| PLTR Palantir Technologies Inc. Class A | 7.83% | 1,175,000 | $208.9M | Add +4.9% |
| TPL Texas Pacific Land Corp. | 6.68% | 620,000 | $178.1M | Add +11.7% |
| NVDA Nvidia Corp. | 6.02% | 860,000 | $160.4M | Add +10.3% |
| FCX Freeport-McMoran Inc. | 5.05% | 2,650,000 | $134.6M | Add +3.9% |
| META Meta Platforms Inc. Class A | 4.70% | 190,000 | $125.4M | Add +18.8% |
| AVGO Broadcom Inc. | 3.27% | 252,000 | $87.2M | Add +5.0% |
| APP AppLovin Corp. Class A | 3.03% | 120,000 | $80.9M | Add +14.3% |
| COST Costco Wholesale Corp. | 2.33% | 72,000 | $62.1M | Add +38.5% |
| PH Parker Hannifin Corp. | 2.14% | 65,000 | $57.1M | No change |
| GPCR Structure Therapeutics Inc. | 1.83% | 700,000 | $48.7M | No change |
| CCJ Cameco Corp. | 1.72% | 500,000 | $45.7M | No change |
| MS Morgan Stanley | 1.66% | 250,000 | $44.4M | Add +4.2% |
| LMT Lockheed Martin Corp. | 1.63% | 90,000 | $43.5M | Add +20.0% |
| CVX Chevron Corp. | 1.57% | 275,000 | $41.9M | Add +30.9% |
| AFRM Affirm Holdings Inc. | 1.47% | 525,000 | $39.1M | Add +19.3% |
| AMT American Tower Corp. | 1.32% | 200,000 | $35.1M | Add +60.0% |
| RIO Rio Tinto PLC-Spon ADR | 1.28% | 425,000 | $34.0M | Add +30.8% |
| XOM Exxon Mobil Corp. | 1.24% | 275,000 | $33.1M | Add +30.9% |
| SCHW Schwab (charles) Corp. | 1.24% | 330,000 | $33.0M | Add +26.9% |
| ARM Arm Holdings PLC-ADR | 1.13% | 275,000 | $30.1M | Add +48.6% |
| TWLO Twilio Inc. Class A | 1.12% | 210,000 | $29.9M | Add +5.0% |
| V Visa Inc. Class A | 1.12% | 85,000 | $29.8M | Add +30.8% |
| PLD Prologis Inc. | 1.08% | 225,000 | $28.7M | No change |
| NUE Nucor Corp. | 1.07% | 175,000 | $28.5M | Add +12.9% |
| ITW Illinois Tool Works | 1.06% | 115,000 | $28.3M | Add +15.0% |
| ALB Albemarle Corp. | 1.06% | 200,000 | $28.3M | No change |
| ADSK Autodesk Inc. | 1.05% | 95,000 | $28.1M | Add +11.8% |
| COP Conocophillips | 1.05% | 300,000 | $28.1M | Add +42.9% |
| AMGN Amgen Inc. | 1.04% | 85,000 | $27.8M | No change |
| STT State Street Corp. | 1.04% | 215,000 | $27.7M | Add +16.2% |
| UBER Uber Technologies Inc. | 1.03% | 335,000 | $27.4M | Add +28.9% |
| AVB Avalonbay Communities Inc. | 1.02% | 150,000 | $27.2M | Add +76.5% |
| WSM Williams-Sonoma Inc. | 1.00% | 150,000 | $26.8M | Add +15.4% |
| ESS Essex Property Trust Inc. | 0.98% | 100,000 | $26.2M | Add +17.6% |
| BHP BHP Group Ltd.-Spon ADR | 0.96% | 425,000 | $25.7M | Add +21.4% |
| APD Air Products & Chemicals Inc. | 0.93% | 100,000 | $24.7M | Add +17.6% |
| NTR Nutrien Ltd. | 0.93% | 400,000 | $24.7M | Add +33.3% |
| FDX FedEx Corp. | 0.92% | 85,000 | $24.6M | No change |
| OVV Ovintiv Inc. | 0.88% | 600,000 | $23.5M | Add +23.7% |
