| TTALEN ENERGY CORPTLN |
| 8.61% | 8% | $567.4M | 1.5M | $482.3M | 1.5M | -34,033-2.25% | Reduce |
 ENTERGY CORP NEWETR |
| 5.19% | 4.18% | $342.1M | 3.0M | $252.0M | 2.2M | +735,495+32.79% | Add |
 VISTRA CORPVST |
| 4.98% | 5.23% | $328.5M | 2.1M | $314.9M | 2.1M | -23,629-1.13% | Reduce |
 CONSTELLATION ENERGY CORPCEG |
| 4.94% | 5.58% | $325.5M | 1.3M | $336.1M | 1.2M | +107,127+8.90% | Add |
 CENTERPOINT ENERGY INC COMCNP |
| 4.43% | 5.02% | $291.9M | 6.6M | $302.3M | 7.0M | -375,455-5.36% | Reduce |
 XCEL ENERGY INC COMXEL |
| 4.09% | 4.68% | $269.7M | 3.4M | $281.9M | 3.5M | -190,437-5.37% | Reduce |
 IDACORP INCIDA |
| 4.06% | 4.27% | $267.8M | 1.8M | $257.4M | 1.8M | -30,413-1.69% | Reduce |
 ALLIANT ENERGY CORP COMLNT |
| 3.22% | 3.56% | $212.4M | 2.8M | $214.8M | 3.0M | -208,740-6.97% | Reduce |
 GE VERNOVA INCGEV |
| 3.03% | 2.54% | $199.5M | 169,847 | $152.8M | 175,052 | -5,205-2.97% | Reduce |
 NISOURCE INC COMNI |
| 2.95% | 3.18% | $194.4M | 4.1M | $191.9M | 4.1M | -23,660-0.58% | Reduce |
 CORNING INCGLW |
| 2.77% | 1.72% | $182.6M | 714,933 | $103.8M | 763,193 | -48,260-6.32% | Reduce |
 EQUINIX INCEQIX |
| 2.75% | 2.83% | $181.0M | 173,604 | $170.4M | 173,816 | -212-0.12% | Reduce |
 QUANTA SVCS INCPWR |
| 2.69% | 2.28% | $177.3M | 246,303 | $137.4M | 250,284 | -3,981-1.59% | Reduce |
 SEMPRA COMSRE |
| 2.67% | 3.33% | $176.0M | 1.9M | $200.9M | 2.1M | -169,782-8.21% | Reduce |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 2.39% | 2.08% | $157.8M | 1.1M | $125.6M | 932,483 | +142,870+15.32% | Add |
 WILLIAMS COS INCWMB |
| 2.38% | 2.52% | $157.2M | 2.1M | $152.1M | 2.1M | +24,390+1.17% | Add |
 CMS ENERGY CORP COMCMS |
| 2.22% | 2.72% | $146.1M | 1.9M | $164.0M | 2.1M | -205,100-9.70% | Reduce |
 MP MATERIALS CORPMP |
| 2.22% | 2.09% | $146.0M | 2.6M | $125.9M | 2.6M | -1,926-0.07% | Reduce |
 AMERICAN ELEC PWR CO INCAEP |
| 2.06% | 0.75% | $136.1M | 994,697 | $45.2M | 344,722 | +649,975+188.55% | Add |
| DDYCOM INDS INCDY |
| 2.02% | 1.4% | $133.1M | 263,260 | $84.1M | 248,140 | +15,120+6.09% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 1.95% | 2.19% | $128.4M | 3.5M | $132.2M | 3.5M | 00.00% | Unchanged |
| NNEXTERA ENERGY INCNEE |
| 1.92% | 2.03% | $126.3M | 1.4M | $122.2M | 1.3M | +123,295+9.37% | Add |
 CAMECO CORPCCJ |
| 1.74% | 2.03% | $114.6M | 1.1M | $122.4M | 1.1M | -1,645-0.15% | Reduce |
 CANADIAN PACIFIC KANSAS CITYCP |
| 1.65% | 1.41% | $108.5M | 1.3M | $84.8M | 1.1M | +174,086+16.15% | Add |
 PINNACLE WEST CAP CORPPNW |
| 1.48% | 1.8% | $97.8M | 913,786 | $108.6M | 1.1M | -164,260-15.24% | Reduce |
