 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 13.93% | 12.4% | $24.8M | 51,891 | $18.6M | 55,164 | -3,273-5.93% | Reduce |
| MMYR GROUP INCMYRG |
| 13.46% | 10.08% | $24.0M | 47,875 | $15.2M | 53,683 | -5,808-10.82% | Reduce |
| AATI INCATI |
| 11.04% | 9.97% | $19.6M | 99,684 | $15.0M | 103,102 | -3,418-3.32% | Reduce |
 ALPHABET INCGOOGL |
| 10.99% | 11.12% | $19.6M | 54,752 | $16.7M | 58,167 | -3,415-5.87% | Reduce |
 WOODWARD INCWWD |
| 8.98% | 8.97% | $16.0M | 37,544 | $13.5M | 37,685 | -141-0.37% | Reduce |
 VIKING HOLDINGS LTD ORD SHSVIK |
| 8.33% | 7% | $14.8M | 141,579 | $10.5M | 143,175 | -1,596-1.11% | Reduce |
 ICICI BANK LIMITEDIBN |
| 7.02% | 7.41% | $12.5M | 430,329 | $11.1M | 430,329 | 00.00% | Unchanged |
 WESCO INTL INCWCC |
| 5.73% | 5.37% | $10.2M | 29,506 | $8.1M | 29,506 | 00.00% | Unchanged |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 4.53% | 6.2% | $8.1M | 253,421 | $9.3M | 253,421 | 00.00% | Unchanged |
 Pdd Holdings Inc ADRPDD |
| 3.49% | 5.53% | $6.2M | 81,435 | $8.3M | 81,435 | 00.00% | Unchanged |
 SYNOPSYS INCSNPS |
| 2.65% | 2.79% | $4.7M | 10,583 | $4.2M | 10,583 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.36% | 1.13% | $4.2M | 4,356 | $1.7M | 4,356 | 00.00% | Unchanged |
| VVNET GROUPVNET |
| 2.16% | 2.67% | $3.8M | 478,246 | $4.0M | 478,246 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 1.81% | — | $3.2M | 5,552 | $0 | 0 | +5,552 | New Buy |
 FLUOR CORPFLR |
| 1.46% | — | $2.6M | 49,453 | $0 | 0 | +49,453 | New Buy |
| PPRIMORIS SVCS CORPPRIM |
| 1.12% | — | $2.0M | 20,167 | $0 | 0 | +20,167 | New Buy |
| AACM RESH INCACMR |
| 0.94% | — | $1.7M | 13,217 | $0 | 0 | +13,217 | New Buy |
