Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIGITALOCEAN HOLDINGS INC(DOCN) | 1,138,128 | 3,487,118 | +2,348,990 | 54,767 | 299,125 | 3.00% | +244,358 |
| COMFORT SYSTEMS USA INC(FIX) | 245,857 | 249,385 | +3,528 | 229,456 | 343,899 | 3.45% | +114,444 |
| BABCOCK & WILCOX ENTERPR(BW) | 10,648,389 | 11,603,688 | +955,299 | 67,511 | 170,458 | 1.71% | +102,947 |
| CAVA GROUP INC(CAVA) | 0 | 1,179,441 | +1,179,441 | 0 | 95,417 | 0.96% | +95,417 |
| MASTEC INC(MTZ) | 1,483,661 | 1,295,385 | -188,276 | 322,503 | 416,777 | 4.18% | +94,274 |
| PROTAGONIST THE | 0 | 829,285 | +829,285 | 0 | 87,407 | 0.88% | +87,407 |
| LUMENTUM HOLDINGS INC(LITE) | 303,126 | 275,623 | -27,503 | 111,729 | 193,697 | 1.94% | +81,968 |
| USA RARE EARTH INC(USAR) | 0 | 4,242,941 | +4,242,941 | 0 | 79,382 | 0.80% | +79,382 |
| BLOOM ENERGY CORP- A | 1,555,734 | 1,576,258 | +20,524 | 135,178 | 213,567 | 2.14% | +78,389 |
| KNIGHT-SWIFT TRANSPORTATION(KNX) | 1,587,046 | 2,676,956 | +1,089,910 | 82,971 | 154,139 | 1.54% | +71,168 |
| XPO INC(XPO) | 1,148,950 | 1,159,830 | +10,880 | 156,154 | 225,645 | 2.26% | +69,491 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 0 | 1,056,534 | +1,056,534 | 0 | 66,245 | 0.66% | +66,245 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 1,275,621 | 1,275,519 | -102 | 44,468 | 107,896 | 1.08% | +63,428 |
| KIRBY CORP(KEX) | 0 | 464,322 | +464,322 | 0 | 61,699 | 0.62% | +61,699 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 922,577 | 1,293,092 | +370,515 | 67,883 | 119,947 | 1.20% | +52,064 |
| PALOMAR HOLDINGS INC(PLMR) | 0 | 426,046 | +426,046 | 0 | 50,912 | 0.51% | +50,912 |
| TEXAS CAPITAL BANCSHARES INC(TCBI) | 0 | 516,966 | +516,966 | 0 | 49,050 | 0.49% | +49,050 |
| VSE CORP(VSEC) | 75,554 | 305,287 | +229,733 | 13,053 | 56,295 | 0.56% | +43,241 |
| KNIFE RIVER CORP(KNF) | 0 | 510,622 | +510,622 | 0 | 41,692 | 0.42% | +41,692 |
| LIVANOVA PLC(LIVN) | 0 | 636,540 | +636,540 | 0 | 40,458 | 0.41% | +40,458 |
| RXO INC(RXO) | 1,993,491 | 4,452,216 | +2,458,725 | 25,198 | 65,091 | 0.65% | +39,894 |
| WESBANCO INC(WSBC) | 894,431 | 2,013,953 | +1,119,522 | 29,731 | 69,461 | 0.70% | +39,730 |
| RED CAT HOLDINGS INC(RCAT) | 0 | 3,033,005 | +3,033,005 | 0 | 39,702 | 0.40% | +39,702 |
| HUT 8 CORP(HUT) | 1,041,669 | 1,843,582 | +801,913 | 47,854 | 86,482 | 0.87% | +38,628 |
