 VANECK ETF TRUSTSMH |
| 8.08% | 6.33% | $13.1M | 20,000 | $7.7M | 20,000 | 00.00% | Unchanged |
 TELEDYNE TECHNOLOGIES INCTDY |
| 5.66% | 5.22% | $9.2M | 13,772 | $6.3M | 10,452 | +3,320+31.76% | Add |
| GGRANITE CONSTR INCSPHB |
| 5.24% | 5.37% | $8.5M | 53,762 | $6.5M | 54,261 | -499-0.92% | Reduce |
| CCENTURI HOLDINGS INCCTRI |
| 4.67% | 5.68% | $7.6M | 250,861 | $6.9M | 235,453 | +15,408+6.54% | Add |
 PARKER-HANNIFIN CORPPH |
| 4.39% | — | $7.1M | 7,280 | $0 | 0 | +7,280 | New Buy |
 APPLIED MATLS INCAMAT |
| 4.37% | 3.64% | $7.1M | 9,800 | $4.4M | 12,900 | -3,100-24.03% | Reduce |
| MMERCURY SYS INCMRCY |
| 4.08% | 3.64% | $6.6M | 54,060 | $4.4M | 60,460 | -6,400-10.59% | Reduce |
 QUANTA SVCS INCPWR |
| 3.77% | 3.24% | $6.1M | 8,488 | $3.9M | 7,138 | +1,350+18.91% | Add |
 APPLIED INDL TECHNOLOGIES INAIT |
| 3.74% | — | $6.1M | 17,952 | $0 | 0 | +17,952 | New Buy |
 LINDE PLCLIN |
| 3.54% | 5.6% | $5.7M | 11,060 | $6.8M | 13,690 | -2,630-19.21% | Reduce |
| AATI INCATI |
| 3.36% | 4.22% | $5.4M | 27,649 | $5.1M | 35,146 | -7,497-21.33% | Reduce |
| KKODIAK GAS SVCS INCKGS |
| 3.3% | 6.14% | $5.4M | 71,378 | $7.4M | 127,571 | -56,193-44.05% | Reduce |
| EELEMENT SOLUTIONS INCESI |
| 3.28% | 3.58% | $5.3M | 111,612 | $4.3M | 127,112 | -15,500-12.19% | Reduce |
 WILLIAMS COS INCWMB |
| 3.28% | 4.31% | $5.3M | 71,661 | $5.2M | 71,661 | 00.00% | Unchanged |
| SSOLARIS ENERGY INFRAS INCSEI |
| 3.27% | 3.62% | $5.3M | 65,964 | $4.4M | 77,574 | -11,610-14.97% | Reduce |
 AMETEK INC COMAME |
| 3.16% | — | $5.1M | 21,196 | $0 | 0 | +21,196 | New Buy |
 TFI INTERNATIONAL INCTFII |
| 3.03% | — | $4.9M | 34,253 | $0 | 0 | +34,253 | New Buy |
 WOODWARD INCWWD |
| 3.01% | 4.52% | $4.9M | 11,480 | $5.5M | 15,300 | -3,820-24.97% | Reduce |
| AAts Corporation. Ordinary SharesATS |
| 2.93% | 3.53% | $4.8M | 165,100 | $4.3M | 151,688 | +13,412+8.84% | Add |
 TIMKEN COTKR |
| 2.84% | — | $4.6M | 31,705 | $0 | 0 | +31,705 | New Buy |
| TTALEN ENERGY CORPTLN |
| 2.77% | 3.08% | $4.5M | 11,700 | $3.7M | 11,700 | 00.00% | Unchanged |
| MMODINE MFG COMOD |
| 2.65% | 4.19% | $4.3M | 16,100 | $5.1M | 23,419 | -7,319-31.25% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.64% | 2.99% | $4.3M | 8,966 | $3.6M | 10,710 | -1,744-16.28% | Reduce |
 ANALOG DEVICES INC COMADI |
| 2.63% | 4.18% | $4.3M | 10,745 | $5.1M | 15,905 | -5,160-32.44% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 2.61% | — | $4.2M | 8,440 | $0 | 0 | +8,440 | New Buy |
 CORNING INCGLW |
| 2.54% | 2.23% | $4.1M | 16,139 | $2.7M | 19,839 | -3,700-18.65% | Reduce |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.87% | 1.86% | $3.0M | 7,970 | $2.2M | 10,120 | -2,150-21.25% | Reduce |
| EENTEGRIS INCENTG |
| 1.22% | — | $2.0M | 11,000 | $0 | 0 | +11,000 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 1.16% | — | $1.9M | 77,000 | $0 | 0 | +77,000 | New Buy |
 CONSTELLATION ENERGY CORPCEG |
| 0.92% | — | $1.5M | 6,000 | $0 | 0 | +6,000 | New Buy |