| WWEC ENERGY GROUP INC COMIDU |
| 1.46% | 1.08% | $96.0M | 822,305 | $65.2M | 562,957 | +259,348+46.07% | Add |
| AAMEREN CORP COMDHS |
| 1.45% | 1.96% | $95.7M | 846,298 | $117.9M | 1.1M | -226,275-21.10% | Reduce |
| NNRG ENERGY INCNRG |
| 1.42% | 1.78% | $93.5M | 640,357 | $107.3M | 734,285 | -93,928-12.79% | Reduce |
 DTE ENERGY CO COMDTE |
| 1.34% | 0.79% | $88.6M | 581,441 | $47.3M | 323,705 | +257,736+79.62% | Add |
 COHERENT CORPCOHR |
| 1.28% | 0.81% | $84.0M | 213,055 | $49.0M | 205,831 | +7,224+3.51% | Add |
 OGE ENERGY CORPOGE |
| 1.12% | 1.28% | $73.7M | 1.5M | $76.9M | 1.6M | -90,023-5.61% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 0.86% | 0.92% | $56.9M | 322,464 | $55.5M | 322,464 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 0.81% | 0.85% | $53.1M | 312,537 | $51.0M | 415,240 | -102,703-24.73% | Reduce |
| IITG INCITG |
| 0.76% | — | $50.0M | 3.1M | $0 | 0 | +3.1M | New Buy |
 EQT CORPEQT |
| 0.76% | 1.15% | $50.0M | 939,843 | $69.4M | 1.1M | -149,914-13.76% | Reduce |
 CHENIERE ENERGY INCLNG |
| 0.66% | 0.11% | $43.8M | 183,209 | $6.8M | 24,000 | +159,209+663.37% | Add |
| UUSA RARE EARTH INC COMUSAR |
| 0.65% | 0.58% | $43.2M | 2.0M | $35.1M | 2.3M | -320,000-13.79% | Reduce |
 CENTRUS ENERGY CORP CL ALEU |
| 0.58% | 0.61% | $38.0M | 226,429 | $36.8M | 211,918 | +14,511+6.85% | Add |
| MMPLX LPFFUT |
| 0.57% | 0.63% | $37.8M | 670,500 | $38.3M | 670,500 | 00.00% | Unchanged |
 AMERICAN TOWER CORP COMAMT |
| 0.52% | 0.28% | $34.6M | 211,538 | $16.9M | 98,037 | +113,501+115.77% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.52% | 0.49% | $34.2M | 39,906 | $29.4M | 41,815 | -1,909-4.57% | Reduce |
| XX-ENERGY, INC RESTRICTED SHAREXE |
| 0.47% | — | $31.3M | 1.9M | $0 | 0 | +1.9M | New Buy |
 DIGITAL RLTY TR INC COMDLR |
| 0.46% | 0.28% | $30.1M | 167,437 | $16.9M | 94,022 | +73,415+78.08% | Add |
 T-MOBILE US INC COMTMUS |
| 0.44% | 0.37% | $29.2M | 174,266 | $22.5M | 106,969 | +67,297+62.91% | Add |
 OLD DOMINION FREIGHT LINE INODFL |
| 0.42% | 0.22% | $27.8M | 128,200 | $13.5M | 69,200 | +59,000+85.26% | Add |
 IRON MTN INC DEL COMIRM |
| 0.41% | 0.36% | $26.8M | 212,533 | $21.8M | 213,549 | -1,016-0.48% | Reduce |
| RRICE ACQUISITION CORP 3 |
| 0.39% | 0.42% | $25.7M | 2.4M | $25.4M | 2.4M | 00.00% | Unchanged |
| TTIC SOLUTIONS INCTIC |
| 0.39% | 0.34% | $25.4M | 3.1M | $20.2M | 3.1M | +69,565+2.26% | Add |
 NATIONAL FUEL GAS CONFG |
| 0.37% | 0.49% | $24.3M | 314,465 | $29.5M | 314,465 | 00.00% | Unchanged |
 DOMINION ENERGY INCD |
| 0.31% | — | $20.5M | 300,000 | $0 | 0 | +300,000 | New Buy |