| DLR Digital Realty Trust Inc. | 0.87% | 150,000 | $23.2M | Add +20.0% |
| SPG Simon Property Group Inc. | 0.87% | 125,000 | $23.1M | No change |
| LEN Lennar Corp. Class A | 0.87% | 225,000 | $23.1M | Add +28.6% |
| CP Canadian Pacific Kansas City | 0.79% | 285,000 | $21.0M | Add +42.5% |
| MRP Millrose Properties | 0.78% | 700,000 | $20.9M | Add +40.0% |
| OUT Outfront Media Inc. | 0.77% | 850,000 | $20.5M | Add +21.4% |
| A Agilent Technologies Inc. | 0.77% | 150,000 | $20.4M | Add +25.0% |
| FRT Federal Realty Invs Trust | 0.76% | 200,000 | $20.2M | Add +33.3% |
| DVN Devon Energy Corp. | 0.76% | 550,000 | $20.1M | Add +10.0% |
| DINO HF Sinclair Corp. | 0.73% | 425,000 | $19.6M | Add +21.4% |
| R Ryder System Inc. | 0.72% | 100,000 | $19.1M | No change |
| BIREF Birchcliff Energy Ltd. | 0.71% | 3,500,000 | $19.0M | No change |
| REG Regency Centers Corp. | 0.71% | 275,000 | $19.0M | Add +22.2% |
| CNQ Canadian Natural Resources | 0.70% | 550,000 | $18.6M | Add +10.0% |
| OXY Occidental Petroleum Corp. | 0.69% | 450,000 | $18.5M | Add +25.0% |
| STAG Stag Industrial Inc. | 0.69% | 500,000 | $18.4M | Add +25.0% |
| CSR Centerspace | 0.69% | 275,000 | $18.3M | Add +22.2% |
| WYNN WYNN Resorts Ltd. | 0.68% | 150,000 | $18.0M | No change |
| VNOM Viper Energy Inc. Class A | 0.65% | 450,000 | $17.4M | Add +28.6% |
| MUR Murphy Oil Corp. | 0.64% | 550,000 | $17.2M | Add +10.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 150,000 | $17.1M | No change |
| BXP BXP Inc. | 0.63% | 250,000 | $16.9M | Add +42.9% |
| CUBE Cubesmart | 0.61% | 450,000 | $16.2M | Add +50.0% |
| IPGP Ipg Photonics Corp. | 0.60% | 225,000 | $16.1M | Add +12.5% |
| FLR Fluor Corp. | 0.59% | 400,000 | $15.9M | Add +23.1% |
| LULU Lululemon Athletica Inc. | 0.58% | 75,000 | $15.6M | Add +15.4% |
| WY Weyerhaeuser Co. | 0.53% | 600,000 | $14.2M | Add +71.4% |
| APA Apa Corp. | 0.50% | 550,000 | $13.5M | Add +29.4% |
| PSX Phillips 66 | 0.48% | 100,000 | $12.9M | Add +11.1% |
| UDR Udr Inc. | 0.48% | 350,000 | $12.8M | Add +55.6% |
| BP BP PLC-Spons ADR | 0.46% | 350,000 | $12.2M | Add +16.7% |
| VNO Vornado Realty Trust | 0.44% | 350,000 | $11.6M | Add +75.0% |
| KIM Kimco Realty Corp. | 0.42% | 550,000 | $11.1M | Add +10.0% |
| UMH Umh Properties Inc. filed as UMH PPTYS INC | 0.39% | 650,000 | $10.3M | Add +62.5% |
| QUBT Quantum Computing Inc. | 0.35% | 900,000 | $9.2M | Add +38.5% |
| HIW Highwoods Properties Inc. | 0.34% | 350,000 | $9.0M | Add +40.0% |
| VALE Vale SA-SP ADR | 0.24% | 500,000 | $6.5M | No change |
| SOUHY SOUTH32 - ADR | 0.22% | 500,000 | $5.9M | No change |
| ALEX Alexander & Baldwin Inc. | 0.15% | 200,000 | $4.1M | No change |