 ADVANCED MICRO DEVICES INCAMD |
| 6.19% | 0.9% | $45.1M | 77,692 | $4.9M | 23,970 | +53,722+224.12% | Add |
 INTEL CORPINTC |
| 4.78% | 0.3% | $34.8M | 249,363 | $1.6M | 36,456 | +212,907+584.01% | Add |
 CORNING INCGLW |
| 4.2% | 0.8% | $30.6M | 119,856 | $4.3M | 31,722 | +88,134+277.83% | Add |
| SSTRATEGY INCMSTR |
| 3.99% | — | $29.1M | 334,219 | $0 | 0 | +334,219 | New Buy |
 APPLE INCAAPL |
| 3.54% | 1.16% | $25.8M | 89,083 | $6.3M | 24,628 | +64,455+261.71% | Add |
 ASML HLDG NVASML |
| 2.88% | 0.36% | $21.0M | 10,546 | $2.0M | 1,483 | +9,063+611.13% | Add |
 BLOOM ENERGY CORPBE |
| 2.71% | — | $19.7M | 65,222 | $0 | 0 | +65,222 | New Buy |
 ORACLE CORPORCL |
| 1.92% | — | $14.0M | 95,749 | $0 | 0 | +95,749 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.8% | 0.51% | $13.1M | 13,592 | $2.7M | 7,018 | +6,574+93.67% | Add |
 ALPHABET INCGOOGL |
| 1.66% | 0.26% | $12.1M | 33,895 | $1.4M | 4,877 | +29,018+595.00% | Add |
 KLA CORPKLAC |
| 1.48% | 0.49% | $10.8M | 35,661 | $2.7M | 1,804 | +33,857+1,876.77% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 1.4% | <0.01% | $10.2M | 37,528 | $10,138 | 108 | +37,420+34,648.15% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.37% | — | $10.0M | 20,865 | $0 | 0 | +20,865 | New Buy |
 ON SEMICONDUCTOR CORP COMON |
| 1.22% | 0.03% | $8.9M | 93,910 | $176,410 | 2,849 | +91,061+3,196.24% | Add |
 CISCO SYS INCCSCO |
| 1.09% | <0.01% | $7.9M | 67,391 | $13,656 | 176 | +67,215+38,190.34% | Add |
 LAM RESEARCH CORPLRCX |
| 1.03% | 1.47% | $7.5M | 17,383 | $8.0M | 37,251 | -19,868-53.34% | Reduce |
 IREN LTDIREN |
| 0.99% | — | $7.2M | 157,543 | $0 | 0 | +157,543 | New Buy |
 TEXAS INSTRS INCTXN |
| 0.97% | 0.13% | $7.1M | 23,735 | $728,996 | 3,755 | +19,980+532.09% | Add |
 NEBIUS GROUP N VNBIS |
| 0.95% | 0.02% | $6.9M | 25,014 | $93,488 | 901 | +24,113+2,676.25% | Add |
| QQUALCOMM INCQCOM |
| 0.93% | <0.01% | $6.8M | 36,536 | $1,417 | 11 | +36,525+332,045.45% | Add |
 APPLIED MATLS INCAMAT |
| 0.89% | 0.35% | $6.5M | 8,938 | $1.9M | 5,525 | +3,413+61.77% | Add |
 ELI LILLY & COLLY |
| 0.88% | — | $6.4M | 5,347 | $0 | 0 | +5,347 | New Buy |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.88% | — | $6.4M | 102,333 | $0 | 0 | +102,333 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.83% | — | $6.0M | 17,081 | $0 | 0 | +17,081 | New Buy |
 TESLA INCTSLA |
| 0.82% | 1.09% | $6.0M | 14,240 | $5.9M | 15,907 | -1,667-10.48% | Reduce |
