 ADVANCED MICRO DEVICES INCAMD |
| 6.69% | 3.61% | $67.8M | 116,700 | $32.9M | 161,700 | -45,000-27.83% | Reduce |
| AAMCOR PLCAMCR |
| 5.13% | 4.87% | $52.0M | 1.2M | $44.4M | 1.1M | +83,600+7.49% | Add |
 PPG INDS INCPPG |
| 4.76% | 4.66% | $48.2M | 397,334 | $42.5M | 397,334 | 00.00% | Unchanged |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 4.04% | 1.65% | $40.9M | 638,675 | $15.0M | 210,989 | +427,686+202.71% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.56% | 4.41% | $36.1M | 180,240 | $40.1M | 230,140 | -49,900-21.68% | Reduce |
 HOME DEPOT INCHD |
| 3.48% | 2.63% | $35.2M | 99,919 | $23.9M | 72,719 | +27,200+37.40% | Add |
 KT CORP SPONSORED ADRKT |
| 3.34% | 4.59% | $33.8M | 2.0M | $41.8M | 2.0M | +5,200+0.27% | Add |
| IISHARES TREIDO |
| 3.33% | 3.88% | $33.7M | 3.0M | $35.4M | 2.2M | +745,000+33.28% | Add |
 ISHARES MBSACGL |
| 3.26% | 3.64% | $33.0M | 349,200 | $33.2M | 349,200 | 00.00% | Unchanged |
 OWENS CORNING NEW COMOC |
| 2.92% | 1.62% | $29.6M | 186,324 | $14.7M | 136,024 | +50,300+36.98% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 2.8% | 3.09% | $28.4M | 68,335 | $28.2M | 104,155 | -35,820-34.39% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.8% | 3.08% | $28.3M | 96,680 | $28.1M | 96,680 | 00.00% | Unchanged |
| IISHARES COREIJH |
| 2.73% | 2.66% | $27.7M | 359,000 | $24.2M | 359,000 | 00.00% | Unchanged |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 2.71% | 3.7% | $27.4M | 1.1M | $33.7M | 1.3M | -267,300-20.21% | Reduce |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 2.69% | 2.36% | $27.2M | 232,679 | $21.5M | 232,679 | 00.00% | Unchanged |
 DANAHER CORP DEL COMDHR |
| 2.38% | 2.05% | $24.1M | 126,500 | $18.7M | 98,600 | +27,900+28.30% | Add |
 TREVI THERAPEUTICS INCTRVI |
| 2.23% | 1.5% | $22.6M | 1.2M | $13.6M | 1.1M | +70,670+6.18% | Add |
 META PLATFORMS INCMETA |
| 2.08% | 0.95% | $21.0M | 37,360 | $8.7M | 15,200 | +22,160+145.79% | Add |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 1.94% | 1.86% | $19.7M | 160,670 | $16.9M | 160,670 | 00.00% | Unchanged |
 ABIVAX SAABVX |
| 1.87% | 1.58% | $18.9M | 142,083 | $14.4M | 128,940 | +13,143+10.19% | Add |
| SSPDR SERIES TRUSTXHB |
| 1.77% | 1.68% | $17.9M | 155,040 | $15.3M | 155,040 | 00.00% | Unchanged |
 JD COM INCJD |
| 1.63% | 2.11% | $16.6M | 649,700 | $19.2M | 649,700 | 00.00% | Unchanged |
 BRIDGEBIO PHARMA INCBBIO |
| 1.61% | 1.79% | $16.3M | 219,215 | $16.3M | 219,215 | 00.00% | Unchanged |
 MP MATERIALS CORPMP |
| 1.57% | 1.5% | $15.9M | 283,050 | $13.7M | 283,050 | 00.00% | Unchanged |
 Pdd Holdings Inc ADRPDD |
