| A阿卡迈AKAM |
| 5.04% | — | $1.73亿 | 1.19亿股 | $0 | 0股 | +1.19亿股 | 新买入 |
 第一能源FE |
| 4.71% | — | $1.62亿 | 1.48亿股 | $0 | 0股 | +1.48亿股 | 新买入 |
| NNextEra Energy Capital Holdings IncNEE |
| 4.3% | 6.86% | $1.48亿 | 1.12亿股 | $2.02亿 | 1.45亿股 | -3,313.5万股-22.78% | 减仓 |
 Boeing/TheBA |
| 4.24% | — | $1.46亿 | 215.0万股 | $0 | 0股 | +215.0万股 | 新买入 |
 谷歌AGOOGL |
| 3.85% | — | $1.32亿 | 263.8万股 | $0 | 0股 | +263.8万股 | 新买入 |
 优步UBER |
| 3.16% | 3.97% | $1.09亿 | 9,073.5万股 | $1.17亿 | 9,710.9万股 | -637.4万股-6.56% | 减仓 |
 Cloudflare, Inc.NET |
| 3.08% | — | $1.06亿 | 8,367.6万股 | $0 | 0股 | +8,367.6万股 | 新买入 |
| BBridgeBio Pharma,BBIO |
| 2.97% | — | $1.02亿 | 6,060.0万股 | $0 | 0股 | +6,060.0万股 | 新买入 |
| BBANK AMERICA CORP 7.25CNV PFD LBAC |
| 2.9% | 2.91% | $9,971.1万 | 7.9万股 | $8,556.0万 | 7.2万股 | +7,626股+10.61% | 加仓 |
| DDOORDASHDASH |
| 2.41% | — | $8,274.0万 | 8,400.0万股 | $0 | 0股 | +8,400.0万股 | 新买入 |
| WWORLD KINECTWKC |
| 2.3% | 2.28% | $7,911.1万 | 6,135.0万股 | $6,694.7万 | 6,385.0万股 | -250.0万股-3.92% | 减仓 |
 EvergyEVRG |
| 2.3% | 2.64% | $7,908.7万 | 5,560.1万股 | $7,772.1万 | 5,761.4万股 | -201.3万股-3.49% | 减仓 |
| UUpworkUPWK |
| 2.28% | 2.63% | $7,823.3万 | 7,902.3万股 | $7,724.5万 | 7,902.3万股 | 00.00% | 持仓不变 |
| AArrowhead PharmaceuticalsARWR |
| 2.23% | 1.6% | $7,673.4万 | 6,428.3万股 | $4,707.4万 | 4,550.0万股 | +1,878.3万股+41.28% | 加仓 |
 EtsyETSY |
| 2.21% | — | $7,592.8万 | 6,550.0万股 | $0 | 0股 | +6,550.0万股 | 新买入 |
 WEC ENERGY GROUP, INC.WEC |
| 2.19% | 5.97% | $7,518.4万 | 6,216.1万股 | $1.75亿 | 1.46亿股 | -8,348.2万股-57.32% | 减仓 |
 PPL COMPPL |
| 2.17% | 3.09% | $7,457.2万 | 153.0万股 | $9,083.3万 | 178.0万股 | -25.0万股-14.04% | 减仓 |
| NNutanixNTNX |
| 1.89% | 1.96% | $6,483.4万 | 6,592.8万股 | $5,763.1万 | 6,392.8万股 | +200.0万股+3.13% | 加仓 |
 德康医疗DXCM |
| 1.86% | 2.35% | $6,390.5万 | 6,853.1万股 | $6,912.1万 | 7,505.0万股 | -651.9万股-8.69% | 减仓 |
| TTELADOC HEALTHTDOC |
| 1.77% | 2.03% | $6,073.0万 | 6,264.1万股 | $5,976.0万 | 6,264.1万股 | 00.00% | 持仓不变 |
 南方电力SO |
| 1.68% | 0.96% | $5,751.8万 | 115.3万股 | $2,828.8万 | 54.8万股 | +60.5万股+110.42% | 加仓 |
 SnowflakeSNOW |
| 1.66% | 1.78% | $5,689.0万 | 3,217.6万股 | $5,221.8万 | 4,267.6万股 | -1,050.0万股-24.60% | 减仓 |
 LIVE NATION ENTERTAINMENLYV |
| 1.58% | 1.44% | $5,429.1万 | 3,047.5万股 | $4,249.4万 | 2,797.5万股 | +250.0万股+8.94% | 加仓 |
 Alliant能源LNT |
| 1.56% | — | $5,351.7万 | 4,863.4万股 | $0 | 0股 | +4,863.4万股 | 新买入 |
| EEl Paso Energy Capital Trust I |
| 1.56% | 2.07% | $5,343.8万 | 106.1万股 | $6,084.1万 | 119.1万股 | -13.0万股-10.91% | 减仓 |
| IINNOVIVAINVA |