| PTC THERAPEUTICS INC(PTCT) | 1,003,075 | 1,664,559 | +661,484 | 76,194 | 113,406 | 1.14% | +37,213 |
| FIRSTCASH HOLDINGS INC(FCFS) | 1,116,102 | 1,133,915 | +17,813 | 177,884 | 213,176 | 2.14% | +35,292 |
| XENERGY REACTOR COMPANY | 0 | 2,304,559 | +2,304,559 | 0 | 33,500 | 0.34% | +33,500 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 289,467 | 358,618 | +69,151 | 85,318 | 115,543 | 1.16% | +30,226 |
| OKLO INC(OKLO) | 0 | 589,294 | +589,294 | 0 | 29,223 | 0.29% | +29,223 |
| ESCO TECHNOLOGIES INC(ESE) | 300,195 | 304,140 | +3,945 | 58,655 | 85,576 | 0.86% | +26,921 |
| KURA SUSHI USA INC CLASS A(KRUS) | 589,511 | 796,393 | +206,882 | 30,849 | 55,580 | 0.56% | +24,731 |
| DENISON MINES CORP(DNN) | 27,013,269 | 26,829,391 | -183,878 | 71,855 | 94,708 | 0.95% | +22,852 |
| MINIMED GROUP INC(MMED) | 0 | 1,505,778 | +1,505,778 | 0 | 22,466 | 0.23% | +22,466 |
| NLIGHT INC(LASR) | 804,457 | 922,979 | +118,522 | 30,175 | 52,628 | 0.53% | +22,453 |
| HA SUSTAINABLE INFRASTRUCTURE(HASI) | 845,496 | 1,323,910 | +478,414 | 26,574 | 48,654 | 0.49% | +22,080 |
| YORK SPACE SYSTEMS INC(YSS) | 0 | 988,510 | +988,510 | 0 | 21,915 | 0.22% | +21,915 |
| FTAI AVIATION LTD(FTAI) | 0 | 88,628 | +88,628 | 0 | 21,714 | 0.22% | +21,714 |
| GUARDANT HEALTH INC(GH) | 978,515 | 1,310,065 | +331,550 | 99,946 | 121,011 | 1.21% | +21,065 |
| SHARKNINJA INC(SN) | 55 | 194,328 | +194,273 | 6 | 20,579 | 0.21% | +20,573 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 1,335,109 | +1,335,109 | 0 | 19,533 | 0.20% | +19,533 |
| FABRINET(FN) | 82,157 | 109,117 | +26,960 | 37,404 | 56,907 | 0.57% | +19,502 |
| NORTHERN OIL AND GAS INC(NOG) | 1,270,371 | 1,586,599 | +316,228 | 27,275 | 46,376 | 0.46% | +19,101 |
| SCHNEIDER NATIONAL INC-CL B(SNDR) | 1,026,734 | 1,728,597 | +701,863 | 27,239 | 45,566 | 0.46% | +18,327 |
| ALMONTY INDUSTRIES INC | 5,231,489 | 4,224,675 | -1,006,814 | 46,089 | 61,173 | 0.61% | +15,084 |
| UNIVERSAL TECHNICAL INSTITUT(UTI) | 1,618,453 | 1,586,188 | -32,265 | 42,290 | 57,261 | 0.57% | +14,971 |
| TRANSCAT INC(TRNS) | 545,816 | 614,554 | +68,738 | 30,964 | 45,139 | 0.45% | +14,175 |
| AMERICAN SUPERCONDUCTOR CORP | 0 | 398,711 | +398,711 | 0 | 13,496 | 0.14% | +13,496 |
| ENSIGN GROUP INC/THE(ENSG) | 492,003 | 490,426 | -1,577 | 85,707 | 98,821 | 0.99% | +13,114 |
| LANDBRIDGE CO LLC-A(LB) | 621,071 | 621,075 | +4 | 30,426 | 42,885 | 0.43% | +12,459 |
