | 34,391 | +282,773+822.23% | Add |
| QQUALCOMM INCQCOM |
| 1.14% | 0.64% | $84.0M | 461,709 | $44.6M | 346,660 | +115,049+33.19% | Add |
 LAM RESEARCH CORPLRCX |
| 1.13% | 0.78% | $82.9M | 211,992 | $54.6M | 255,360 | -43,368-16.98% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 1.12% | 0.98% | $82.3M | 6.4M | $68.2M | 8.5M | -2.1M-24.92% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 1.11% | 0.79% | $82.2M | 79,599 | $55.4M | 163,916 | -84,317-51.44% | Reduce |
| TTERADYNE INCTER |
| 1.11% | 0.88% | $82.0M | 191,977 | $61.3M | 206,739 | -14,762-7.14% | Reduce |
 INTEL CORPINTC |
| 1.11% | 0.66% | $81.5M | 641,755 | $46.2M | 1.0M | -405,792-38.74% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 1.04% | 0.73% | $77.0M | 526,111 | $50.9M | 548,199 | -22,088-4.03% | Reduce |
 NEBIUS GROUP N VNBIS |
| 1.04% | 0.02% | $76.6M | 334,346 | $1.4M | 13,012 | +321,334+2,469.52% | Add |
 EATON CORP PLCETN |
| 1.04% | 0.3% | $76.5M | 185,539 | $21.2M | 59,389 | +126,150+212.41% | Add |
| RRADNET INCRDNT |
| 1.02% | 0.44% | $75.0M | 1.1M | $30.5M | 545,474 | +598,148+109.66% | Add |
 VERTIV HOLDINGS COVRT |
| 1.02% | 0.28% | $75.0M | 240,769 | $19.4M | 77,322 | +163,447+211.38% | Add |
 CLOUDFLARE INCNET |
| 1.02% | 0.59% | $74.9M | 304,017 | $40.9M | 198,129 | +105,888+53.44% | Add |
 QUANTA SVCS INCPWR |
| 1% | 0.29% | $73.8M | 106,723 | $20.3M | 36,924 | +69,799+189.03% | Add |
 RTX CORPORATIONRTX |
| 1% | 0.68% | $73.8M | 384,717 | $47.8M | 247,842 | +136,875+55.23% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 0.99% | 0.42% | $72.8M | 278,538 | $29.5M | 195,355 | +83,183+42.58% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.98% | 0.6% | $72.3M | 162,723 | $42.1M | 124,520 | +38,203+30.68% | Add |
 TEXAS INSTRS INCTXN |
| 0.97% | 0.65% | $71.6M | 239,821 | $45.5M | 234,596 | +5,225+2.23% | Add |
| QQUANTUM EMOTION CORPQNC |
| 0.97% | — | $71.6M | 24.0M | $0 | 0 | +24.0M | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.96% | 0.48% | $71.0M | 248,129 | $33.4M | 137,665 | +110,464+80.24% | Add |
 ASML HLDG NVASML |
| 0.96% | 0.71% | $70.7M | 38,353 | $49.6M | 37,572 | +781+2.08% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 0.95% | 0.84% | $69.9M | 284,805 | $58.4M | 332,568 | -47,763-14.36% | Reduce |
 COHERENT CORPCOHR |
| 0.94% | 0.77% | $69.4M | 188,228 | $53.9M | 226,246 | -38,018-16.80% | Reduce |
| TTERADATA CORP DELTDC |
| 0.94% | 0.49% | $69.3M | 2.0M | $34.1M | 1.3M | +682,337+51.34% | Add |
 MONGODB INC CL AMDB |
| 0.93% | 0.35% | $68.7M | 191,275 | $24.2M | 98,691 | +92,584+93.81% | Add |
| NNUTANIX INCNTNX |
| 0.93% | 0.48% | $68.6M | 1.3M | $33.4M | 878,534 | +460,839+52.46% | Add |
| DD-WAVE QUANTUM INCQBTS |
| 0.93% | 0.07% | $68.4M | 2.9M | $4.9M | 341,854 | +2.6M+751.84% | Add |
 ORACLE CORPORCL |
| 0.92% | 7% | $68.1M | 478,066 | $488.8M | 3.3M | -2.8M-85.61% | Reduce |
 ALPHABET INCGOOGL |
| 0.92% | 0.54% | $67.8M | 187,568 | $38.0M | 132,204 | +55,364+41.88% | Add |
 AMAZON COM INCAMZN |
| 0.92% | — | $67.7M | 279,949 | $0 | 0 | +279,949 | New Buy |
| XXANADU QUANTUM TECHNOLO LTDXNDU |
| 0.92% | — | $67.5M | 5.7M | $0 | 0 | +5.7M | New Buy |
| NNVE CORPNVEC |
| 0.91% | 0.54% | $67.3M | 635,270 | $38.0M | 580,495 | +54,775+9.44% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.91% | 0.58% | $67.3M | 758,737 | $40.1M | 621,409 | +137,328+22.10% | Add |
