| AAKAMAI TECHNOLOGIES INCAKAM |
| 5.04% | — | $173.2M | 118.8M | $0 | 0 | +118.8M | New Buy |
 FIRSTENERGY CORPFE |
| 4.71% | — | $161.7M | 148.1M | $0 | 0 | +148.1M | New Buy |
| NNextEra Energy Capital Holdings IncNEE |
| 4.3% | 6.86% | $147.6M | 112.3M | $201.8M | 145.5M | -33.1M-22.78% | Reduce |
 Boeing Co/TheBA |
| 4.24% | — | $145.7M | 2.2M | $0 | 0 | +2.2M | New Buy |
 ALPHABET INCGOOGL |
| 3.85% | — | $132.3M | 2.6M | $0 | 0 | +2.6M | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 3.16% | 3.97% | $108.5M | 90.7M | $116.8M | 97.1M | -6.4M-6.56% | Reduce |
 Cloudflare, Inc.NET |
| 3.08% | — | $105.9M | 83.7M | $0 | 0 | +83.7M | New Buy |
| BBridgeBio Pharma, Inc.BBIO |
| 2.97% | — | $101.9M | 60.6M | $0 | 0 | +60.6M | New Buy |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 2.9% | 2.91% | $99.7M | 79,488 | $85.6M | 71,862 | +7,626+10.61% | Add |
| DDOORDASH INCDASH |
| 2.41% | — | $82.7M | 84.0M | $0 | 0 | +84.0M | New Buy |
| WWORLD KINECT CORPORATIONWKC |
| 2.3% | 2.28% | $79.1M | 61.4M | $66.9M | 63.9M | -2.5M-3.92% | Reduce |
 Evergy IncEVRG |
| 2.3% | 2.64% | $79.1M | 55.6M | $77.7M | 57.6M | -2.0M-3.49% | Reduce |
| UUpwork IncUPWK |
| 2.28% | 2.63% | $78.2M | 79.0M | $77.2M | 79.0M | 00.00% | Unchanged |
| AArrowhead Pharmaceuticals IncARWR |
| 2.23% | 1.6% | $76.7M | 64.3M | $47.1M | 45.5M | +18.8M+41.28% | Add |
 ETSY INCETSY |
| 2.21% | — | $75.9M | 65.5M | $0 | 0 | +65.5M | New Buy |
 WEC ENERGY GROUP, INC.WEC |
| 2.19% | 5.97% | $75.2M | 62.2M | $175.5M | 145.6M | -83.5M-57.32% | Reduce |
 PPL CORP COMPPL |
| 2.17% | 3.09% | $74.6M | 1.5M | $90.8M | 1.8M | -250,000-14.04% | Reduce |
| NNutanix IncNTNX |
| 1.89% | 1.96% | $64.8M | 65.9M | $57.6M | 63.9M | +2.0M+3.13% | Add |
 Dexcom IncDXCM |
| 1.86% | 2.35% | $63.9M | 68.5M | $69.1M | 75.1M | -6.5M-8.69% | Reduce |
| TTELADOC HEALTH INCTDOC |
| 1.77% | 2.03% | $60.7M | 62.6M | $59.8M | 62.6M | 00.00% | Unchanged |
 SOUTHERN COSO |
| 1.68% | 0.96% | $57.5M | 1.2M | $28.3M | 547,900 | +605,000+110.42% | Add |
 Snowflake IncSNOW |
| 1.66% | 1.78% | $56.9M | 32.2M | $52.2M | 42.7M | -10.5M-24.60% | Reduce |
 LIVE NATION ENTERTAINMENLYV |
| 1.58% | 1.44% | $54.3M | 30.5M | $42.5M | 28.0M | +2.5M+8.94% | Add |
 ALLIANT ENERGY CORPLNT |
| 1.56% | — | $53.5M | 48.6M | $0 | 0 | +48.6M | New Buy |
| EEl Paso Energy Capital Trust I |
| 1.56% | 2.07% | $53.4M | 1.1M | $60.8M | 1.2M | -130,000-10.91% | Reduce |
