MSFT Microsoft | Prepackaged software | 102 | Moderate Buy | $513.89 |
NVDA NVIDIA | Semiconductors & related devices | 140 | Moderate Buy | $172.24 |
AAPL Apple | Electronic computers | 166 | Moderate Buy | $234.86 |
GOOG Alphabet | Computer programming, data processing, & other computer related | 32 | Moderate Buy | $204.88 |
GOOGL Alphabet | Computer programming, data processing, & other computer related | 136 | Moderate Buy | $199.75 |
META Meta Platforms | Computer programming, data processing, & other computer related | 184 | Moderate Buy | $702.48 |
AVGO Broadcom | Semiconductors & related devices | 87 | Moderate Buy | $272.71 |
TSM Taiwan Semiconductor Manufacturing | Semiconductors & related devices | 22 | Moderate Buy | $217.00 |
TCEHY Tencent | Miscellaneous business services | 1 | Strong Buy | $88.00 |
ORCL Oracle | Prepackaged software | 113 | Moderate Buy | $189.33 |
SAP SAP | Prepackaged software | 25 | Buy | $271.83 |
ASML ASML | Special industry machinery, not elsewhere classified | 21 | Moderate Buy | $906.00 |
IBM International Business Machines | Computer & office equipment | 52 | Moderate Buy | $250.31 |
TMUS T-Mobile US | Radiotelephone communication | 67 | Moderate Buy | $257.68 |
CSCO Cisco Systems | Computer & office equipment | 56 | Moderate Buy | $68.00 |
CRM Salesforce | Prepackaged software | 139 | Moderate Buy | $346.34 |
INTU Intuit | Prepackaged software | 69 | Moderate Buy | $785.33 |
NOW ServiceNow | Prepackaged software | 128 | Moderate Buy | $1,062.50 |
T AT&T | Telephone communication, except radio | 60 | Moderate Buy | $28.71 |
ACN Accenture | Business services, not elsewhere classified | 65 | Moderate Buy | $383.75 |
AMD Advanced Micro Devices | Semiconductors & related devices | 107 | Moderate Buy | $133.23 |
TXN Texas Instruments | Semiconductors & related devices | 61 | Hold | $189.86 |
VZ Verizon Communications | Telephone communication, except radio | 39 | Moderate Buy | $47.41 |
UBER Uber Technologies | Business services, not elsewhere classified | 106 | Moderate Buy | $94.39 |
ADBE Adobe | Prepackaged software | 98 | Moderate Buy | $503.33 |
QCOM QUALCOMM | Radio & t.v. communications equipment | 64 | Hold | $189.88 |
ARM ARM | Semiconductors & related devices | 65 | Moderate Buy | $152.76 |
SHOP Shopify | Prepackaged software | 111 | Moderate Buy | $115.39 |
AMAT Applied Materials | Semiconductors & related devices | 63 | Moderate Buy | $199.29 |
SHOP Shopify | Software - Application | 6 | Moderate Buy | C$136.67 |
PANW Palo Alto Networks | Computer peripheral equipment, not elsewhere classified | 127 | Moderate Buy | $208.00 |
MU Micron Technology | Semiconductors & related devices | 82 | Moderate Buy | $129.00 |
ANET Arista Networks | Computer & office equipment | 59 | Moderate Buy | $107.38 |
CRWD CrowdStrike | Prepackaged software | 184 | Moderate Buy | $453.17 |
LRCX Lam Research | Special industry machinery, not elsewhere classified | 56 | Moderate Buy | $90.87 |
KLAC KLA | Optical instruments & lenses | 66 | Moderate Buy | $795.39 |
ADI Analog Devices | Semiconductors & related devices | 46 | Moderate Buy | $248.63 |
APH Amphenol | Electronic connectors | 34 | Moderate Buy | $88.00 |
MSTR Strategy | Prepackaged software | 45 | Moderate Buy | $514.42 |
RELX Relx | Business services, not elsewhere classified | 12 | Buy | N/A |
