 AMAZON COM INCAMZN |
| 2.46% | 1.99% | $50.0M | 209,763 | $37.0M | 177,672 | +32,091+18.06% | Add |
 ALPHABET INCGOOGL |
| 2.25% | 2.01% | $45.8M | 128,118 | $37.4M | 130,101 | -1,983-1.52% | Reduce |
 META PLATFORMS INCMETA |
| 2.1% | 1.9% | $42.7M | 75,888 | $35.3M | 61,715 | +14,173+22.97% | Add |
 MICROSOFT CORPMSFT |
| 1.92% | 2.09% | $39.1M | 104,729 | $38.9M | 104,964 | -235-0.22% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.75% | 1.4% | $35.7M | 178,482 | $26.1M | 149,536 | +28,946+19.36% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.68% | 1.5% | $34.2M | 71,595 | $27.9M | 82,574 | -10,979-13.30% | Reduce |
 VISA INCV |
| 1.64% | 1.28% | $33.3M | 97,160 | $23.9M | 79,069 | +18,091+22.88% | Add |
 TEXAS INSTRS INCTXN |
| 1.49% | 0.4% | $30.3M | 101,724 | $7.5M | 38,572 | +63,152+163.72% | Add |
 APPLE INCAAPL |
| 1.39% | 1.21% | $28.4M | 98,050 | $22.4M | 88,458 | +9,592+10.84% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.38% | 1.26% | $28.1M | 56,229 | $23.5M | 49,122 | +7,107+14.47% | Add |
 ELI LILLY & COLLY |
| 1.36% | 1.45% | $27.7M | 23,135 | $26.9M | 29,256 | -6,121-20.92% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 1.29% | — | $26.3M | 51,161 | $0 | 0 | +51,161 | New Buy |
 BROADCOM INCAVGO |
| 1.27% | 1.07% | $25.9M | 68,476 | $19.8M | 64,057 | +4,419+6.90% | Add |
 NETFLIX INCNFLX |
| 1.25% | 0.11% | $25.4M | 355,147 | $2.0M | 20,782 | +334,365+1,608.92% | Add |
 BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSBNTX |
| 1.15% | 0.82% | $23.4M | 251,083 | $15.2M | 171,166 | +79,917+46.69% | Add |
 JPMORGAN CHASE & COJPM |
| 1.11% | 1.07% | $22.6M | 68,940 | $19.9M | 67,610 | +1,330+1.97% | Add |
 LUMENTUM HLDGS INCLITE |
| 1.06% | 0.06% | $21.6M | 25,152 | $1.0M | 1,485 | +23,667+1,593.74% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 1.04% | 1.01% | $21.1M | 36,321 | $18.7M | 92,113 | -55,792-60.57% | Reduce |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 1.01% | — | $20.7M | 120,871 | $0 | 0 | +120,871 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 0.86% | 0.1% | $17.5M | 15,198 | $1.8M | 5,269 | +9,929+188.44% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.77% | — | $15.8M | 135,093 | $0 | 0 | +135,093 | New Buy |
| PPOWERFLEET INC COMAIOT |
| 0.77% | 0.57% | $15.7M | 4.1M | $10.6M | 3.4M | +666,124+19.36% | Add |
| FFTAI AVIATION LTDFTAI |
| 0.73% | 0.44% | $14.9M | 55,079 | $8.2M | 33,437 | +21,642+64.72% | Add |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.67% | 0.08% | $13.7M | 135,076 | $1.4M | 12,384 | +122,692+990.73% | Add |
| UUSA TODAY CO INCTDAY |
| 0.67% | — | $13.6M | 1.6M | $0 | 0 | +1.6M | New Buy |
