MSFT Microsoft | COMP - SOFTWARE | 102 | Moderate Buy | $515.68 |
NVDA NVIDIA | SEMI - GENERAL | 142 | Moderate Buy | $173.05 |
AAPL Apple | COMP - MICRO | 164 | Moderate Buy | $234.86 |
GOOG Alphabet | INTERNET SERVICES | 32 | Moderate Buy | $204.88 |
GOOGL Alphabet | INTERNET SERVICES | 136 | Moderate Buy | $199.75 |
META Meta Platforms | INTERNET SOFTWARE | 187 | Moderate Buy | $710.00 |
AVGO Broadcom | ELEC COMP - SEMIC | 73 | Moderate Buy | $276.09 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 22 | Moderate Buy | $218.00 |
TCEHY Tencent | INTERNET SERVICES | 1 | Strong Buy | $88.00 |
ORCL Oracle | COMP - SOFTWARE | 103 | Moderate Buy | $196.74 |
SAP SAP | COMP - SOFTWARE | 26 | Buy | $271.83 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 67 | Reduce | $89.32 |
ASML ASML | SEQPT - WAFER FAB | 22 | Moderate Buy | $913.80 |
IBM International Business Machines | COMP - INTEGT SYS | 53 | Moderate Buy | $252.19 |
CSCO Cisco Systems | COMP - NETWORKS | 57 | Moderate Buy | $69.11 |
TMUS T-Mobile US | Wireless National | 66 | Moderate Buy | $257.68 |
CRM Salesforce | COMP - SOFTWARE | 139 | Moderate Buy | $346.34 |
INTU Intuit | COMP - SOFTWARE | 68 | Moderate Buy | $787.95 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 112 | Moderate Buy | $134.61 |
NOW ServiceNow | IT Services | 128 | Moderate Buy | $1,062.50 |
T AT&T | Wireless National | 61 | Moderate Buy | $28.76 |
ACN Accenture | IT Services | 62 | Moderate Buy | $380.00 |
TXN Texas Instruments | SEMI - GENERAL | 63 | Hold | $191.91 |
VZ Verizon Communications | Wireless National | 39 | Moderate Buy | $47.41 |
UBER Uber Technologies | INTERNET SERVICES | 106 | Moderate Buy | $94.39 |
QCOM QUALCOMM | ELEC COMP - SEMIC | 65 | Hold | $190.28 |
ADBE Adobe | COMP - SOFTWARE | 96 | Moderate Buy | $494.67 |
ARM ARM | ELEC COMP - SEMIC | 64 | Moderate Buy | $152.76 |
SPOT Spotify Technology | INTERNET SOFTWARE | 88 | Moderate Buy | $630.28 |
AMAT Applied Materials | ELEC COMP - SEMIC | 63 | Moderate Buy | $199.29 |
SHOP Shopify | Prepackaged software | 110 | Moderate Buy | $115.66 |
MU Micron Technology | COMP - INTEGT SYS | 80 | Moderate Buy | $129.00 |
SHOP Shopify | Software - Application | 6 | Moderate Buy | C$136.67 |
PANW Palo Alto Networks | Security | 126 | Moderate Buy | $208.00 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 37 | Hold | $307.08 |
CRWD CrowdStrike | Security | 184 | Moderate Buy | $453.17 |
LRCX Lam Research | ELEC COMP - SEMIC | 56 | Moderate Buy | $92.78 |
KLAC KLA | ELEC PRODS - MISC | 66 | Moderate Buy | $807.06 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 48 | Moderate Buy | $251.75 |
ANET Arista Networks | INTERNET SOFTWARE | 57 | Moderate Buy | $107.38 |
APH Amphenol | ELEC - CONNECTORS | 33 | Moderate Buy | $88.00 |
MSTR MicroStrategy | COMP - SOFTWARE | 44 | Moderate Buy | $514.42 |
RELX Relx | INTERNET CONTENT | 12 | Buy | N/A |
INTC Intel | SEMI - GENERAL | 77 | Reduce | $21.57 |
DASH DoorDash | INTERNET SERVICES | 109 | Moderate Buy | $210.21 |
SE SEA | INTERNET SOFTWARE | 31 | Moderate Buy | $147.15 |
CRWV CoreWeave | INTERNET SOFTWARE | 39 | Hold | $65.00 |
NTES NetEase | Internet Software/Services | 22 | Moderate Buy | $119.38 |
