Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PROFICIENT AUTO LOGISTICS IN(PAL) | 0 | 306,466 | +306,466 | 0 | 2,225 | 1.36% | +2,225 |
| TTM TECHNOLOGIES INC(TTMI) | 82,135 | 81,549 | -586 | 1,685 | 3,329 | 2.04% | +1,644 |
| AST SPACEMOBILE INC(ASTS) | 41,484 | 41,188 | -296 | 943 | 1,925 | 1.18% | +981 |
| COMMSCOPE HLDG CO INC(VISN) | 321,961 | 319,663 | -2,298 | 1,710 | 2,647 | 1.62% | +937 |
| ASTERA LABS INC(ALAB) | 28,785 | 28,581 | -204 | 1,718 | 2,584 | 1.58% | +867 |
| NVIDIA CORPORATION(NVDA) | 16,792 | 16,674 | -118 | 1,820 | 2,634 | 1.61% | +814 |
| CROWDSTRIKE HLDGS INC(CRWD) | 5,209 | 5,173 | -36 | 1,837 | 2,635 | 1.61% | +798 |
| ADVANCED MICRO DEVICES INC(AMD) | 19,102 | 18,966 | -136 | 1,963 | 2,691 | 1.65% | +729 |
| AXCELIS TECHNOLOGIES INC | 32,251 | 32,021 | -230 | 1,602 | 2,232 | 1.37% | +630 |
| DELL TECHNOLOGIES INC(DELL) | 19,524 | 19,386 | -138 | 1,780 | 2,377 | 1.45% | +597 |
| NETFLIX INC(NFLX) | 1,414 | 1,404 | -10 | 1,319 | 1,880 | 1.15% | +562 |
| FIRST SOLAR INC(FSLR) | 14,724 | 14,620 | -104 | 1,862 | 2,420 | 1.48% | +559 |
| SEMTECH CORP(SMTC) | 52,454 | 52,080 | -374 | 1,804 | 2,351 | 1.44% | +546 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 2,458 | 2,442 | -16 | 1,352 | 1,874 | 1.15% | +522 |
| SERVICENOW INC(NOW) | 2,081 | 2,067 | -14 | 1,657 | 2,125 | 1.30% | +468 |
| FIVE BELOW INC(FIVE) | 8,310 | 8,252 | -58 | 623 | 1,082 | 0.66% | +460 |
| ITRON INC(ITRI) | 17,570 | 17,446 | -124 | 1,841 | 2,296 | 1.41% | +456 |
| APPLIED MATLS INC | 12,209 | 12,123 | -86 | 1,772 | 2,219 | 1.36% | +448 |
| CARVANA CO(CVNA) | 3,533 | 3,509 | -24 | 739 | 1,182 | 0.72% | +444 |
| OKLO INC(OKLO) | 0 | 7,784 | +7,784 | 0 | 436 | 0.27% | +436 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 7,728 | 7,674 | -54 | 1,965 | 2,365 | 1.45% | +399 |
| APPLOVIN CORP(APP) | 4,542 | 4,510 | -32 | 1,203 | 1,579 | 0.97% | +375 |
| TUTOR PERINI CORP(TPC) | 0 | 7,883 | +7,883 | 0 | 369 | 0.23% | +369 |
| VERTIV HOLDINGS CO(VRT) | 0 | 2,748 | +2,748 | 0 | 353 | 0.22% | +353 |
| SYNOPSYS INC(SNPS) | 4,211 | 4,181 | -30 | 1,806 | 2,144 | 1.31% | +338 |
| PALO ALTO NETWORKS INC(PANW) | 10,276 | 10,204 | -72 | 1,753 | 2,088 | 1.28% | +335 |
| META PLATFORMS INC(META) | 2,133 | 2,119 | -14 | 1,229 | 1,564 | 0.96% | +335 |
| ROYAL CARIBBEAN GROUP COM | 3,146 | 3,124 | -22 | 646 | 978 | 0.60% | +332 |
| TE CONNECTIVITY PLC(TEL) | 12,475 | 12,387 | -88 | 1,763 | 2,089 | 1.28% | +326 |
| COINBASE GLOBAL INC(COIN) | 1,772 | 1,760 | -12 | 305 | 617 | 0.38% | +312 |
| DISNEY WALT CO(DIS) | 12,660 | 12,516 | -144 | 1,250 | 1,552 | 0.95% | +303 |
