NVDA NVIDIA | SEMI - GENERAL | 160 | Buy | $258.65 |
AAPL Apple | COMP - MICRO | 132 | Moderate Buy | $282.51 |
GOOG Alphabet | INTERNET SERVICES | 45 | Buy | $313.04 |
GOOGL Alphabet | INTERNET SERVICES | 182 | Moderate Buy | $314.22 |
MSFT Microsoft | COMP - SOFTWARE | 141 | Moderate Buy | $632.34 |
AVGO Broadcom | ELEC COMP - SEMIC | 104 | Buy | $435.85 |
META Meta Platforms | INTERNET SOFTWARE | 178 | Moderate Buy | $819.46 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 24 | Buy | $355.00 |
TCEHY Tencent | INTERNET SERVICES | 2 | Buy | $102.00 |
ORCL Oracle | COMP - SOFTWARE | 114 | Moderate Buy | $301.57 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 73 | Hold | $172.28 |
ASML ASML | SEQPT - WAFER FAB | 48 | Moderate Buy | $1,171.83 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 142 | Moderate Buy | $278.54 |
CSCO Cisco Systems | COMP - NETWORKS | 74 | Moderate Buy | $84.14 |
SAP SAP | COMP - SOFTWARE | 30 | Buy | $284.33 |
SHOP Shopify | Software - Application | 6 | Hold | C$184.75 |
MU Micron Technology | COMP - INTEGT SYS | 133 | Buy | $236.59 |
IBM International Business Machines | COMP - INTEGT SYS | 51 | Moderate Buy | $293.38 |
CRM Salesforce | COMP - SOFTWARE | 118 | Moderate Buy | $326.46 |
TMUS T-Mobile US | Wireless National | 62 | Moderate Buy | $263.71 |
AMAT Applied Materials | ELEC COMP - SEMIC | 70 | Moderate Buy | $234.74 |
SHOP Shopify | Prepackaged software | 108 | Hold | $166.53 |
LRCX Lam Research | ELEC COMP - SEMIC | 84 | Moderate Buy | $152.87 |
QCOM QUALCOMM | ELEC COMP - SEMIC | 51 | Moderate Buy | $191.00 |
INTC Intel | SEMI - GENERAL | 88 | Reduce | $34.84 |
INTU Intuit | COMP - SOFTWARE | 63 | Moderate Buy | $798.20 |
NOW ServiceNow | IT Services | 115 | Moderate Buy | $1,149.67 |
ACN Accenture | IT Services | 73 | Moderate Buy | $293.21 |
UBER Uber Technologies | INTERNET SERVICES | 92 | Moderate Buy | $108.60 |
T AT&T | Wireless National | 46 | Moderate Buy | $30.55 |
APH Amphenol | ELEC - CONNECTORS | 48 | Moderate Buy | $131.54 |
VZ Verizon Communications | Wireless National | 41 | Moderate Buy | $47.31 |
ANET Arista Networks | INTERNET SOFTWARE | 68 | Moderate Buy | $164.31 |
SFTBY SoftBank Group | Wireless Non - US | 2 | Hold | N/A |
TXN Texas Instruments | SEMI - GENERAL | 69 | Hold | $191.67 |
KLAC KLA | ELEC PRODS - MISC | 71 | Hold | $1,243.81 |
ADBE Adobe | COMP - SOFTWARE | 86 | Hold | $413.19 |
ARM ARM | ELEC COMP - SEMIC | 65 | Moderate Buy | $179.80 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 55 | Moderate Buy | $283.61 |
PANW Palo Alto Networks | Security | 95 | Moderate Buy | $225.09 |
CRWD CrowdStrike | Security | 169 | Moderate Buy | $554.65 |
SPOT Spotify Technology | INTERNET SOFTWARE | 89 | Moderate Buy | $758.86 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 30 | Hold | $312.67 |
ATEYY Advantest | ELEC MSRNG INST | 11 | Hold | N/A |
TOELY Tokyo Electron | ELEC PRODS - MISC | 2 | Hold | N/A |
DASH DoorDash | INTERNET SERVICES | 123 | Moderate Buy | $275.46 |
DELL Dell Technologies | COMP - MICRO | 58 | Moderate Buy | $162.84 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 51 | Moderate Buy | $379.11 |
SNPS Synopsys | COMP - SOFTWARE | 46 | Moderate Buy | $562.13 |
NTES NetEase | Internet Software/Services | 21 | Moderate Buy | $152.33 |
