Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BAKER HUGHES COMPANY(BKR) | 0 | 208,000 | +208,000 | 0 | 8,532 | 22.70% | +8,532 |
| FLOWSERVE CORP(FLS) | 0 | 128,000 | +128,000 | 0 | 7,363 | 19.59% | +7,363 |
| CENTURY ALUM CO(CENX) | 0 | 136,000 | +136,000 | 0 | 2,478 | 6.59% | +2,478 |
| HUBBELL INC(HUBB) | 15,563 | 19,763 | +4,200 | 6,666 | 8,279 | 22.03% | +1,612 |
| POWELL INDS INC(POWL) | 59,500 | 49,300 | -10,200 | 13,208 | 10,927 | 29.08% | -2,281 |
| COHERENT CORP(COHR) | 45,500 | 0 | -45,500 | 4,045 | 0 | — | -4,045 |
| EXXON MOBIL CORP | 46,333 | 0 | -46,333 | 5,431 | 0 | — | -5,431 |
| FIRST SOLAR INC(FSLR) | 31,800 | 0 | -31,800 | 7,932 | 0 | — | -7,932 |
| VERTIV HOLDINGS CO(VRT) | 133,000 | 0 | -133,000 | 13,232 | 0 | — | -13,232 |