 ROSS STORES INC COMROST |
| 0.67% | 0.01% | $13.5M | 63,617 | $265,372 | 1,225 | +62,392+5,093.22% | Add |
| LLEGEND BIOTECH CORPLEGN |
| 0.64% | 0.2% | $13.1M | 452,907 | $3.7M | 204,603 | +248,304+121.36% | Add |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.64% | 0.05% | $13.0M | 82,597 | $859,172 | 10,016 | +72,581+724.65% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.61% | 0.02% | $12.4M | 33,252 | $311,092 | 964 | +32,288+3,349.38% | Add |
| EENOVIX CORPORATIONENVX |
| 0.61% | 0.82% | $12.4M | 2.0M | $15.2M | 2.9M | -899,048-30.57% | Reduce |
 ANALOG DEVICES INC COMADI |
| 0.55% | 0.06% | $11.2M | 28,257 | $1.1M | 3,606 | +24,651+683.61% | Add |
 PFIZER INCPFE |
| 0.54% | 0.22% | $11.1M | 459,030 | $4.2M | 147,896 | +311,134+210.37% | Add |
 INSMED INCINSM |
| 0.54% | 0.31% | $11.0M | 103,151 | $5.8M | 35,232 | +67,919+192.78% | Add |
| FFABRINETFN |
| 0.53% | 0.18% | $10.8M | 19,220 | $3.4M | 6,569 | +12,651+192.59% | Add |
| AATLAS ENERGY SOLUTIONS INCAESI |
| 0.52% | 0.65% | $10.6M | 639,169 | $12.1M | 924,938 | -285,769-30.90% | Reduce |
 TJX COS INC NEWTJX |
| 0.52% | 0.41% | $10.5M | 69,372 | $7.6M | 47,293 | +22,079+46.69% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.51% | 0.16% | $10.3M | 113,396 | $3.1M | 47,503 | +65,893+138.71% | Add |
| DDARLING INGREDIENTS INCDAR |
| 0.49% | 0.2% | $10.1M | 184,219 | $3.7M | 60,506 | +123,713+204.46% | Add |
 MINERALYS THERAPEUTICS INCMLYS |
| 0.48% | 0.13% | $9.9M | 365,630 | $2.4M | 89,330 | +276,300+309.30% | Add |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 0.48% | 0.29% | $9.9M | 1.6M | $5.4M | 1.2M | +479,041+41.03% | Add |
 UBER TECHNOLOGIES INCUBER |
| 0.48% | 0.46% | $9.8M | 136,246 | $8.5M | 118,092 | +18,154+15.37% | Add |
| UURANIUM RTY CORP |
| 0.48% | 0.69% | $9.7M | 3.5M | $12.9M | 3.5M | -45,519-1.29% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 0.47% | 0.21% | $9.7M | 15,486 | $3.9M | 5,060 | +10,426+206.05% | Add |
| EEQUINOX GOLD CORPEQX |
| 0.47% | 0.46% | $9.6M | 991,635 | $8.5M | 587,049 | +404,586+68.92% | Add |
| RRAMACO RES INCMETC |
| 0.47% | 0.19% | $9.6M | 728,470 | $3.6M | 230,843 | +497,627+215.57% | Add |
| AARHAUS INCARHS |
| 0.46% | 0.71% | $9.4M | 1.1M | $13.2M | 2.0M | -831,827-42.65% | Reduce |
 NU HLDGS LTDNU |
| 0.46% | 0.19% | $9.3M | 695,796 | $3.5M | 245,715 | +450,081+183.17% | Add |
| FFTAI INFRASTRUCTURE INCFIP |
| 0.45% | 0.36% | $9.1M | 2.0M | $6.7M | 1.3M | +615,865+45.72% | Add |
 ACCO BRANDS CORP COMACCO |
| 0.44% | — | $9.0M | 2.2M | $0 | 0 | +2.2M | New Buy |
| GGENIUS SPORTS LIMITEDGENI |
| 0.44% | 0.02% | $8.9M | 1.5M | $440,470 | 99,429 | +1.4M+1,384.64% | Add |
