 西部数据WDC |
| 15.9% | 7.71% | $10.23亿 | 6,050.0万股 | $3.97亿 | 5,550.0万股 | +500.0万股+9.01% | 加仓 |
| HHewlett Packard EnterpriseHPE |
| 7.37% | 4.38% | $4.74亿 | 405.0万股 | $2.26亿 | 350.0万股 | +55.0万股+15.71% | 加仓 |
| B布鲁克BRKRP |
| 4.02% | 2.79% | $2.59亿 | 58.0万股 | $1.44亿 | 50.0万股 | +8.0万股+16.00% | 加仓 |
 阿里巴巴BABA |
| 3.67% | 4.89% | $2.36亿 | 2.00亿股 | $2.52亿 | 1.82亿股 | +1,840.0万股+10.13% | 加仓 |
 SUPER MICRSMCI |
| 3.47% | — | $2.23亿 | 430.0万股 | $0 | 0股 | +430.0万股 | 新买入 |
| EECHOSTARECHO |
| 3.35% | 4.78% | $2.16亿 | 6,900.0万股 | $2.47亿 | 6,900.0万股 | 00.00% | 持仓不变 |
 SnowflakeSNOW |
| 3.1% | 3.36% | $2.00亿 | 1.20亿股 | $1.73亿 | 1.47亿股 | -2,650.0万股-18.09% | 减仓 |
 EvergyEVRG |
| 2.96% | 3.51% | $1.91亿 | 1.34亿股 | $1.81亿 | 1.34亿股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 2.86% | 2% | $1.84亿 | 410.0万股 | $1.03亿 | 225.0万股 | +185.0万股+82.22% | 加仓 |
 WEC能源WEC |
| 2.6% | 2.96% | $1.67亿 | 1.35亿股 | $1.53亿 | 1.24亿股 | +1,150.0万股+9.31% | 加仓 |
| RRivianRIVN |
| 2.57% | 2.89% | $1.65亿 | 1.55亿股 | $1.49亿 | 1.55亿股 | 00.00% | 持仓不变 |
| TTXNM ENERGYTXNM |
| 2.49% | 2.84% | $1.60亿 | 1.23亿股 | $1.47亿 | 1.10亿股 | +1,250.0万股+11.36% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.03% | 1.16% | $1.30亿 | 170.0万股 | $5,981.9万 | 105.0万股 | +65.0万股+61.90% | 加仓 |
 LIVE NATION ENTERTAINMENLYV |
| 2.01% | 1.33% | $1.29亿 | 7,250.0万股 | $6,846.8万 | 4,500.0万股 | +2,750.0万股+61.11% | 加仓 |
 CenterPoint能源CNP |
| 2.01% | 2.47% | $1.29亿 | 1.07亿股 | $1.27亿 | 1.07亿股 | 00.00% | 持仓不变 |
 雅保ALB |
| 1.91% | 1.81% | $1.23亿 | 222.5万股 | $9,340.5万 | 130.0万股 | +92.5万股+71.15% | 加仓 |
 EtsyETSY |
| 1.55% | 1.52% | $9,947.0万 | 9,750.0万股 | $7,822.4万 | 8,000.0万股 | +1,750.0万股+21.88% | 加仓 |
 第一能源FE |
| 1.49% | — | $9,561.6万 | 8,750.0万股 | $0 | 0股 | +8,750.0万股 | 新买入 |
 NOVANTANOVT |
| 1.49% | 1.04% | $9,558.5万 | 140.0万股 | $5,364.0万 | 100.0万股 | +40.0万股+40.00% | 加仓 |
 Guardant HealthGH |
| 1.47% | 1.39% | $9,440.6万 | 3,750.0万股 | $7,152.0万 | 4,250.0万股 | -500.0万股-11.76% | 减仓 |
 太平洋煤电VNOM |
| 1.41% | 1.83% | $9,101.4万 | 220.0万股 | $9,457.8万 | 220.0万股 | 00.00% | 持仓不变 |
 WEC ENERGY GROUP, INC.WEC |
| 1.27% | 1.58% | $8,174.3万 | 6,750.0万股 | $8,140.5万 | 6,750.0万股 | 00.00% | 持仓不变 |
| IInterDigitalIDCC |
| 1.27% | 1.69% | $8,164.0万 | 2,230.0万股 | $8,708.2万 | 2,230.0万股 | 00.00% | 持仓不变 |
 CMS能源CMS |
| 1.21% | 1.54% | $7,817.3万 | 7,000.0万股 | $7,918.8万 | 7,000.0万股 | 00.00% | 持仓不变 |
| RREPLIGENRGEN |
| 1.2% | 1.54% | $7,709.0万 | 7,500.0万股 | $7,947.9万 | 8,135.0万股 | -635.0万股-7.81% | 减仓 |
| GGranite ConstructionGVA |
| 1.17% | 1.6% | $7,544.7万 | 3,600.0万股 | $8,243.8万 | 5,000.0万股 | -1,400.0万股-28.00% | 减仓 |
