 LAM RESEARCH CORPLRCX |
| 7.9% | 5.97% | $11.8M | 27,182 | $6.1M | 28,386 | -1,204-4.24% | Reduce |
 APPLIED MATLS INCAMAT |
| 6.81% | 4.86% | $10.2M | 14,049 | $4.9M | 14,447 | -398-2.75% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 5.15% | 2.22% | $7.7M | 6,644 | $2.3M | 6,672 | -28-0.42% | Reduce |
 CORNING INCGLW |
| 4.5% | 3.64% | $6.7M | 26,236 | $3.7M | 27,180 | -944-3.47% | Reduce |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 3.76% | 4.82% | $5.6M | 19,929 | $4.9M | 20,196 | -267-1.32% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 3.68% | 2.2% | $5.5M | 5,677 | $2.2M | 5,711 | -34-0.60% | Reduce |
 BROOKFIELD RENEWABLE CORPBEPC |
| 2.94% | 4.65% | $4.4M | 117,911 | $4.7M | 118,532 | -621-0.52% | Reduce |
| QQUALCOMM INCQCOM |
| 2.73% | 2.84% | $4.1M | 22,057 | $2.9M | 22,379 | -322-1.44% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 2.52% | 3.24% | $3.8M | 10,070 | $3.3M | 10,193 | -123-1.21% | Reduce |
| AAXS GREEN ALPHA ETFNXTE |
| 2.3% | 0.43% | $3.4M | 63,058 | $439,417 | 11,216 | +51,842+462.21% | Add |
 CRISPR THERAPEUTICSCRSP |
| 2.04% | 2.67% | $3.0M | 55,804 | $2.7M | 57,022 | -1,218-2.14% | Reduce |
| NNEXTPOWER INCNXT |
| 1.89% | 2.87% | $2.8M | 23,670 | $2.9M | 24,197 | -527-2.18% | Reduce |
 CROWDSTRIKE HLDGS INCCRWD |
| 1.88% | 1.43% | $2.8M | 3,677 | $1.4M | 3,712 | -35-0.94% | Reduce |
| TTEMPUS AI INCTEM |
| 1.83% | 2.12% | $2.7M | 47,050 | $2.1M | 47,500 | -450-0.95% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 1.74% | 0.86% | $2.6M | 8,692 | $869,213 | 8,775 | -83-0.95% | Reduce |
 ANALOG DEVICES INC COMADI |
| 1.72% | 2.06% | $2.6M | 6,461 | $2.1M | 6,572 | -111-1.69% | Reduce |
 INTERFACE INCTILE |
| 1.66% | 1.72% | $2.5M | 69,097 | $1.7M | 69,999 | -902-1.29% | Reduce |
 MODERNA INCMRNA |
| 1.59% | 1.72% | $2.4M | 33,758 | $1.7M | 34,338 | -580-1.69% | Reduce |
| FFLEX LTDFLEX |
| 1.56% | 0.93% | $2.3M | 14,316 | $941,969 | 14,390 | -74-0.51% | Reduce |
| TT1 ENERGY INCTE |
| 1.52% | 1.05% | $2.3M | 239,410 | $1.1M | 243,225 | -3,815-1.57% | Reduce |
 BROADCOM INCAVGO |
| 1.49% | 1.79% | $2.2M | 5,894 | $1.8M | 5,869 | +25+0.43% | Add |
| RRIVIAN AUTOMOTIVE INC CLASS ARIVN |
| 1.42% | 1.83% | $2.1M | 121,787 | $1.9M | 123,484 | -1,697-1.37% | Reduce |
| HHORIZON TECH FIN CORP COMHRZN |
| 1.36% | 2.45% | $2.0M | 429,913 | $2.5M | 590,141 | -160,228-27.15% | Reduce |
 NATURAL GROCERS BY VITAMIN COMNGVC |
| 1.34% | 1.66% | $2.0M | 64,614 | $1.7M | 65,162 | -548-0.84% | Reduce |
 CLOUDFLARE INCNET |
| 1.22% | 1.5% | $1.8M | 7,401 | $1.5M | 7,394 | +7+0.09% | Add |
