NVDA NVIDIA | SEMI - GENERAL | 169 | Buy | $263.98 |
GOOG Alphabet | INTERNET SERVICES | 43 | Buy | $330.83 |
GOOGL Alphabet | INTERNET SERVICES | 179 | Moderate Buy | $334.60 |
AAPL Apple | COMP - MICRO | 111 | Moderate Buy | $289.23 |
MSFT Microsoft | COMP - SOFTWARE | 152 | Moderate Buy | $597.73 |
META Meta Platforms | INTERNET SOFTWARE | 170 | Moderate Buy | $847.98 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 25 | Buy | $381.67 |
AVGO Broadcom | ELEC COMP - SEMIC | 90 | Buy | $437.28 |
TCEHY Tencent | INTERNET SERVICES | 2 | Buy | $102.00 |
ASML ASML | SEQPT - WAFER FAB | 63 | Moderate Buy | $1,475.00 |
MU Micron Technology | COMP - INTEGT SYS | 142 | Buy | $349.76 |
ORCL Oracle | COMP - SOFTWARE | 109 | Moderate Buy | $300.46 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 130 | Moderate Buy | $281.06 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 69 | Hold | $185.89 |
LRCX Lam Research | ELEC COMP - SEMIC | 98 | Moderate Buy | $238.32 |
CSCO Cisco Systems | COMP - NETWORKS | 73 | Moderate Buy | $86.81 |
IBM International Business Machines | COMP - INTEGT SYS | 47 | Moderate Buy | $330.07 |
AMAT Applied Materials | ELEC COMP - SEMIC | 70 | Moderate Buy | $298.14 |
SAP SAP | COMP - SOFTWARE | 27 | Moderate Buy | $322.00 |
INTC Intel | SEMI - GENERAL | 92 | Reduce | $45.65 |
SHOP Shopify | Software - Application | 6 | Hold | C$184.75 |
KLAC KLA | ELEC PRODS - MISC | 72 | Moderate Buy | $1,570.39 |
TMUS T-Mobile US | Wireless National | 61 | Moderate Buy | $255.58 |
CRM Salesforce | COMP - SOFTWARE | 111 | Moderate Buy | $324.51 |
TXN Texas Instruments | SEMI - GENERAL | 72 | Hold | $212.92 |
SHOP Shopify | Prepackaged software | 108 | Moderate Buy | $171.61 |
ANET Arista Networks | INTERNET SOFTWARE | 65 | Moderate Buy | $164.44 |
APH Amphenol | ELEC - CONNECTORS | 45 | Moderate Buy | $151.38 |
T AT&T | Wireless National | 42 | Moderate Buy | $29.83 |
UBER Uber Technologies | INTERNET SERVICES | 90 | Moderate Buy | $107.50 |
VZ Verizon Communications | Wireless National | 33 | Hold | $47.43 |
SFTBY SoftBank Group | Wireless Non - US | 2 | Moderate Buy | N/A |
QCOM QUALCOMM | ELEC COMP - SEMIC | 52 | Hold | $189.06 |
ACN Accenture | IT Services | 69 | Moderate Buy | $298.38 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 59 | Moderate Buy | $312.04 |
INTU Intuit | COMP - SOFTWARE | 66 | Moderate Buy | $791.73 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 4 | Hold | N/A |
PANW Palo Alto Networks | Security | 84 | Moderate Buy | $229.09 |
NOW ServiceNow | IT Services | 124 | Moderate Buy | $194.47 |
ADBE Adobe | COMP - SOFTWARE | 83 | Hold | $397.19 |
ARM ARM | ELEC COMP - SEMIC | 67 | Moderate Buy | $169.52 |
CRWD CrowdStrike | Security | 167 | Moderate Buy | $555.21 |
SPOT Spotify Technology | INTERNET SOFTWARE | 92 | Moderate Buy | $727.71 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 32 | Hold | $295.38 |
STX Seagate Technology | COMP - INTEGT SYS | 107 | Moderate Buy | $417.57 |
WDC Western Digital | COMP - STORAGE DE | 79 | Moderate Buy | $244.95 |
SNPS Synopsys | COMP - SOFTWARE | 44 | Moderate Buy | $553.57 |
DASH DoorDash | INTERNET SERVICES | 117 | Moderate Buy | $280.29 |
GLW Corning | Communications Components | 29 | Moderate Buy | $112.36 |
