| Nvidia Corporation | 606K | US$121M | 9.6% |
| Bloom Energy Corporation | 141K | US$42.6M | 3.4% |
| Comfort Systems Usa, Inc. | 20,358 | US$40.3M | 3.2% |
| Emcor Group, Inc. | 40,924 | US$34M | 2.7% |
| Vertiv Holdings, Llc | 99,894 | US$33.4M | 2.6% |
| Carpenter Technology Corporation | 52,573 | US$32.4M | 2.6% |
| Quanta Services, Inc. | 43,608 | US$31.4M | 2.5% |
| Eli Lilly And Company | 26,077 | US$31.3M | 2.5% |
| Argan, Inc. | 38,247 | US$30.5M | 2.4% |
| Micron Technology, Inc. | 19,915 | US$23M | 1.8% |
| Howmet Aerospace Inc. | 82,136 | US$22.1M | 1.7% |
| Cardinal Health, Inc. | 69,038 | US$16.4M | 1.3% |
| Lam Research Corporation | 34,600 | US$15M | 1.2% |
| Ttm Technologies, Inc. | 76,230 | US$14.3M | 1.1% |
| Apple Inc | 47,780 | US$13.8M | 1.1% |
| Ciena Corporation | 28,040 | US$13.8M | 1.1% |
| Kinross Gold Corporation | 580K | US$13.7M | 1.1% |
| Walmart Inc. | 117K | US$13.2M | 1.0% |
| Ge Vernova Inc. | 10,925 | US$12.8M | 1.0% |
| Coherent Corp. | 27,172 | US$10.7M | 0.85% |
| Palantir Technologies Inc. | 91,812 | US$10.7M | 0.85% |
| Alphabet Inc (google) Class C | 29,727 | US$10.6M | 0.84% |
| Mastec, Inc. | 24,709 | US$10.3M | 0.81% |
| Brightspring Health Services, Inc. | 146K | US$10.2M | 0.81% |
| Sezzle Inc. | 59,076 | US$10.1M | 0.80% |
| Phillips 66 | 59,960 | US$10.1M | 0.80% |
| Alamos Gold Inc. | 320K | US$9.7M | 0.77% |
| Sterling Infrastructure, Inc. | 9,704 | US$8.15M | 0.65% |
| Advanced Energy Industries, Inc. | 20,269 | US$7.56M | 0.60% |
| Advanced Micro Devices Inc | 12,960 | US$7.53M | 0.60% |
| Cenovus Energy Inc. | 293K | US$7.27M | 0.58% |
| Abbvie Inc. | 28,575 | US$7.19M | 0.57% |
| Indivior Pharmaceuticals, Inc. | 174K | US$7.13M | 0.57% |
| Steel Dynamics, Inc. | 30,747 | US$7.06M | 0.56% |
| Kla Corporation | 23,290 | US$7.03M | 0.56% |
| Microsoft Corp. | 18,830 | US$7.02M | 0.56% |
| Ubiquiti Inc. | 13,120 | US$7.01M | 0.56% |
| Cisco Systems, Inc. | 58,206 | US$6.84M | 0.54% |
| Super Micro Computer, Inc. | 232K | US$6.81M | 0.54% |
| Argenx Se | 7,257 | US$6.73M | 0.53% |
| Myr Group, Inc. | 13,126 | US$6.57M | 0.52% |
| Coca-cola Consolidated, Inc. | 32,734 | US$6.25M | 0.50% |
| Nucor Corporation | 26,071 | US$5.81M | 0.46% |
| Targa Resources, Inc. | 20,694 | US$5.55M | 0.44% |
| Costco Wholesale Corporation | 5,874 | US$5.49M | 0.44% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 11,364 | US$5.43M | 0.43% |
| Sanmina Corporation | 20,939 | US$5.3M | 0.42% |
| Applovin Corporation | 10,053 | US$5.18M | 0.41% |
| Idaho Strategic Resources, Inc. | 157K | US$5.14M | 0.41% |
| Meta Platforms, Inc. | 9,105 | US$5.13M | 0.41% |