 ARISTA NETWORKS INCANET |
| 1.05% | 1.11% | $1.6M | 9,203 | $1.1M | 9,222 | -19-0.21% | Reduce |
| GGARMIN LTD SHSGRMN |
| 1% | 1.52% | $1.5M | 6,281 | $1.5M | 6,649 | -368-5.53% | Reduce |
 BUTTERFLY NETWORK INCBFLY |
| 0.95% | 0.68% | $1.4M | 168,668 | $686,505 | 169,927 | -1,259-0.74% | Reduce |
 PALO ALTOPANW |
| 0.95% | 0.66% | $1.4M | 4,147 | $668,534 | 4,170 | -23-0.55% | Reduce |
 CISCO SYS INCCSCO |
| 0.92% | 0.9% | $1.4M | 11,726 | $917,331 | 11,823 | -97-0.82% | Reduce |
 SPROUTS FMRS MKT INCSFM |
| 0.88% | 1.19% | $1.3M | 15,487 | $1.2M | 15,635 | -148-0.95% | Reduce |
 DATADOG INCDDOG |
| 0.86% | 0.58% | $1.3M | 4,944 | $586,590 | 4,969 | -25-0.50% | Reduce |
| CCOMMERCIAL METALS COCMC |
| 0.85% | 1.23% | $1.3M | 20,283 | $1.3M | 20,366 | -83-0.41% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.81% | 1.03% | $1.2M | 6,001 | $1.0M | 6,007 | -6-0.10% | Reduce |
 FIRST SOLAR INC COMFSLR |
| 0.74% | 0.91% | $1.1M | 4,678 | $919,232 | 4,660 | +18+0.39% | Add |
| HHONEST CO INC COMHNST |
| 0.73% | 0.87% | $1.1M | 298,272 | $885,798 | 301,292 | -3,020-1.00% | Reduce |
 MONOLITHIC PWR SYS INCMPWR |
| 0.73% | 0.85% | $1.1M | 788 | $866,078 | 792 | -4-0.51% | Reduce |
| EEVERSPIN TECHNOLOGIES INC COMMRAM |
| 0.72% | 0.39% | $1.1M | 44,416 | $391,946 | 44,590 | -174-0.39% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 0.7% | 0.76% | $1.0M | 2,761 | $769,978 | 2,771 | -10-0.36% | Reduce |
| QQUANTUMSCAPE CORPQS |
| 0.68% | 0.86% | $1.0M | 134,486 | $868,771 | 136,171 | -1,685-1.24% | Reduce |
 PERSONALIS INCPSNL |
| 0.61% | 0.42% | $904,058 | 67,467 | $423,025 | 66,409 | +1,058+1.59% | Add |
 TREX INCTREX |
| 0.6% | 0.65% | $887,960 | 17,745 | $659,858 | 18,118 | -373-2.06% | Reduce |
| EEVERPURE INC CL AEVPR |
| 0.58% | 0.64% | $869,448 | 11,035 | $653,750 | 11,073 | -38-0.34% | Reduce |
 TWILIO INCTWLO |
| 0.55% | 0.5% | $823,050 | 3,989 | $509,194 | 4,047 | -58-1.43% | Reduce |
 ENPHASE ENERGY INC COMENPH |
| 0.54% | 0.61% | $802,021 | 16,288 | $619,101 | 16,374 | -86-0.53% | Reduce |
| EEXTREME NETWORKS INCEXTR |
| 0.54% | 0.37% | $800,348 | 24,725 | $376,653 | 24,977 | -252-1.01% | Reduce |
 ILLUMINA INCILMN |
| 0.52% | 0.53% | $772,949 | 4,396 | $541,358 | 4,392 | +4+0.09% | Add |
 SYMBOTIC INC CLASS A COMSYM |
| 0.51% | 0.91% | $759,026 | 16,886 | $921,850 | 17,328 | -442-2.55% | Reduce |
| SSentinelone INC CLASS A CORP COMMONS |
| 0.51% | 0.58% | $755,912 | 44,544 | $586,001 | 45,497 | -953-2.09% | Reduce |
| SSURO CAPITAL CORPNSLR |
| 0.5% | 0.62% | $744,563 | 59,375 | $627,724 | 58,611 | +764+1.30% | Add |