NTES NetEase | Internet Software/Services | 19 | Moderate Buy | $156.13 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 48 | Moderate Buy | $379.59 |
DELL Dell Technologies | COMP - MICRO | 62 | Moderate Buy | $161.26 |
VRT Vertiv | IT Services | 46 | Moderate Buy | $187.89 |
SE SEA | INTERNET SOFTWARE | 34 | Moderate Buy | $192.61 |
INFY American Noble Gas | IT Services | 25 | Hold | $17.65 |
MRVL Marvell Technology | ELEC COMP - SEMIC | 88 | Moderate Buy | $115.09 |
SNOW Snowflake | INTERNET SOFTWARE | 126 | Moderate Buy | $275.58 |
MSI Motorola Solutions | Wireless Equipment | 17 | Moderate Buy | $491.86 |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 51 | Moderate Buy | $250.86 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 4 | Strong Buy | N/A |
RELX Relx | INTERNET CONTENT | 14 | Buy | N/A |
AMX America Movil | Wireless Non - US | 26 | Hold | $22.34 |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
NET Cloudflare | INTERNET SOFTWARE | 80 | Moderate Buy | $232.48 |
FTNT Fortinet | Security | 73 | Hold | $90.48 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 42 | Moderate Buy | $259.29 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 38 | Buy | $1,135.42 |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
FJTSY Fujitsu | IT Services | 1 | Hold | N/A |
BIDU Baidu | INTERNET SERVICES | 42 | Moderate Buy | $155.78 |
ADSK Autodesk | INTERNET SOFTWARE | 68 | Moderate Buy | $369.97 |
CSU Constellation Software | Software - Application | 29 | Moderate Buy | C$4,481.14 |
AME AMETEK | ELEC TEST EQUIPTMENT | 34 | Moderate Buy | $229.82 |
ORANY Orange | Wireless Non - US | 5 | Moderate Buy | N/A |
ADYEY Adyen | INTERNET SOFTWARE | 4 | Buy | N/A |
ROK Rockwell Automation | ELEC PRODS - MISC | 60 | Moderate Buy | $410.12 |
CLS Celestica | Electronic Components | 11 | Strong Buy | C$183.00 |
WDAY Workday | INTERNET SOFTWARE | 90 | Moderate Buy | $278.09 |
DDOG Datadog | INTERNET SOFTWARE | 103 | Moderate Buy | $190.38 |
ASTS AST SpaceMobile | Wireless Equipment | 19 | Reduce | $45.66 |
ASX ASE Technology | ELEC COMP - SEMIC | 8 | Hold | N/A |
LGRDY LeGrand | ELEC MISC SERVICES | 5 | Moderate Buy | N/A |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 80 | Moderate Buy | $82.05 |
ASMIY ASM International | Semi - Communications | 6 | Buy | N/A |
MSTR Strategy | Software - Application | 37 | Moderate Buy | $435.44 |
SSEZY SSE | ELEC POWER | 3 | Hold | N/A |
CTSH Cognizant Technology Solutions | IT Services | 37 | Hold | $90.28 |
TER Teradyne | ELEC PRODS - MISC | 39 | Moderate Buy | $206.38 |
GRMN Garmin | ELEC PRODS - MISC | 15 | Moderate Buy | $244.40 |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 28 | Hold | $478.53 |
CRWV CoreWeave | INTERNET SOFTWARE | 89 | Moderate Buy | $127.27 |
KEYS Keysight Technologies | ELEC MSRNG INST | 30 | Moderate Buy | $219.82 |
XYZ Block | INTERNET SOFTWARE | 104 | Moderate Buy | $83.09 |
DASTY Dassault Systemes | COMP - SOFTWARE | 6 | Buy | N/A |
ERIC Ericsson | Wireless Equipment | 10 | Reduce | $9.80 |
PAYX Paychex | INTERNET SOFTWARE | 39 | Reduce | $123.94 |
NOK Nokia | Wireless Equipment | 17 | Moderate Buy | $6.77 |
RDDT Reddit | INTERNET SOFTWARE | 86 | Moderate Buy | $245.36 |
CIEN Ciena | Communications Components | 57 | Moderate Buy | $241.67 |
FICO Fair Isaac | IT Services | 38 | Moderate Buy | $2,094.08 |