| Barrick Mining Corporation | 139K | US$5.1M | 0.40% |
| Formfactor, Inc. | 31,096 | US$4.97M | 0.39% |
| Tutor Perini Corporation | 59,783 | US$4.96M | 0.39% |
| National Energy Services Reunited Corp | 151K | US$4.52M | 0.36% |
| Amazon.com, Inc. | 18,476 | US$4.4M | 0.35% |
| Aurinia Pharmaceuticals Inc | 257K | US$4.36M | 0.35% |
| Cohen & Steers Inc | 57,021 | US$4.34M | 0.34% |
| Johnson & Johnson | 16,971 | US$4.31M | 0.34% |
| Amgen Inc. | 11,763 | US$4.26M | 0.34% |
| Bwx Technologies, Inc. | 21,684 | US$4.22M | 0.33% |
| Valero Energy Corporation | 16,122 | US$4.2M | 0.33% |
| Woodward, Inc. | 9,726 | US$4.14M | 0.33% |
| Ebay Inc. | 35,799 | US$4M | 0.32% |
| Ase Technology Holding Co., Ltd. | 88,105 | US$3.98M | 0.31% |
| Atmos Energy Corporation | 22,750 | US$3.92M | 0.31% |
| International Seaways, Inc. | 49,355 | US$3.78M | 0.30% |
| Hecla Mining Company | 245K | US$3.78M | 0.30% |
| Compania De Minas Buenaventura Saa | 128K | US$3.75M | 0.30% |
| Verisign, Inc. | 14,740 | US$3.71M | 0.29% |
| Semtech Corporation | 22,729 | US$3.68M | 0.29% |
| Parker-hannifin Corporation | 3,741 | US$3.66M | 0.29% |
| Ies Holdings, Inc. | 4,882 | US$3.59M | 0.28% |
| Dht Holdings, Inc. | 215K | US$3.56M | 0.28% |
| Tsakos Energy Navigation Ltd | 96,633 | US$3.42M | 0.27% |
| Baker Hughes Company | 60,325 | US$3.35M | 0.27% |
| Suncor Energy Inc. | 62,359 | US$3.35M | 0.27% |
| General Dynamics Corporation | 9,425 | US$3.34M | 0.26% |
| Bp Plc | 87,723 | US$3.24M | 0.26% |
| Ssr Mining Inc. | 111K | US$3.13M | 0.25% |
| Sandisk Corporation | 1,363 | US$3.1M | 0.25% |
| Ceco Environmental Corp. | 33,722 | US$3.06M | 0.24% |
| Hudbay Minerals Inc | 128K | US$3.03M | 0.24% |
| Jp Morgan Chase & Co. | 9,240 | US$3.02M | 0.24% |
| Artisan Partners Asset Management Inc. | 85,193 | US$2.94M | 0.23% |
| Kroger Company (the) | 52,007 | US$2.89M | 0.23% |
| Nrg Energy, Inc. | 19,500 | US$2.85M | 0.23% |
| Xcel Energy Inc. | 34,919 | US$2.8M | 0.22% |
| Centerra Gold Inc. | 172K | US$2.72M | 0.22% |
| Scorpio Tankers Inc. | 38,960 | US$2.7M | 0.21% |
| Cal-maine Foods, Inc. | 33,262 | US$2.68M | 0.21% |
| Intel Corporation | 18,770 | US$2.62M | 0.21% |
| Procter & Gamble Company (the) | 17,308 | US$2.54M | 0.20% |
| Kaiser Aluminum Corporation | 12,548 | US$2.45M | 0.19% |
| Virtu Financial, Inc. | 40,989 | US$2.44M | 0.19% |
| Vale S.a. | 162K | US$2.43M | 0.19% |
| Broadcom Inc. | 6,418 | US$2.42M | 0.19% |
| Eldorado Gold Corporation | 77,214 | US$2.4M | 0.19% |
| Colgate-palmolive Company | 26,065 | US$2.39M | 0.19% |
| Canadian Natural Resources Limited | 60,189 | US$2.38M | 0.19% |
| Bel Fuse Inc. | 6,951 | US$2.31M | 0.18% |