| SSTATE STREETSPYM |
| 4.5% | — | $19.2M | 218,694 | $0 | 0 | +218,694 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 4.41% | — | $18.8M | 94,205 | $0 | 0 | +94,205 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 3.99% | — | $17.0M | 377,935 | $0 | 0 | +377,935 | New Buy |
| SSANDISK CORP COMSNDK |
| 2.82% | — | $12.0M | 5,296 | $0 | 0 | +5,296 | New Buy |
| PPENGUIN SOLUTIONS INCPENG |
| 2.72% | — | $11.6M | 152,938 | $0 | 0 | +152,938 | New Buy |
 FIRST SOLAR INC COMFSLR |
| 2.37% | — | $10.1M | 42,909 | $0 | 0 | +42,909 | New Buy |
 EQT CORPEQT |
| 2.34% | — | $10.0M | 188,268 | $0 | 0 | +188,268 | New Buy |
| IIMMUNITYBIO INCIBRX |
| 2.3% | — | $9.8M | 1.1M | $0 | 0 | +1.1M | New Buy |
 MICRON TECHNOLOGY INCMU |
| 2.04% | — | $8.7M | 7,542 | $0 | 0 | +7,542 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 1.97% | — | $8.4M | 14,513 | $0 | 0 | +14,513 | New Buy |
 BROADCOM INCAVGO |
| 1.92% | — | $8.2M | 21,736 | $0 | 0 | +21,736 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.79% | — | $7.6M | 7,916 | $0 | 0 | +7,916 | New Buy |
 PALO ALTOPANW |
| 1.75% | — | $7.5M | 21,980 | $0 | 0 | +21,980 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 1.7% | — | $7.3M | 11,387 | $0 | 0 | +11,387 | New Buy |
 META PLATFORMS INCMETA |
| 1.55% | — | $6.6M | 11,787 | $0 | 0 | +11,787 | New Buy |
| FFLUENCE ENERGY INCFLNC |
| 1.53% | — | $6.5M | 329,015 | $0 | 0 | +329,015 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 1.51% | — | $6.5M | 89,668 | $0 | 0 | +89,668 | New Buy |
 KLA CORPKLAC |
| 1.47% | — | $6.3M | 20,768 | $0 | 0 | +20,768 | New Buy |
 APPLIED MATLS INCAMAT |
| 1.45% | — | $6.2M | 8,600 | $0 | 0 | +8,600 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 1.44% | — | $6.2M | 24,192 | $0 | 0 | +24,192 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.42% | — | $6.1M | 14,010 | $0 | 0 | +14,010 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 1.39% | — | $5.9M | 31,767 | $0 | 0 | +31,767 | New Buy |
 SERVICENOW INCNOW |
| 1.37% | — | $5.8M | 58,865 | $0 | 0 | +58,865 | New Buy |
| CCOEUR MNG INCCDE |
| 1.36% | — | $5.8M | 356,210 | $0 | 0 | +356,210 | New Buy |
| UUSA RARE EARTH INC COMUSAR |
| 1.26% | — | $5.4M | 250,000 | $0 | 0 | +250,000 | New Buy |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 1.2% | — | $5.1M | 13,458 | $0 | 0 | +13,458 | New Buy |
| TTERADYNE INCTER |
| 1.16% | — | $4.9M | 10,228 | $0 | 0 | +10,228 | New Buy |
 ROYAL GOLD INC COMRGLD |
| 1.1% | — | $4.7M | 23,464 | $0 | 0 | +23,464 | New Buy |
 COHERENT CORPCOHR |
| 1.09% | — | $4.7M | 11,847 | $0 | 0 | +11,847 | New Buy |
 SOFI TECHNOLOGIES INC COMSOFI |
| 1.04% | — | $4.4M | 248,140 | $0 | 0 | +248,140 | New Buy |
 ARROW ELECTRS INCARW |
| 1.01% | — | $4.3M | 20,184 | $0 | 0 | +20,184 | New Buy |
 NEWMONT CORPNEM |
| 0.96% | — | $4.1M | 44,021 | $0 | 0 | +44,021 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 0.96% | — | $4.1M | 4,790 | $0 | 0 | +4,790 | New Buy |
 AMPHENOL CORPAPH |
| 0.87% | — | $3.7M | 21,177 | $0 | 0 | +21,177 | New Buy |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.84% | — | $3.6M | 10,251 | $0 | 0 | +10,251 | New Buy |
 ANALOG DEVICES INC COMADI |
| 0.82% | — | $3.5M | 8,843 | $0 | 0 | +8,843 | New Buy |
 QORVO INCQRVO |
| 0.78% | — | $3.4M | 35,969 | $0 | 0 | +35,969 | New Buy |
| FFABRINETFN |
| 0.75% | — | $3.2M | 5,706 | $0 | 0 | +5,706 | New Buy |
 APPLE INCAAPL |
| 0.73% | — | $3.1M | 10,847 | $0 | 0 | +10,847 | New Buy |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.71% | — | $3.0M | 10,789 | $0 | 0 | +10,789 | New Buy |
| NNCR VOYIX CORPORATIONVYX |
| 0.68% | — | $2.9M | 355,750 | $0 | 0 | +355,750 | New Buy |
 CANADIAN SOLAR INC COMCSIQ |
| 0.65% | — | $2.8M | 174,540 | $0 | 0 | +174,540 | New Buy |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 0.64% | — | $2.7M | 13,566 | $0 | 0 | +13,566 | New Buy |
 MICROSOFT CORPMSFT |
| 0.6% | — | $2.5M | 6,829 | $0 | 0 | +6,829 | New Buy |
 MOTOROLA SOLUTIONS INCMSI |
| 0.59% | — | $2.5M | 6,061 | $0 | 0 | +6,061 | New Buy |
| CCLARIVATE PLCCLVT |
| 0.52% | — | $2.2M | 1.0M | $0 | 0 | +1.0M | New Buy |
| PPTC INC COMPTC |
| 0.46% | — | $1.9M | 17,163 | $0 | 0 | +17,163 | New Buy |
| OORUKA THERAPEUTICS INC COMORKA |
| 0.3% | — | $1.3M | 13,396 | $0 | 0 | +13,396 | New Buy |
 VESTIS CORPORATIONVSTS |
| 0.28% | — | $1.2M | 81,247 | $0 | 0 | +81,247 | New Buy |
 GROCERY OUTLET HLDG CORPGO |
| 0.22% | — | $958,599 | 96,052 | $0 | 0 | +96,052 | New Buy |
