NVDA NVIDIA | SEMI - GENERAL | 182 | Buy | $275.40 |
GOOGL Alphabet | INTERNET SERVICES | 194 | Moderate Buy | $367.18 |
GOOG Alphabet | INTERNET SERVICES | 46 | Buy | $345.71 |
AAPL Apple | COMP - MICRO | 110 | Moderate Buy | $297.58 |
MSFT Microsoft | COMP - SOFTWARE | 151 | Moderate Buy | $591.87 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 28 | Buy | $391.43 |
META Meta Platforms | INTERNET SOFTWARE | 169 | Moderate Buy | $846.63 |
AVGO Broadcom | ELEC COMP - SEMIC | 92 | Moderate Buy | $435.30 |
TCEHY Tencent | INTERNET SERVICES | 3 | Buy | $102.00 |
ASML ASML | SEQPT - WAFER FAB | 67 | Moderate Buy | $1,475.00 |
MU Micron Technology | COMP - INTEGT SYS | 163 | Buy | $453.55 |
ORCL Oracle | COMP - SOFTWARE | 113 | Moderate Buy | $265.77 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 69 | Moderate Buy | $196.32 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 120 | Moderate Buy | $290.53 |
CSCO Cisco Systems | COMP - NETWORKS | 71 | Moderate Buy | $89.55 |
LRCX Lam Research | ELEC COMP - SEMIC | 99 | Moderate Buy | $245.35 |
AMAT Applied Materials | ELEC COMP - SEMIC | 74 | Moderate Buy | $363.46 |
IBM International Business Machines | COMP - INTEGT SYS | 45 | Moderate Buy | $314.60 |
INTC Intel | SEMI - GENERAL | 95 | Reduce | $45.74 |
TMUS T-Mobile US | Wireless National | 64 | Moderate Buy | $257.30 |
SAP SAP | COMP - SOFTWARE | 33 | Moderate Buy | $305.75 |
SHOP Shopify | Software - Application | 6 | Hold | C$209.67 |
VZ Verizon Communications | Wireless National | 39 | Moderate Buy | $50.32 |
KLAC KLA | ELEC PRODS - MISC | 79 | Moderate Buy | $1,602.29 |
T AT&T | Wireless National | 40 | Moderate Buy | $30.35 |
CRM Salesforce | COMP - SOFTWARE | 108 | Moderate Buy | $280.21 |
TXN Texas Instruments | SEMI - GENERAL | 75 | Hold | $214.77 |
ANET Arista Networks | INTERNET SOFTWARE | 59 | Moderate Buy | $176.47 |
APH Amphenol | ELEC - CONNECTORS | 47 | Moderate Buy | $152.36 |
SHOP Shopify | Prepackaged software | 100 | Moderate Buy | $163.38 |
UBER Uber Technologies | INTERNET SERVICES | 86 | Moderate Buy | $105.29 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 57 | Buy | $366.96 |
QCOM Qualcomm | ELEC COMP - SEMIC | 54 | Hold | $168.00 |
PANW Palo Alto Networks | Security | 99 | Moderate Buy | $210.19 |
ARM ARM | ELEC COMP - SEMIC | 63 | Moderate Buy | $162.82 |
SFTBY SoftBank Group | Wireless Non - US | 5 | Hold | N/A |
INTU Intuit | COMP - SOFTWARE | 82 | Moderate Buy | $638.06 |
ACN Accenture | IT Services | 73 | Moderate Buy | $276.00 |
NOW ServiceNow | IT Services | 119 | Moderate Buy | $192.61 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 4 | Hold | N/A |
GLW Corning | Communications Components | 30 | Moderate Buy | $131.75 |
ATEYY Advantest | ELEC MSRNG INST | 12 | Moderate Buy | N/A |
CRWD CrowdStrike | Security | 168 | Moderate Buy | $506.26 |
WDC Western Digital | COMP - STORAGE DE | 74 | Moderate Buy | $265.58 |
DELL Dell Technologies | COMP - MICRO | 64 | Moderate Buy | $163.28 |
VRT Vertiv | IT Services | 43 | Moderate Buy | $230.28 |
ADBE Adobe | COMP - SOFTWARE | 77 | Hold | $343.88 |
SPOT Spotify Technology | INTERNET SOFTWARE | 87 | Moderate Buy | $703.87 |
STX Seagate Technology | COMP - INTEGT SYS | 109 | Moderate Buy | $447.35 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 32 | Hold | $288.46 |