DELL Dell Technologies | COMP - MICRO | 56 | Moderate Buy | $138.00 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 37 | Moderate Buy | $325.23 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 1 | Strong Buy | N/A |
TOELY Tokyo Electron | Semiconductors & related devices | 1 | Strong Buy | N/A |
FTNT Fortinet | Security | 112 | Hold | $104.80 |
INFY American Noble Gas | IT Services | 33 | Moderate Buy | $17.48 |
CSU Constellation Software | Software - Application | 21 | Buy | C$4,693.67 |
SNPS Synopsys | COMP - SOFTWARE | 33 | Moderate Buy | $607.14 |
SNOW Snowflake | INTERNET SOFTWARE | 150 | Moderate Buy | $223.50 |
KDDIY KDDI | Wireless Non - US | 1 | Strong Buy | N/A |
MSI Motorola Solutions | Wireless Equipment | 23 | Moderate Buy | $513.25 |
MRVL Marvell Technology | ELEC COMP - SEMIC | 109 | Moderate Buy | $96.33 |
WDAY Workday | INTERNET SOFTWARE | 89 | Moderate Buy | $293.54 |
ADSK Autodesk | INTERNET SOFTWARE | 81 | Moderate Buy | $337.45 |
NET Cloudflare | INTERNET SOFTWARE | 75 | Hold | $145.92 |
ROP Roper Technologies | Process control instruments | 28 | Moderate Buy | $632.36 |
ADYEY Adyen | INTERNET SOFTWARE | 4 | Strong Buy | N/A |
PAYX Paychex | INTERNET SOFTWARE | 25 | Reduce | $143.36 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 58 | Moderate Buy | $244.78 |
AMX America Movil | Wireless Non - US | 37 | Moderate Buy | $16.62 |
TEAM Atlassian | INTERNET SOFTWARE | 98 | Moderate Buy | $282.19 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 4 | Strong Buy | N/A |
ATEYY Advantest | ELEC MSRNG INST | 5 | Hold | N/A |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 61 | Moderate Buy | $162.50 |
DASTY Dassault Systemes | COMP - SOFTWARE | 2 | Strong Buy | N/A |
ZS Zscaler | Security | 114 | Moderate Buy | $294.03 |
VRT Vertiv | IT Services | 45 | Moderate Buy | $126.69 |
GSAT Globalstar | Communication services, not elsewhere classified | 5 | Moderate Buy | $43.33 |
DDOG Datadog | INTERNET SOFTWARE | 79 | Moderate Buy | $142.52 |
GLW Corning | Communications Components | 43 | Moderate Buy | $53.75 |
FICO Fair Isaac | IT Services | 41 | Moderate Buy | $2,304.15 |
AME AMETEK | ELEC TEST EQUIPTMENT | 43 | Moderate Buy | $197.89 |
ORANY Orange | Wireless Non - US | 1 | N/A | N/A |
CTSH Cognizant Technology Solutions | IT Services | 51 | Hold | $85.00 |
XYZ Block | INTERNET SOFTWARE | 87 | Moderate Buy | $76.22 |
GRMN Garmin | ELEC PRODS - MISC | 23 | Hold | $206.00 |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 70 | Moderate Buy | $70.15 |
ROK Rockwell Automation | ELEC PRODS - MISC | 58 | Moderate Buy | $317.79 |
TTD Trade Desk | INTERNET SERVICES | 129 | Moderate Buy | $97.15 |
CSGP CoStar Group | IT Services | 48 | Moderate Buy | $87.69 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 42 | Moderate Buy | $789.42 |
LGRDY LeGrand | ELEC MISC SERVICES | 2 | Moderate Buy | N/A |
DKILY Daikin Industries | ELEC PRODS - MISC | 1 | Hold | N/A |
WIT Wipro | IT Services | 24 | Hold | N/A |
GIB.A CGI | Information Technology Services | 30 | Buy | C$175.85 |
ANSS ANSYS | COMP - SOFTWARE | 27 | Hold | $352.50 |
BIDU Baidu | INTERNET SERVICES | 43 | Hold | $107.82 |
ASMIY ASM International | Semi-Communications | 7 | Strong Buy | $561.00 |
HUBS HubSpot | INTERNET SOFTWARE | 107 | Moderate Buy | $766.71 |