DASH DoorDash | Business services, not elsewhere classified | 109 | Moderate Buy | $210.21 |
INTC Intel | Semiconductors & related devices | 77 | Reduce | $21.57 |
SE SEA | Miscellaneous business services | 30 | Moderate Buy | $147.15 |
CDNS Cadence Design Systems | Prepackaged software | 37 | Moderate Buy | $325.23 |
NTES NetEase | Prepackaged software | 23 | Moderate Buy | $119.38 |
SFTBY SoftBank Group | Telephone communication, except radio | 1 | Hold | N/A |
TOELY Tokyo Electron | Semiconductors & related devices | 1 | Strong Buy | N/A |
FTNT Fortinet | Computer peripheral equipment, not elsewhere classified | 111 | Hold | $104.80 |
DELL Dell Technologies | Electronic computers | 56 | Moderate Buy | $138.00 |
SNPS Synopsys | Prepackaged software | 33 | Moderate Buy | $607.14 |
INFY Infosys | Custom computer programming services | 33 | Moderate Buy | $17.48 |
TOELY Tokyo Electron | Semiconductors & related devices | 1 | Strong Buy | N/A |
CNSWF Constellation Software | Private households | 1 | Buy | N/A |
CSU Constellation Software | Software - Application | 21 | Buy | C$4,693.67 |
PYPL PayPal | Business services, not elsewhere classified | 108 | Hold | $83.29 |
SNOW Snowflake | Prepackaged software | 150 | Moderate Buy | $222.81 |
KDDIY KDDI | Private households | 1 | Strong Buy | N/A |
MSI Motorola Solutions | Radio & t.v. communications equipment | 23 | Moderate Buy | $513.25 |
WDAY Workday | Data processing & preparation | 89 | Moderate Buy | $293.54 |
ADSK Autodesk | Prepackaged software | 88 | Moderate Buy | $337.45 |
NET Cloudflare | Prepackaged software | 76 | Hold | $145.92 |
CARR Carrier Global | Refrigeration & heating equipment | 52 | Moderate Buy | $83.00 |
ADYEY Adyen | Private households | 4 | Strong Buy | N/A |
ROP Roper Technologies | Process control instruments | 29 | Moderate Buy | $632.36 |
MRVL Marvell Technology | Semiconductors & related devices | 102 | Moderate Buy | $94.73 |
NXPI NXP Semiconductors | Semiconductors & related devices | 56 | Moderate Buy | $244.78 |
IFNNY Infineon Technologies | Semiconductors & related devices | 4 | Strong Buy | N/A |
TEAM Atlassian | Prepackaged software | 97 | Moderate Buy | $282.19 |
AMX América Móvil | Telephone communication, except radio | 36 | Moderate Buy | $17.22 |
DASTY Dassault Systèmes | Prepackaged software | 2 | Strong Buy | N/A |
TEL TE Connectivity | Electronic parts & equipment, not elsewhere classified | 62 | Moderate Buy | $162.50 |
ZS Zscaler | Custom computer programming services | 116 | Moderate Buy | $288.71 |
FICO Fair Isaac | Business services, not elsewhere classified | 41 | Moderate Buy | $2,304.15 |
VRT Vertiv | Electronic components, not elsewhere classified | 45 | Moderate Buy | $124.69 |
GLW Corning | Nonferrous wiredrawing & insulating | 46 | Moderate Buy | $53.08 |
ATEYY Advantest | Semiconductors & related devices | 4 | Hold | N/A |
DDOG Datadog | Prepackaged software | 79 | Moderate Buy | $142.25 |
GSAT Globalstar | Communication services, not elsewhere classified | 5 | Moderate Buy | $43.33 |
AME AMETEK | Process control instruments | 43 | Moderate Buy | $197.89 |
GRMN Garmin | Search & navigation equipment | 24 | Hold | $206.00 |
CTSH Cognizant Technology Solutions | Custom computer programming services | 51 | Hold | $85.00 |
MCHP Microchip Technology | Semiconductors & related devices | 68 | Moderate Buy | $69.53 |