SNPS Synopsys | COMP - SOFTWARE | 44 | Hold | $531.00 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 46 | Moderate Buy | $376.50 |
MRVL Marvell Technology | ELEC COMP - SEMIC | 92 | Moderate Buy | $117.24 |
NET Cloudflare | INTERNET SOFTWARE | 63 | Moderate Buy | $233.38 |
MSI Motorola Solutions | Wireless Equipment | 14 | Buy | $497.14 |
NTES NetEase | Internet Software/Services | 18 | Moderate Buy | $153.89 |
AMX America Movil | Wireless Non - US | 21 | Hold | $23.40 |
DASH DoorDash | INTERNET SERVICES | 101 | Moderate Buy | $262.82 |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
FTNT Fortinet | Security | 66 | Hold | $88.62 |
RELX Relx | INTERNET CONTENT | 15 | Moderate Buy | N/A |
SNOW Snowflake | INTERNET SOFTWARE | 117 | Moderate Buy | $248.58 |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
CIEN Ciena | Communications Components | 61 | Moderate Buy | $320.65 |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 47 | Moderate Buy | $251.93 |
LITE Lumentum | Communications Components | 68 | Moderate Buy | $575.06 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 38 | Moderate Buy | $1,218.42 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 8 | Moderate Buy | N/A |
CSU Constellation Software | Software - Application | 31 | Moderate Buy | C$4,187.14 |
ORANY Orange | Wireless Non - US | 8 | Moderate Buy | N/A |
INFY American Noble Gas | IT Services | 24 | Hold | $16.89 |
ADSK Autodesk | INTERNET SOFTWARE | 72 | Moderate Buy | $342.96 |
KEYS Keysight Technologies | ELEC MSRNG INST | 30 | Moderate Buy | $295.36 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 39 | Moderate Buy | $253.67 |
ASX ASE Technology | ELEC COMP - SEMIC | 11 | Hold | N/A |
AME AMETEK | ELEC TEST EQUIPTMENT | 33 | Moderate Buy | $244.82 |
UI Ubiquiti | Wireless Equipment | 18 | Moderate Buy | $615.67 |
SE SEA | INTERNET SOFTWARE | 30 | Moderate Buy | $166.83 |
NOK Nokia | Wireless Equipment | 18 | Moderate Buy | $7.01 |
TER Teradyne | ELEC PRODS - MISC | 31 | Moderate Buy | $273.73 |
MSTR Strategy | Software - Application | 38 | Moderate Buy | $368.21 |
DDOG Datadog | INTERNET SOFTWARE | 108 | Moderate Buy | $179.62 |
GRMN Garmin | ELEC PRODS - MISC | 14 | Moderate Buy | $254.00 |
SSEZY SSE | ELEC POWER | 3 | Hold | N/A |
CLS Celestica | Electronic Components | 11 | Strong Buy | C$183.00 |
LGRDY LeGrand | ELEC MISC SERVICES | 5 | Moderate Buy | N/A |
BIDU Baidu | INTERNET SERVICES | 44 | Moderate Buy | $157.89 |
ROK Rockwell Automation | ELEC PRODS - MISC | 52 | Moderate Buy | $418.33 |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
ERIC Ericsson | Wireless Equipment | 12 | Reduce | $10.40 |
CNSWF Constellation Software | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
ASMIY ASM International | Semi - Communications | 8 | Moderate Buy | N/A |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 28 | Hold | $478.53 |
XYZ Block | INTERNET SOFTWARE | 101 | Moderate Buy | $82.14 |
ASTS AST SpaceMobile | Wireless Equipment | 17 | Reduce | $63.77 |
WDAY Workday | INTERNET SOFTWARE | 96 | Moderate Buy | $199.71 |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 80 | Moderate Buy | $86.00 |
CRWV CoreWeave | INTERNET SOFTWARE | 99 | Moderate Buy | $122.35 |