| SIGNET JEWELERS LIMITED SHS | 14,416 | 14,314 | -102 | 837 | 1,139 | 0.70% | +302 |
| PEGASYSTEMS INC(PEGA) | 0 | 5,564 | +5,564 | 0 | 301 | 0.18% | +301 |
| VERISIGN INC | 7,651 | 7,597 | -54 | 1,942 | 2,194 | 1.34% | +252 |
| GRAIL INC(GRAL) | 0 | 4,726 | +4,726 | 0 | 243 | 0.15% | +243 |
| TENET HEALTHCARE CORP(THC) | 0 | 1,325 | +1,325 | 0 | 233 | 0.14% | +233 |
| PENGUIN SOLUTIONS INC | 101,115 | 100,393 | -722 | 1,756 | 1,989 | 1.22% | +232 |
| APOGEE THERAPEUTICS INC(APGE) | 0 | 5,284 | +5,284 | 0 | 229 | 0.14% | +229 |
| QUALYS INC(QLYS) | 14,148 | 14,048 | -100 | 1,782 | 2,007 | 1.23% | +225 |
| CARDINAL HEALTH INC(CAH) | 0 | 1,316 | +1,316 | 0 | 221 | 0.14% | +221 |
| CHART INDS INC | 0 | 1,339 | +1,339 | 0 | 220 | 0.13% | +220 |
| TEMPUS AI INC(TEM) | 0 | 3,409 | +3,409 | 0 | 217 | 0.13% | +217 |
| CARPENTER TECHNOLOGY CORP(CRS) | 0 | 768 | +768 | 0 | 212 | 0.13% | +212 |
| WOLVERINE WORLD WIDE INC(WWW) | 51,040 | 50,676 | -364 | 705 | 916 | 0.56% | +211 |
| AKERO THERAPEUTICS INC | 0 | 3,920 | +3,920 | 0 | 209 | 0.13% | +209 |
| IDEXX LABS INC(IDXX) | 0 | 387 | +387 | 0 | 208 | 0.13% | +208 |
| INSULET CORP(PODD) | 0 | 640 | +640 | 0 | 201 | 0.12% | +201 |
| ULTA BEAUTY INC(ULTA) | 2,031 | 2,017 | -14 | 744 | 944 | 0.58% | +199 |
| WEBTOON ENTMT INC(WBTN) | 147,637 | 146,583 | -1,054 | 1,132 | 1,331 | 0.81% | +199 |
| CHEESECAKE FACTORY INC(CAKE) | 14,337 | 14,235 | -102 | 698 | 892 | 0.55% | +194 |
| DANA INC(DAN) | 49,773 | 49,419 | -354 | 663 | 848 | 0.52% | +184 |
| NRG ENERGY INC(NRG) | 2,689 | 2,671 | -18 | 257 | 429 | 0.26% | +172 |
| F5 INC(FFIV) | 6,620 | 6,574 | -46 | 1,763 | 1,935 | 1.18% | +172 |
| AUTOLIV INC(ALV) | 7,232 | 7,182 | -50 | 640 | 804 | 0.49% | +164 |
| GE VERNOVA INC(GEV) | 724 | 720 | -4 | 221 | 381 | 0.23% | +160 |
| MERCADOLIBRE INC(MELI) | 238 | 238 | 0 | 464 | 622 | 0.38% | +158 |
| RALPH LAUREN CORP(RL) | 2,884 | 2,864 | -20 | 637 | 786 | 0.48% | +149 |
| BRINKER INTL INC(EAT) | 4,832 | 4,798 | -34 | 720 | 865 | 0.53% | +145 |
| ELECTRONIC ARTS INC | 10,160 | 10,088 | -72 | 1,468 | 1,611 | 0.99% | +143 |
| TESLA INC(TSLA) | 2,742 | 2,679 | -63 | 711 | 851 | 0.52% | +140 |
| COMFORT SYS USA INC(FIX) | 661 | 657 | -4 | 213 | 352 | 0.22% | +139 |
| CONSTELLATION ENERGY CORP(CEG) | 1,155 | 1,147 | -8 | 233 | 370 | 0.23% | +137 |
| DYCOM INDS INC(DY) | 1,437 | 1,427 | -10 | 219 | 349 | 0.21% | +130 |
| LUMEN TECHNOLOGIES INC(LUMN) | 278,527 | 276,539 | -1,988 | 1,092 | 1,211 | 0.74% | +119 |
| PURECYCLE TECHNOLOGIES INC(PCT) | 16,947 | 16,827 | -120 | 117 | 231 | 0.14% | +113 |
