Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BLOOM ENERGY CORP | 12,000 | 32,000 | +20,000 | 1,043 | 4,336 | 9.25% | +3,293 |
| ASM INTERNATIONAL NV | 0 | 2,500 | +2,500 | 0 | 1,885 | 4.02% | +1,885 |
| COHERENT CORP(COHR) | 10,000 | 10,000 | 0 | 1,846 | 2,382 | 5.08% | +536 |
| CORNING INC(GLW) | 6,460 | 6,460 | 0 | 566 | 878 | 1.87% | +313 |
| QUANTA SERVICES INC | 2,100 | 2,100 | 0 | 886 | 1,153 | 2.46% | +267 |
| GE VERNOVA INC(GEV) | 400 | 400 | 0 | 261 | 349 | 0.74% | +88 |
| ASPEN AEROGELS INC(ASPN) | 125,000 | 125,000 | 0 | 354 | 428 | 0.91% | +74 |
| WOLFSPEED INC(WOLF) | 7,350 | 12,248 | +4,898 | 128 | 200 | 0.43% | +72 |
| SOLAREDGE TECHNOLOGIES INC(SEDG) | 3,000 | 3,000 | 0 | 87 | 153 | 0.33% | +67 |
| BWX TECHNOLOGIES INC(BWXT) | 2,000 | 2,000 | 0 | 346 | 409 | 0.87% | +63 |
| ON SEMICONDUCTOR CORP(ON) | 8,000 | 8,000 | 0 | 433 | 495 | 1.06% | +62 |
| AXCELIS TECHNOLOGIES INC | 4,000 | 4,000 | 0 | 321 | 372 | 0.79% | +51 |
| ABB LTD | 7,000 | 7,000 | 0 | 518 | 563 | 1.20% | +46 |
| STMICROELECTRONICS NV(STM) | 5,000 | 5,000 | 0 | 130 | 173 | 0.37% | +43 |
| MONOLITHIC POWER SYSTEMS INC(MPWR) | 200 | 200 | 0 | 181 | 219 | 0.47% | +37 |
| HONEYWELL INTERNATIONAL INC(HON) | 580 | 580 | 0 | 113 | 131 | 0.28% | +18 |
| ENPHASE ENERGY INC(ENPH) | 3,000 | 3,000 | 0 | 96 | 113 | 0.24% | +17 |
| ACCELLERON INDUSTRIES AG | 350 | 350 | 0 | 27 | 31 | 0.07% | +4 |
| SOLSTICE ADVANCED MATERIALS INC(SOLS) | 145 | 145 | 0 | 7 | 11 | 0.02% | +4 |
| CARRIER GLOBAL CORP(CARR) | 1,000 | 1,000 | 0 | 53 | 56 | 0.12% | +3 |
| ORMAT TECHNOLOGIES INC(ORA) | 2,000 | 2,000 | 0 | 221 | 224 | 0.48% | +3 |
| KONINKLIJKE PHILIPS NV(PHG) | 4,962 | 4,962 | 0 | 134 | 136 | 0.29% | +2 |
| ARQ INC(ARQ) | 6,800 | 6,800 | 0 | 22 | 17 | 0.04% | -5 |
| CHARGEPOINT HOLDINGS INC(CHPT) | 3,000 | 3,000 | 0 | 20 | 15 | 0.03% | -5 |
| ITRON INC(ITRI) | 2,000 | 2,000 | 0 | 186 | 179 | 0.38% | -6 |
| ORION ENERGY SYSTEMS INC(OESX) | 1,400 | 1,400 | 0 | 22 | 12 | 0.03% | -9 |
| COURSERA INC(COUR) | 10,000 | 10,000 | 0 | 74 | 58 | 0.12% | -15 |
| NUSCALE POWER CORP(SMR) | 5,000 | 5,000 | 0 | 71 | 54 | 0.12% | -17 |
| SUNPOWER INC(SPWR) | 150,000 | 150,000 | 0 | 236 | 191 | 0.41% | -45 |
| CHEGG INC(CHGG) | 260,000 | 260,000 | 0 | 242 | 193 | 0.41% | -49 |
| COINBASE GLOBAL INC(COIN) | 1,000 | 1,000 | 0 | 226 | 175 | 0.37% | -52 |
| FIRST SOLAR INC(FSLR) | 1,000 | 1,000 | 0 | 261 | 197 | 0.42% | -64 |
| BROADCOM INC(AVGO) | 5,000 | 5,000 | 0 | 1,731 | 1,548 | 3.30% | -183 |
| PALO ALTO NETWORKS INC(PANW) | 10,000 | 10,000 | 0 | 1,842 | 1,603 | 3.42% | -239 |
| UBER TECHNOLOGIES INC(UBER) | 25,000 | 25,000 | 0 | 2,043 | 1,798 | 3.84% | -244 |
| ROCKET LAB CORP(RKLB) | 60,000 | 60,000 | 0 | 4,186 | 3,853 | 8.22% | -332 |
| NETFLIX INC(NFLX) | 45,000 | 40,000 | -5,000 | 4,219 | 3,846 | 8.20% | -373 |
| ZSCALER INC(ZS) | 5,000 | 5,000 | 0 | 1,125 | 701 | 1.50% | -423 |
| UPSTART HOLDINGS INC(UPST) | 10,000 | 0 | -10,000 | 437 | 0 | — | -437 |
| ARISTA NETWORKS INC(ANET) | 18,000 | 15,000 | -3,000 | 2,359 | 1,842 | 3.93% | -517 |
| TOAST INC(TOST) | 60,000 | 60,000 | 0 | 2,131 | 1,591 | 3.39% | -540 |
| ROBINHOOD MARKETS INC(HOOD) | 15,000 | 15,000 | 0 | 1,697 | 1,040 | 2.22% | -657 |
| OKLO INC(OKLO) | 30,000 | 30,000 | 0 | 2,153 | 1,488 | 3.17% | -665 |
| SOFI TECHNOLOGIES INC(SOFI) | 80,000 | 80,000 | 0 | 2,094 | 1,270 | 2.71% | -824 |
| MONGODB INC(MDB) | 5,000 | 5,000 | 0 | 2,098 | 1,224 | 2.61% | -875 |
| DOMO INC(DOMO) | 250,000 | 250,000 | 0 | 2,108 | 765 | 1.63% | -1,342 |
| ROKU INC(ROKU) | 75,000 | 70,000 | -5,000 | 8,137 | 6,623 | 14.13% | -1,513 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 36,000 | 13,000 | -23,000 | 6,399 | 1,902 | 4.06% | -4,497 |