NOK Nokia | Wireless Equipment | 24 | Moderate Buy | $5.85 |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 33 | Hold | $250.83 |
ERIC Ericsson | Wireless Equipment | 9 | Hold | $9.80 |
STX Seagate Technology | COMP - INTEGT SYS | 72 | Moderate Buy | $119.42 |
KEYS Keysight Technologies | ELEC MSRNG INST | 32 | Moderate Buy | $183.00 |
SSEZY SSE | ELEC POWER | 3 | Buy | N/A |
FUJIY Fujifilm | SEQPT - PHTOMASK | 2 | Buy | N/A |
SMCI Super Micro Computer | COMP - STORAGE DE | 51 | Hold | $45.63 |
VRSN VeriSign | Internet Software/Services | 15 | Buy | $267.50 |
STM STMicroelectronics | SEMI - GENERAL | 28 | Hold | $29.67 |
RDDT Reddit | INTERNET SOFTWARE | 99 | Moderate Buy | $139.35 |
GDDY GoDaddy | Internet Services - Delivery | 50 | Moderate Buy | $214.86 |
VOD Vodafone Group | Wireless Non - US | 20 | Hold | N/A |
TYL Tyler Technologies | Internet Software/Services | 53 | Moderate Buy | $680.50 |
GIB CGI Group | COMP - SERVICES | 13 | Buy | $156.75 |
CHKP Check Point Software Technologies | Security | 77 | Hold | $232.44 |
FTV Fortive | ELEC TEST EQUIPTMENT | 51 | Moderate Buy | $82.62 |
PINS Pinterest | INTERNET SOFTWARE | 94 | Moderate Buy | $40.42 |
ZM Zoom Communications | INTERNET SOFTWARE | 73 | Hold | $87.00 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 40 | Moderate Buy | $21.31 |
ASX ASE Technology | ELEC COMP - SEMIC | 8 | Buy | N/A |
UI Ubiquiti | Wireless Equipment | 15 | Hold | $343.50 |
HPQ HP | COMP - MICRO | 39 | Hold | $29.54 |
CDW CDW | IT Services | 15 | Hold | $208.71 |
IOT Samsara | INTERNET SOFTWARE | 50 | Moderate Buy | $50.00 |
JBL Jabil | ELEC MANUF SVS (EMS) | 36 | Buy | $200.00 |
BEKE KE | INTERNET SERVICES | 9 | Buy | $27.16 |
ON ON Semiconductor | SEMI - ANALOG & MIXED | 77 | Moderate Buy | $55.62 |
TOST Toast | INTERNET SOFTWARE | 54 | Moderate Buy | $41.21 |
GWRE Guidewire Software | INTERNET SOFTWARE | 58 | Moderate Buy | $247.00 |
UMC United Microelectronics | ELEC COMP - SEMIC | 10 | Hold | $7.40 |
WDC Western Digital | COMP - STORAGE DE | 78 | Moderate Buy | $63.79 |
NTAP NetApp | COMP - STORAGE DE | 49 | Hold | $117.79 |
GFS GlobalFoundries | ELEC COMP-SEMIC | 24 | Moderate Buy | $47.09 |
PTC PTC | COMP - SOFTWARE | 39 | Hold | $188.69 |
AFRM Affirm | INTERNET SOFTWARE | 66 | Moderate Buy | $65.05 |
NTNX Nutanix | IT Services | 47 | Moderate Buy | $90.38 |
SSNC SS&C Technologies | COMP - SOFTWARE | 28 | Buy | $91.86 |
CYBR CyberArk Software | Security | 94 | Buy | $416.79 |
LDOS Leidos | IT Services | 52 | Moderate Buy | $176.46 |
GRAB Grab | INTERNET SOFTWARE | 23 | Moderate Buy | $5.71 |
TWLO Twilio | INTERNET SOFTWARE | 88 | Moderate Buy | $126.39 |
OKTA Okta | Security | 125 | Moderate Buy | $121.59 |
FLEX Flex | ELEC PRODS - MISC | 30 | Buy | $46.00 |
PSTG Pure Storage | COMP - STORAGE DE | 51 | Moderate Buy | $69.95 |
RBRK Rubrik | INTERNET SOFTWARE | 69 | Moderate Buy | $100.38 |
AZPN Aspen Technology | Custom computer programming services | 36 | Hold | $276.25 |
DT Dynatrace | IT Services | 64 | Moderate Buy | $61.75 |
MDB MongoDB | INTERNET SOFTWARE | 99 | Moderate Buy | $282.47 |
SGPYY Sage Group | Business Software Services/BPO | 1 | Sell | N/A |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 1 | N/A | N/A |
FFIV F5 | INTERNET SOFTWARE | 39 | Hold | $282.56 |
ALAB Astera Labs | INTERNET SOFTWARE | 40 | Buy | $100.00 |
