I ISHARES TR IVV
2.09% 1.97% $154.2M 205,875 $137.6M 210,655 -4,780 -2.27% Reduce H HORIZON QUANTUM HOLDINGS LTD HQWWW
2.05% — $150.9M 5.6M $0 0 +5.6M New Buy A ARQIT QUANTUM INC COM USD0.0025(POST REV SPT)
2% 0.28% $147.1M 5.1M $19.2M 1.5M +3.6M +251.10% Add BROADCOM INC AVGO
1.94% 5.81% $143.1M 387,371 $405.6M 1.3M -923,192 -70.44% Reduce NVIDIA CORPORATION NVDA
1.86% 1.19% $136.8M 692,495 $83.2M 477,194 +215,301 +45.12% Add MARVELL TECHNOLOGY INC MRVL
1.56% 0.86% $115.3M 423,990 $60.1M 606,814 -182,824 -30.13% Reduce U UNITED STS OIL FD LP USO
1.56% — $115.0M 1.1M $0 0 +1.1M New Buy ADVANCED MICRO DEVICES INC AMD
1.44% 0.62% $106.2M 196,385 $43.3M 212,881 -16,496 -7.75% Reduce ARM HOLDINGS PLC ARM
1.41% 0.84% $103.9M 308,010 $58.6M 387,564 -79,554 -20.53% Reduce CISCO SYS INC CSCO
1.37% 0.93% $101.2M 865,125 $64.7M 833,980 +31,145 +3.73% Add Q QUANTINUUM INC QNT
1.29% — $95.3M 1.2M $0 0 +1.2M New Buy A ASTERA LABS INC ALAB
1.24% 0.42% $91.7M 212,915 $29.1M 265,439 -52,524 -19.79% Reduce GE VERNOVA INC GEV
1.24% 0.32% $91.6M 80,747 $22.1M 25,308 +55,439 +219.06% Add APPLIED MATLS INC AMAT
1.21% 0.76% $89.3M 137,176 $53.2M 155,549 -18,373 -11.81% Reduce O ONTO INNOVATION INC ONTO
1.18% 0.73% $86.8M 246,958 $51.2M 249,860 -2,902 -1.16% Reduce M MKS INC. MKSI
1.17% 0.82% $86.5M 210,440 $57.6M 250,616 -40,176 -16.03% Reduce B BTQ TECHNOLOGIES CORP COM BTQ
1.15% 0.24% $85.0M 16.0M $16.9M 6.3M +9.7M +153.24% Add KLA CORP KLAC
1.15% 0.73% $84.4M 317,164 $50.6M 34,391 +282,773 +822.23% Add Q QUALCOMM INC QCOM
1.14% 0.64% $84.0M 461,709 $44.6M 346,660 +115,049 +33.19% Add LAM RESEARCH CORP LRCX
1.13% 0.78% $82.9M 211,992 $54.6M 255,360 -43,368 -16.98% Reduce N NOKIA CORP SPONSORED ADR NOK
1.12% 0.98% $82.3M 6.4M $68.2M 8.5M -2.1M -24.92% Reduce MICRON TECHNOLOGY INC MU
1.11% 0.79% $82.2M 79,599 $55.4M 163,916 -84,317 -51.44% Reduce T TERADYNE INC TER
1.11% 0.88% $82.0M 191,977 $61.3M 206,739 -14,762 -7.14% Reduce INTEL CORP INTC
1.11% 0.66% $81.5M 641,755 $46.2M 1.0M -405,792 -38.74% Reduce L LATTICE SEMICONDUCTOR CORP LSCC
1.04% 0.73% $77.0M 526,111 $50.9M 548,199 -22,088 -4.03% Reduce NEBIUS GROUP N V NBIS
1.04% 0.02% $76.6M 334,346 $1.4M 13,012 +321,334 +2,469.52% Add EATON CORP PLC ETN
1.04% 0.3% $76.5M 185,539 $21.2M 59,389 +126,150 +212.41% Add R RADNET INC RDNT
1.02% 0.44% $75.0M 1.1M $30.5M 545,474 +598,148 +109.66% Add VERTIV HOLDINGS CO VRT
1.02% 0.28% $75.0M 240,769 $19.4M 77,322 +163,447 +211.38% Add CLOUDFLARE INC NET
1.02% 0.59% $74.9M 304,017 $40.9M 198,129 +105,888 +53.44% Add QUANTA SVCS INC PWR
1% 0.29% $73.8M 106,723 $20.3M 36,924 +69,799 +189.03% Add RTX CORPORATION RTX
1% 0.68% $73.8M 384,717 $47.8M 247,842 +136,875 +55.23% Add SNOWFLAKE INC COM SHS SNOW
0.99% 0.42% $72.8M 278,538 $29.5M 195,355 +83,183 +42.58% Add TAIWAN SEMICONDUCTOR MANUFAC TSM
0.98% 0.6% $72.3M 162,723 $42.1M 124,520 +38,203 +30.68% Add TEXAS INSTRS INC TXN
0.97% 0.65% $71.6M 239,821 $45.5M 234,596 +5,225 +2.23% Add Q QUANTUM EMOTION CORP QNC
0.97% — $71.6M 24.0M $0 0 +24.0M New Buy I INTERNATIONAL BUSINESS MACHS IBM
0.96% 0.48% $71.0M 248,129 $33.4M 137,665 +110,464 +80.24% Add ASML HLDG NV ASML
0.96% 0.71% $70.7M 38,353 $49.6M 37,572 +781 +2.08% Add T TOWER SEMICONDUCTOR LTD SHS NEW TSEM
0.95% 0.84% $69.9M 284,805 $58.4M 332,568 -47,763 -14.36% Reduce COHERENT CORP COHR
0.94% 0.77% $69.4M 188,228 $53.9M 226,246 -38,018 -16.80% Reduce T TERADATA CORP DEL TDC
0.94% 0.49% $69.3M 2.0M $34.1M 1.3M +682,337 +51.34% Add MONGODB INC CL A MDB
0.93% 0.35% $68.7M 191,275 $24.2M 98,691 +92,584 +93.81% Add N NUTANIX INC NTNX
0.93% 0.48% $68.6M 1.3M $33.4M 878,534 +460,839 +52.46% Add D D-WAVE QUANTUM INC QBTS
0.93% 0.07% $68.4M 2.9M $4.9M 341,854 +2.6M +751.84% Add ORACLE CORP ORCL
0.92% 7% $68.1M 478,066 $488.8M 3.3M -2.8M -85.61% Reduce ALPHABET INC GOOGL
0.92% 0.54% $67.8M 187,568 $38.0M 132,204 +55,364 +41.88% Add AMAZON COM INC AMZN
0.92% — $67.7M 279,949 $0 0 +279,949 New Buy X XANADU QUANTUM TECHNOLO LTD XNDU
0.92% — $67.5M 5.7M $0 0 +5.7M New Buy N NVE CORP NVEC
0.91% 0.54% $67.3M 635,270 $38.0M 580,495 +54,775 +9.44% Add MICROCHIP TECHNOLOGY MCHP
0.91% 0.58% $67.3M 758,737 $40.1M 621,409 +137,328 +22.10% Add 
