 NVIDIA CORPORATIONNVDA |
| 9.61% | 10.85% | $121.3M | 606,399 | $104.1M | 597,154 | +9,245+1.55% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 3.61% | 1.81% | $45.6M | 47,267 | $17.4M | 44,380 | +2,887+6.51% | Add |
 BLOOM ENERGY CORPBE |
| 3.38% | 1.82% | $42.6M | 140,850 | $17.4M | 128,725 | +12,125+9.42% | Add |
| CCOMFORT SYS USA INCFIX |
| 3.2% | 2.85% | $40.3M | 20,358 | $27.3M | 19,802 | +556+2.81% | Add |
 EMCOR GROUP INCEME |
| 2.69% | 3.11% | $34.0M | 40,924 | $29.8M | 40,411 | +513+1.27% | Add |
 VERTIV HOLDINGS COVRT |
| 2.65% | 2.48% | $33.4M | 99,894 | $23.8M | 95,078 | +4,816+5.07% | Add |
| CCARPENTER TECHNOLOGY CORPCRS |
| 2.57% | 2.01% | $32.4M | 52,573 | $19.3M | 48,843 | +3,730+7.64% | Add |
 QUANTA SVCS INCPWR |
| 2.49% | 2.65% | $31.4M | 43,608 | $25.5M | 46,366 | -2,758-5.95% | Reduce |
 ELI LILLY & COLLY |
| 2.48% | 2.64% | $31.3M | 26,077 | $25.3M | 27,494 | -1,417-5.15% | Reduce |
| AARGAN INCAGX |
| 2.42% | 1.7% | $30.5M | 38,247 | $16.3M | 29,883 | +8,364+27.99% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.82% | 0.64% | $23.0M | 19,915 | $6.1M | 18,164 | +1,751+9.64% | Add |
 HOWMET AEROSPACE INC COMHWM |
| 1.75% | 1.75% | $22.1M | 82,136 | $16.8M | 72,812 | +9,324+12.81% | Add |
 CARDINAL HEALTH INCCAH |
| 1.3% | 1.46% | $16.4M | 69,038 | $14.0M | 66,149 | +2,889+4.37% | Add |
 LAM RESEARCH CORPLRCX |
| 1.19% | 0.77% | $15.0M | 34,600 | $7.4M | 34,610 | -10-0.03% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 1.18% | 0.51% | $14.9M | 87,573 | $4.9M | 41,122 | +46,451+112.96% | Add |
| TTTM TECHNOLOGIES INCTTMI |
| 1.13% | 0.58% | $14.3M | 76,230 | $5.6M | 57,613 | +18,617+32.31% | Add |
 APPLE INCAAPL |
| 1.1% | 1.23% | $13.8M | 47,780 | $11.8M | 46,610 | +1,170+2.51% | Add |
 CIENA CORPCIEN |
| 1.09% | 0.97% | $13.8M | 28,040 | $9.3M | 23,940 | +4,100+17.13% | Add |
 KINROSS GOLD CORPKGC |
| 1.09% | 1.67% | $13.7M | 580,119 | $16.0M | 525,244 | +54,875+10.45% | Add |
 WALMART INCWMT |
| 1.05% | 1.45% | $13.2M | 116,873 | $13.9M | 111,859 | +5,014+4.48% | Add |
 EXXON MOBIL CORPXOM |
| 1.03% | 1.63% | $13.0M | 95,411 | $15.6M | 92,074 | +3,337+3.62% | Add |
 GE VERNOVA INCGEV |
| 1.02% | 0.77% | $12.8M | 10,925 | $7.4M | 8,515 | +2,410+28.30% | Add |
| EElbit Systems LtdESLT |
| 0.98% | 1.3% | $12.3M | 16,247 | $12.5M | 14,733 | +1,514+10.28% | Add |
 COHERENT CORPCOHR |
| 0.85% | 0.62% | $10.7M | 27,172 | $6.0M | 25,114 | +2,058+8.19% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.85% | 1.32% | $10.7M | 91,812 | $12.7M | 86,832 | +4,980+5.74% | Add |
