NVIDIA CORPORATION NVDA
7.27% 8.03% $4.20B 21.0M $3.81B 21.8M -840,705 -3.85% Reduce TESLA INC TSLA
3.75% 4.24% $2.17B 5.2M $2.01B 5.4M -260,554 -4.81% Reduce ADVANCED MICRO DEVICES INC AMD
3.08% 0.56% $1.78B 3.1M $267.7M 1.3M +1.7M +132.50% Add ALPHABET INC GOOGL
2.61% 2.72% $1.51B 4.2M $1.29B 4.5M -290,181 -6.43% Reduce S STRATEGY INC MSTR
2.5% 5.11% $1.45B 16.6M $2.42B 19.4M -2.8M -14.34% Reduce AMAZON COM INC AMZN
2.23% 1.43% $1.29B 5.4M $680.0M 3.3M +2.1M +63.60% Add APPLE INC AAPL
1.96% 2.02% $1.13B 3.9M $957.7M 3.8M +130,671 +3.46% Add MICROSOFT CORP MSFT
1.64% 2.03% $945.6M 2.5M $960.9M 2.6M -74,597 -2.86% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
1.36% 1.07% $785.9M 1.6M $508.4M 1.5M +103,369 +6.70% Add BROADCOM INC AVGO
1.24% 0.93% $714.3M 1.9M $439.9M 1.4M +476,900 +33.55% Add PALANTIR TECHNOLOGIES INC PLTR
1.23% 1.85% $713.2M 6.1M $878.7M 6.0M +106,021 +1.76% Add COINBASE GLOBAL COIN
1.23% 1.68% $710.9M 4.9M $796.9M 4.6M +298,920 +6.55% Add MICRON TECHNOLOGY INC MU
0.97% 0.31% $559.3M 484,546 $144.8M 429,545 +55,001 +12.80% Add META PLATFORMS INC META
0.94% 0.79% $542.6M 963,267 $373.7M 662,335 +300,932 +45.44% Add ELI LILLY & CO LLY
0.84% 0.48% $482.7M 402,453 $226.9M 250,310 +152,143 +60.78% Add V VANECK ETF TRUST GDX
0.81% 1.32% $470.2M 6.2M $626.9M 6.8M -599,576 -8.78% Reduce UNITEDHEALTH GROUP INC UNH
0.81% 0.48% $469.3M 1.1M $227.9M 864,050 +264,965 +30.67% Add ROBINHOOD MKTS INC HOOD
0.78% 0.87% $452.6M 4.5M $413.8M 6.0M -1.5M -24.41% Reduce MERCADOLIBRE INC COM MELI
0.76% 0.4% $438.7M 258,459 $189.8M 115,216 +143,243 +124.33% Add A ASTERA LABS INC ALAB
0.74% 0.19% $424.9M 879,715 $88.5M 807,732 +71,983 +8.91% Add S STATE STREET SPYM
0.67% 0.63% $385.7M 4.4M $298.6M 3.9M +488,751 +12.53% Add LAM RESEARCH CORP LRCX
0.66% 0.53% $379.2M 875,167 $253.0M 1.2M -308,867 -26.09% Reduce KLA CORP KLAC
0.62% 0.39% $358.9M 1.2M $184.6M 125,394 +1.1M +848.77% Add QUANTA SVCS INC PWR
0.62% 0.42% $358.1M 497,390 $199.7M 363,842 +133,548 +36.70% Add GE VERNOVA INC GEV
0.6% 0.49% $348.0M 296,236 $230.1M 263,753 +32,483 +12.32% Add H HECLA MINING COMPANY HL
0.58% 0.78% $337.8M 21.9M $369.1M 19.8M +2.1M +10.46% Add FIRST MAJESTIC SILVER CORP AG
0.58% 0.96% $337.5M 19.9M $455.3M 21.2M -1.3M -6.11% Reduce CATERPILLAR INC CAT
0.57% 0.3% $331.0M 310,796 $140.3M 197,991 +112,805 +56.97% Add APPLIED MATLS INC AMAT
0.57% 0.22% $326.7M 451,872 $106.4M 311,199 +140,673 +45.20% Add ASML HLDG NV ASML
0.54% 0.33% $313.8M 157,749 $156.8M 121,577 +36,172 +29.75% Add MARVELL TECHNOLOGY INC MRVL
0.5% 0.1% $286.2M 960,786 $48.7M 491,380 +469,406 +95.53% Add INTEL CORP INTC
0.49% 0.09% $285.7M 2.0M $41.5M 941,259 +1.1M +117.40% Add MODERNA INC MRNA
0.48% 0.54% $275.5M 3.9M $257.8M 5.1M -1.1M -22.56% Reduce EATON CORP PLC ETN
0.46% 0.33% $267.0M 626,514 $155.5M 434,753 +191,761 +44.11% Add S SPDR SERIES TRUST SPTM
0.46% 0.48% $266.8M 2.9M $228.9M 2.9M +43,060 +1.49% Add CONOCOPHILLIPS COP
0.46% 0.76% $266.1M 2.6M $358.7M 2.7M -141,244 -5.23% Reduce CAPITAL ONE FINL CORP COF
0.45% 0.33% $257.4M 1.3M $157.8M 882,414 +400,475 +45.38% Add AMERICAN EXPRESS CO AXP
0.43% 0.37% $250.7M 741,080 $173.3M 572,995 +168,085 +29.33% Add DANAHER CORP DEL COM DHR
0.42% 0.35% $243.5M 1.3M $163.7M 885,667 +392,708 +44.34% Add ARISTA NETWORKS INC ANET
0.41% 0.32% $235.3M 1.4M $153.6M 1.3M +133,498 +10.67% Add I ISHARES TR IVV
0.4% 0.44% $233.0M 311,155 $210.4M 322,036 -10,881 -3.38% Reduce SUPER MICRO COMPUTER INC SMCI
0.4% 0.47% $232.8M 7.9M $222.5M 9.8M -1.8M -18.79% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.4% 0.29% $231.0M 309,306 $135.7M 208,644 +100,662 +48.25% Add VERTIV HOLDINGS CO VRT
0.4% 0.19% $229.5M 685,490 $89.0M 355,343 +330,147 +92.91% Add JPMORGAN CHASE & CO JPM
0.38% 0.34% $222.3M 679,039 $161.3M 549,403 +129,636 +23.60% Add MASTERCARD INCORPORATED MA
0.38% 0.21% $221.9M 431,965 $99.4M 199,618 +232,347 +116.40% Add ANALOG DEVICES INC COM ADI
0.37% 0.19% $216.5M 545,210 $92.5M 290,599 +254,611 +87.62% Add JOHNSON & JOHNSON JNJ
0.35% 0.35% $203.0M 799,471 $167.8M 688,705 +110,766 +16.08% Add S&P GLOBAL INC SPGI
0.34% 0.1% $199.0M 516,235 $48.8M 116,403 +399,832 +343.49% Add SAP SE SPON ADR SAP
0.32% 0.36% $187.1M 1.2M $172.5M 1.0M +189,591 +18.50% Add 