Z Zillow Group | INTERNET SERVICES | 23 | Moderate Buy | $83.71 |
CLS Celestica | Electronic Components | 10 | Buy | C$110.50 |
CLS Celestica | ELEC MANUF SVS (EMS) | 37 | Buy | $116.64 |
DOCU Docusign | INTERNET SOFTWARE | 53 | Hold | $89.77 |
BSY Bentley Systems | INTERNET SOFTWARE | 25 | Moderate Buy | $52.00 |
MNDY monday.com | INTERNET SOFTWARE | 82 | Moderate Buy | $347.09 |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 40 | Buy | $81.00 |
ASTS AST SpaceMobile | Wireless Equipment | 18 | Moderate Buy | $43.73 |
TER Teradyne | ELEC PRODS - MISC | 50 | Moderate Buy | $114.67 |
SNAP Snap | INTERNET SOFTWARE | 79 | Hold | $35.62 |
PAYC Paycom Software | INTERNET SOFTWARE | 36 | Hold | $226.90 |
LOGI Logitech International | COMP - PERIPH EQP | 35 | Hold | $84.29 |
JKHY Jack Henry & Associates | IT Services | 23 | Hold | $184.10 |
SAIL SailPoint | INTERNET SOFTWARE | 8 | Moderate Buy | $26.50 |
SGE The Sage Group | Software - Application | 12 | Hold | GBX 3,446.67 |
RKUNY Rakuten | INTERNET SERVICES | 2 | Buy | N/A |
JNPR Juniper Networks | Wireless Equipment | 30 | Hold | $40.00 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 24 | Buy | $70.67 |
ENTG Entegris | ELEC - MANUFT MACH | 31 | Moderate Buy | $113.00 |
AKAM Akamai Technologies | INTERNET SERVICES | 41 | Moderate Buy | $101.25 |
MANH Manhattan Associates | COMP - SOFTWARE | 35 | Moderate Buy | $208.88 |
NBIS Nebius Group | Internet Software/Services | 15 | Buy | $66.50 |
SMR NuScale Power | ELEC POWER | 9 | Moderate Buy | $27.00 |
WISE Wise | Information Technology Services | 6 | Hold | GBX 950 |
SWKS Skyworks Solutions | Semi - Radio Freq | 47 | Reduce | $78.29 |
BESIY BE Semiconductor Industries | ELEC - MANUFT MACH | 3 | Moderate Buy | N/A |
NICE Nice | INTERNET SOFTWARE | 45 | Moderate Buy | $208.92 |
SNX TD SYNNEX | ELEC PRODS - MISC | 36 | Moderate Buy | $138.00 |
CIEN Ciena | Communications Components | 43 | Moderate Buy | $83.15 |
DOX Amdocs | IT Services | 16 | Buy | $105.33 |
MMYT MakeMyTrip | Internet Services - Delivery | 14 | Buy | $127.50 |
IONQ IonQ | COMP - INTEGT SYS | 20 | Moderate Buy | $40.00 |
KT KT | Wireless Non - US | 18 | Buy | N/A |
KVYO Klaviyo | INTERNET SOFTWARE | 60 | Moderate Buy | $43.21 |
CACI CACI International | COMP - SERVICES | 41 | Moderate Buy | $515.67 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 20 | Moderate Buy | $130.50 |
U Unity Software | INTERNET SOFTWARE | 51 | Moderate Buy | $25.14 |
PCOR Procore Technologies | INTERNET SOFTWARE | 64 | Moderate Buy | $80.83 |
PCTY Paylocity | INTERNET SOFTWARE | 64 | Moderate Buy | $224.75 |
ALTR Altair Engineering | Prepackaged software | 12 | Reduce | $100.83 |
FN Fabrinet | ELEC - MISC COMPONENTS | 24 | Hold | $245.00 |
TTAN ServiceTitan | INTERNET SOFTWARE | 30 | Moderate Buy | $122.21 |
EPAM EPAM Systems | IT Services | 45 | Moderate Buy | $233.93 |
TIMB TIM | Wireless Non - US | 13 | Hold | $17.33 |
FYBR Frontier Communications Parent | Comm Network Software | 19 | Hold | $36.07 |
DAY Dayforce | INTERNET SOFTWARE | 51 | Moderate Buy | $70.86 |
WIX Wix.com | IT Services | 72 | Buy | $228.95 |
ESTC Elastic | INTERNET SOFTWARE | 86 | Moderate Buy | $113.63 |
SKM SK Telecom | Wireless Non - US | 17 | Hold | N/A |
PEGA Pegasystems | COMP - SOFTWARE | 53 | Moderate Buy | $106.18 |