ROK Rockwell Automation | Measuring & controlling devices, not elsewhere classified | 57 | Moderate Buy | $316.21 |
TTD Trade Desk | Computer programming, data processing, & other computer related | 130 | Moderate Buy | $97.15 |
CSGP CoStar Group | Business services, not elsewhere classified | 47 | Moderate Buy | $87.54 |
MPWR Monolithic Power Systems | Semiconductors & related devices | 42 | Moderate Buy | $786.92 |
DKILY Daikin Industries,Ltd. | Private households | 1 | Hold | N/A |
LGRDY Legrand | Electronic, electrical equipment & components, except computer equipment | 2 | Moderate Buy | N/A |
WIT Wipro | Custom computer programming services | 24 | Hold | N/A |
ANSS ANSYS | Prepackaged software | 27 | Hold | $352.50 |
GIB.A CGI | Information Technology Services | 30 | Buy | C$175.85 |
BIDU Baidu | Computer programming, data processing, & other computer related | 44 | Hold | $107.82 |
HUBS HubSpot | Prepackaged software | 106 | Moderate Buy | $766.71 |
ASMIY ASM International | Special industry machinery, not elsewhere classified | 7 | Strong Buy | $561.00 |
NOK Nokia Oyj | Radio & t.v. communications equipment | 24 | Moderate Buy | $5.85 |
ERIC Telefonaktiebolaget LM Ericsson (publ) | Radio & t.v. communications equipment | 9 | Hold | $9.80 |
KEYS Keysight Technologies | Process control instruments | 32 | Moderate Buy | $183.00 |
FUJIY FUJIFILM | Photographic equipment & supplies | 2 | Buy | N/A |
SSEZY SSE | Private households | 3 | Buy | N/A |
STM STMicroelectronics | Semiconductors & related devices | 28 | Hold | $30.97 |
STX Seagate Technology | Computer storage devices | 72 | Moderate Buy | $119.42 |
VRSN VeriSign | Custom computer programming services | 16 | Buy | $267.50 |
SMCI Super Micro Computer | Electronic computers | 51 | Hold | $45.63 |
GDDY GoDaddy | Computer integrated systems design | 50 | Moderate Buy | $214.86 |
TYL Tyler Technologies | Prepackaged software | 53 | Moderate Buy | $680.50 |
VOD Vodafone Group Public | Radiotelephone communication | 20 | Hold | N/A |
GIB CGI | Management consulting services | 13 | Buy | $156.75 |
CHKP Check Point Software Technologies | Prepackaged software | 76 | Hold | $232.04 |
UI Ubiquiti | Radio & t.v. communications equipment | 15 | Hold | $343.50 |
FTV Fortive | Process control instruments | 51 | Moderate Buy | $82.62 |
HPE Hewlett Packard Enterprise | Computer & office equipment | 40 | Moderate Buy | $21.31 |
ZM Zoom Video Communications | Computer programming, data processing, & other computer related | 73 | Hold | $87.00 |
HPQ HP | Computer & office equipment | 39 | Hold | $29.54 |
PINS Pinterest | Computer programming, data processing, & other computer related | 95 | Moderate Buy | $40.42 |
IOT Samsara | Computer integrated systems design | 50 | Moderate Buy | $50.00 |
CDW CDW | Catalog & mail - order houses | 15 | Hold | $208.71 |
BEKE KE | Real estate agents & managers | 8 | Buy | $27.16 |
ASX ASE Technology | Semiconductors & related devices | 9 | Buy | N/A |
ON Onsemi | Semiconductors & related devices | 73 | Moderate Buy | $54.12 |
RDDT Reddit | Data processing & preparation | 98 | Moderate Buy | $139.35 |
TOST Toast | Data processing & preparation | 54 | Moderate Buy | $41.21 |
GWRE Guidewire Software | Prepackaged software | 58 | Moderate Buy | $247.00 |
GFS GlobalFoundries | Semiconductors & related devices | 24 | Moderate Buy | $47.09 |