| TTRIP COMTRPCF |
| 1.15% | 1.81% | $7,402.5万 | 7,500.0万股 | $9,335.4万 | 9,000.0万股 | -1,500.0万股-16.67% | 减仓 |
| IINTEGERITGR |
| 1.06% | 1.26% | $6,798.8万 | 7,000.0万股 | $6,517.8万 | 6,800.0万股 | +200.0万股+2.94% | 加仓 |
| N新纪元能源NEE |
| 1.04% | 1.08% | $6,711.6万 | 140.0万股 | $5,575.5万 | 111.0万股 | +29.0万股+26.13% | 加仓 |
| PPG&E CorporationPCG |
| 0.97% | 1.23% | $6,267.4万 | 6,125.0万股 | $6,346.9万 | 6,125.0万股 | 00.00% | 持仓不变 |
| GGuidewire SoftwareGWRE |
| 0.97% | 1.06% | $6,256.3万 | 6,500.0万股 | $5,489.7万 | 5,500.0万股 | +1,000.0万股+18.18% | 加仓 |
| UUnityU |
| 0.97% | 1.16% | $6,228.8万 | 5,500.0万股 | $5,988.6万 | 6,000.0万股 | -500.0万股-8.33% | 减仓 |
| WWHIRLPOOL |
| 0.96% | 0.48% | $6,146.0万 | 175.0万股 | $2,457.0万 | 60.0万股 | +115.0万股+191.67% | 加仓 |
| IITRONITRI |
| 0.93% | 0.98% | $5,990.6万 | 6,000.0万股 | $5,037.5万 | 5,000.0万股 | +1,000.0万股+20.00% | 加仓 |
 NextEra Energy,NEE |
| 0.9% | 0.79% | $5,792.3万 | 109.0万股 | $4,058.6万 | 72.5万股 | +36.5万股+50.34% | 加仓 |
| UUGIUGI |
| 0.83% | 1.77% | $5,359.4万 | 4,000.0万股 | $9,134.1万 | 6,500.0万股 | -2,500.0万股-38.46% | 减仓 |
 超微电脑SMCI |
| 0.83% | — | $5,333.6万 | 6,000.0万股 | $0 | 0股 | +6,000.0万股 | 新买入 |
 Cloudflare, Inc.NET |
| 0.78% | — | $5,004.7万 | 3,950.0万股 | $0 | 0股 | +3,950.0万股 | 新买入 |
| CCOREWEAVE INC CLASS ACRWV |
| 0.71% | 0.31% | $4,570.5万 | 45.9万股 | $1,616.5万 | 20.9万股 | +25.1万股+120.05% | 加仓 |
| BBentley Systems, IncorporatedBSY |
| 0.66% | 0.78% | $4,277.8万 | 4,450.0万股 | $4,041.8万 | 4,250.0万股 | +200.0万股+4.71% | 加仓 |
| JJazz Investments I Ltd |
| 0.66% | 0.96% | $4,264.4万 | 2,500.0万股 | $4,964.8万 | 3,500.0万股 | -1,000.0万股-28.57% | 减仓 |
| MMKSMKSI |
| 0.63% | 0.38% | $4,035.2万 | 9.1万股 | $1,936.6万 | 8.4万股 | +6,451股+7.66% | 加仓 |
 第一能源FE |
| 0.54% | — | $3,473.3万 | 3,125.0万股 | $0 | 0股 | +3,125.0万股 | 新买入 |
 PPL COMPPL |
| 0.5% | 0.4% | $3,189.6万 | 65.0万股 | $2,051.6万 | 40.0万股 | +25.0万股+62.50% | 加仓 |
 SOUTHERN/THESO |
| 0.47% | — | $3,034.7万 | 3,000.0万股 | $0 | 0股 | +3,000.0万股 | 新买入 |
| VVaronis SystemsVRNS |
| 0.42% | 0.47% | $2,670.9万 | 2,750.0万股 | $2,405.9万 | 2,750.0万股 | 00.00% | 持仓不变 |
| AALIGNMENT HEALTHCAREALHC |
| 0.4% | 0.41% | $2,562.6万 | 1,500.0万股 | $2,115.9万 | 1,500.0万股 | 00.00% | 持仓不变 |
 PALO ALTOPANW |
| 0.39% | 0.22% | $2,501.1万 | 7.3万股 | $1,134.2万 | 7.1万股 | +2,600股+3.68% | 加仓 |
| PPPL CAPITAL FUNDING, INC. |
| 0.38% | 0.49% | $2,442.9万 | 2,150.0万股 | $2,521.4万 | 2,150.0万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.38% | 0.23% | $2,441.3万 | 91.6万股 | $1,208.2万 | 44.0万股 | +47.6万股+108.11% | 加仓 |
