 NVIDIA CORPORATIONNVDA |
| 9.25% | 7.37% | $15.18B | 75.8M | $9.82B | 56.3M | +19.5M+34.66% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.01% | 4.89% | $8.22B | 17.2M | $6.51B | 19.3M | -2.1M-10.65% | Reduce |
 BROADCOM INCAVGO |
| 3.41% | 3.27% | $5.60B | 14.8M | $4.35B | 14.1M | +772,559+5.50% | Add |
 APPLIED MATLS INCAMAT |
| 3.4% | 1.7% | $5.58B | 7.7M | $2.27B | 6.6M | +1.1M+16.17% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.39% | 1.63% | $5.56B | 4.8M | $2.17B | 6.4M | -1.6M-25.04% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 3.36% | 1.84% | $5.51B | 9.5M | $2.46B | 12.1M | -2.6M-21.46% | Reduce |
 ASML HLDG NVASML |
| 2.98% | 1.85% | $4.89B | 2.5M | $2.47B | 1.9M | +592,125+31.71% | Add |
 INTEL CORPINTC |
| 2.93% | 1.55% | $4.81B | 34.4M | $2.07B | 46.8M | -12.4M-26.48% | Reduce |
 LAM RESEARCH CORPLRCX |
| 2.93% | 0.35% | $4.81B | 11.1M | $462.9M | 2.2M | +8.9M+411.85% | Add |
 KLA CORPKLAC |
| 2.9% | 1.65% | $4.75B | 15.8M | $2.20B | 1.5M | +14.3M+953.01% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.38% | 0.8% | $3.91B | 13.1M | $1.06B | 10.7M | +2.4M+22.18% | Add |
 TEXAS INSTRS INCTXN |
| 2.21% | 1.74% | $3.62B | 12.1M | $2.32B | 12.0M | +177,511+1.48% | Add |
 ANALOG DEVICES INC COMADI |
| 2.04% | 1.61% | $3.35B | 8.4M | $2.15B | 6.8M | +1.7M+24.75% | Add |
| QQUALCOMM INCQCOM |
| 1.94% | 1.36% | $3.18B | 17.2M | $1.81B | 14.0M | +3.2M+22.68% | Add |
 AGNICO EAGLE MINES LTDAEM |
| 1.89% | 3.23% | $3.10B | 20.0M | $4.31B | 21.2M | -1.2M-5.66% | Reduce |
 NEWMONT CORPNEM |
| 1.83% | 2.93% | $3.00B | 32.1M | $3.90B | 36.0M | -3.9M-10.79% | Reduce |
| BBARRICK MNG CORPGOLD |
| 1.34% | 2.05% | $2.20B | 60.0M | $2.73B | 66.9M | -6.9M-10.29% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.12% | 0.84% | $1.84B | 4.9M | $1.12B | 4.0M | +874,392+21.78% | Add |
 WHEATON PRECIOUS METALS CORPWPM |
| 0.99% | 1.41% | $1.62B | 14.4M | $1.88B | 14.3M | +78,618+0.55% | Add |
 SYNOPSYS INCSNPS |
| 0.94% | 0.86% | $1.54B | 3.5M | $1.14B | 2.9M | +569,687+19.73% | Add |
 FRANCO NEV CORPFNV |
| 0.89% | 1.4% | $1.46B | 7.0M | $1.87B | 7.6M | -533,687-7.07% | Reduce |
 ANGLOGOLD ASHANTI PLCAU |
| 0.89% | 1.37% | $1.46B | 18.0M | $1.82B | 18.7M | -708,255-3.78% | Reduce |
 KINROSS GOLD CORPKGC |
| 0.79% | 2.41% | $1.30B | 54.9M | $3.21B | 105.2M | -50.4M-47.87% | Reduce |
| TTERADYNE INCTER |
| 0.77% | 0.55% | $1.26B | 2.6M | $736.5M | 2.5M | +123,549+4.97% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 0.71% | 0.65% | $1.17B | 4.2M | $861.9M | 4.4M | -224,105-5.12% | Reduce |
| GGOLD FIELDS LTDGFI |