GLW Corning | Communications Components | 32 | Moderate Buy | $91.64 |
MRVL Marvell Technology | ELEC COMP - SEMIC | 97 | Moderate Buy | $111.56 |
SNOW Snowflake | INTERNET SOFTWARE | 135 | Moderate Buy | $274.78 |
SE SEA | INTERNET SOFTWARE | 33 | Moderate Buy | $194.92 |
INFY American Noble Gas | IT Services | 24 | Hold | $16.65 |
RELX Relx | INTERNET CONTENT | 13 | Buy | N/A |
NET Cloudflare | INTERNET SOFTWARE | 90 | Moderate Buy | $235.33 |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 55 | Moderate Buy | $244.77 |
CSU Constellation Software | Software - Application | 24 | Moderate Buy | C$4,897.14 |
VRT Vertiv | IT Services | 51 | Moderate Buy | $180.48 |
STX Seagate Technology | COMP - INTEGT SYS | 99 | Moderate Buy | $287.17 |
AMX America Movil | Wireless Non - US | 29 | Hold | $22.34 |
WDC Western Digital | COMP - STORAGE DE | 89 | Moderate Buy | $164.70 |
ADSK Autodesk | INTERNET SOFTWARE | 69 | Moderate Buy | $369.77 |
FTNT Fortinet | Security | 83 | Hold | $90.37 |
MSI Motorola Solutions | Wireless Equipment | 18 | Moderate Buy | $495.00 |
WDAY Workday | INTERNET SOFTWARE | 96 | Moderate Buy | $282.13 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 48 | Moderate Buy | $260.04 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 4 | Buy | N/A |
MSTR Strategy | Software - Application | 35 | Moderate Buy | $475.80 |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
DDOG Datadog | INTERNET SOFTWARE | 102 | Moderate Buy | $208.76 |
CNSWF Constellation Software | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
ADYEY Adyen | INTERNET SOFTWARE | 3 | Buy | N/A |
CLS Celestica | Electronic Components | 12 | Strong Buy | C$171.50 |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 25 | Moderate Buy | $577.15 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 38 | Moderate Buy | $1,047.27 |
AME AMETEK | ELEC TEST EQUIPTMENT | 40 | Moderate Buy | $213.08 |
ROK Rockwell Automation | ELEC PRODS - MISC | 57 | Moderate Buy | $390.33 |
BIDU Baidu | INTERNET SERVICES | 39 | Moderate Buy | $146.11 |
RDDT Reddit | INTERNET SOFTWARE | 90 | Moderate Buy | $230.28 |
FICO Fair Isaac | IT Services | 41 | Moderate Buy | $2,076.77 |
ORANY Orange | Wireless Non - US | 4 | Moderate Buy | N/A |
TEAM Atlassian | INTERNET SOFTWARE | 90 | Moderate Buy | $240.00 |
PAYX Paychex | INTERNET SOFTWARE | 36 | Reduce | $131.87 |
GRMN Garmin | ELEC PRODS - MISC | 15 | Hold | $241.60 |
CTSH Cognizant Technology Solutions | IT Services | 39 | Hold | $85.44 |
CLS Celestica | ELEC MANUF SVS (EMS) | 43 | Moderate Buy | $336.13 |
LGRDY LeGrand | ELEC MISC SERVICES | 5 | Moderate Buy | N/A |
XYZ Block | INTERNET SOFTWARE | 111 | Moderate Buy | $83.42 |
ZS Zscaler | Security | 113 | Moderate Buy | $323.45 |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 69 | Moderate Buy | $74.95 |
KEYS Keysight Technologies | ELEC MSRNG INST | 32 | Moderate Buy | $217.09 |
DASTY Dassault Systemes | COMP - SOFTWARE | 6 | Buy | N/A |
ASX ASE Technology | ELEC COMP - SEMIC | 6 | Buy | N/A |
NOK Nokia | Wireless Equipment | 22 | Moderate Buy | $6.10 |
UI Ubiquiti | Wireless Equipment | 16 | Moderate Buy | $591.67 |
MDB MongoDB | INTERNET SOFTWARE | 135 | Moderate Buy | $415.39 |
SSEZY SSE | ELEC POWER | 4 | Hold | N/A |