| 1.56% | 1.72% | $15.8M | 207,699 | $15.6M | 152,900 | +54,799+35.84% | Add |
 SCHOLAR ROCK HLDG CORPSRRK |
| 1.55% | 1.54% | $15.7M | 285,495 | $14.0M | 285,495 | 00.00% | Unchanged |
 WARNER BROS DISCOVERY INCWBD |
| 1.52% | 1.74% | $15.3M | 575,744 | $15.8M | 575,744 | 00.00% | Unchanged |
| IIMMUNOME INCIMNM |
| 1.5% | 1.72% | $15.1M | 714,553 | $15.6M | 714,553 | 00.00% | Unchanged |
 XENON PHARMACEUTICALS INCXENE |
| 1.48% | 1.58% | $15.0M | 247,765 | $14.4M | 247,765 | 00.00% | Unchanged |
 IREN LTDIREN |
| 1.33% | — | $13.5M | 294,973 | $0 | 0 | +294,973 | New Buy |
| KKURA ONCOLOGY INCKURA |
| 1.27% | 0.95% | $12.9M | 1.2M | $8.7M | 1.1M | +110,000+10.33% | Add |
| BBICARA THERAPEUTICS INCBCAX |
| 1.25% | 0.93% | $12.7M | 427,885 | $8.5M | 427,885 | 00.00% | Unchanged |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 1.25% | 1.22% | $12.6M | 238,981 | $11.1M | 238,981 | 00.00% | Unchanged |
 HONEYWELL INTL INCHON |
| 1.22% | 2.08% | $12.3M | 55,150 | $19.0M | 83,900 | -28,750-34.27% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 1.2% | — | $12.2M | 55,150 | $0 | 0 | +55,150 | New Buy |
| VVOR BIOPHARMA INCVOR |
| 1.18% | — | $11.9M | 646,550 | $0 | 0 | +646,550 | New Buy |
| FFLEX LTDFLEX |
| 1.16% | — | $11.7M | 72,300 | $0 | 0 | +72,300 | New Buy |
| CCRH PLCCRH |
| 1.13% | — | $11.4M | 106,700 | $0 | 0 | +106,700 | New Buy |
| SSAVARA INCSVRA |
| 1.12% | 1.1% | $11.3M | 1.8M | $10.1M | 1.8M | 00.00% | Unchanged |
 CELCUITY INCCELC |
| 1.07% | 1.3% | $10.9M | 103,775 | $11.8M | 103,775 | 00.00% | Unchanged |
 BXP INCBXP |
| 0.8% | 0.69% | $8.1M | 121,924 | $6.3M | 121,924 | 00.00% | Unchanged |
 KILROY REALTY CORPKRC |
| 0.78% | 0.65% | $7.9M | 210,800 | $5.9M | 210,800 | 00.00% | Unchanged |
 VAXCYTE INCPCVX |
| 0.71% | 0.78% | $7.1M | 122,930 | $7.1M | 122,930 | 00.00% | Unchanged |
 SL GREEN RLTY CORPSLG |
| 0.68% | 0.55% | $6.9M | 132,507 | $5.0M | 135,823 | -3,316-2.44% | Reduce |
| ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB |
| 0.65% | 0.72% | $6.6M | 346,466 | $6.5M | 346,466 | 00.00% | Unchanged |
| AABEONA THERAPEUTICS INC COM NEWABEO |
| 0.58% | 0.47% | $5.9M | 956,770 | $4.3M | 956,770 | 00.00% | Unchanged |
 VORNADO RLTY TRVNO |
| 0.56% | 0.41% | $5.7M | 143,800 | $3.7M | 143,800 | 00.00% | Unchanged |
 UNIQURE NVQURE |
| 0.53% | 0.21% | $5.3M | 115,494 | $1.9M | 115,494 | 00.00% | Unchanged |
| CCLIMB BIO INC COMCLYM |
| 0.46% | 0.32% | $4.7M | 360,654 | $2.9M | 420,517 | -59,863-14.24% | Reduce |
 BIOCRYST PHARMACEUTICALS INCBCRX |
| 0.44% | — | $4.5M | 450,000 | $0 | 0 | +450,000 | New Buy |
