Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FLUENCE ENERGY INC(FLNC) | 0 | 1,500,000 | +1,500,000 | 0 | 29,820 | 9.00% | +29,820 |
| GENERAC HLDGS INC(GNRC) | 0 | 95,000 | +95,000 | 0 | 27,817 | 8.40% | +27,817 |
| COMFORT SYS USA INC(FIX) | 12,000 | 21,000 | +9,000 | 16,548 | 41,621 | 12.56% | +25,073 |
| DPC HOLDINGS PLC | 0 | 500,000 | +500,000 | 0 | 24,530 | 7.40% | +24,530 |
| SOLARIS ENERGY INFRAS INC(SEI) | 0 | 270,000 | +270,000 | 0 | 21,724 | 6.56% | +21,724 |
| QNITY ELECTRONICS INC(Q) | 0 | 90,000 | +90,000 | 0 | 14,698 | 4.44% | +14,698 |
| NEXTPOWER INC | 0 | 100,000 | +100,000 | 0 | 11,914 | 3.60% | +11,914 |
| CLEANSPARK INC(CLSK) | 0 | 770,841 | +770,841 | 0 | 11,216 | 3.39% | +11,216 |
| TERAWULF INC(WULF) | 0 | 450,000 | +450,000 | 0 | 11,115 | 3.36% | +11,115 |
| LEGENCE CORP(LGN) | 430,000 | 390,000 | -40,000 | 24,278 | 33,240 | 10.03% | +8,962 |
| AMERICAN EXCEPTIONALISM ACQU ORD CL A | 409,469 | 410,565 | +1,096 | 4,435 | 4,853 | 1.46% | +418 |
| SCHMID GROUP N.V.(SHMD) | 162,849 | 0 | -162,849 | 863 | 0 | — | -863 |
| MASTEC INC(MTZ) | 145,000 | 105,000 | -40,000 | 46,652 | 43,686 | 13.19% | -2,966 |
| GREEN PLAINS INC(GPRE) | 370,000 | 0 | -370,000 | 6,087 | 0 | — | -6,086 |
| CORE SCIENTIFIC INC NEW(CORZ) | 2,250,000 | 950,000 | -1,300,000 | 33,660 | 24,311 | 7.34% | -9,349 |
| DARLING INGREDIENTS INC(DAR) | 400,000 | 225,000 | -175,000 | 24,740 | 12,290 | 3.71% | -12,450 |
| FORGENT POWER SOLUTIONS INC(FPS) | 1,380,000 | 330,000 | -1,050,000 | 40,393 | 18,434 | 5.56% | -21,959 |
| BP PLC(BP) | 579,945 | 0 | -579,945 | 27,257 | 0 | — | -27,257 |
| CENTURI HOLDINGS INC(CTRI) | 1,090,000 | 0 | -1,090,000 | 31,839 | 0 | — | -31,839 |
| MP MATERIALS CORP(MP) | 670,000 | 0 | -670,000 | 32,334 | 0 | — | -32,334 |