 DEVON ENERGY CORP NEWDVN |
| 5.11% | — | $271.1M | 6.6M | $0 | 0 | +6.6M | New Buy |
| OOVINTIV INC COMOVV |
| 4.33% | 4.92% | $229.6M | 4.4M | $254.3M | 4.3M | +78,403+1.83% | Add |
 ENTERGY CORP NEWETR |
| 3.87% | 2.38% | $205.3M | 1.8M | $123.0M | 1.1M | +693,062+63.32% | Add |
 VISTRA CORPVST |
| 3.78% | 3.25% | $200.7M | 1.3M | $167.7M | 1.1M | +149,817+13.43% | Add |
| DDARLING INGREDIENTS INCDAR |
| 3.09% | 3.98% | $164.0M | 3.0M | $205.6M | 3.3M | -321,948-9.68% | Reduce |
 PHILLIPS 66PSX |
| 3.08% | 0.29% | $163.5M | 967,351 | $15.0M | 82,300 | +885,051+1,075.40% | Add |
 WILLIAMS COS INCWMB |
| 3.06% | 2.35% | $162.3M | 2.2M | $121.4M | 1.7M | +514,564+30.84% | Add |
 SUNCOR ENERGY INC NEWSU |
| 2.85% | 3.97% | $151.3M | 2.8M | $205.2M | 3.1M | -289,684-9.33% | Reduce |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 2.62% | 2.18% | $138.8M | 946,016 | $112.5M | 835,006 | +111,010+13.29% | Add |
 TARGA RES CORPTRGP |
| 2.54% | 3.15% | $134.9M | 502,928 | $162.6M | 648,440 | -145,512-22.44% | Reduce |
 CENTERPOINT ENERGY INC COMCNP |
| 2.48% | 2.47% | $131.4M | 3.0M | $127.4M | 3.0M | +31,253+1.06% | Add |
| CCENOVUS ENERGY INC COMCVE |
| 2.28% | 2.45% | $120.9M | 4.9M | $126.6M | 4.8M | +99,847+2.09% | Add |
 NVENT ELECTRIC PLCNVT |
| 2.17% | 2.18% | $115.0M | 677,859 | $112.4M | 950,331 | -272,472-28.67% | Reduce |
| PPERMIAN RESOURCES CORPPR |
| 2.12% | 2.54% | $112.5M | 6.1M | $131.1M | 6.1M | -36,219-0.59% | Reduce |
| RRALLIANT CORP COMRAL |
| 2.12% | 0.9% | $112.4M | 1.5M | $46.3M | 1.1M | +413,961+37.22% | Add |
 ALLIANT ENERGY CORP COMLNT |
| 2.03% | — | $107.8M | 1.4M | $0 | 0 | +1.4M | New Buy |
 BUNGE GLOBAL SABG |
| 1.94% | 2.75% | $103.1M | 965,795 | $142.3M | 1.1M | -152,748-13.66% | Reduce |
 HALLIBURTON CO COMHAL |
| 1.71% | — | $90.6M | 2.7M | $0 | 0 | +2.7M | New Buy |
 CHENIERE ENERGY INCLNG |
| 1.7% | 2.52% | $90.2M | 377,399 | $130.4M | 459,471 | -82,072-17.86% | Reduce |
 TECHNIPFMC PLC COMFTI |
| 1.62% | 1.12% | $85.9M | 1.3M | $57.8M | 836,283 | +460,017+55.01% | Add |
 EQT CORPEQT |
| 1.58% | 1.32% | $83.9M | 1.6M | $68.1M | 1.1M | +507,474+47.43% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 1.52% | 0.95% | $80.7M | 910,394 | $48.9M | 642,451 | +267,943+41.71% | Add |
 WESCO INTL INCWCC |
| 1.52% | — | $80.6M | 233,424 | $0 | 0 | +233,424 | New Buy |
| MMASTEC INCMTZ |
| 1.49% | 1.39% | $79.1M | 190,236 | $71.8M | 223,061 | -32,825-14.72% | Reduce |
| MMADISON AIR SOLUTIONS CORP COM SHS CL AMAIR |