| QUANTA SVCS INC | 906 | 900 | -6 | 230 | 340 | 0.21% | +110 |
| ONESTREAM INC CL A | 16,085 | 15,971 | -114 | 343 | 452 | 0.28% | +109 |
| INTERDIGITAL INC(IDCC) | 6,794 | 6,746 | -48 | 1,405 | 1,513 | 0.93% | +108 |
| ARCHER AVIATION INC(ACHR) | 28,425 | 28,223 | -202 | 202 | 306 | 0.19% | +104 |
| GOLDMAN SACHS GROUP INC(GS) | 647 | 643 | -4 | 353 | 455 | 0.28% | +102 |
| MR COOPER GROUP INC | 3,418 | 3,394 | -24 | 409 | 506 | 0.31% | +98 |
| AMAZON COM INC(AMZN) | 3,498 | 3,474 | -24 | 666 | 762 | 0.47% | +97 |
| EMCOR GROUP INC(EME) | 577 | 573 | -4 | 213 | 306 | 0.19% | +93 |
| FLUOR CORP NEW(FLR) | 6,016 | 5,974 | -42 | 215 | 306 | 0.19% | +91 |
| APTIV PLC(APTV) | 10,798 | 10,722 | -76 | 642 | 731 | 0.45% | +89 |
| MARRIOTT INTL INC NEW(MAR) | 2,619 | 2,601 | -18 | 624 | 711 | 0.43% | +87 |
| BLOCK INC(XYZ) | 6,310 | 6,266 | -44 | 343 | 426 | 0.26% | +83 |
| WHIRLPOOL CORP(WHR) | 7,757 | 7,703 | -54 | 699 | 781 | 0.48% | +82 |
| WYNN RESORTS LTD(WYNN) | 7,927 | 7,871 | -56 | 662 | 737 | 0.45% | +75 |
| SIRIUSPOINT LTD(SPNT) | 25,224 | 25,044 | -180 | 436 | 511 | 0.31% | +75 |
| WOODWARD INC(WWD) | 1,213 | 1,205 | -8 | 221 | 295 | 0.18% | +74 |
| A10 NETWORKS INC | 23,700 | 23,700 | 0 | 387 | 459 | 0.28% | +71 |
| LAS VEGAS SANDS CORP(LVS) | 15,490 | 15,380 | -110 | 598 | 669 | 0.41% | +71 |
| CIRRUS LOGIC INC(CRUS) | 17,484 | 17,360 | -124 | 1,742 | 1,810 | 1.11% | +67 |
| UL SOLUTIONS INC(ULS) | 4,130 | 4,102 | -28 | 233 | 299 | 0.18% | +66 |
| BRIGHTVIEW HLDGS INC(BV) | 17,680 | 17,554 | -126 | 227 | 292 | 0.18% | +65 |
| AXOS FINANCIAL INC(AX) | 5,864 | 5,824 | -40 | 378 | 443 | 0.27% | +65 |
| AMERICAN EXPRESS CO(AXP) | 1,334 | 1,326 | -8 | 359 | 423 | 0.26% | +64 |
| NANO NUCLEAR ENERGY INC(NNE) | 8,192 | 8,134 | -58 | 217 | 281 | 0.17% | +64 |
| TRANE TECHNOLOGIES PLC(TT) | 645 | 641 | -4 | 217 | 280 | 0.17% | +63 |
| LIGHT & WONDER INC(LNWO) | 6,721 | 6,673 | -48 | 582 | 642 | 0.39% | +60 |
| INTUIT(INTU) | 355 | 353 | -2 | 218 | 278 | 0.17% | +60 |
| LENDINGCLUB CORP(HAPN) | 32,628 | 32,396 | -232 | 337 | 390 | 0.24% | +53 |
| KKR & CO INC(KKR) | 3,139 | 3,117 | -22 | 363 | 415 | 0.25% | +52 |
| AERCAP HOLDINGS NV(AER) | 3,691 | 3,665 | -26 | 377 | 429 | 0.26% | +52 |
| BOEING CO(BA) | 1,369 | 1,361 | -8 | 233 | 285 | 0.17% | +52 |
| 89BIO INC | 20,130 | 19,988 | -142 | 146 | 196 | 0.12% | +50 |
| BREAD FINANCIAL HOLDINGS INC | 7,407 | 7,355 | -52 | 371 | 420 | 0.26% | +49 |
| ABERCROMBIE & FITCH CO | 8,276 | 8,218 | -58 | 632 | 681 | 0.42% | +49 |
| TEREX CORP NEW(TEX) | 5,605 | 5,565 | -40 | 212 | 260 | 0.16% | +48 |