CIEN Ciena | Communications Components | 62 | Moderate Buy | $236.38 |
CRWV CoreWeave | INTERNET SOFTWARE | 84 | Hold | $129.47 |
ERIC Ericsson | Wireless Equipment | 10 | Reduce | $9.80 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 57 | Hold | $25.53 |
TER Teradyne | ELEC PRODS - MISC | 44 | Moderate Buy | $176.88 |
ASMIY ASM International | Semi - Communications | 6 | Buy | N/A |
ASTS AST SpaceMobile | Wireless Equipment | 20 | Hold | $45.66 |
SATS EchoStar | Satellite Communication | 11 | Hold | $79.40 |
VOD Vodafone Group | Wireless Non - US | 23 | Reduce | $72.00 |
WIT Wipro | IT Services | 11 | Reduce | N/A |
ALAB Astera Labs | INTERNET SOFTWARE | 57 | Moderate Buy | $188.17 |
CSGP CoStar Group | IT Services | 41 | Moderate Buy | $93.38 |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 48 | Buy | $206.85 |
FUJIY Fujifilm | SEQPT - PHTOMASK | 1 | N/A | N/A |
GIB.A CGI | Information Technology Services | 22 | Buy | C$166.90 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 25 | Hold | $259.83 |
ZM Zoom Communications | INTERNET SOFTWARE | 82 | Hold | $92.43 |
LITE Lumentum | Communications Components | 66 | Moderate Buy | $215.00 |
FLEX Flex | ELEC PRODS - MISC | 35 | Moderate Buy | $65.88 |
IOT Samsara | INTERNET SOFTWARE | 29 | Moderate Buy | $51.29 |
JBL Jabil | ELEC MANUF SVS (EMS) | 37 | Moderate Buy | $249.43 |
PSTG Pure Storage | COMP - STORAGE DE | 51 | Moderate Buy | $95.26 |
LDOS Leidos | IT Services | 44 | Moderate Buy | $205.42 |
NBIS Nebius Group | Internet Software/Services | 38 | Buy | $144.71 |
NTAP NetApp | COMP - STORAGE DE | 45 | Moderate Buy | $124.07 |
STM STMicroelectronics | SEMI - GENERAL | 22 | Hold | $30.44 |
SMCAY SMC | ELEC PRODS - MISC | 1 | Hold | N/A |
HPQ HP | COMP - MICRO | 46 | Hold | $25.69 |
CYBR CyberArk Software | Security | 86 | Hold | $459.75 |
KLAR Klarna Group | INTERNET SOFTWARE | 29 | Moderate Buy | $47.07 |
AFRM Affirm | INTERNET SOFTWARE | 72 | Moderate Buy | $86.57 |
VRSN VeriSign | Internet Software/Services | 16 | Hold | $281.67 |
ON ON Semiconductor | SEMI - ANALOG & MIXED | 73 | Hold | $59.12 |
GFS GlobalFoundries | ELEC COMP - SEMIC | 31 | Hold | $40.62 |
CHKP Check Point Software Technologies | Security | 68 | Hold | $230.91 |
PTC PTC | COMP - SOFTWARE | 46 | Moderate Buy | $205.92 |
SSNC SS&C Technologies | COMP - SOFTWARE | 35 | Moderate Buy | $101.75 |
U Unity Software | INTERNET SOFTWARE | 78 | Moderate Buy | $43.04 |
GRAB Grab | INTERNET SOFTWARE | 15 | Moderate Buy | $6.37 |
TWLO Twilio | INTERNET SOFTWARE | 78 | Moderate Buy | $139.26 |
SMCI Super Micro Computer | COMP - STORAGE DE | 55 | Hold | $48.38 |
HUBS HubSpot | INTERNET SOFTWARE | 110 | Moderate Buy | $617.23 |
BEKE KE | INTERNET SERVICES | 11 | Moderate Buy | $23.30 |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 2 | Hold | N/A |
UMC United Microelectronics | ELEC COMP - SEMIC | 10 | Hold | N/A |
GIB CGI Group | COMP - SERVICES | 11 | Moderate Buy | $117.00 |
TYL Tyler Technologies | Internet Software/Services | 31 | Moderate Buy | $656.75 |
CDW CDW | IT Services | 16 | Moderate Buy | $189.86 |
FN Fabrinet | ELEC - MISC COMPONENTS | 29 | Moderate Buy | $451.29 |
TOST Toast | INTERNET SOFTWARE | 54 | Moderate Buy | $45.18 |