VOD Vodafone Group | Wireless Non - US | 21 | Reduce | $72.00 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
PAYX Paychex | INTERNET SOFTWARE | 41 | Reduce | $121.38 |
CLS Celestica | ELEC MANUF SVS (EMS) | 41 | Moderate Buy | $354.24 |
ADYEY Adyen | INTERNET SOFTWARE | 4 | Buy | N/A |
SATS EchoStar | Satellite Communication | 13 | Hold | $134.17 |
NBIS Nebius Group | Internet Software/Services | 39 | Moderate Buy | $157.80 |
CTSH Cognizant Technology Solutions | IT Services | 31 | Hold | $88.78 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 51 | Moderate Buy | $26.50 |
STM STMicroelectronics | SEMI - GENERAL | 13 | Hold | $31.93 |
JBL Jabil | ELEC MANUF SVS (EMS) | 38 | Moderate Buy | $283.25 |
DASTY Dassault Systemes | COMP - SOFTWARE | 7 | Moderate Buy | N/A |
FICO Fair Isaac | IT Services | 36 | Moderate Buy | $1,956.92 |
RDDT Reddit | INTERNET SOFTWARE | 77 | Moderate Buy | $242.19 |
SMCAY SMC | ELEC PRODS - MISC | 3 | Strong Buy | N/A |
TTDKY TDK | ELEC - MISC COMPONENTS | 2 | Strong Buy | N/A |
ZS Zscaler | Security | 122 | Moderate Buy | $267.13 |
FLEX Flex | ELEC PRODS - MISC | 34 | Moderate Buy | $67.10 |
GFS GlobalFoundries | ELEC COMP - SEMIC | 32 | Hold | $46.13 |
Q Qnity Electronics | Semiconductor Equipment & Materials | 11 | Buy | $120.86 |
ON ON Semiconductor | SEMI - ANALOG & MIXED | 62 | Hold | $64.19 |
UMC United Microelectronics | ELEC COMP - SEMIC | 12 | Reduce | $8.60 |
FUJIY Fujifilm | SEQPT - PHTOMASK | 2 | Hold | N/A |
WIT Wipro | IT Services | 7 | Reduce | N/A |
ZM Zoom Communications | INTERNET SOFTWARE | 76 | Hold | $95.32 |
MDB MongoDB | INTERNET SOFTWARE | 139 | Moderate Buy | $354.18 |
VRSN VeriSign | Internet Software/Services | 14 | Hold | $292.00 |
PSTG Everpure | COMP - STORAGE DE | 52 | Moderate Buy | $94.53 |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 4 | Hold | N/A |
ALAB Astera Labs | INTERNET SOFTWARE | 46 | Moderate Buy | $202.22 |
GIB.A CGI | Information Technology Services | 21 | Moderate Buy | C$147.67 |
LDOS Leidos | IT Services | 32 | Moderate Buy | $214.18 |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 23 | Moderate Buy | $247.71 |
NTAP NetApp | COMP - STORAGE DE | 31 | Hold | $122.42 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 34 | Moderate Buy | $137.88 |
TLSNY TeliaSonera | Wireless Non - US | 4 | Buy | N/A |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 48 | Buy | $206.33 |
TEAM Atlassian | INTERNET SOFTWARE | 74 | Moderate Buy | $180.48 |
IOT Samsara | INTERNET SOFTWARE | 35 | Moderate Buy | $46.18 |
FN Fabrinet | ELEC - MISC COMPONENTS | 28 | Moderate Buy | $541.25 |
TWLO Twilio | INTERNET SOFTWARE | 55 | Moderate Buy | $145.22 |
BEKE KE | INTERNET SERVICES | 12 | Moderate Buy | $21.63 |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 15 | Hold | $156.75 |
SMCI Super Micro Computer | COMP - STORAGE DE | 53 | Hold | $43.43 |
CSGP CoStar Group | IT Services | 38 | Moderate Buy | $72.76 |
PTC PTC | COMP - SOFTWARE | 47 | Moderate Buy | $182.08 |
ENTG Entegris | ELEC - MANUFT MACH | 28 | Moderate Buy | $133.78 |
SSNC SS&C Technologies | COMP - SOFTWARE | 32 | Moderate Buy | $101.00 |
FTV Fortive | ELEC TEST EQUIPTMENT | 37 | Hold | $61.23 |
CHKP Check Point Software Technologies | Security | 46 | Hold | $212.40 |
HPQ HP | COMP - MICRO | 46 | Reduce | $21.58 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 37 | Moderate Buy | $228.27 |
