NVIDIA CORPORATION NVDA
2.7% 2.81% $2.26B 11.3M $2.07B 11.9M -563,532 -4.73% Reduce MICRON TECHNOLOGY INC MU
2.32% 0.79% $1.95B 1.7M $585.7M 1.7M -59,600 -3.41% Reduce APPLE INC AAPL
2.02% 2.08% $1.69B 5.9M $1.53B 6.1M -201,821 -3.33% Reduce CAMECO CORP CCJ
1.89% 2.26% $1.58B 15.6M $1.67B 15.4M +176,858 +1.15% Add G GLOBAL X FDS RSSL
1.74% 1.83% $1.46B 12.3M $1.35B 13.9M -1.5M -11.08% Reduce ADVANCED MICRO DEVICES INC AMD
1.64% 0.66% $1.38B 2.4M $486.2M 2.4M -15,508 -0.65% Reduce INTEL CORP INTC
1.42% 0.51% $1.19B 8.5M $378.7M 8.6M -80,214 -0.93% Reduce MICROSOFT CORP MSFT
1.39% 1.67% $1.16B 3.1M $1.23B 3.3M -203,437 -6.11% Reduce AMAZON COM INC AMZN
1.36% 1.4% $1.14B 4.8M $1.04B 5.0M -211,409 -4.24% Reduce WHEATON PRECIOUS METALS CORP WPM
1.33% 1.89% $1.12B 9.9M $1.39B 10.6M -681,674 -6.41% Reduce ALPHABET INC GOOGL
1.32% 1.27% $1.11B 3.1M $940.0M 3.3M -173,807 -5.29% Reduce BROADCOM INC AVGO
1.32% 1.22% $1.11B 2.9M $901.6M 2.9M -2,602 -0.09% Reduce PALANTIR TECHNOLOGIES INC PLTR
1.18% 1.47% $990.8M 8.5M $1.08B 7.5M +1.1M +14.10% Add TESLA INC TSLA
1.13% 1.15% $950.8M 2.3M $848.6M 2.3M -23,133 -1.01% Reduce META PLATFORMS INC META
0.93% 1.12% $780.5M 1.4M $822.9M 1.4M -62,779 -4.33% Reduce RTX CORPORATION RTX
0.85% 0.99% $716.6M 3.8M $733.4M 3.8M -25,279 -0.66% Reduce CISCO SYS INC CSCO
0.85% 0.66% $710.8M 6.1M $486.7M 6.3M -221,872 -3.54% Reduce PAN AMERN SILVER CORP PAAS
0.83% 1.14% $698.2M 15.6M $838.8M 15.4M +228,921 +1.49% Add GENERAL DYNAMICS CORP GD
0.81% 0.96% $677.1M 1.9M $706.4M 2.1M -147,904 -7.18% Reduce LOCKHEED MARTIN CORP LMT
0.8% 1.18% $672.9M 1.3M $872.2M 1.4M -122,284 -8.47% Reduce QUANTA SVCS INC PWR
0.79% 0.63% $661.8M 919,209 $466.6M 850,063 +69,146 +8.13% Add C COEUR MNG INC CDE
0.77% 0.74% $647.0M 39.6M $542.1M 28.9M +10.7M +37.20% Add CSX CORP CSX
0.74% 0.65% $622.4M 13.1M $478.2M 11.6M +1.4M +12.41% Add NORTHROP GRUMMAN CORP COM NOC
0.72% 0.64% $601.1M 1.2M $472.7M 692,865 +487,434 +70.35% Add MARVELL TECHNOLOGY INC MRVL
0.7% 0.22% $587.6M 2.0M $165.1M 1.7M +295,946 +17.56% Add G GLOBAL X COPPER MINERS ETF COPX
0.7% 0.62% $584.9M 7.7M $455.8M 6.4M +1.3M +20.06% Add A Alphabet Inc Class C GOOG
0.67% 0.62% $562.6M 1.6M $458.5M 1.6M -5,325 -0.33% Reduce EATON CORP PLC ETN
0.67% 0.58% $560.3M 1.3M $431.1M 1.2M +109,988 +9.12% Add TRANE TECHNOLOGIES PLC TT
0.63% 0.56% $526.5M 1.1M $411.6M 987,822 +84,322 +8.54% Add NETFLIX INC NFLX
0.61% 0.89% $513.9M 7.1M $657.2M 6.9M +272,239 +3.96% Add DEERE & CO DE
0.61% 0.57% $513.3M 809,233 $420.7M 746,840 +62,393 +8.35% Add HOWMET AEROSPACE INC COM HWM
0.61% 0.55% $511.9M 1.9M $408.3M 1.8M +131,889 +7.44% Add UNION PAC CORP UNP
0.59% 0.55% $492.6M 1.8M $406.8M 1.7M +134,090 +8.00% Add UNITED RENTALS INC URI
0.58% 0.39% $487.4M 430,225 $289.7M 397,697 +32,528 +8.18% Add ROCKWELL AUTOMATION INC ROK
0.58% 0.44% $484.6M 979,160 $324.5M 904,357 +74,803 +8.27% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.57% 0.4% $481.9M 1.0M $298.0M 882,951 +126,901 +14.37% Add H HUDBAY MINERALS INC HBM
0.56% 0.5% $470.2M 19.9M $370.1M 17.7M +2.2M +12.34% Add O OKLO INC OKLO
0.56% 0.6% $467.6M 8.9M $439.2M 8.9M +79,326 +0.90% Add E ENERGY TRANSFER L P ET
0.56% 0.63% $466.8M 24.4M $461.2M 23.9M +517,755 +2.17% Add F FASTENAL CO COM FAST
0.56% 0.57% $465.7M 9.7M $422.1M 9.1M +597,628 +6.57% Add TECK RESOURCES LTD TECK
0.55% 0.48% $457.7M 7.7M $353.7M 6.8M +840,067 +12.26% Add FREEPORT MCMORAN INC FCX
0.54% 0.62% $453.1M 7.2M $453.8M 7.7M -518,926 -6.72% Reduce M MPLX LP MPLX
0.54% 0.57% $451.3M 8.0M $417.7M 7.3M +692,332 +9.46% Add NORFOLK SOUTHN CORP COM NSC
0.54% 0.51% $449.1M 1.4M $377.1M 1.3M +113,633 +8.65% Add SEMPRA COM SRE
0.53% 0.58% $443.3M 4.8M $428.9M 4.4M +367,709 +8.33% Add SOUTHERN COPPER CORP SCCO
0.52% 0.57% $439.8M 2.5M $422.4M 2.5M +68,967 +2.81% Add PARKER-HANNIFIN CORP PH
0.52% 0.5% $438.6M 448,447 $368.4M 411,601 +36,846 +8.95% Add ENTERPRISE PRODS PARTNERS L EPD
0.52% 0.62% $433.0M 11.8M $458.6M 12.1M -337,847 -2.79% Reduce NUCOR CORP NUE
0.49% 0.39% $412.2M 1.9M $288.3M 1.7M +145,259 +8.52% Add NEXGEN ENERGY LTD NXE
0.49% 0.67% $407.8M 43.4M $494.8M 42.8M +651,622 +1.52% Add 