Z Zillow Group | INTERNET SERVICES | 22 | Moderate Buy | $91.14 |
IONQ IonQ | COMP - INTEGT SYS | 34 | Hold | $68.18 |
PINS Pinterest | INTERNET SOFTWARE | 86 | Moderate Buy | $38.97 |
TTD Trade Desk | INTERNET SERVICES | 112 | Moderate Buy | $76.56 |
Q Qnity Electronics | Semiconductor Equipment & Materials | 7 | Moderate Buy | $104.40 |
FTV Fortive | ELEC TEST EQUIPTMENT | 43 | Hold | $57.54 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 33 | Buy | $123.25 |
GWRE Guidewire Software | INTERNET SOFTWARE | 41 | Moderate Buy | $272.92 |
RBRK Rubrik | INTERNET SOFTWARE | 49 | Moderate Buy | $114.94 |
GDDY GoDaddy | Internet Services - Delivery | 34 | Moderate Buy | $181.14 |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 3 | Buy | $47.00 |
NDEKY Nitto Denko | Semi - Communications | 1 | Strong Buy | N/A |
TLSNY TeliaSonera | Wireless Non - US | 2 | Moderate Buy | N/A |
OKTA Okta | Security | 104 | Moderate Buy | $112.91 |
FFIV F5 | INTERNET SOFTWARE | 44 | Hold | $295.56 |
LNVGY Lenovo Group | COMP - MICRO | 1 | Hold | N/A |
ENTG Entegris | ELEC - MANUFT MACH | 29 | Hold | $95.86 |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 15 | Moderate Buy | $119.25 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 25 | Moderate Buy | $169.44 |
DOCU Docusign | INTERNET SOFTWARE | 57 | Hold | $86.71 |
SGPYY Sage Group | Business Software Services/BPO | 4 | Moderate Buy | N/A |
DT Dynatrace | IT Services | 60 | Moderate Buy | $61.59 |
JKHY Jack Henry & Associates | IT Services | 31 | Moderate Buy | $184.56 |
WCC WESCO International | ELEC PARTS DIST | 29 | Moderate Buy | $256.38 |
SNAP Snap | INTERNET SOFTWARE | 67 | Hold | $9.85 |
RKUNY Rakuten | INTERNET SERVICES | 3 | Strong Buy | N/A |
CACI CACI International | COMP - SERVICES | 33 | Moderate Buy | $619.85 |
SNX TD SYNNEX | ELEC PRODS - MISC | 44 | Moderate Buy | $169.55 |
NTNX Nutanix | IT Services | 44 | Moderate Buy | $75.13 |
AKAM Akamai Technologies | INTERNET SERVICES | 46 | Hold | $93.63 |
SAIL SailPoint | INTERNET SOFTWARE | 25 | Moderate Buy | $26.15 |
BSY Bentley Systems | INTERNET SOFTWARE | 37 | Moderate Buy | $56.73 |
PCOR Procore Technologies | INTERNET SOFTWARE | 48 | Moderate Buy | $84.47 |
EPAM EPAM Systems | IT Services | 34 | Moderate Buy | $208.40 |
AMKR Amkor Technology | ELEC COMP - SEMIC | 28 | Hold | $29.63 |
RMBS Rambus | ELEC COMP - SEMIC | 26 | Buy | $108.14 |
MKSI MKS | ELEC PRODS - MISC | 34 | Moderate Buy | $161.10 |
DAY Dayforce | INTERNET SOFTWARE | 43 | Hold | $70.36 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 45 | Buy | $77.58 |
DSG The Descartes Systems Group | Software - Application | 4 | Strong Buy | N/A |
CFLT Confluent | INTERNET SOFTWARE | 84 | Hold | $28.71 |
MANH Manhattan Associates | COMP - SOFTWARE | 38 | Moderate Buy | $222.42 |
PEGA Pegasystems | COMP - SOFTWARE | 57 | Moderate Buy | $70.05 |
TIMB TIM | Wireless Non - US | 22 | Moderate Buy | $23.25 |
VIPS Vipshop | Internet Services - Delivery | 22 | Hold | $19.83 |
SGE The Sage Group | Software - Application | 17 | Hold | GBX 1,260 |
SWKS Skyworks Solutions | Semi - Radio Freq | 49 | Hold | $83.18 |
SITM SiTime | ELEC PRODS - MISC | 19 | Moderate Buy | $332.14 |
NVMI Nova | ELEC COMP - SEMIC | 15 | Moderate Buy | $311.67 |
TTAN ServiceTitan | INTERNET SOFTWARE | 49 | Moderate Buy | $134.53 |