FFIV F5 | INTERNET SOFTWARE | 39 | Hold | $309.89 |
AKAM Akamai Technologies | INTERNET SERVICES | 52 | Hold | $109.89 |
MKSI MKS | ELEC PRODS - MISC | 39 | Moderate Buy | $273.08 |
BESIY BE Semiconductor Industries | ELEC - MANUFT MACH | 7 | Hold | N/A |
GIB CGI Group | COMP - SERVICES | 11 | Hold | $117.00 |
CDW CDW | IT Services | 15 | Moderate Buy | $160.43 |
GRAB Grab | INTERNET SOFTWARE | 10 | Buy | $6.47 |
TYL Tyler Technologies | Internet Software/Services | 34 | Moderate Buy | $467.54 |
NVMI Nova | ELEC COMP - SEMIC | 12 | Buy | $442.25 |
LNVGY Lenovo Group | COMP - MICRO | 3 | Hold | N/A |
AFRM Affirm | INTERNET SOFTWARE | 63 | Moderate Buy | $85.00 |
TOST Toast | INTERNET SOFTWARE | 47 | Moderate Buy | $40.46 |
OKTA Okta | Security | 98 | Moderate Buy | $103.25 |
HUBS HubSpot | INTERNET SOFTWARE | 93 | Moderate Buy | $443.34 |
NDEKY Nitto Denko | Semi - Communications | 1 | Strong Buy | N/A |
CACI CACI International | COMP - SERVICES | 21 | Moderate Buy | $673.18 |
LOGI Logitech International | COMP - PERIPH EQP | 32 | Hold | $102.13 |
GWRE Guidewire Software | INTERNET SOFTWARE | 48 | Moderate Buy | $249.85 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 41 | Moderate Buy | $102.64 |
TIGO Millicom International Cellular | Wireless Non - US | 25 | Hold | $59.33 |
WCC WESCO International | ELEC PARTS DIST | 30 | Moderate Buy | $276.00 |
SNX TD SYNNEX | ELEC PRODS - MISC | 40 | Moderate Buy | $170.82 |
PINS Pinterest | INTERNET SOFTWARE | 75 | Hold | $25.87 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 44 | Moderate Buy | $314.00 |
TIMB TIM | Wireless Non - US | 18 | Moderate Buy | $23.67 |
AMKR Amkor Technology | ELEC COMP - SEMIC | 31 | Hold | $49.86 |
JKHY Jack Henry & Associates | IT Services | 34 | Moderate Buy | $200.42 |
IONQ IonQ | COMP - INTEGT SYS | 37 | Moderate Buy | $69.45 |
DT Dynatrace | IT Services | 51 | Moderate Buy | $53.48 |
TTD Trade Desk | INTERNET SERVICES | 102 | Hold | $41.94 |
SKM SK Telecom | Wireless Non - US | 15 | Hold | N/A |
GDDY GoDaddy | Internet Services - Delivery | 31 | Moderate Buy | $125.57 |
NTNX Nutanix | IT Services | 41 | Moderate Buy | $62.43 |
CFLT Confluent | INTERNET SOFTWARE | 60 | Hold | $28.71 |
BSY Bentley Systems | INTERNET SOFTWARE | 38 | Hold | $48.50 |
Z Zillow Group | INTERNET SERVICES | 21 | Hold | $90.60 |
SGPYY Sage Group | Business Software Services/BPO | 6 | Buy | N/A |
KT KT | Wireless Non - US | 14 | Moderate Buy | N/A |
ONTO Onto Innovation | Nanotechnology | 23 | Moderate Buy | $252.50 |
RMBS Rambus | ELEC COMP - SEMIC | 23 | Moderate Buy | $105.71 |
RBRK Rubrik | INTERNET SOFTWARE | 51 | Moderate Buy | $89.10 |
RKUNY Rakuten | INTERNET SERVICES | 4 | Buy | N/A |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 33 | Buy | $117.25 |
WTS Watts Water Technologies | INSTRU - CONTROL | 19 | Hold | $334.11 |
KLAR Klarna Group | INTERNET SOFTWARE | 41 | Moderate Buy | $38.33 |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 5 | Buy | $34.50 |
SITM SiTime | ELEC PRODS - MISC | 19 | Moderate Buy | $409.38 |
DOCU Docusign | INTERNET SOFTWARE | 58 | Hold | $66.67 |
IESC IES | ELEC MISC SERVICES | 7 | Buy | $458.00 |
IDCC InterDigital | Wireless Equipment | 5 | Moderate Buy | $416.67 |