| 1.43% | — | $75.8M | 1.9M | $0 | 0 | +1.9M | New Buy |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 1.42% | 1.67% | $75.5M | 971,338 | $86.4M | 949,800 | +21,538+2.27% | Add |
 MARATHON PETE CORPMPC |
| 1.39% | 1.47% | $73.8M | 288,592 | $75.8M | 310,500 | -21,908-7.06% | Reduce |
| LLEGENCE CORPLGN |
| 1.37% | 0.79% | $72.7M | 852,658 | $41.0M | 726,336 | +126,322+17.39% | Add |
| CCOMFORT SYS USA INCFIX |
| 1.37% | 0.6% | $72.7M | 36,660 | $30.8M | 22,351 | +14,309+64.02% | Add |
| IINNIO NVINIO |
| 1.33% | — | $70.8M | 1.8M | $0 | 0 | +1.8M | New Buy |
 BP PLC SPONSORED ADRBP |
| 1.28% | 3.22% | $68.1M | 1.8M | $166.4M | 3.5M | -1.7M-47.99% | Reduce |
| CCRH PLCCRH |
| 1.26% | 0.69% | $67.1M | 626,927 | $35.5M | 338,119 | +288,808+85.42% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 1.19% | 1.23% | $62.9M | 1.3M | $63.3M | 1.8M | -478,847-26.65% | Reduce |
 TENARIS S A SPONSORED ADSTS |
| 1.18% | — | $62.7M | 1.1M | $0 | 0 | +1.1M | New Buy |
| TTALEN ENERGY CORPTLN |
| 1.12% | — | $59.5M | 154,750 | $0 | 0 | +154,750 | New Buy |
 SELECT WATER SOLUTIONS INCWTTR |
| 1.11% | 0.86% | $59.1M | 3.0M | $44.2M | 2.9M | +66,888+2.32% | Add |
| WWEATHERFORD INTL PLCWFRD |
| 1.07% | — | $57.0M | 699,412 | $0 | 0 | +699,412 | New Buy |
| CCORE NATURAL RESOURCES INCCNR |
| 1.04% | 1.47% | $55.0M | 687,465 | $76.1M | 726,634 | -39,169-5.39% | Reduce |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 1.02% | 0.72% | $54.0M | 2.1M | $37.1M | 2.0M | +106,199+5.42% | Add |
 BORGWARNER INCBWA |
| 1% | — | $53.2M | 801,595 | $0 | 0 | +801,595 | New Buy |
 XCEL ENERGY INC COMXEL |
| 0.99% | 2.36% | $52.6M | 654,993 | $121.7M | 1.5M | -876,549-57.23% | Reduce |
| MMETHANEX CORPMEOH |
| 0.98% | — | $52.2M | 1.1M | $0 | 0 | +1.1M | New Buy |
 LINCOLN ELEC HLDGS INCLECO |
| 0.95% | 0.45% | $50.3M | 189,326 | $23.3M | 93,508 | +95,818+102.47% | Add |
 CONOCOPHILLIPSCOP |
| 0.9% | 1.33% | $47.8M | 459,835 | $68.9M | 522,192 | -62,357-11.94% | Reduce |
| IIAMGOLD CORPIAG |
| 0.9% | 1.08% | $47.8M | 3.0M | $55.6M | 3.0M | +63,509+2.15% | Add |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.87% | 0.97% | $46.4M | 283,819 | $50.0M | 433,284 | -149,465-34.50% | Reduce |
| BBKV CORPBKV |
| 0.86% | 0.91% | $45.8M | 1.7M | $47.0M | 1.6M | +26,922+1.63% | Add |
| FFLEX LTDFLEX |
| 0.84% | — | $44.7M | 275,600 | $0 | 0 | +275,600 | New Buy |
 EXXON MOBIL CORPXOM |
| 0.78% | 0.77% | $41.4M | 302,662 | $39.6M | 233,262 | +69,400+29.75% | Add |
| HHF SINCLAIR CORPDINO |
| 0.66% | 1.27% | $35.2M | 504,845 | $65.8M | 1.1M | -549,590-52.12% | Reduce |