| IINNOVIVA INCINVA |
| 1.53% | 1.51% | $52.5M | 49.1M | $44.3M | 41.1M | +8.0M+19.49% | Add |
| MMERIT MED SYS INCMMSI |
| 1.51% | — | $51.9M | 48.3M | $0 | 0 | +48.3M | New Buy |
| CCHEESECAKE FACTORY INCCAKE |
| 1.41% | 2.03% | $48.4M | 38.1M | $59.7M | 58.7M | -20.6M-35.15% | Reduce |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 1.31% | — | $45.0M | 46.3M | $0 | 0 | +46.3M | New Buy |
| AANI Pharmaceuticals, Inc.ANIP |
| 1.28% | 1.71% | $44.1M | 34.0M | $50.2M | 40.5M | -6.5M-16.04% | Reduce |
| UUnity Software IncU |
| 1.28% | 1.48% | $44.0M | 44.9M | $43.5M | 44.9M | 00.00% | Unchanged |
| GGOLAR LNG LTDGLNG |
| 1.28% | — | $43.8M | 38.5M | $0 | 0 | +38.5M | New Buy |
| LLANTHEUS HLDGS INCLNTH |
| 1.27% | 1.55% | $43.4M | 30.0M | $45.5M | 37.9M | -8.0M-21.01% | Reduce |
| CChefs' Warehouse, Inc., TheCHEF |
| 1.26% | 0.97% | $43.3M | 19.4M | $28.6M | 19.4M | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 1.22% | 1.27% | $41.9M | 933,000 | $37.2M | 810,000 | +123,000+15.19% | Add |
| IImmunocore Holdings PLCIMCR |
| 1.18% | 1.3% | $40.7M | 44.5M | $38.3M | 42.7M | +1.7M+4.05% | Add |
| NNEXTERA ENERGY INCNEE |
| 1.15% | 2.57% | $39.5M | 830,000 | $75.5M | 1.5M | -675,000-44.85% | Reduce |
 FirstEnergy CorpFE |
| 1.14% | — | $39.3M | 35.4M | $0 | 0 | +35.4M | New Buy |
 NextEra Energy, Inc.NEE |
| 1.14% | — | $39.3M | 780,000 | $0 | 0 | +780,000 | New Buy |
| EEnvista Holdings CorpNVST |
| 1.12% | 0.78% | $38.5M | 38.5M | $22.9M | 23.0M | +15.5M+67.06% | Add |
 SOUTHERN CO/THESO |
| 1.06% | — | $36.4M | 36.0M | $0 | 0 | +36.0M | New Buy |
| CCelcuity IncCELC |
| 1.04% | — | $35.8M | 31.5M | $0 | 0 | +31.5M | New Buy |
| LLeMaitre Vascular IncLMAT |
| 0.97% | — | $33.3M | 31.5M | $0 | 0 | +31.5M | New Buy |
| VVishay Intertechnology IncVSH |
| 0.83% | 0.72% | $28.5M | 14.4M | $21.2M | 22.1M | -7.8M-35.06% | Reduce |
| FFLUOR CORPFLR |
| 0.8% | 0.73% | $27.3M | 20.7M | $21.4M | 17.4M | +3.3M+19.07% | Add |
| CCRACKER BARREL OLD CTRY STORCBRL |
| 0.79% | — | $27.2M | 26.7M | $0 | 0 | +26.7M | New Buy |
| EEtsy IncETSY |
| 0.63% | — | $21.5M | 22.7M | $0 | 0 | +22.7M | New Buy |
| JJazz Investments I Ltd |
| 0.6% | 0.7% | $20.4M | 12.0M | $20.5M | 14.5M | -2.5M-17.24% | Reduce |
 ENPHASE ENERGY INCENPH |
| 0.58% | 0.64% | $19.8M | 21.3M | $18.9M | 21.3M | 00.00% | Unchanged |
| AAlarm.com Holdings IncALRM |
| 0.56% | 0.64% | $19.4M | 20.5M | $18.8M | 20.5M | 00.00% | Unchanged |