PCOR Procore Technologies | INTERNET SOFTWARE | 55 | Moderate Buy | $77.05 |
WISE Wise | Information Technology Services | 11 | Buy | GBX 1,291.33 |
DSG The Descartes Systems Group | Software - Application | 4 | Strong Buy | N/A |
VICR Vicor | ELEC - MISC COMPONENTS | 15 | Buy | $118.33 |
PL Planet Labs PBC | Satellite Communication | 27 | Hold | $26.43 |
SSNLF Samsung Electronics | Consumer Electronics | 4 | Buy | N/A |
CGNX Cognex | ELEC TEST EQUIPTMENT | 31 | Moderate Buy | $57.00 |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 26 | Moderate Buy | $364.00 |
MANH Manhattan Associates | COMP - SOFTWARE | 30 | Moderate Buy | $220.36 |
U Unity Software | INTERNET SOFTWARE | 79 | Moderate Buy | $39.73 |
SWKS Skyworks Solutions | Semi - Radio Freq | 56 | Hold | $70.50 |
TOI Topicus.com | Software - Application | 3 | Buy | C$145.00 |
ROHCY Rohm | ELEC COMP - SEMIC | 1 | Hold | N/A |
VIPS Vipshop | Internet Services - Delivery | 22 | Moderate Buy | $20.65 |
VIAV Viavi Solutions | Communications Components | 32 | Moderate Buy | $25.00 |
GSAT Globalstar | Satellite Communication | 9 | Hold | $69.00 |
SGE The Sage Group | Software - Application | 19 | Moderate Buy | GBX 1,230.83 |
CAMT Camtek | ELEC MSRNG INST | 33 | Moderate Buy | $165.92 |
DOCN DigitalOcean | INTERNET SOFTWARE | 36 | Moderate Buy | $70.38 |
OTEX Open Text | Software - Application | 1 | Hold | C$28.00 |
SNAP Snap | INTERNET SOFTWARE | 68 | Hold | $8.17 |
AAOI Applied Optoelectronics | ELEC COMP - SEMIC | 28 | Hold | $52.80 |
NICE NiCE | INTERNET SOFTWARE | 48 | Hold | $151.83 |
MTCH Match Group | INTERNET SOFTWARE | 30 | Hold | $35.86 |
FORM FormFactor | ELEC COMP - SEMIC | 20 | Moderate Buy | $80.91 |
EPAM EPAM Systems | IT Services | 38 | Moderate Buy | $196.06 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 4 | Buy | N/A |
PEGA Pegasystems | COMP - SOFTWARE | 54 | Moderate Buy | $67.60 |
SMTC Semtech | SEMI - ANALOG & MIXED | 39 | Moderate Buy | $93.14 |
QRVO Qorvo | Semi - Radio Freq | 41 | Hold | $93.88 |
ARW Arrow Electronics | ELEC PARTS DIST | 12 | Hold | $124.33 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 16 | Buy | $160.00 |
VSAT Viasat | Wireless Equipment | 16 | Moderate Buy | $45.86 |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 25 | Moderate Buy | $146.86 |
DOX Amdocs | IT Services | 17 | Moderate Buy | $92.33 |
SAIL SailPoint | INTERNET SOFTWARE | 40 | Moderate Buy | $21.79 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 27 | Hold | $26.17 |
TKR Timken | ELEC PRODS - MISC | 23 | Hold | $94.89 |
SLAB Silicon Laboratories | SEMI - ANALOG & MIXED | 22 | Hold | $167.78 |
TMSNY Temenos Group | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
PAYC Paycom Software | INTERNET SOFTWARE | 47 | Hold | $170.71 |
PATH UiPath | INTERNET SOFTWARE | 44 | Hold | $14.07 |
YOU CLEAR Secure | INTERNET SOFTWARE | 30 | Hold | $51.57 |
G Genpact | IT Services | 21 | Hold | $47.29 |
TTAN ServiceTitan | INTERNET SOFTWARE | 46 | Moderate Buy | $113.56 |
DSGX The Descartes Systems Group | COMP - SOFTWARE | 31 | Moderate Buy | $108.64 |
DBX Dropbox | INTERNET SERVICES | 14 | Hold | $27.50 |
OMRNY Omron | ELEC - MISC COMPONENTS | 1 | Hold | N/A |
APPF AppFolio | INTERNET SOFTWARE | 24 | Moderate Buy | $270.83 |
PCTY Paylocity | INTERNET SOFTWARE | 45 | Moderate Buy | $180.05 |