VOD Vodafone Group | Wireless Non - US | 25 | Reduce | $72.00 |
CLS Celestica | ELEC MANUF SVS (EMS) | 43 | Moderate Buy | $345.41 |
UI Ubiquiti | Wireless Equipment | 16 | Moderate Buy | $591.67 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
SATS EchoStar | Satellite Communication | 10 | Hold | $132.17 |
ZS Zscaler | Security | 113 | Moderate Buy | $317.63 |
TEAM Atlassian | INTERNET SOFTWARE | 70 | Moderate Buy | $227.60 |
MDB MongoDB | INTERNET SOFTWARE | 129 | Moderate Buy | $422.29 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 54 | Hold | $25.53 |
ZM Zoom Communications | INTERNET SOFTWARE | 79 | Moderate Buy | $93.82 |
ALAB Astera Labs | INTERNET SOFTWARE | 47 | Moderate Buy | $190.63 |
LITE Lumentum | Communications Components | 64 | Moderate Buy | $288.06 |
UMC United Microelectronics | ELEC COMP - SEMIC | 12 | Hold | $8.60 |
WIT Wipro | IT Services | 7 | Reduce | N/A |
CSGP CoStar Group | IT Services | 39 | Moderate Buy | $83.39 |
JBL Jabil | ELEC MANUF SVS (EMS) | 30 | Buy | $263.71 |
STM STMicroelectronics | SEMI - GENERAL | 17 | Hold | $31.19 |
SMCAY SMC | ELEC PRODS - MISC | 2 | Sell | N/A |
GIB.A CGI | Information Technology Services | 21 | Moderate Buy | C$147.67 |
ON ON Semiconductor | SEMI - ANALOG & MIXED | 71 | Hold | $61.30 |
FUJIY Fujifilm | SEQPT - PHTOMASK | 2 | Hold | N/A |
GFS GlobalFoundries | ELEC COMP - SEMIC | 33 | Hold | $41.00 |
FLEX Flex | ELEC PRODS - MISC | 32 | Moderate Buy | $66.11 |
PSTG Pure Storage | COMP - STORAGE DE | 52 | Moderate Buy | $95.26 |
LDOS Leidos | IT Services | 42 | Moderate Buy | $213.09 |
NBIS Nebius Group | Internet Software/Services | 37 | Moderate Buy | $142.38 |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 44 | Buy | $216.54 |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 25 | Hold | $257.83 |
VRSN VeriSign | Internet Software/Services | 15 | Hold | $282.00 |
BEKE KE | INTERNET SERVICES | 13 | Moderate Buy | $23.30 |
CYBR CyberArk Software | Security | 69 | Hold | $462.63 |
Q Qnity Electronics | Semiconductor Equipment & Materials | 8 | Moderate Buy | $105.00 |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 2 | Hold | N/A |
AFRM Affirm | INTERNET SOFTWARE | 65 | Moderate Buy | $89.44 |
SSNC SS&C Technologies | COMP - SOFTWARE | 36 | Moderate Buy | $102.25 |
CHKP Check Point Software Technologies | Security | 50 | Moderate Buy | $226.62 |
NTAP NetApp | COMP - STORAGE DE | 42 | Moderate Buy | $124.33 |
TWLO Twilio | INTERNET SOFTWARE | 62 | Moderate Buy | $146.44 |
GIB CGI Group | COMP - SERVICES | 12 | Hold | $117.00 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 32 | Buy | $123.63 |
ENTG Entegris | ELEC - MANUFT MACH | 30 | Hold | $111.00 |
PTC PTC | COMP - SOFTWARE | 47 | Moderate Buy | $201.77 |
GRAB Grab | INTERNET SOFTWARE | 16 | Buy | $6.47 |
SMCI Super Micro Computer | COMP - STORAGE DE | 54 | Hold | $46.19 |
HPQ HP | COMP - MICRO | 47 | Hold | $24.77 |
FN Fabrinet | ELEC - MISC COMPONENTS | 31 | Moderate Buy | $477.13 |
KLAR Klarna Group | INTERNET SOFTWARE | 32 | Moderate Buy | $46.60 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 32 | Moderate Buy | $190.50 |
FTV Fortive | ELEC TEST EQUIPTMENT | 37 | Hold | $57.77 |
IOT Samsara | INTERNET SOFTWARE | 32 | Moderate Buy | $50.56 |
