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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | $6.1M | 28386 | 5.97% |
| 2 | APPLIED MATLS INC | $4.9M | 14447 | 4.86% |
| 3 | INTERNATIONAL BUSINESS MACHS | $4.9M | 20196 | 4.82% |
| 4 | BROOKFIELD RENEWABLE CORP | $4.7M | 118532 | 4.65% |
| 5 | CORNING INC | $3.7M | 27180 | 3.64% |
| 6 | ADVANCED ENERGY INDS | $3.3M | 10193 | 3.24% |
| 7 | NEXTPOWER INC | $2.9M | 24197 | 2.87% |
| 8 | QUALCOMM INC | $2.9M | 22379 | 2.84% |
| 9 | CRISPR THERAPEUTICS AG | $2.7M | 57022 | 2.67% |
| 10 | HORIZON TECHNOLOGY FIN CORP | $2.5M | 590141 | 2.45% |
| 11 | MICRON TECHNOLOGY INC | $2.3M | 6672 | 2.22% |
| 12 | SEAGATE TECHNOLOGY HLDNGS PL | $2.2M | 5711 | 2.20% |
| 13 | TEMPUS AI INC | $2.1M | 47500 | 2.12% |
| 14 | ANALOG DEVICES INC | $2.1M | 6572 | 2.06% |
| 15 | RIVIAN AUTOMOTIVE INC | $1.9M | 123484 | 1.83% |
| 16 | BROADCOM INC | $1.8M | 5869 | 1.79% |
| 17 | INTERFACE INC | $1.7M | 69999 | 1.72% |
| 18 | MODERNA INC | $1.7M | 34338 | 1.72% |
| 19 | NATURAL GROCERS BY VITAMIN | $1.7M | 65162 | 1.66% |
| 20 | GARMIN LTD | $1.5M | 6649 | 1.52% |
| 21 | CLOUDFLARE INC | $1.5M | 7394 | 1.50% |
| 22 | CROWDSTRIKE HLDGS INC | $1.4M | 3712 | 1.43% |
| 23 | COMMERCIAL METALS CO | $1.3M | 20366 | 1.23% |
| 24 | SPROUTS FMRS MKT INC | $1.2M | 15635 | 1.19% |
| 25 | ARISTA NETWORKS INC | $1.1M | 9222 | 1.11% |
| 26 | T1 ENERGY INC | $1.1M | 243225 | 1.05% |
| 27 | NVIDIA CORPORATION | $1.0M | 6007 | 1.03% |
| 28 | FLEXTRONICS INTL LTD | $942K | 14390 | 0.93% |
| 29 | SYMBOTIC INC | $922K | 17328 | 0.91% |
| 30 | FIRST SOLAR INC | $919K | 4660 | 0.90% |
| 31 | CISCO SYS INC | $917K | 11823 | 0.90% |
| 32 | HONEST CO INC | $886K | 301292 | 0.87% |
| 33 | MARVELL TECHNOLOGY INC | $869K | 8775 | 0.86% |
| 34 | QUANTUMSCAPE CORP | $869K | 136171 | 0.86% |
| 35 | MONOLITHIC PWR SYS INC | $866K | 792 | 0.85% |
| 36 | CADENCE DESIGN SYSTEM INC | $770K | 2771 | 0.76% |
| 37 | CARIBOU BIOSCIENCES INC | $710K | 373650 | 0.70% |
| 38 | VAIL RESORTS INC | $690K | 5374 | 0.68% |
| 39 | SUNRUN INC | $688K | 50726 | 0.68% |
| 40 | BUTTERFLY NETWORK INC | $687K | 169927 | 0.68% |
| 41 | AUTODESK INC | $685K | 2863 | 0.67% |
| 42 | VITAL FARMS INC | $678K | 47984 | 0.67% |
| 43 | ORMAT TECHNOLOGIES INC | $674K | 6021 | 0.66% |
| 44 | PALO ALTO NETWORKS INC | $669K | 4170 | 0.66% |
| 45 | PRIME MEDICINE INC | $665K | 191171 | 0.65% |
| 46 | TREX INC | $660K | 18118 | 0.65% |
| 47 | EVERPURE INC | $654K | 11073 | 0.64% |
| 48 | ARCHER AVIATION INC | $638K | 123381 | 0.63% |
| 49 | SURO CAPITAL CORP | $628K | 58611 | 0.62% |
| 50 | ENPHASE ENERGY INC | $619K | 16374 | 0.61% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.