QBTS D-Wave Quantum | INTERNET SOFTWARE | 32 | Moderate Buy | $31.00 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 16 | Buy | $120.00 |
PATH UiPath | INTERNET SOFTWARE | 48 | Hold | $16.00 |
KT KT | Wireless Non - US | 17 | Hold | N/A |
FYBR Frontier Communications Parent | Comm Network Software | 4 | Reduce | N/A |
IESC IES | ELEC MISC SERVICES | 11 | Buy | N/A |
GSAT Globalstar | Satellite Communication | 8 | Hold | $75.00 |
PAYC Paycom Software | INTERNET SOFTWARE | 40 | Hold | $225.77 |
WTS Watts Water Technologies | INSTRU - CONTROL | 18 | Hold | $271.40 |
GSAT Globalstar | Communication services, not elsewhere classified | 3 | Moderate Buy | $43.33 |
GSAT Globalstar | Communication services, not elsewhere classified | 1 | Buy | $60.00 |
IDCC InterDigital | Wireless Equipment | 3 | Buy | $416.67 |
KVYO Klaviyo | INTERNET SOFTWARE | 66 | Moderate Buy | $42.90 |
DOX Amdocs | IT Services | 17 | Moderate Buy | $97.00 |
RGTI Rigetti Computing | INTERNET SOFTWARE | 20 | Moderate Buy | $28.50 |
TIGO Millicom International Cellular | Wireless Non - US | 27 | Moderate Buy | $43.47 |
MMYT MakeMyTrip | Internet Services - Delivery | 10 | Moderate Buy | $120.00 |
WISE Wise | Information Technology Services | 7 | Buy | GBX 1,352.50 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 38 | Moderate Buy | $212.00 |
OTEX Open Text | COMP - SOFTWARE | 40 | Hold | $39.42 |
SSNLF Samsung Electronics | Consumer Electronics | 2 | Buy | N/A |
BZ KANZHUN | INTERNET SOFTWARE | 10 | Moderate Buy | $24.00 |
ESTC Elastic | INTERNET SOFTWARE | 72 | Moderate Buy | $107.25 |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 30 | Buy | $73.25 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 4 | Buy | N/A |
QRVO Qorvo | Semi - Radio Freq | 43 | Hold | $102.00 |
APPF AppFolio | INTERNET SOFTWARE | 22 | Buy | $306.00 |
MNDY monday.com | INTERNET SOFTWARE | 81 | Moderate Buy | $262.91 |
LYFT Lyft | INTERNET SERVICES | 89 | Hold | $22.92 |
G Genpact | IT Services | 20 | Hold | $51.00 |
PCTY Paylocity | INTERNET SOFTWARE | 50 | Moderate Buy | $207.83 |
FROG JFrog | INTERNET SOFTWARE | 54 | Moderate Buy | $62.69 |
SKM SK Telecom | Wireless Non - US | 15 | Hold | N/A |
DSGX The Descartes Systems Group | COMP - SOFTWARE | 33 | Moderate Buy | $118.45 |
ONTO Onto Innovation | Nanotechnology | 27 | Moderate Buy | $151.25 |
MTCH Match Group | INTERNET SOFTWARE | 38 | Hold | $35.15 |
SMTC Semtech | SEMI - ANALOG & MIXED | 36 | Moderate Buy | $78.50 |
DBX Dropbox | INTERNET SERVICES | 12 | Hold | $31.75 |
BRKR Bruker | INSTRU - SCIENTFC | 28 | Hold | $50.62 |
NICE NiCE | INTERNET SOFTWARE | 56 | Moderate Buy | $164.38 |
TMSNY Temenos Group | INTERNET SOFTWARE | 2 | Buy | N/A |
GTLB GitLab | INTERNET SOFTWARE | 73 | Moderate Buy | $53.29 |
SQNXF Square Enix | INTERNET SERVICES | 2 | Sell | N/A |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 28 | Moderate Buy | $292.50 |
BLSH Bullish | Financial Services | 25 | Hold | $54.92 |
EXLS ExlService | IT Services | 19 | Moderate Buy | $54.50 |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 24 | Moderate Buy | $141.67 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 28 | Moderate Buy | $29.56 |
SMR NuScale Power | ELEC POWER | 25 | Reduce | $36.04 |
