| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 13.94% | 14.29% | $457.5M | 5.2M | $364.8M | 5.5M | -334,132-6.06% | Reduce |
| EElbit Systems LtdESLT |
| 11.19% | 17.98% | $367.1M | 483,738 | $459.1M | 551,017 | -67,279-12.21% | Reduce |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 7.43% | 6.21% | $243.8M | 949,549 | $158.5M | 930,690 | +18,859+2.03% | Add |
| NNOVA LTDNVMI |
| 6.61% | 6.34% | $216.8M | 409,690 | $161.9M | 377,579 | +32,111+8.50% | Add |
 PALO ALTOPANW |
| 6.16% | 3.54% | $202.1M | 592,718 | $90.3M | 563,353 | +29,365+5.21% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 3.95% | 2.05% | $129.5M | 202,142 | $52.2M | 158,996 | +43,146+27.14% | Add |
 CAMTEK LTDCAMT |
| 3.84% | 4.5% | $125.9M | 796,737 | $114.9M | 783,365 | +13,372+1.71% | Add |
 ORMAT TECHNOLOGIES INCORA |
| 3.41% | 3.83% | $111.8M | 1.0M | $97.7M | 880,430 | +143,996+16.36% | Add |
 ICL GROUP LTD SHSICL |
| 2.98% | 3.93% | $97.8M | 19.5M | $100.3M | 19.6M | -119,150-0.61% | Reduce |
 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 2.7% | 1.91% | $88.7M | 2.6M | $48.7M | 1.6M | +1.0M+61.90% | Add |
| IINVESCO QQQ TRVOO |
| 2.65% | 1.53% | $87.1M | 118,292 | $39.0M | 67,694 | +50,598+74.75% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.53% | 2.14% | $82.9M | 173,610 | $54.5M | 161,403 | +12,207+7.56% | Add |
| NNAYAX LTD ILS0.001 |
| 1.8% | 1.9% | $58.9M | 906,477 | $48.4M | 865,171 | +41,306+4.77% | Add |
| IITURAN LOCATION AND CONTROL SHSITRN |
| 1.66% | 1.71% | $54.4M | 891,274 | $43.7M | 891,274 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 1.59% | 1.26% | $52.2M | 218,841 | $32.1M | 154,308 | +64,533+41.82% | Add |
| AAlphabet Inc Class CGOOG |
| 1.43% | 1.05% | $47.0M | 133,097 | $26.8M | 93,770 | +39,327+41.94% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.14% | 0.73% | $37.3M | 186,194 | $18.6M | 106,987 | +79,207+74.03% | Add |
 KLA CORPKLAC |
| 1.08% | 0.7% | $35.4M | 117,724 | $17.8M | 13,591 | +104,133+766.19% | Add |
| TTAT TECHNOLOGIES LTDTATT |
| 1.03% | 1.26% | $33.8M | 703,048 | $32.1M | 810,001 | -106,953-13.20% | Reduce |
 META PLATFORMS INCMETA |
| 0.9% | 0.84% | $29.5M | 52,407 | $21.3M | 37,328 | +15,079+40.40% | Add |
 L3HARRIS TECHNOLOGIES INCLHX |
| 0.88% | 1.16% | $28.8M | 98,990 | $29.5M | 85,451 | +13,539+15.84% | Add |
| OORMAT TECHNOLOGIES INCORA |
| 0.85% | 1.02% | $27.9M | 20.2M | $26.1M | 20.2M | 00.00% | Unchanged |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.82% | 0.66% | $26.8M | 35,982 | $16.8M | 25,987 | +9,995+38.46% | Add |
 VANECK ETF TRUSTSMH |
| 0.74% | 0.53% | $24.4M | 37,169 | $13.6M | 35,446 | +1,723+4.86% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.68% | 0.97% | $22.3M | 32,492 | $24.8M | 41,592 | -9,100-21.88% | Reduce |
 BROADCOM INCAVGO |
| 0.54% | 0.47% | $17.8M | 47,252 | $12.1M | 39,140 | +8,112+20.73% | Add |
 MICROSOFT CORPMSFT |
| 0.52% | 0.8% | $17.2M | 46,035 | $20.5M | 55,364 | -9,329-16.85% | Reduce |
 INTEL CORPINTC |
| 0.51% | 0.21% | $16.8M | 120,218 | $5.4M | 121,204 | -986-0.81% | Reduce |
 COGNYTE SOFTWARE LTDCGNT |
| 0.5% | 0.59% | $16.3M | 1.9M | $15.0M | 1.9M | 00.00% | Unchanged |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.49% | 0.42% | $16.1M | 178,220 | $10.8M | 134,760 | +43,460+32.25% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.49% | 0.24% | $16.1M | 13,940 | $6.2M | 18,320 | -4,380-23.91% | Reduce |
 ALPHABET INCGOOGL |
| 0.42% | 0.36% | $13.8M | 38,665 | $9.1M | 31,735 | +6,930+21.84% | Add |
 CATERPILLAR INCCAT |
| 0.41% | 0.36% | $13.5M | 12,703 | $9.3M | 13,207 | -504-3.82% | Reduce |
| IISHARES TRIVV |
| 0.37% | 0.42% | $12.2M | 16,287 | $10.6M | 16,287 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 0.3% | <0.01% | $10.0M | 8,504 | $14,719 | 5,337 | +3,167+59.34% | Add |
| SSPDR SERIES TRUSTXAR |
| 0.28% | 0.28% | $9.2M | 32,470 | $7.2M | 28,910 | +3,560+12.31% | Add |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 0.28% | 1.01% | $9.1M | 155,979 | $25.7M | 503,110 | -347,131-69.00% | Reduce |
| GGILAT SATELLITE NETWORKS LTDGILT |
| 0.27% | 0.41% | $9.0M | 677,813 | $10.6M | 715,697 | -37,884-5.29% | Reduce |
| GGLOBAL X FDSPAVE |
| 0.27% | 0.27% | $8.8M | 149,999 | $6.9M | 137,667 | +12,332+8.96% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 0.26% | 0.23% | $8.4M | 53,768 | $5.8M | 42,739 | +11,029+25.81% | Add |
 WALMART INCWMT |
| 0.23% | 0.28% | $7.6M | 66,977 | $7.1M | 57,015 | +9,962+17.47% | Add |
 LOCKHEED MARTIN CORPLMT |
| 0.23% | 0.21% | $7.5M | 14,675 | $5.2M | 8,695 | +5,980+68.78% | Add |
| GGLOBAL X FDSDAX |
| 0.23% | 0.25% | $7.4M | 168,374 | $6.3M | 149,894 | +18,480+12.33% | Add |
 VISA INCV |
| 0.22% | 0.19% | $7.2M | 20,986 | $4.8M | 15,733 | +5,253+33.39% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.22% | 0.17% | $7.1M | 9,347 | $4.3M | 11,093 | -1,746-15.74% | Reduce |
| SSIMILARWEB LTDSMWB |
| 0.21% | 0.33% | $7.0M | 1.1M | $8.3M | 1.2M | -4,263-0.37% | Reduce |
 ASML HLDG NVASML |
| 0.2% | 0.17% | $6.5M | 3,259 | $4.4M | 3,332 | -73-2.19% | Reduce |
 LEONARDO DRS INCDRS |
| 0.2% | 0.52% | $6.4M | 150,000 | $13.3M | 298,000 | -148,000-49.66% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.19% | 0.22% | $6.3M | 12,510 | $5.6M | 11,767 | +743+6.31% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.19% | 0.18% | $6.1M | 11,971 | $4.5M | 9,066 | +2,905+32.04% | Add |