| MMASTEC INCMTZ |
| 0.81% | 0.72% | $10.3M | 24,709 | $6.9M | 21,409 | +3,300+15.41% | Add |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 0.81% | — | $10.2M | 146,048 | $0 | 0 | +146,048 | New Buy |
| SSEZZLE INCSEZL |
| 0.8% | 0.35% | $10.1M | 59,076 | $3.4M | 53,339 | +5,737+10.76% | Add |
 PHILLIPS 66PSX |
| 0.8% | 0.76% | $10.1M | 59,960 | $7.3M | 40,267 | +19,693+48.91% | Add |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.77% | 1.4% | $9.7M | 319,838 | $13.4M | 302,336 | +17,502+5.79% | Add |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.74% | — | $9.3M | 28,019 | $0 | 0 | +28,019 | New Buy |
| SSTERLING INFRASTRUCTURE INCSTRL |
| 0.65% | — | $8.1M | 9,704 | $0 | 0 | +9,704 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 0.6% | 0.56% | $7.6M | 20,269 | $5.4M | 16,773 | +3,496+20.84% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.6% | 0.04% | $7.5M | 12,960 | $409,098 | 2,011 | +10,949+544.46% | Add |
| CCENOVUS ENERGY INC COMCVE |
| 0.58% | — | $7.3M | 293,121 | $0 | 0 | +293,121 | New Buy |
 ABBVIE INCABBV |
| 0.57% | 0.64% | $7.2M | 28,575 | $6.2M | 28,305 | +270+0.95% | Add |
| IINDIVIOR PHARMACEUTICALS INCINDV |
| 0.57% | 0.43% | $7.1M | 173,860 | $4.1M | 134,108 | +39,752+29.64% | Add |
 TECHNIPFMC PLC COMFTI |
| 0.56% | 0.68% | $7.1M | 107,345 | $6.6M | 94,828 | +12,517+13.20% | Add |
 STEEL DYNAMICS INCSTLD |
| 0.56% | 0.56% | $7.1M | 30,747 | $5.3M | 29,714 | +1,033+3.48% | Add |
 KLA CORPKLAC |
| 0.56% | 0.33% | $7.0M | 23,290 | $3.2M | 2,173 | +21,117+971.79% | Add |
 MICROSOFT CORPMSFT |
| 0.56% | 0.68% | $7.0M | 18,830 | $6.6M | 17,735 | +1,095+6.17% | Add |
 UBIQUITI INCUI |
| 0.56% | 1.73% | $7.0M | 13,120 | $16.6M | 20,970 | -7,850-37.43% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.55% | 0.29% | $7.0M | 19,764 | $2.8M | 9,686 | +10,078+104.05% | Add |
 CISCO SYS INCCSCO |
| 0.54% | 0.45% | $6.8M | 58,206 | $4.3M | 55,584 | +2,622+4.72% | Add |
 SUPER MICRO COMPUTER INCSMCI |
| 0.54% | 0.75% | $6.8M | 232,333 | $7.2M | 315,592 | -83,259-26.38% | Reduce |
 ARGENX SE SPONSORED ADRARGX |
| 0.53% | 0.53% | $6.7M | 7,257 | $5.1M | 7,023 | +234+3.33% | Add |
| MMYR GROUP INCMYRG |
| 0.52% | — | $6.6M | 13,126 | $0 | 0 | +13,126 | New Buy |
| CCOCA COLA CONS INCCOKE |
| 0.5% | 0.67% | $6.2M | 32,734 | $6.4M | 33,639 | -905-2.69% | Reduce |
 NUCOR CORPNUE |
| 0.46% | 0.47% | $5.8M | 26,071 | $4.5M | 26,691 | -620-2.32% | Reduce |
 TARGA RES CORPTRGP |
| 0.44% | 0.53% | $5.5M | 20,694 | $5.1M | 20,331 | +363+1.79% | Add |