 NEWMONT CORPNEM |
| 0.57% | — | $4.2M | 44,580 | $0 | 0 | +44,580 | New Buy |
| OOUSTER INCOUST |
| 0.56% | — | $4.1M | 65,711 | $0 | 0 | +65,711 | New Buy |
 MICROCHIP TECHNOLOGYMCHP |
| 0.54% | — | $3.9M | 43,173 | $0 | 0 | +43,173 | New Buy |
| IIONQ INCIONQ |
| 0.53% | 0.01% | $3.8M | 71,892 | $53,451 | 1,854 | +70,038+3,777.67% | Add |
 ALIBABA GROUP HLDG LTDBABA |
| 0.5% | — | $3.7M | 38,112 | $0 | 0 | +38,112 | New Buy |
| SSABLE OFFSHORE CORP CLASS ASOC |
| 0.47% | — | $3.4M | 1.1M | $0 | 0 | +1.1M | New Buy |
 WENDYS COWEN |
| 0.42% | 0.01% | $3.0M | 366,309 | $51,597 | 7,424 | +358,885+4,834.12% | Add |
| CCOEUR MNG INCCDE |
| 0.41% | <0.01% | $3.0M | 184,333 | $3,003 | 160 | +184,173+115,108.13% | Add |
 CHEVRON CORPORATIONCVX |
| 0.41% | 1.42% | $3.0M | 18,047 | $7.7M | 37,141 | -19,094-51.41% | Reduce |
 FREEPORT MCMORAN INCFCX |
| 0.4% | — | $2.9M | 46,562 | $0 | 0 | +46,562 | New Buy |
 GE VERNOVA INCGEV |
| 0.4% | — | $2.9M | 2,486 | $0 | 0 | +2,486 | New Buy |
 MONOLITHIC PWR SYS INCMPWR |
| 0.4% | — | $2.9M | 2,101 | $0 | 0 | +2,101 | New Buy |
 KINROSS GOLD CORPKGC |
| 0.39% | <0.01% | $2.9M | 121,686 | $2,228 | 73 | +121,613+166,593.15% | Add |
 PAN AMERN SILVER CORPPAAS |
| 0.38% | — | $2.8M | 62,044 | $0 | 0 | +62,044 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 0.38% | 0.03% | $2.8M | 61,592 | $160,527 | 6,742 | +54,850+813.56% | Add |
| NNAVITAS SEMICONDUCTOR CORPNVTS |
| 0.36% | <0.01% | $2.6M | 146,704 | $12,831 | 1,463 | +145,241+9,927.61% | Add |
| BBARRICK MNG CORPGOLD |
| 0.35% | 0.05% | $2.6M | 70,016 | $248,857 | 6,209 | +63,807+1,027.65% | Add |
 DOW HLDGS INC COMDOW |
| 0.35% | 0.2% | $2.6M | 93,521 | $1.1M | 25,592 | +67,929+265.43% | Add |
 CME GROUP INCCME |
| 0.35% | 0.28% | $2.6M | 11,563 | $1.5M | 5,117 | +6,446+125.97% | Add |
 IRIDIUM COMMUNICATIONS IIRDM |
| 0.34% | 0.03% | $2.5M | 45,280 | $140,559 | 5,067 | +40,213+793.63% | Add |
| FFIREFLY AEROSPACE INCFLY |
| 0.34% | 0.13% | $2.5M | 83,925 | $728,804 | 25,599 | +58,326+227.84% | Add |
 SUNCOR ENERGY INC NEWSU |
| 0.34% | 0.36% | $2.4M | 45,510 | $2.0M | 29,605 | +15,905+53.72% | Add |
| AASTERA LABS INCALAB |
| 0.33% | — | $2.4M | 5,054 | $0 | 0 | +5,054 | New Buy |
 AGNICO EAGLE MINES LTDAEM |
| 0.33% | — | $2.4M | 15,413 | $0 | 0 | +15,413 | New Buy |
 AMAZON COM INCAMZN |
| 0.32% | 0.12% | $2.4M | 9,936 | $655,842 | 3,149 | +6,787+215.53% | Add |
