 NVIDIA CORPORATIONNVDA |
| 4.96% | 5.3% | $480.7M | 2.4M | $441.7M | 2.5M | -129,976-5.13% | Reduce |
 CLOUDFLARE INCNET |
| 4.22% | 4.4% | $409.2M | 1.7M | $366.9M | 1.8M | -109,816-6.18% | Reduce |
 AMAZON COM INCAMZN |
| 4.14% | 4.38% | $401.4M | 1.7M | $364.9M | 1.8M | -67,759-3.87% | Reduce |
 NETFLIX INCNFLX |
| 2.95% | 4.84% | $285.5M | 4.0M | $403.0M | 4.2M | -192,627-4.60% | Reduce |
 QUANTA SVCS INCPWR |
| 2.81% | 2.46% | $272.2M | 378,096 | $205.2M | 373,698 | +4,398+1.18% | Add |
 NEBIUS GROUP N VNBIS |
| 2.48% | 1.18% | $240.5M | 870,776 | $98.7M | 951,093 | -80,317-8.44% | Reduce |
 TESLA INCTSLA |
| 2.47% | 2.76% | $239.4M | 569,259 | $230.4M | 619,700 | -50,441-8.14% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 2.4% | 1.56% | $232.8M | 201,645 | $130.3M | 385,605 | -183,960-47.71% | Reduce |
 SHOPIFY INCSHOP |
| 2.16% | 3.07% | $209.6M | 1.8M | $255.6M | 2.2M | -319,317-14.82% | Reduce |
 META PLATFORMS INCMETA |
| 2.01% | 2.7% | $194.5M | 345,373 | $225.5M | 394,067 | -48,694-12.36% | Reduce |
 ALPHABET INCGOOGL |
| 1.99% | 1.65% | $192.5M | 538,605 | $137.7M | 478,792 | +59,813+12.49% | Add |
 SITIME CORPSITM |
| 1.85% | 1.35% | $179.3M | 240,532 | $112.6M | 326,068 | -85,536-26.23% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 1.77% | 0.97% | $171.3M | 3.5M | $81.2M | 2.1M | +1.3M+62.08% | Add |
 ARM HOLDINGS PLCARM |
| 1.69% | 0.74% | $163.6M | 461,461 | $61.8M | 408,257 | +53,204+13.03% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.67% | 2.49% | $161.6M | 406,268 | $207.2M | 449,557 | -43,289-9.63% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.57% | 1.44% | $152.2M | 430,815 | $120.4M | 419,748 | +11,067+2.64% | Add |
 ROBINHOOD MKTS INCHOOD |
| 1.51% | 1.2% | $146.4M | 1.5M | $100.3M | 1.4M | +12,663+0.87% | Add |
 EAST WEST BANCORP INCEWBC |
| 1.47% | 1.22% | $142.4M | 935,238 | $101.4M | 957,107 | -21,869-2.28% | Reduce |
 NATERA INCNTRA |
| 1.4% | 1.81% | $135.2M | 498,064 | $151.0M | 755,275 | -257,211-34.06% | Reduce |
| EEMBRAER S.A.FGM |
| 1.38% | 1.51% | $133.9M | 2.1M | $125.8M | 2.1M | -21,219-1.00% | Reduce |
 ARISTA NETWORKS INCANET |
| 1.34% | 1.17% | $129.7M | 763,296 | $97.9M | 797,221 | -33,925-4.26% | Reduce |
 INTEL CORPINTC |
| 1.26% | 0.28% | $122.0M | 873,727 | $23.0M | 521,122 | +352,605+67.66% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 1.25% | 0.99% | $120.9M | 464,018 | $82.7M | 471,466 | -7,448-1.58% | Reduce |
| TTOAST INC CL ATOST |
| 1.14% | 1.29% | $110.1M | 4.0M | $107.9M | 4.1M | -112,090-2.75% | Reduce |
 TKO GROUP HLDGS INC CLASS ATKO |
| 1.12% | 1.37% | $108.2M | 537,438 | $113.9M | 564,911 | -27,473-4.86% | Reduce |