| 1.53% | 1.51% | $5,252.8万 | 4,905.2万股 | $4,428.5万 | 4,105.2万股 | +800.0万股+19.49% | 加仓 |
| MMERIT MED SYSMMSI |
| 1.51% | — | $5,187.4万 | 4,830.0万股 | $0 | 0股 | +4,830.0万股 | 新买入 |
| CCHEESECAKE FACTORYCAKE |
| 1.41% | 2.03% | $4,843.9万 | 3,806.6万股 | $5,966.9万 | 5,870.0万股 | -2,063.4万股-35.15% | 减仓 |
 BioMarin制药BMRN |
| 1.31% | — | $4,501.4万 | 4,632.5万股 | $0 | 0股 | +4,632.5万股 | 新买入 |
| AANI Pharmaceuticals, Inc.ANIP |
| 1.28% | 1.71% | $4,405.9万 | 3,401.7万股 | $5,016.5万 | 4,051.7万股 | -650.0万股-16.04% | 减仓 |
| UUnityU |
| 1.28% | 1.48% | $4,404.7万 | 4,487.7万股 | $4,353.1万 | 4,487.7万股 | 00.00% | 持仓不变 |
| GGOLAR LNGGLNG |
| 1.28% | — | $4,382.8万 | 3,850.0万股 | $0 | 0股 | +3,850.0万股 | 新买入 |
| LLANTHEUSLNTH |
| 1.27% | 1.55% | $4,344.7万 | 2,995.3万股 | $4,546.5万 | 3,791.9万股 | -796.6万股-21.01% | 减仓 |
| CChefs' Warehouse, Inc., TheCHEF |
| 1.26% | 0.97% | $4,331.5万 | 1,939.7万股 | $2,859.1万 | 1,939.7万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 1.22% | 1.27% | $4,187.3万 | 93.3万股 | $3,723.6万 | 81.0万股 | +12.3万股+15.19% | 加仓 |
| IImmunocore Holdings PLCIMCR |
| 1.18% | 1.3% | $4,068.0万 | 4,445.9万股 | $3,832.2万 | 4,272.8万股 | +173.1万股+4.05% | 加仓 |
| N新纪元能源NEE |
| 1.15% | 2.57% | $3,952.5万 | 83.0万股 | $7,546.1万 | 150.5万股 | -67.5万股-44.85% | 减仓 |
 第一能源FE |
| 1.14% | — | $3,926.8万 | 3,537.0万股 | $0 | 0股 | +3,537.0万股 | 新买入 |
 NextEra Energy,NEE |
| 1.14% | — | $3,926.5万 | 78.0万股 | $0 | 0股 | +78.0万股 | 新买入 |
| EEnvistaNVST |
| 1.12% | 0.78% | $3,851.3万 | 3,849.0万股 | $2,285.3万 | 2,304.0万股 | +1,545.0万股+67.06% | 加仓 |
 SOUTHERN/THESO |
| 1.06% | — | $3,639.4万 | 3,601.3万股 | $0 | 0股 | +3,601.3万股 | 新买入 |
| CCelcuityCELC |
| 1.04% | — | $3,579.7万 | 3,150.0万股 | $0 | 0股 | +3,150.0万股 | 新买入 |
| LLeMaitre VascularLMAT |
| 0.97% | — | $3,333.1万 | 3,150.0万股 | $0 | 0股 | +3,150.0万股 | 新买入 |
| VVishay IntertechnologyVSH |
| 0.83% | 0.72% | $2,848.0万 | 1,435.5万股 | $2,121.0万 | 2,210.5万股 | -775.0万股-35.06% | 减仓 |
| FFLUORFLR |
| 0.8% | 0.73% | $2,733.2万 | 2,065.9万股 | $2,136.7万 | 1,735.0万股 | +330.9万股+19.07% | 加仓 |
| CCRACKER BARREL OLD CTRY STORCBRL |
| 0.79% | — | $2,717.5万 | 2,665.0万股 | $0 | 0股 | +2,665.0万股 | 新买入 |
| EEtsyETSY |
| 0.63% | — | $2,151.6万 | 2,273.7万股 | $0 | 0股 | +2,273.7万股 | 新买入 |
| JJazz Investments I Ltd |
| 0.6% | 0.7% | $2,044.8万 | 1,200.0万股 | $2,053.2万 | 1,450.0万股 | -250.0万股-17.24% | 减仓 |
 Enphase能源ENPH |
| 0.58% | 0.64% | $1,977.7万 | 2,127.9万股 | $1,893.8万 | 2,127.9万股 | 00.00% | 持仓不变 |
| AAlarm.comALRM |
| 0.56% | 0.64% | $1,937.2万 | 2,047.1万股 | $1,884.6万 | 2,047.1万股 | 00.00% | 持仓不变 |