| 0.68% | 1.17% | $1.12B | 33.3M | $1.56B | 34.3M | -1.0M-2.99% | Reduce |
| CCOEUR MNG INCCDE |
| 0.67% | 1.14% | $1.09B | 67.0M | $1.52B | 81.0M | -13.9M-17.21% | Reduce |
| AASTERA LABS INCALAB |
| 0.66% | 0.15% | $1.08B | 2.2M | $204.3M | 1.9M | +373,545+20.04% | Add |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.66% | 1.24% | $1.08B | 35.5M | $1.65B | 37.2M | -1.7M-4.62% | Reduce |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.64% | 0.3% | $1.05B | 14.0M | $402.8M | 11.7M | +2.4M+20.43% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 0.63% | 0.43% | $1.03B | 746,237 | $573.5M | 524,571 | +221,666+42.26% | Add |
 ARM HOLDINGS PLCARM |
| 0.56% | 0.25% | $922.1M | 2.6M | $334.8M | 2.2M | +387,713+17.52% | Add |
 PAN AMERN SILVER CORPPAAS |
| 0.52% | 0.88% | $854.0M | 19.1M | $1.18B | 21.5M | -2.5M-11.43% | Reduce |
| EEQUINOX GOLD CORPEQX |
| 0.52% | 0.92% | $849.9M | 87.4M | $1.23B | 85.1M | +2.4M+2.77% | Add |
 CAMECO CORPCCJ |
| 0.47% | 0.57% | $767.9M | 7.5M | $754.2M | 6.9M | +596,934+8.60% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.46% | 0.34% | $750.1M | 8.2M | $449.2M | 7.0M | +1.3M+18.31% | Add |
 RTX CORPORATIONRTX |
| 0.39% | 0.86% | $644.3M | 3.4M | $1.15B | 6.0M | -2.6M-43.08% | Reduce |
 FIRST MAJESTIC SILVER CORPAG |
| 0.37% | 0.61% | $605.0M | 35.7M | $816.5M | 38.0M | -2.3M-6.17% | Reduce |
| IIAMGOLD CORPIAG |
| 0.37% | 0.52% | $603.7M | 38.1M | $698.7M | 37.1M | +985,939+2.66% | Add |
 MICROSOFT CORPMSFT |
| 0.36% | 0.38% | $593.3M | 1.6M | $510.7M | 1.4M | +210,915+15.29% | Add |
| HHECLA MINING COMPANYHL |
| 0.36% | 0.46% | $589.0M | 38.2M | $617.0M | 33.1M | +5.1M+15.26% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.36% | 0.47% | $588.7M | 10.2M | $622.1M | 10.3M | -39,625-0.39% | Reduce |
 ROYAL GOLD INC COMRGLD |
| 0.36% | 0.61% | $584.8M | 2.9M | $815.4M | 3.2M | -274,201-8.56% | Reduce |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.36% | 0.65% | $584.3M | 5.0M | $866.3M | 5.9M | -914,314-15.44% | Reduce |
| EELDORADO GOLD CORP NEWEGO |
| 0.35% | 0.35% | $580.7M | 18.7M | $461.3M | 13.4M | +5.2M+39.01% | Add |
 ON SEMICONDUCTOR CORP COMON |
| 0.3% | 0.21% | $486.3M | 5.1M | $273.2M | 4.4M | +731,540+16.58% | Add |
 PEPSICO INCPEP |
| 0.29% | 0.51% | $480.3M | 3.5M | $682.3M | 4.4M | -847,006-19.28% | Reduce |
 SLB LIMITEDSLB |
| 0.29% | 0.41% | $477.1M | 10.3M | $547.8M | 10.7M | -398,423-3.74% | Reduce |
| HHARMONY GOLD MNG LTDHMY |
| 0.28% | 0.36% | $453.4M | 29.8M | $475.9M | 31.0M | -1.2M-3.73% | Reduce |
 CURTISS WRIGHT CORPCW |
| 0.27% | 0.33% | $443.7M | 585,598 | $445.8M | 654,570 | -68,972-10.54% | Reduce |