| BBBB FOODS INCTBBB |
| 1.08% | 1.08% | $104.9M | 2.5M | $90.3M | 2.6M | -36,609-1.43% | Reduce |
 SPHERE ENTERTAINMENT COSPHR |
| 1% | 0.79% | $96.5M | 557,742 | $65.9M | 561,457 | -3,715-0.66% | Reduce |
 NEW YORK TIMES CO MTN BENYT |
| 0.97% | 1.36% | $93.7M | 1.3M | $113.6M | 1.4M | -17,051-1.26% | Reduce |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.96% | 1.65% | $92.7M | 912,981 | $137.4M | 1.2M | -260,996-22.23% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 0.93% | 1.15% | $90.4M | 53,237 | $96.1M | 55,552 | -2,315-4.17% | Reduce |
 AFFIRM HLDGS INC COM CL AAFRM |
| 0.93% | 0.53% | $90.4M | 1.1M | $43.9M | 958,005 | +150,078+15.67% | Add |
| QQXO INCQXO |
| 0.85% | 1.4% | $82.7M | 4.8M | $116.3M | 6.0M | -1.2M-20.04% | Reduce |
 XOMETRY INCXMTR |
| 0.85% | 0.45% | $82.7M | 857,146 | $37.6M | 921,181 | -64,035-6.95% | Reduce |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.84% | 1.11% | $81.0M | 269,051 | $92.7M | 280,092 | -11,041-3.94% | Reduce |
| AACM RESH INCACMR |
| 0.83% | 0.03% | $80.8M | 637,058 | $2.8M | 71,245 | +565,813+794.18% | Add |
| MMDA SPACE LTDMDA |
| 0.72% | 0.59% | $69.3M | 1.7M | $48.9M | 1.9M | -252,967-13.09% | Reduce |
 SIRIUSPOINT LTDSPNT |
| 0.71% | 0.76% | $68.8M | 2.9M | $63.5M | 2.9M | -81,128-2.75% | Reduce |
 AIRBNB INC COM CL AABNB |
| 0.71% | 0.64% | $68.6M | 479,688 | $53.6M | 424,679 | +55,009+12.95% | Add |
| GGAP INCGAP |
| 0.71% | 1.07% | $68.4M | 3.7M | $88.9M | 3.7M | -11,292-0.31% | Reduce |
| EElbit Systems LtdESLT |
| 0.69% | 1.14% | $66.5M | 87,647 | $94.8M | 111,684 | -24,037-21.52% | Reduce |
| DDOORDASH INCDASH |
| 0.68% | 0.06% | $66.3M | 359,443 | $4.8M | 32,173 | +327,270+1,017.22% | Add |
 PORCH GROUP INCPRCH |
| 0.68% | 0.36% | $65.9M | 4.4M | $29.9M | 4.2M | +207,073+4.96% | Add |
 FRANCO NEV CORPFNV |
| 0.67% | 1% | $64.8M | 310,693 | $83.4M | 337,700 | -27,007-8.00% | Reduce |
 REDDIT INC CL ARDDT |
| 0.66% | 0.61% | $63.6M | 366,313 | $50.7M | 376,189 | -9,876-2.63% | Reduce |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 0.64% | 0.64% | $62.3M | 3.6M | $53.4M | 3.5M | +42,502+1.20% | Add |
 RTX CORPORATIONRTX |
| 0.61% | — | $59.3M | 312,470 | $0 | 0 | +312,470 | New Buy |
| NNLIGHT INCLASR |
| 0.6% | 0.54% | $58.6M | 840,995 | $44.8M | 786,285 | +54,710+6.96% | Add |
| DDUOLINGO INCDUOL |
| 0.6% | 0.6% | $57.8M | 502,344 | $50.1M | 508,550 | -6,206-1.22% | Reduce |
 BOOT BARN HLDGS INCBOOT |
| 0.58% | 0.61% | $56.6M | 344,422 | $50.9M | 347,787 | -3,365-0.97% | Reduce |
 LPL FINL HLDGS INCLPLA |
| 0.56% | 0.7% | $54.4M | 193,037 | $58.6M | 194,726 | -1,689-0.87% | Reduce |
