Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Quanta Scvs Inc | 5,297,565 | 4,996,649 | -300,916 | $1.35B | $1.89B | 60.56% | +$542.60M |
| Dycom Industries, Inc.(DY) | 3,712,239 | 3,817,825 | +105,586 | $565.52M | $933.04M | 29.91% | +$367.52M |
| Select Sector Spdr TrSBI INT UTILS ST STR UTIL ETF | 0 | 1,000,000 | +1,000,000 | $0 | $81.66M | 2.62% | +$81.66M |
| First Solar, Inc.(FSLR) | 0 | 300,000 | +300,000 | $0 | $49.66M | 1.59% | +$49.66M |
| Range Resources Corporation(RRC) | 0 | 800,000 | +800,000 | $0 | $32.54M | 1.04% | +$32.54M |
| Alphabet Inc.CL A(GOOG) | 0 | 180,000 | +180,000 | $0 | $31.72M | 1.02% | +$31.72M |
| Shoals Technologies Group, Inc.CL A(SHLS) | 3,880,000 | 6,975,186 | +3,095,186 | $12.88M | $29.64M | 0.95% | +$16.76M |
| Amazon.com, Inc.(AMZN) | 3,980 | 133,980 | +130,000 | $757.2K | $29.39M | 0.94% | +$28.64M |
| EQT Corporation(EQT) | 0 | 480,000 | +480,000 | $0 | $27.99M | 0.90% | +$27.99M |
| Array Technologies, Inc.(ARRY) | 2,400,000 | 2,420,783 | +20,783 | $11.69M | $14.28M | 0.46% | +$2.59M |
| Nextracker IncCL A | 0 | 10,000 | +10,000 | $0 | $543.7K | 0.02% | +$543.7K |
| Caesars Entertainment, Inc.(CZR) | 804,844 | 0 | -804,844 | $20.12M | $0 | — | -$20.12M |
| Nextera Energy Inc | 6,485 | 0 | -6,485 | $459.7K | $0 | — | -$459.7K |