| COMSTOCK INC(LODE) | 1,815,267 | 6,284,958 | +4,469,691 | 6,825 | 19,169 | 0.19% | +12,344 |
| UNITED STATES ANTIMONY CORP(UAMY) | 2,405,272 | 2,759,376 | +354,104 | 12,074 | 24,089 | 0.24% | +12,015 |
| SCHOLAR ROCK HOLDING CORP(SRRK) | 2,026,758 | 2,049,679 | +22,921 | 89,279 | 100,762 | 1.01% | +11,484 |
| TERADYNE INC(TER) | 75,898 | 87,770 | +11,872 | 14,691 | 26,020 | 0.26% | +11,329 |
| FIVE BELOW(FIVE) | 266,389 | 268,808 | +2,419 | 50,177 | 61,417 | 0.62% | +11,240 |
| BOBS DISCOUNT FURNITURE(BOBS) | 0 | 947,984 | +947,984 | 0 | 11,139 | 0.11% | +11,139 |
| SEMTECH CORP(SMTC) | 2,236,224 | 2,287,529 | +51,305 | 164,787 | 175,888 | 1.76% | +11,101 |
| RUSH STREET INTERACTIVE INC(RSI) | 3,531,704 | 3,651,237 | +119,533 | 68,621 | 79,414 | 0.80% | +10,793 |
| GRANITE CONSTRUCTION INC(GVA) | 836,528 | 889,492 | +52,964 | 96,494 | 106,632 | 1.07% | +10,139 |
| AMPRIUS TECHNOLOGIES INC(AMPX) | 809,744 | 949,147 | +139,403 | 6,389 | 16,003 | 0.16% | +9,614 |
| SOLV ENERGY INC-CL A(MWH) | 0 | 312,255 | +312,255 | 0 | 9,377 | 0.09% | +9,377 |
| UR-ENERGY INC(URG) | 0 | 6,234,841 | +6,234,841 | 0 | 9,290 | 0.09% | +9,290 |
| EKSO BIONICS HOLDINGS INC | 0 | 133,636 | +133,636 | 0 | 8,943 | 0.09% | +8,943 |
| KRYSTAL BIOTECH INC(KRYS) | 613,302 | 619,586 | +6,284 | 151,203 | 160,051 | 1.60% | +8,848 |
| KARMAN HOLDINGS INC(KRMN) | 1,293,435 | 1,288,784 | -4,651 | 94,641 | 103,167 | 1.03% | +8,527 |
| BUTTERFLY NETWORK INC(BFLY) | 6,954,486 | 8,620,848 | +1,666,362 | 26,427 | 34,828 | 0.35% | +8,401 |
| APPLIED DIGITAL CORP | 22,037,431 | 23,075,612 | +1,038,181 | 540,358 | 547,815 | 5.49% | +7,457 |
| ONCE UPON A FARM PBC(OFRM) | 0 | 418,131 | +418,131 | 0 | 6,836 | 0.07% | +6,836 |
| TTM TECHNOLOGIES(TTMI) | 633,940 | 516,431 | -117,509 | 43,742 | 50,311 | 0.50% | +6,569 |
| MKS INC(MKSI) | 58,878 | 69,437 | +10,559 | 9,409 | 15,957 | 0.16% | +6,549 |
| API GROUP CORP(APG) | 2,315,987 | 2,346,561 | +30,574 | 88,610 | 95,083 | 0.95% | +6,473 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 2,316,553 | 2,354,285 | +37,732 | 48,671 | 54,996 | 0.55% | +6,325 |
| ANTERO RESOURCES CORP(AR) | 394,760 | 461,353 | +66,593 | 13,603 | 19,580 | 0.20% | +5,976 |
| CLEAN HARBORS INC(CLH) | 126,765 | 124,275 | -2,490 | 29,724 | 35,633 | 0.36% | +5,910 |
| LSI INDS INC(LYTS) | 0 | 313,650 | +313,650 | 0 | 5,834 | 0.06% | +5,834 |
