| SSANDISK CORP COMSNDK |
| 28.03% | 8.14% | $5.67B | 2.5M | $1.11B | 1.8M | +743,325+42.43% | Add |
 MICRON TECHNOLOGY INCMU |
| 27.54% | 7.4% | $5.57B | 4.8M | $1.01B | 3.0M | +1.8M+61.22% | Add |
 BLOOM ENERGY CORPBE |
| 9.6% | 6.83% | $1.94B | 6.4M | $934.1M | 6.9M | -475,300-6.89% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 6.37% | 6.56% | $1.29B | 2.7M | $897.5M | 2.7M | +43,212+1.63% | Add |
 NEBIUS GROUP N VNBIS |
| 6.09% | — | $1.23B | 4.5M | $0 | 0 | +4.5M | New Buy |
| CCOREWEAVE INC CLASS ACRWV |
| 3.68% | 5.09% | $744.5M | 7.5M | $696.6M | 9.0M | -1.5M-16.82% | Reduce |
| CCORE SCIENTIFIC INC NEWCORZ |
| 3.29% | 2.84% | $665.6M | 26.0M | $389.1M | 26.0M | 00.00% | Unchanged |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 2.89% | — | $584.3M | 7.8M | $0 | 0 | +7.8M | New Buy |
| AAPPLIED DIGITAL CORPAPLD |
| 2.32% | 2.34% | $469.0M | 15.4M | $320.0M | 13.5M | +1.9M+14.14% | Add |
| RRIOT PLATFORMS INCRIOT |
| 2.31% | 1.04% | $468.2M | 17.1M | $142.2M | 11.5M | +5.6M+48.67% | Add |
| SSHARONAI HOLDINGS INCSHAZ |
| 2.26% | 0.13% | $456.8M | 5.4M | $18.1M | 796,108 | +4.6M+577.81% | Add |
 IREN LTDIREN |
| 2.14% | 2.93% | $433.3M | 9.5M | $401.0M | 11.7M | -2.2M-19.02% | Reduce |
| CCLEANSPARK INCCLSK |
| 0.88% | 0.76% | $178.6M | 12.3M | $104.5M | 12.3M | 00.00% | Unchanged |
| KKEEL INFRASTRUCTURE CORPKEEL |
| 0.75% | — | $151.8M | 26.5M | $0 | 0 | +26.5M | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 0.45% | 0.46% | $90.9M | 1.1M | $62.5M | 1.1M | +24,070+2.18% | Add |
| WWHITEFIBER INCWYFI |
| 0.34% | 0.15% | $68.3M | 1.8M | $20.9M | 1.8M | 00.00% | Unchanged |
| BBITDEER TECHNOLOGIES GROUPBTDR |
| 0.27% | 0.22% | $54.6M | 3.4M | $29.8M | 3.4M | 00.00% | Unchanged |
| TT1 ENERGY INCTE |
| 0.23% | 0.32% | $46.5M | 4.9M | $43.9M | 10.0M | -5.1M-51.00% | Reduce |
| HHIVE DIGITAL TECHNOLOGIES LTD COM NHIVE |
| 0.16% | 0.05% | $33.2M | 9.1M | $6.4M | 3.4M | +5.7M+169.31% | Add |
| BBABCOCK & WILCOX ENTERPRISESBW |
| 0.14% | 0.15% | $28.6M | 2.0M | $19.9M | 1.4M | +673,551+49.75% | Add |
| PPROPETRO HLDG CORPPUMP |
| 0.14% | 0.1% | $28.1M | 2.0M | $13.1M | 910,300 | +1.1M+115.36% | Add |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 0.1% | — | $20.2M | 375,000 | $0 | 0 | +375,000 | New Buy |
 INFOSYS LTDINFY |
| 0.03% | 0.05% | $5.2M | 500,000 | $6.8M | 500,000 | 00.00% | Unchanged |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.01% | — | $2.2M | 10,000 | $0 | 0 | +10,000 | New Buy |
