 EXPAND ENERGY CORPORATIONEXE |
| 5.42% | 5.91% | $73.1M | 801,345 | $82.1M | 747,987 | +53,358+7.13% | Add |
| PPERMIAN RESOURCES CORPPR |
| 4.89% | 5.84% | $65.9M | 3.6M | $81.1M | 3.8M | -222,567-5.85% | Reduce |
 DIGITALBRIDGE GROUP INCDBRG |
| 3.04% | 2.94% | $41.0M | 2.6M | $40.8M | 2.6M | -49,824-1.88% | Reduce |
 WEBSTER FINL CORPWBS |
| 3.01% | 2.82% | $40.7M | 532,066 | $39.2M | 565,050 | -32,984-5.84% | Reduce |
 CONOCOPHILLIPSCOP |
| 2.94% | 3.09% | $39.7M | 381,634 | $42.9M | 325,368 | +56,266+17.29% | Add |
 TECHNIPFMC PLC COMFTI |
| 2.81% | 3.22% | $37.8M | 570,777 | $44.8M | 647,545 | -76,768-11.86% | Reduce |
 VALERO ENERGY CORP COMVLO |
| 2.68% | 2.49% | $36.2M | 138,920 | $34.6M | 140,135 | -1,215-0.87% | Reduce |
| AAPA CORPORATIONAPA |
| 2.6% | 2.7% | $35.0M | 1.1M | $37.5M | 883,722 | +191,444+21.66% | Add |
| MMATADOR RES COMTDR |
| 2.58% | 4.03% | $34.7M | 697,686 | $56.0M | 887,071 | -189,385-21.35% | Reduce |
| SSEADRILL LTDSDRL |
| 2.4% | 2.72% | $32.4M | 856,540 | $37.8M | 831,355 | +25,185+3.03% | Add |
 EXXON MOBIL CORPXOM |
| 2.35% | 2.29% | $31.7M | 232,006 | $31.8M | 187,545 | +44,461+23.71% | Add |
 SILICON LABORATORIES INCSLAB |
| 1.92% | 0.61% | $26.0M | 118,773 | $8.4M | 40,428 | +78,345+193.79% | Add |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 1.89% | 1.82% | $25.4M | 765,145 | $25.3M | 503,660 | +261,485+51.92% | Add |
| AAXCELIS TECHNOLOGIES INCACLS |
| 1.88% | 0.55% | $25.3M | 133,770 | $7.7M | 82,238 | +51,532+62.66% | Add |
| NNUVALENT INCNUVL |
| 1.8% | — | $24.3M | 196,481 | $0 | 0 | +196,481 | New Buy |
| SSOLARIS ENERGY INFRAS INCSEI |
| 1.62% | 1.23% | $21.9M | 272,202 | $17.1M | 302,834 | -30,632-10.12% | Reduce |
| OOVINTIV INC COMOVV |
| 1.56% | 2.24% | $21.1M | 399,935 | $31.1M | 523,798 | -123,863-23.65% | Reduce |
 RANGE RES CORPRRC |
| 1.54% | 2.48% | $20.8M | 558,390 | $34.4M | 761,523 | -203,133-26.67% | Reduce |
 APOGEE THERAPEUTICS INCAPGE |
| 1.53% | — | $20.6M | 155,135 | $0 | 0 | +155,135 | New Buy |
 CAMECO CORPCCJ |
| 1.52% | 1.31% | $20.5M | 200,964 | $18.3M | 168,126 | +32,838+19.53% | Add |
| CCATALYST PHARMACEUTICALS INC |
| 1.33% | — | $17.9M | 569,481 | $0 | 0 | +569,481 | New Buy |
| SSM ENERGY COMPANYSM |
| 1.26% | 1.1% | $17.0M | 652,363 | $15.3M | 491,296 | +161,067+32.78% | Add |
 WILLIAMS COS INCWMB |
| 1.22% | 0.69% | $16.4M | 220,641 | $9.6M | 132,405 | +88,236+66.64% | Add |
 BP PLC SPONSORED ADRBP |
| 1.21% | 1.17% | $16.4M | 443,121 | $16.3M | 346,278 | +96,843+27.97% | Add |
| DDARLING INGREDIENTS INCDAR |