| TAKE-TWO INTERACTIVE SOFTWRE(TTWO) | 67,886 | 116,233 | +48,347 | 17,381 | 22,956 | 0.23% | +5,575 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 924,935 | 907,187 | -17,748 | 46,210 | 51,211 | 0.51% | +5,001 |
| TG THERAPEUTICS INC(TGTX) | 1,581,234 | 1,569,171 | -12,063 | 47,137 | 52,128 | 0.52% | +4,991 |
| DRAFTKINGS INC - CL A(DKNG) | 149,220 | 454,105 | +304,885 | 5,142 | 9,818 | 0.10% | +4,676 |
| WATERBRIDGE INFRASTRUC-CL A(WBI) | 608,391 | 620,574 | +12,183 | 12,174 | 16,625 | 0.17% | +4,451 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 280,028 | 285,384 | +5,356 | 22,119 | 26,364 | 0.26% | +4,244 |
| SS INNOVATIONS INTERNATIONAL(SSII) | 0 | 833,333 | +833,333 | 0 | 4,167 | 0.04% | +4,167 |
| SUPER GROUP SGHC LTD ORD SHS | 0 | 360,000 | +360,000 | 0 | 3,888 | 0.04% | +3,888 |
| CANADA GOOSE HOLDINGS INC(GOOS) | 0 | 309,510 | +309,510 | 0 | 3,395 | 0.03% | +3,395 |
| GFL ENVIRONMENTAL INC-SUB VT(GFL) | 585,346 | 682,650 | +97,304 | 25,141 | 28,480 | 0.29% | +3,340 |
| WERIDE INC-ADR(WRD) | 0 | 410,998 | +410,998 | 0 | 3,325 | 0.03% | +3,325 |
| CURTISS WRIGHT CORP(CW) | 13,309 | 15,643 | +2,334 | 7,337 | 10,655 | 0.11% | +3,318 |
| SHARONAI HOLDINGS INC(SHAZ) | 0 | 137,538 | +137,538 | 0 | 3,126 | 0.03% | +3,126 |
| QXO INC(QXO) | 8,052,900 | 8,136,061 | +83,161 | 155,340 | 158,002 | 1.58% | +2,662 |
| TAIWAN SEMICONDUCTOR-SP ADR(TSM) | 433 | 7,581 | +7,148 | 132 | 2,562 | 0.03% | +2,430 |
| NATIONAL HEALTHCARE CORP(NHC) | 47,856 | 55,874 | +8,018 | 6,561 | 8,923 | 0.09% | +2,362 |
| FLOWSERVE CORP(FLS) | 832,335 | 815,798 | -16,537 | 57,747 | 59,969 | 0.60% | +2,222 |
| MDA SPACE LTD(MDA) | 0 | 84,687 | +84,687 | 0 | 2,144 | 0.02% | +2,144 |
| GRUPO CIBEST SA-ADR | 46,041 | 68,761 | +22,720 | 2,929 | 5,006 | 0.05% | +2,078 |
| OSI SYSTEMS INC(OSIS) | 379,374 | 372,074 | -7,300 | 96,763 | 98,789 | 0.99% | +2,026 |
| CAMECO CORP(CCJ) | 52,640 | 62,655 | +10,015 | 4,816 | 6,805 | 0.07% | +1,989 |
| ENERGY FUELS INC(UUUU) | 56,000 | 148,461 | +92,461 | 814 | 2,709 | 0.03% | +1,895 |
| ATRENEW INC(RERE) | 2,190 | 405,316 | +403,126 | 12 | 1,901 | 0.02% | +1,889 |
| CREDICORP LTD(BAP) | 7,462 | 11,854 | +4,392 | 2,142 | 4,021 | 0.04% | +1,879 |
| IREN LTD ORDINARY SHARES | 58,634 | 114,065 | +55,431 | 2,215 | 3,910 | 0.04% | +1,696 |
| SLIDE INSURANCE HOLDINGS INC(SLDE) | 1,071,513 | 1,252,990 | +181,477 | 20,873 | 22,554 | 0.23% | +1,681 |