U Unity Software | INTERNET SOFTWARE | 80 | Moderate Buy | $45.27 |
MKSI MKS | ELEC PRODS - MISC | 39 | Moderate Buy | $231.50 |
TYL Tyler Technologies | Internet Software/Services | 31 | Moderate Buy | $611.14 |
CDW CDW | IT Services | 15 | Moderate Buy | $171.00 |
FFIV F5 | INTERNET SOFTWARE | 39 | Hold | $309.89 |
Z Zillow Group | INTERNET SERVICES | 24 | Moderate Buy | $93.83 |
TOST Toast | INTERNET SOFTWARE | 51 | Moderate Buy | $45.82 |
OKTA Okta | Security | 97 | Moderate Buy | $113.88 |
TTD Trade Desk | INTERNET SERVICES | 111 | Hold | $65.53 |
PINS Pinterest | INTERNET SOFTWARE | 83 | Moderate Buy | $38.00 |
IONQ IonQ | COMP - INTEGT SYS | 34 | Moderate Buy | $75.91 |
NDEKY Nitto Denko | Semi - Communications | 1 | Strong Buy | N/A |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 17 | Hold | $126.75 |
HUBS HubSpot | INTERNET SOFTWARE | 108 | Moderate Buy | $593.07 |
NVMI Nova | ELEC COMP - SEMIC | 14 | Moderate Buy | $348.57 |
LNVGY Lenovo Group | COMP - MICRO | 2 | Reduce | N/A |
AKAM Akamai Technologies | INTERNET SERVICES | 48 | Hold | $96.11 |
WCC WESCO International | ELEC PARTS DIST | 32 | Moderate Buy | $266.00 |
CACI CACI International | COMP - SERVICES | 24 | Moderate Buy | $654.09 |
GDDY GoDaddy | Internet Services - Delivery | 31 | Moderate Buy | $166.21 |
RMBS Rambus | ELEC COMP - SEMIC | 28 | Buy | $108.14 |
SNX TD SYNNEX | ELEC PRODS - MISC | 42 | Moderate Buy | $170.64 |
RKUNY Rakuten | INTERNET SERVICES | 3 | Strong Buy | N/A |
JKHY Jack Henry & Associates | IT Services | 32 | Moderate Buy | $199.73 |
SGPYY Sage Group | Business Software Services/BPO | 5 | Buy | N/A |
GWRE Guidewire Software | INTERNET SOFTWARE | 45 | Moderate Buy | $269.50 |
SNAP Snap | INTERNET SOFTWARE | 64 | Reduce | $9.83 |
AMKR Amkor Technology | ELEC COMP - SEMIC | 29 | Hold | $39.14 |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 4 | Buy | $43.00 |
TIMB TIM | Wireless Non - US | 20 | Hold | $23.25 |
RBRK Rubrik | INTERNET SOFTWARE | 47 | Moderate Buy | $112.18 |
EPAM EPAM Systems | IT Services | 34 | Moderate Buy | $214.20 |
DT Dynatrace | IT Services | 49 | Moderate Buy | $59.41 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 43 | Buy | $81.62 |
DAY Dayforce | INTERNET SOFTWARE | 40 | Hold | $70.36 |
KT KT | Wireless Non - US | 17 | Moderate Buy | N/A |
SKM SK Telecom | Wireless Non - US | 17 | Hold | N/A |
DOCU Docusign | INTERNET SOFTWARE | 57 | Hold | $85.13 |
TIGO Millicom International Cellular | Wireless Non - US | 24 | Moderate Buy | $53.95 |
CFLT Confluent | INTERNET SOFTWARE | 79 | Hold | $28.78 |
NTNX Nutanix | IT Services | 43 | Moderate Buy | $71.07 |
ONTO Onto Innovation | Nanotechnology | 28 | Moderate Buy | $193.75 |
BSY Bentley Systems | INTERNET SOFTWARE | 37 | Moderate Buy | $53.00 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 40 | Moderate Buy | $255.50 |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 34 | Buy | $99.00 |
WTS Watts Water Technologies | INSTRU - CONTROL | 20 | Moderate Buy | $288.57 |
FYBR Frontier Communications Parent | Comm Network Software | 5 | Hold | N/A |
SITM SiTime | ELEC PRODS - MISC | 19 | Moderate Buy | $367.50 |
IESC IES | ELEC MISC SERVICES | 9 | Buy | N/A |
WISE Wise | Information Technology Services | 10 | Buy | GBX 1,344.67 |
MANH Manhattan Associates | COMP - SOFTWARE | 33 | Moderate Buy | $218.75 |
