| SSELECT SECTOR SPDR TRXLK |
| 34.76% | 25.32% | $1.15B | 6.0M | $677.8M | 5.1M | +927,107+18.18% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 15.44% | 9.02% | $509.9M | 9.5M | $241.4M | 4.9M | +4.6M+94.56% | Add |
| SSTATE STREETXLI |
| 10.68% | 8.46% | $352.8M | 1.9M | $226.6M | 1.4M | +503,836+35.97% | Add |
| SSELECT SECTOR SPDR TRXLY |
| 7.6% | 9.5% | $251.2M | 2.1M | $254.4M | 2.3M | -152,903-6.66% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 5.42% | — | $178.9M | 590,648 | $0 | 0 | +590,648 | New Buy |
| SSELECT SECTOR SPDR TRXLU |
| 5.13% | — | $169.5M | 3.7M | $0 | 0 | +3.7M | New Buy |
| SSTATE STREET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 3.29% | 3.87% | $108.5M | 2.1M | $103.6M | 2.1M | +62,286+3.00% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 2.98% | — | $98.5M | 1.9M | $0 | 0 | +1.9M | New Buy |
| IISHARES TRIDEV |
| 2.62% | 2.89% | $86.5M | 971,458 | $77.4M | 926,308 | +45,150+4.87% | Add |
| IISHARES INCIEMG |
| 1.41% | 1.3% | $46.7M | 564,085 | $34.7M | 497,980 | +66,105+13.27% | Add |
| SSPDR INDEX SHS FDSSPEU |
| 0.86% | 0.92% | $28.4M | 516,918 | $24.6M | 480,144 | +36,774+7.66% | Add |
| IISHARES TRILF |
| 0.7% | 0.85% | $23.2M | 685,980 | $22.6M | 637,164 | +48,816+7.66% | Add |
| VVANGUARD INTL EQUITY INDEX FVPL |
| 0.59% | 0.57% | $19.4M | 167,739 | $15.2M | 155,805 | +11,934+7.66% | Add |
| SSPDR INDEX SHS FDSSPEM |
| 0.5% | 0.52% | $16.5M | 318,850 | $13.9M | 296,170 | +22,680+7.66% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.4% | 0.14% | $13.4M | 11,574 | $3.8M | 11,294 | +280+2.48% | Add |
 PALO ALTOPANW |
| 0.31% | 0.18% | $10.3M | 30,247 | $4.7M | 29,507 | +740+2.51% | Add |
| VVICOR CORPVICR |
| 0.27% | — | $9.0M | 23,606 | $0 | 0 | +23,606 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.19% | 0.12% | $6.2M | 8,172 | $3.1M | 7,972 | +200+2.51% | Add |
| FFRANKLIN FTSE CANADAFLCA |
| 0.18% | 0.19% | $5.8M | 113,169 | $5.1M | 105,123 | +8,046+7.65% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.17% | 0.07% | $5.6M | 9,708 | $1.9M | 9,468 | +240+2.53% | Add |
 FORTINET INCFTNT |
| 0.17% | 0.11% | $5.6M | 36,585 | $2.9M | 35,685 | +900+2.52% | Add |
 LUMENTUM HLDGS INCLITE |
| 0.17% | 0.17% | $5.6M | 6,494 | $4.5M | 6,334 | +160+2.53% | Add |
| CCLEAR SECURE INCYOU |
| 0.17% | 0.17% | $5.5M | 99,011 | $4.7M | 96,571 | +2,440+2.53% | Add |
| AAAON INCAAON |
| 0.17% | 0.11% | $5.5M | 43,054 | $2.8M | 34,054 | +9,000+26.43% | Add |
| HHINGE HEALTH INCHNGE |
| 0.16% | 0.09% | $5.2M | 63,024 | $2.4M | 61,464 | +1,560+2.54% | Add |
| BBLACKBERRY LTD FBB |
| 0.16% | 0.05% | $5.1M | 406,287 | $1.3M | 396,287 | +10,000+2.52% | Add |
| IISHARES INCEZA |
| 0.16% | — | $5.1M | 81,024 | $0 | 0 | +81,024 | New Buy |
 KEYSIGHT TECHNOLOGIES INCKEYS |
| 0.15% | 0.13% | $4.8M | 13,742 | $3.6M | 12,608 | +1,134+8.99% | Add |
| TTERADYNE INCTER |
| 0.14% | 0.11% | $4.7M | 9,741 | $2.8M | 9,501 | +240+2.53% | Add |
| RRUBRIK INC CLASS ARBRK |
| 0.14% | 0.1% | $4.6M | 57,723 | $2.8M | 56,303 | +1,420+2.52% | Add |
 Varonis Systems, Inc.VRNS |
| 0.13% | 0.08% | $4.2M | 98,981 | $2.1M | 96,541 | +2,440+2.53% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 0.12% | 0.05% | $4.1M | 13,736 | $1.3M | 13,396 | +340+2.54% | Add |
 VERTIV HOLDINGS COVRT |
| 0.12% | 0.1% | $4.1M | 12,181 | $2.8M | 11,087 | +1,094+9.87% | Add |
 GENERAC HLDGS INCGNRC |
| 0.12% | — | $4.1M | 13,838 | $0 | 0 | +13,838 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 0.12% | — | $3.9M | 10,582 | $0 | 0 | +10,582 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.12% | 0.06% | $3.9M | 4,040 | $1.5M | 3,940 | +100+2.54% | Add |
 GE VERNOVA INCGEV |
| 0.12% | 0.13% | $3.8M | 3,246 | $3.5M | 3,960 | -714-18.03% | Reduce |
| VVERACYTE INCVCYT |
| 0.11% | 0.07% | $3.7M | 63,329 | $2.0M | 61,769 | +1,560+2.53% | Add |
| MMODINE MFG COMOD |
| 0.11% | 0.07% | $3.7M | 13,820 | $1.9M | 8,713 | +5,107+58.61% | Add |
| OONTO INNOVATION INCONTO |
| 0.11% | 0.07% | $3.7M | 9,696 | $1.9M | 9,456 | +240+2.54% | Add |
| MMYR GROUP INCMYRG |
| 0.11% | — | $3.7M | 7,326 | $0 | 0 | +7,326 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 0.11% | 0.06% | $3.6M | 5,656 | $1.5M | 5,516 | +140+2.54% | Add |
 CLOUDFLARE INCNET |
| 0.11% | 0.11% | $3.6M | 14,594 | $2.9M | 14,234 | +360+2.53% | Add |
| BBENTLEY SYS INCBSY |
| 0.11% | 0.08% | $3.6M | 119,166 | $2.2M | 63,824 | +55,342+86.71% | Add |
 WOODWARD INCWWD |
| 0.1% | 0.11% | $3.5M | 8,120 | $2.8M | 7,920 | +200+2.53% | Add |
 F5 INCFFIV |
| 0.1% | 0.09% | $3.4M | 8,130 | $2.3M | 7,930 | +200+2.52% | Add |
 CIENA CORPCIEN |
| 0.1% | 0.15% | $3.2M | 6,489 | $4.0M | 10,294 | -3,805-36.96% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 0.1% | 0.07% | $3.2M | 66,292 | $2.0M | 59,888 | +6,404+10.69% | Add |
| RRBC BEARINGS INCRBC |
| 0.1% | — | $3.1M | 4,884 | $0 | 0 | +4,884 | New Buy |
| EELEMENT SOLUTIONS INCESI |
| 0.09% | — | $3.1M | 65,108 | $0 | 0 | +65,108 | New Buy |