| 1.19% | 0.49% | $16.1M | 293,880 | $6.9M | 110,760 | +183,120+165.33% | Add |
 SUNCOR ENERGY INC NEWSU |
| 1.17% | 1.46% | $15.8M | 294,160 | $20.3M | 306,741 | -12,581-4.10% | Reduce |
| AAMEREN CORP COMDHS |
| 1.12% | — | $15.1M | 133,778 | $0 | 0 | +133,778 | New Buy |
 CASEYS GEN STORES INCCASY |
| 1.12% | 0.26% | $15.1M | 18,979 | $3.6M | 4,886 | +14,093+288.44% | Add |
 PPL CORP COMPPL |
| 1.11% | 0.61% | $15.0M | 412,863 | $8.5M | 221,880 | +190,983+86.07% | Add |
 BIO-TECHNE CORPTECH |
| 1.1% | — | $14.8M | 209,647 | $0 | 0 | +209,647 | New Buy |
| WWEATHERFORD INTL PLCWFRD |
| 1.03% | 1.28% | $13.9M | 171,141 | $17.8M | 188,193 | -17,052-9.06% | Reduce |
 EVERGY INC COMEVRG |
| 1.02% | 0.71% | $13.8M | 159,232 | $9.8M | 119,819 | +39,413+32.89% | Add |
| TTAYLOR MORRISON HOME CORPTMHC* |
| 1.01% | — | $13.6M | 189,638 | $0 | 0 | +189,638 | New Buy |
 DIAMONDBACK ENERGY INCFANG |
| 1% | — | $13.5M | 76,533 | $0 | 0 | +76,533 | New Buy |
| PPRIMORIS SVCS CORPPRIM |
| 0.98% | — | $13.3M | 133,959 | $0 | 0 | +133,959 | New Buy |
 MARTIN MARIETTA MATLS INCMLM |
| 0.96% | 0.83% | $12.9M | 22,336 | $11.6M | 19,642 | +2,694+13.72% | Add |
 PHILLIPS 66PSX |
| 0.94% | — | $12.7M | 74,852 | $0 | 0 | +74,852 | New Buy |
 ALLIANT ENERGY CORP COMLNT |
| 0.94% | 0.44% | $12.6M | 165,353 | $6.1M | 85,091 | +80,262+94.32% | Add |
 UNION PAC CORPUNP |
| 0.89% | 0.67% | $12.0M | 43,939 | $9.4M | 38,554 | +5,385+13.97% | Add |
| OOceaneering Intl Inc ComOII |
| 0.86% | 0.62% | $11.5M | 284,724 | $8.7M | 244,160 | +40,564+16.61% | Add |
 OCCIDENTAL PETE CORPOXY |
| 0.86% | 0.91% | $11.5M | 237,519 | $12.7M | 195,196 | +42,323+21.68% | Add |
 AMERICAN ELEC PWR CO INCAEP |
| 0.85% | 0.49% | $11.5M | 84,085 | $6.8M | 52,015 | +32,070+61.66% | Add |
 SLB LIMITEDSLB |
| 0.83% | 1.01% | $11.2M | 241,614 | $14.1M | 273,982 | -32,368-11.81% | Reduce |
| CCHART INDS INCGTLS |
| 0.82% | 0.87% | $11.1M | 53,115 | $12.1M | 58,299 | -5,184-8.89% | Reduce |
 ENTERGY CORP NEWETR |
| 0.79% | 0.16% | $10.6M | 92,461 | $2.2M | 19,315 | +73,146+378.70% | Add |
| PPETROLEO BRASILEIRO S APBR |
| 0.77% | 0.73% | $10.4M | 644,411 | $10.2M | 491,522 | +152,889+31.11% | Add |
 SOUTHERN COSO |
| 0.76% | 0.15% | $10.3M | 107,785 | $2.2M | 22,285 | +85,500+383.67% | Add |
 PG&E CORPPCG |
| 0.76% | 0.45% | $10.2M | 608,607 | $6.2M | 353,943 | +254,664+71.95% | Add |
| TTALKSPACE INC COM |
| 0.76% | 0.98% | $10.2M | 2.0M | $13.7M | 2.6M | -675,438-25.61% | Reduce |
 TARGA RES CORPTRGP |
| 0.74% | 0.56% | $10.0M | 37,366 | $7.8M | 30,958 | +6,408+20.70% | Add |