SGE The Sage Group | Software - Application | 17 | Hold | GBX 1,240 |
SAIL SailPoint | INTERNET SOFTWARE | 26 | Moderate Buy | $25.92 |
VIPS Vipshop | Internet Services - Delivery | 25 | Moderate Buy | $20.38 |
PCOR Procore Technologies | INTERNET SOFTWARE | 47 | Moderate Buy | $85.11 |
DOX Amdocs | IT Services | 17 | Moderate Buy | $97.00 |
DSG The Descartes Systems Group | Software - Application | 4 | Strong Buy | N/A |
IDCC InterDigital | Wireless Equipment | 3 | Moderate Buy | $416.67 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 16 | Moderate Buy | $160.00 |
SSNLF Samsung Electronics | Consumer Electronics | 4 | Buy | N/A |
TOI Topicus.com | Software - Application | 1 | Buy | C$160.00 |
SWKS Skyworks Solutions | Semi - Radio Freq | 57 | Hold | $76.83 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 4 | Buy | N/A |
PL Planet Labs PBC | Satellite Communication | 26 | Hold | $20.64 |
GSAT Globalstar | Satellite Communication | 8 | Hold | $68.50 |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 30 | Buy | $364.00 |
QBTS D-Wave Quantum | INTERNET SOFTWARE | 37 | Moderate Buy | $38.21 |
BZ KANZHUN | INTERNET SOFTWARE | 14 | Moderate Buy | $24.00 |
GSAT Globalstar | Communication services, not elsewhere classified | 3 | Moderate Buy | $43.33 |
GSAT Globalstar | Communication services, not elsewhere classified | 1 | Buy | $60.00 |
G Genpact | IT Services | 20 | Hold | $50.50 |
VICR Vicor | ELEC - MISC COMPONENTS | 17 | Moderate Buy | $118.33 |
TTAN ServiceTitan | INTERNET SOFTWARE | 36 | Moderate Buy | $135.31 |
SMTC Semtech | SEMI - ANALOG & MIXED | 39 | Moderate Buy | $79.21 |
PEGA Pegasystems | COMP - SOFTWARE | 53 | Moderate Buy | $70.05 |
PAYC Paycom Software | INTERNET SOFTWARE | 42 | Hold | $202.86 |
APPF AppFolio | INTERNET SOFTWARE | 21 | Moderate Buy | $270.83 |
COMP Compass | INTERNET SOFTWARE | 42 | Moderate Buy | $13.00 |
MTCH Match Group | INTERNET SOFTWARE | 33 | Hold | $36.38 |
ROHCY Rohm | ELEC COMP - SEMIC | 2 | Hold | N/A |
QRVO Qorvo | Semi - Radio Freq | 38 | Hold | $93.56 |
PCTY Paylocity | INTERNET SOFTWARE | 47 | Moderate Buy | $204.05 |
ESTC Elastic | INTERNET SOFTWARE | 70 | Moderate Buy | $104.88 |
CAMT Camtek | ELEC MSRNG INST | 30 | Moderate Buy | $137.17 |
LYFT Lyft | INTERNET SERVICES | 85 | Hold | $22.76 |
PATH UiPath | INTERNET SOFTWARE | 47 | Hold | $16.00 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 30 | Hold | $27.21 |
ALGM Allegro MicroSystems | ELEC COMP - SEMIC | 33 | Moderate Buy | $43.50 |
MMYT MakeMyTrip | Internet Services - Delivery | 10 | Moderate Buy | $106.33 |
NICE NiCE | INTERNET SOFTWARE | 52 | Hold | $159.77 |
ARW Arrow Electronics | ELEC PARTS DIST | 10 | Reduce | $102.00 |
KVYO Klaviyo | INTERNET SOFTWARE | 62 | Moderate Buy | $41.76 |
BRKR Bruker | INSTRU - SCIENTFC | 28 | Moderate Buy | $53.71 |
DBX Dropbox | INTERNET SERVICES | 12 | Hold | $31.33 |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 24 | Moderate Buy | $142.50 |
OTEX Open Text | COMP - SOFTWARE | 33 | Hold | $38.83 |
FROG JFrog | INTERNET SOFTWARE | 54 | Moderate Buy | $65.71 |
TKR Timken | ELEC PRODS - MISC | 21 | Hold | $85.30 |
CGNX Cognex | ELEC TEST EQUIPTMENT | 32 | Hold | $45.64 |
RGTI Rigetti Computing | INTERNET SOFTWARE | 22 | Moderate Buy | $32.60 |
