FSLR
|
First Solar Inc |
136.23 |
13,898,789 |
12,887,179 |
107,062 |
4,206,290,000 |
1,292,040,000 |
1,514,030,000 |
393,120,000 |
1.48 |
0.58% |
92.08% |
106,441 |
99.42% |
37.32% |
1,394,420,000 |
1,817,920,000 |
LYFT
|
Lyft Inc Cl A |
11.48 |
5,413,216 |
5,219,866 |
418,009 |
5,786,020,000 |
22,780,000 |
1,550,280,000 |
61,730,000 |
2.13 |
3.07% |
83.07% |
405,176 |
96.93% |
60.01% |
-118,920,000 |
-55,430,000 |
GS
|
Goldman Sachs Group |
511.23 |
175,709,152 |
249,504,160 |
312,039 |
53,512,000,000 |
14,276,000,000 |
13,869,000,000 |
4,111,000,000 |
1.33 |
0.55% |
71.21% |
310,323 |
99.45% |
46.42% |
20,789,000,000 |
23,181,000,000 |
HPE
|
Hewlett Packard Enterprise Comp |
13.68 |
21,174,878 |
19,832,878 |
1,313,578 |
30,127,000,000 |
2,579,000,000 |
7,854,000,000 |
627,000,000 |
1.20 |
0.36% |
80.78% |
1,308,849 |
99.64% |
3.40% |
2,332,000,000 |
4,896,000,000 |
CRM
|
Salesforce Inc |
255.23 |
260,949,936 |
260,534,944 |
961,000 |
37,895,000,000 |
6,197,000,000 |
9,993,000,000 |
1,708,000,000 |
1.38 |
3.20% |
80.43% |
930,248 |
96.80% |
121.63% |
7,205,000,000 |
12,777,000,000 |
WBD
|
Discovery Inc Series A |
9.16 |
25,922,308 |
60,224,308 |
2,454,764 |
39,321,000,000 |
-11,311,000,000 |
10,027,000,000 |
-494,000,000 |
1.43 |
1.80% |
59.95% |
2,410,578 |
98.20% |
252.84% |
-2,995,000,000 |
17,988,000,000 |
MS
|
Morgan Stanley |
107.93 |
192,365,312 |
385,548,320 |
1,612,856 |
61,761,000,000 |
13,390,000,000 |
16,223,000,000 |
3,714,000,000 |
1.30 |
0.24% |
84.19% |
1,608,985 |
99.76% |
49.11% |
17,596,000,000 |
22,757,000,000 |
CPRI
|
Capri Holdings Ltd |
14.99 |
2,314,573 |
3,376,573 |
117,910 |
5,170,000,000 |
-229,000,000 |
1,261,000,000 |
-547,000,000 |
1.77 |
2.40% |
84.34% |
115,080 |
97.60% |
-1.30% |
-985,000,000 |
-797,000,000 |
MO
|
Altria Group |
57.89 |
96,570,608 |
118,369,608 |
1,690,662 |
24,018,000,000 |
11,264,000,000 |
5,974,000,000 |
3,039,000,000 |
0.54 |
0.09% |
57.41% |
1,689,140 |
99.91% |
-4.35% |
11,241,000,000 |
11,527,000,000 |
ASTS
|
Ast Spacemobile Inc |
21.58 |
7,092,586 |
6,683,546 |
316,492 |
4,420,000 |
-300,080,000 |
1,920,000 |
-35,860,000 |
1.81 |
41.80% |
60.95% |
184,198 |
58.20% |
0.00% |
-179,420,000 |
-112,350,000 |
WULF
|
Terawulf Inc |
2.65 |
1,141,403 |
876,603 |
383,021 |
140,050,000 |
-72,420,000 |
34,990,000 |
-29,200,000 |
2.76 |
24.88% |
62.49% |
287,725 |
75.12% |
694.84% |
-16,410,000 |
56,150,000 |
AMC
|
AMC Entertainment Holdings |
2.64 |
1,187,863 |
4,582,163 |
431,950 |
4,637,200,000 |
-352,600,000 |
1,306,400,000 |
-135,600,000 |
1.64 |
0.32% |
28.80% |
430,568 |
99.68% |
-15.24% |
240,200,000 |
550,500,000 |
ADBE
|
Adobe Systems Inc |
367.25 |
164,419,440 |
162,434,432 |
426,200 |
21,505,000,000 |
5,560,000,000 |
