| ROKU Roku Inc. | 13.25% | 60,000 | $8.3M | Reduce -14.3% |
| BE Bloom Energy Corp. Class A | 12.10% | 25,000 | $7.6M | Reduce -21.9% |
| RKLB Rocket Lab Corp. | 9.75% | 60,000 | $6.1M | No change |
| COHR Coherent Corp. | 6.31% | 10,000 | $3.9M | No change |
| OKLO Oklo Inc. | 5.02% | 60,000 | $3.1M | Add +100.0% |
| VSAT Viasat Inc. | 4.31% | 30,000 | $2.7M | New |
| ASMIY Asm International-NY Reg SHS | 3.67% | 2,000 | $2.3M | Reduce -20.0% |
| AVGO Broadcom Inc. | 3.02% | 5,000 | $1.9M | No change |
| GLW Corning Inc. | 2.64% | 6,460 | $1.7M | No change |
| PLTR Palantir Technologies Inc. Class A | 2.42% | 13,000 | $1.5M | No change |
| PWR Quanta Services Inc. | 2.42% | 2,100 | $1.5M | No change |
| HOOD Robinhood Markets Inc. Class A | 2.40% | 15,000 | $1.5M | No change |
| FLY Firefly Aerospace Inc. | 2.35% | 50,000 | $1.5M | New |
| SOFI Sofi Technologies Inc. | 2.29% | 80,000 | $1.4M | No change |
| NFLX Netflix Inc. | 2.28% | 20,000 | $1.4M | Reduce -50.0% |
| VOYG Voyager Technologies Inc. Class A | 2.06% | 40,000 | $1.3M | New |
| RDW Redwire Corp. | 1.95% | 100,000 | $1.2M | New |
| ANET Arista Networks Inc. | 1.36% | 5,000 | $849K | Reduce -66.7% |
| TOST Toast Inc. Class A | 1.33% | 30,000 | $835K | Reduce -50.0% |
| PL Planet Labs PBC | 1.32% | 25,000 | $828K | New |
| ASPN Aspen Aerogels Inc. | 1.27% | 125,000 | $793K | No change |
| HUCK Huckleberry AI Inc. filed as DOMO INC | 1.25% | 250,000 | $783K | No change |
| ABBNY Abb Ltd.-Spon ADR | 1.22% | 7,000 | $761K | No change |
| ACLS Axcelis Technologies Inc. | 1.21% | 4,000 | $758K | No change |
| LUNR Intuitive Machines Inc. | 1.03% | 30,000 | $642K | New |
| ENPH Enphase Energy Inc. | 1.02% | 13,000 | $640K | Add +333.3% |
| WMB Williams Cos Inc. | 0.95% | 8,000 | $595K | New |
| WOLF Wolfspeed Inc. | 0.94% | 12,248 | $591K | No change |
| ON On Semiconductor | 0.91% | 6,000 | $567K | Reduce -25.0% |
| BKSY Blacksky Technology Inc. | 0.89% | 20,000 | $558K | New |
| GEV GE Vernova Inc. | 0.75% | 400 | $470K | No change |
| SEDG Solaredge Technologies Inc. | 0.75% | 8,000 | $468K | Add +166.7% |
| BWXT BWX Technologies Inc. | 0.62% | 2,000 | $389K | No change |
| TTE Totalenergies SE | 0.62% | 5,000 | $389K | New |
| STM Stmicroelectronics NV-NY SHS | 0.60% | 5,000 | $374K | No change |
| UBER Uber Technologies Inc. | 0.58% | 5,000 | $361K | Reduce -80.0% |
| MPWR Monolithic Power Systems Inc. | 0.44% | 200 | $276K | No change |
| CHGG Chegg Inc. | 0.42% | 260,000 | $263K | No change |
| FSLR First Solar Inc. | 0.38% | 1,000 | $236K | No change |
| ORA Ormat Technologies Inc. | 0.35% | 2,000 | $218K | No change |
| ITRI Itron Inc. | 0.28% | 2,000 | $173K | No change |
| COIN Coinbase Global Inc. Class A | 0.23% | 1,000 | $146K | No change |
| PHG Koninklijke Philips NVR- NY | 0.22% | 5,146 | $140K | Add +3.7% |
| SPWR Sunpower Inc. | 0.16% | 150,000 | $103K | No change |
| CARR Carrier Global Corp. | 0.12% | 1,000 | $73K | No change |
| HON Honeywell International Inc. | 0.10% | 290 | $65K | No change |
| HONA Honeywell Aerospace Inc. | 0.10% | 290 | $64K | No change |
| COUR Coursera Inc. | 0.09% | 10,000 | $56K | No change |
| SMR Nuscale Power Corp. | 0.08% | 5,000 | $50K | No change |
| ACLLY Accelleron Industries AG | 0.06% | 350 | $36K | No change |
| CHPT Chargepoint Holdings Inc. | 0.03% | 3,000 | $18K | No change |
| ARQ Arq Inc. | 0.03% | 6,800 | $17K | No change |
| OESX Orion Energy Systems Inc. | 0.03% | 1,400 | $16K | No change |
| SOLS Solstice Adv Materials Inc. | 0.02% | 145 | $13K | No change |