WCC WESCO International | ELEC PARTS DIST | 30 | Buy | $212.63 |
DSGX The Descartes Systems Group | COMP - SOFTWARE | 30 | Moderate Buy | $123.40 |
DSG The Descartes Systems Group | Software - Application | 3 | Strong Buy | N/A |
CFLT Confluent | INTERNET SOFTWARE | 93 | Moderate Buy | $30.11 |
APPF AppFolio | INTERNET SOFTWARE | 20 | Moderate Buy | $274.43 |
WTS Watts Water Technologies | INSTRU - CONTROL | 13 | Hold | $231.20 |
SQNXF Square Enix | INTERNET SERVICES | 1 | Sell | N/A |
DBX Dropbox | INTERNET SERVICES | 5 | Hold | $31.00 |
CVLT CommVault Systems | COMP-SOFTWARE | 34 | Moderate Buy | $175.25 |
SMAR Smartsheet | Prepackaged software | 33 | Hold | $57.00 |
MTCH Match Group | INTERNET SOFTWARE | 62 | Hold | $35.91 |
VIPS Vipshop | Internet Services - Delivery | 20 | Hold | $15.10 |
QRVO Qorvo | Semi - Radio Freq | 55 | Hold | $91.21 |
G Genpact | IT Services | 17 | Hold | $50.71 |
EXLS ExlService | IT Services | 24 | Moderate Buy | $51.50 |
OTEX Open Text | COMP - SOFTWARE | 40 | Hold | $32.30 |
INFA Informatica | INTERNET SOFTWARE | 36 | Hold | $24.46 |
OLED Universal Display | ELEC - MISC COMPONENTS | 21 | Moderate Buy | $190.43 |
SATS EchoStar | Satellite Communication | 11 | Hold | $23.75 |
BMI Badger Meter | INSTRU - CONTROL | 18 | Moderate Buy | $236.60 |
HCP HashiCorp | Custom computer programming services | 47 | Hold | $35.00 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 52 | Moderate Buy | $63.15 |
BZ KANZHUN | INTERNET SOFTWARE | 9 | Moderate Buy | $18.50 |
GTLB GitLab | INTERNET SOFTWARE | 76 | Moderate Buy | $63.59 |
NVMI Nova | ELEC COMP - SEMIC | 15 | Moderate Buy | $277.00 |
OS OneStream | INTERNET SOFTWARE | 56 | Moderate Buy | $32.19 |
PATH UiPath | INTERNET SOFTWARE | 52 | Hold | $13.83 |
WAY Waystar | INTERNET SOFTWARE | 33 | Buy | $40.50 |
RMBS Rambus | ELEC COMP - SEMIC | 18 | Buy | $75.00 |
ARW Arrow Electronics | ELEC PARTS DIST | 9 | Reduce | $115.75 |
TIGO Millicom International Cellular | Wireless Non - US | 18 | Moderate Buy | $38.08 |
KGDEY Kingdee International Software Group | INTERNET SOFTWARE | 1 | Strong Buy | N/A |
MKSI MKS | ELEC PRODS - MISC | 28 | Moderate Buy | $132.64 |
CCCS CCC Intelligent Solutions | Prepackaged software | 17 | Moderate Buy | $12.19 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 31 | Moderate Buy | $32.00 |
LYFT Lyft | INTERNET SERVICES | 92 | Hold | $16.40 |
LITE Lumentum | Communications Components | 50 | Moderate Buy | $84.93 |
S SentinelOne | Security | 84 | Moderate Buy | $24.83 |
IDCC InterDigital | Wireless Equipment | 7 | Buy | $160.00 |
BRKR Bruker | INSTRU - SCIENTFC | 26 | Hold | $56.22 |
ALGM Allegro MicroSystems | ELEC COMP - SEMIC | 22 | Moderate Buy | $30.00 |
ITRI Itron | ELEC TEST EQUIPTMENT | 33 | Moderate Buy | $127.36 |
VERX Vertex | INTERNET SOFTWARE | 28 | Moderate Buy | $50.50 |
VRNS Varonis Systems | Security | 42 | Moderate Buy | $55.06 |
QTWO Q2 | INTERNET SOFTWARE | 47 | Moderate Buy | $100.41 |
TMNSF Temenos | Prepackaged software | 1 | Hold | N/A |
SSNLF Samsung Electronics | Consumer Electronics | 2 | Buy | N/A |
IESC IES | ELEC MISC SERVICES | 14 | N/A | N/A |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 29 | Hold | $252.25 |
SITM SiTime | ELEC PRODS - MISC | 18 | Moderate Buy | $224.00 |