5,714,000,000 |
1,811,000,000 |
1.49 |
0.16% |
81.79% |
425,518 |
99.84% |
92.50% |
8,165,000,000 |
9,022,000,000 |
DVN
|
Devon Energy Corp |
33.16 |
24,610,080 |
32,647,080 |
649,000 |
15,940,000,000 |
2,891,000,000 |
4,403,000,000 |
639,000,000 |
1.50 |
0.73% |
69.72% |
644,262 |
99.27% |
156.27% |
7,342,000,000 |
10,605,000,000 |
LRCX
|
Lam Research Corp |
65.22 |
94,708,576 |
93,844,048 |
1,283,662 |
14,905,390,000 |
3,827,770,000 |
4,376,050,000 |
1,191,020,000 |
1.52 |
0.29% |
84.61% |
1,279,939 |
99.71% |
54.40% |
4,781,750,000 |
5,141,450,000 |
NEM
|
Newmont Mining Corp |
48.33 |
54,931,232 |
59,788,232 |
1,127,257 |
18,682,000,000 |
3,348,000,000 |
5,652,000,000 |
1,403,000,000 |
0.54 |
0.05% |
68.85% |
1,126,693 |
99.95% |
91.81% |
7,103,000,000 |
9,679,000,000 |
DECK
|
Deckers Outdoor Corp |
100.88 |
17,906,298 |
16,404,248 |
151,774 |
4,287,760,000 |
759,560,000 |
1,827,170,000 |
456,730,000 |
1.07 |
0.40% |
97.79% |
151,167 |
99.60% |
112.22% |
1,149,430,000 |
1,217,260,000 |
PTON
|
Peloton Interactive Inc |
5.40 |
2,460,679 |
2,723,179 |
389,965 |
2,700,500,000 |
-551,900,000 |
673,900,000 |
-92,000,000 |
2.21 |
1.34% |
77.01% |
384,739 |
98.66% |
195.14% |
-243,000,000 |
-120,000,000 |
NBIS
|
Nebius Group N.V. Cl A |
21.77 |
5,756,851 |
3,313,351 |
235,454 |
117,500,000 |
-644,800,000 |
43,300,000 |
-94,200,000 |
2.54 |
N/A |
21.90% |
235,454 |
100.00% |
-94.72% |
156,100,000 |
703,500,000 |
PG
|
Procter & Gamble Company |
172.39 |
397,452,448 |
421,228,448 |
2,344,852 |
84,039,000,000 |
14,879,000,000 |
21,882,000,000 |
4,630,000,000 |
0.43 |
0.18% |
65.77% |
2,340,631 |
99.82% |
24.16% |
19,883,000,000 |
22,779,000,000 |
MCHP
|
Microchip Technology |
40.71 |
26,315,482 |
31,995,582 |
537,819 |
7,634,400,000 |
1,906,900,000 |
1,026,000,000 |
-53,600,000 |
1.51 |
2.10% |
91.51% |
526,525 |
97.90% |
42.71% |
1,169,600,000 |
2,093,900,000 |
VST
|
Vistra Energy Corp |
108.21 |
43,264,568 |
60,822,568 |
340,157 |
17,224,000,000 |
2,659,000,000 |
4,037,000,000 |
441,000,000 |
1.21 |
1.42% |
90.88% |
335,327 |
98.58% |
45.85% |
5,924,000,000 |
8,555,000,000 |
WOLF
|
Wolfspeed Inc |
2.71 |
356,319 |
2,436,619 |
127,713 |
807,200,000 |
-864,200,000 |
180,500,000 |
-372,200,000 |
1.69 |
0.84% |
N/A |
126,640 |
99.16% |
-25.26% |
-804,300,000 |
-622,400,000 |
IREN
|
Iren Limited |
6.04 |
1,269,961 |
865,361 |
187,864 |
188,760,000 |
-28,960,000 |
119,590,000 |
18,880,000 |
3.68 |
21.55% |
41.08% |
147,379 |
78.45% |
0.00% |
75,050,000 |
125,700,000 |
BRK.B
|
Berkshire Hathaway Cl B |
530.16 |
1,160,042,112 |
1,237,075,072 |
2,157,335 |
371,433,000,000 |
88,995,000,000 |
94,916,000,000 |
19,694,000,000 |
0.80 |
6.05% |
39.25% |
2,026,816 |
93.95% |
45.88% |
65,279,000,000 |
78,134,000,000 |
ON
|
On Semiconductor |
35.56 |
17,177,118 |
17,831,718 |
421,421 |
7,082,300,000 |
1,572,800,000 |
1,722,500,000 |
379,900,000 |
1.48 |
0.31% |
97.70% |
420,115 |
99.69% |
28.35% |
1,819,700,000 |
2,473,700,000 |
NCLH
|
Norwegian Cruise Ord |
16.31 |
8,578,928 |
21,488,648 |
439,945 |
9,479,650,000 |
910,260,000 |
2,109,370,000 |
254,540,000 |
2.27 |
0.52% |
69.58% |
437,657 |
99.48% |
46.69% |
2,356,150,000 |
3,329,660,000 |
UPST
|
Upstart Holdings Inc |
38.69 |
4,463,455 |
4,889,365 |
93,711 |
636,530,000 |
-128,580,000 |
218,960,000 |
-2,750,000 |
2.39 |
18.06% |
63.01% |
76,787 |
81.94% |
287.68% |
-172,860,000 |
-152,310,000 |
LUV
|
Southwest Airlines Company |
28.86 |
18,882,180 |
18,072,180 |
592,661 |
27,483,000,000 |
465,000,000 |
6,930,000,000 |
262,000,000 |
0.94 |
0.33% |
80.82% |
590,705 |
99.67% |
22.54% |
1,978,000,000 |
3,635,000,000 |
ABNB
|
Airbnb Inc Cl A |
113.97 |
77,430,312 |
72,561,312 |
630,540 |
11,102,000,000 |
2,648,000,000 |
2,480,000,000 |
461,000,000 |
1.15 |
27.83% |
80.76% |
455,061 |
72.17% |
131.04% |
2,553,000,000 |
2,618,000,000 |
ANET
|
Arista Networks Inc |
71.27 |
101,091,632 |
98,329,272 |
1,261,123 |
7,003,150,000 |
2,852,050,000 |
1,930,440,000 |
801,000,000 |
1.30 |
3.54% |
82.47% |
1,216,479 |
96.46% |
190.50% |
2,944,610,000 |
2,946,180,000 |
HAL
|
Halliburton Company |
22.39 |
22,309,964 |
27,232,964 |
868,092 |
22,944,000,000 |
2,501,000,000 |
5,610,000,000 |
615,000,000 |
1.45 |
0.61% |
85.23% |
862,797 |
99.39% |
2.39% |
3,822,000,000 |
4,901,000,000 |
PINS
|
Pinterest Inc |
27.51 |
21,283,078 |
20,146,618 |
678,237 |
3,646,170,000 |
1,862,110,000 |
1,154,130,000 |
1,847,480,000 |
0.99 |
7.11% |
88.81% |
630,014 |
92.89% |
219.07% |
179,810,000 |
172,060,000 |
ONON
|
On Holding Ag Cl A |
37.65 |
28,284,012 |
27,234,102 |
629,653 |
2,633,360,000 |
275,230,000 |
690,060,000 |
101,450,000 |
2.32 |
68.57% |
36.39% |
197,900 |
31.43% |
0.00% |
240,240,000 |
359,060,000 |
MCD
|
McDonald's Corp |
318.27 |
222,611,744 |
259,950,752 |
714,461 |
25,920,000,000 |
8,224,000,000 |
6,388,000,000 |
2,017,000,000 |
0.62 |
0.23% |
70.29% |
712,818 |
99.77% |
22.98% |
12,159,000,000 |
14,256,000,000 |
FDX
|
Fedex Corp |
215.86 |
58,742,480 |
72,444,480 |
239,599 |
87,693,000,000 |
4,331,000,000 |
22,160,000,000 |
909,000,000 |
1.24 |
8.87% |
84.47% |
218,347 |
91.13% |
25.83% |
9,447,000,000 |
13,891,000,000 |
UNH
|
Unitedhealth Group Inc |
540.44 |
478,577,312 |
529,947,328 |
914,712 |
400,278,000,000 |
14,405,000,000 |
100,807,000,000 |
5,543,000,000 |
0.61 |
0.33% |
87.86% |
911,693 |
99.67% |
65.30% |
36,386,000,000 |
40,485,000,000 |
CELH
|
Celsius Holdings Inc |
36.00 |
8,641,028 |
7,750,838 |
235,130 |
1,355,630,000 |
145,070,000 |
332,200,000 |
-18,880,000 |
1.58 |
2.20% |
60.95% |
229,957 |
97.80% |
1,703.90% |
155,730,000 |
177,130,000 |
GT
|
Goodyear Tire Rubber |
10.19 |
2,600,249 |
9,014,249 |
285,115 |
18,878,000,000 |
70,000,000 |
4,947,000,000 |
76,000,000 |
1.49 |
1.70% |
84.19% |
280,268 |
98.30% |
28.03% |
920,000,000 |
2,108,000,000 |
WDC
|
Western Digital Corp |
34.15 |
14,532,086 |
20,316,086 |
347,824 |
13,003,000,000 |
-798,000,000 |
4,285,000,000 |
594,000,000 |
1.39 |
0.30% |
92.51% |
346,781 |
99.70% |
-21.52% |
2,083,000,000 |
2,670,000,000 |
DJT
|
Trump Media & Technology Group Corp |
18.41 |
4,128,420 |
3,967,800 |
220,065 |
3,620,000 |
-400,860,000 |
1,000,000 |
-37,650,000 |
5.23 |
53.00% |
4.29% |
103,431 |
47.00% |
0.00% |
-183,100,000 |
-180,170,000 |
SN
|
Sharkninja Inc |
69.49 |
12,374,541 |
12,786,351 |
139,936 |
5,528,640,000 |
438,710,000 |
1,787,190,000 |
128,720,000 |
1.65 |
11.12% |
34.77% |
124,375 |
88.88% |
0.00% |
644,160,000 |
747,980,000 |
OKLO
|
Oklo Inc |
21.89 |
3,155,709 |
3,058,579 |
139,018 |
0 |
-73,620,000 |
0 |
-35,840,000 |
-0.01 |
21.80% |
85.03% |
108,712 |
78.20% |
0.00% |
-53,820,000 |
-54,070,000 |
CVS
|
CVS Corp |
67.51 |
85,822,320 |
143,506,320 |
1,260,795 |
372,809,000,000 |
4,614,000,000 |
97,710,000,000 |
1,644,000,000 |
0.57 |
0.24% |
80.66% |
1,257,769 |
99.76% |
45.19% |
8,516,000,000 |
13,113,000,000 |
STX
|
Seagate Technology Hldgs Plc |
71.53 |
18,105,182 |
22,421,182 |
211,707 |
6,551,000,000 |
335,000,000 |
2,325,000,000 |
336,000,000 |
1.21 |
0.81% |
92.87% |
209,992 |
99.19% |
-36.95% |
1,348,000,000 |
1,612,000,000 |
EL
|
Estee Lauder Companies |
58.19 |
24,683,328 |
29,059,328 |
358,978 |
15,608,000,000 |
390,000,000 |
4,004,000,000 |
-590,000,000 |
1.10 |
12.78% |
55.15% |
313,101 |
87.22% |
5.01% |
929,000,000 |
1,754,000,000 |
SNOW
|
Snowflake Inc Cl A |
139.90 |
50,805,696 |
48,176,896 |
330,100 |
3,626,400,000 |
-1,285,640,000 |
986,770,000 |
-327,470,000 |
1.13 |
7.80% |
65.10% |
304,352 |
92.20% |
1,269.74% |
-1,456,010,000 |
-1,221,050,000 |
CRWD
|
Crowdstrike Holdings Inc |
347.39 |
92,082,336 |
88,503,016 |
247,873 |
3,953,620,000 |
-19,270,000 |
1,058,540,000 |
-92,280,000 |
1.28 |
4.34% |
71.16% |
237,115 |
95.66% |
721.26% |
-120,420,000 |
414,660,000 |
CAH
|
Cardinal Health |
137.09 |
33,498,232 |
33,457,232 |
241,568 |
226,827,000,000 |
852,000,000 |
55,264,000,000 |
400,000,000 |
0.61 |
0.09% |
87.17% |
241,351 |
99.91% |
55.86% |
2,228,000,000 |
2,938,000,000 |
BIDU
|
Baidu Inc ADR |
89.80 |
32,235,162 |
34,611,160 |
350,649 |
18,238,000,000 |
3,255,000,000 |
4,675,000,000 |
711,000,000 |
0.33 |
16.70% |
0.00% |
292,091 |
83.30% |
18.21% |
2,914,000,000 |
5,936,000,000 |