NTAP NetApp | Computer storage devices | 55 | Hold | $117.79 |
PTC PTC | Prepackaged software | 39 | Moderate Buy | $188.69 |
UMC United Microelectronics | Semiconductors & related devices | 10 | Hold | $7.40 |
SSNC SS&C Technologies | Prepackaged software | 28 | Buy | $91.86 |
NTNX Nutanix | Prepackaged software | 46 | Moderate Buy | $90.38 |
CYBR CyberArk Software | Prepackaged software | 95 | Buy | $416.79 |
WDC Western Digital | Computer storage devices | 77 | Moderate Buy | $63.37 |
JBL Jabil | Printed circuit boards | 31 | Moderate Buy | $169.17 |
GRAB Grab | Business services, not elsewhere classified | 23 | Moderate Buy | $5.71 |
PSTG Pure Storage | Computer storage devices | 52 | Moderate Buy | $69.95 |
TWLO Twilio | Prepackaged software | 90 | Moderate Buy | $125.35 |
OKTA Okta | Prepackaged software | 126 | Moderate Buy | $121.59 |
MDB MongoDB | Prepackaged software | 100 | Moderate Buy | $282.47 |
RBRK Rubrik | Prepackaged software | 74 | Moderate Buy | $100.38 |
KYOCY Kyocera | Semiconductors & related devices | 1 | N/A | N/A |
FFIV F5 | Computer & office equipment | 39 | Hold | $282.56 |
AZPN Aspen Technology | Custom computer programming services | 37 | Hold | $276.25 |
SGPYY The Sage Group | Private households | 1 | Sell | N/A |
FLEX Flex | Printed circuit boards | 31 | Buy | $46.00 |
DT Dynatrace | Prepackaged software | 64 | Moderate Buy | $61.75 |
DOCU DocuSign | Prepackaged software | 52 | Hold | $88.77 |
ALAB Astera Labs | Semiconductors & related devices | 40 | Buy | $100.00 |
MNDY monday.com | Prepackaged software | 81 | Moderate Buy | $346.50 |
CLS Celestica | Printed circuit boards | 37 | Buy | $116.64 |
CLS Celestica | Electronic Components | 9 | Buy | C$110.50 |
PAYC Paycom Software | Prepackaged software | 36 | Hold | $226.90 |
TLSNY Telia Company AB (publ) | Telephone communication, except radio | 4 | Hold | N/A |
BSY Bentley Systems | Prepackaged software | 24 | Moderate Buy | $52.00 |
SNAP Snap | Computer programming, data processing, & other computer related | 79 | Hold | $35.62 |
LOGI Logitech International | Computer peripheral equipment, not elsewhere classified | 35 | Hold | $84.29 |
TER Teradyne | Instruments to measure electricity | 50 | Moderate Buy | $114.67 |
JKHY Jack Henry & Associates | Computer integrated systems design | 24 | Hold | $184.10 |
CRDO Credo Technology Group | Semiconductors & related devices | 39 | Buy | $78.60 |
SAIL Sailpoint | Services – Computer Programming And Data Processing | 8 | Moderate Buy | $26.50 |
SGE The Sage Group | Software - Application | 12 | Hold | GBX 3,446.67 |
BWXT BWX Technologies | Engines & turbines | 20 | Moderate Buy | $129.84 |
RKUNY Rakuten Group | Private households | 2 | Buy | N/A |
JNPR Juniper Networks | Computer & office equipment | 31 | Hold | $40.00 |
NBIS Nebius Group | Computer programming, data processing, & other computer related | 14 | Buy | $64.00 |
ENTG Entegris | Plastics products, not elsewhere classified | 31 | Moderate Buy | $113.00 |
SMR NuScale Power | Fabricated plate work (boiler shop) | 9 | Moderate Buy | $27.00 |
ASTS AST SpaceMobile | Communication services, not elsewhere classified | 17 | Moderate Buy | $42.40 |
MANH Manhattan Associates | Prepackaged software | 35 | Moderate Buy | $208.88 |
AKAM Akamai Technologies | Business services, not elsewhere classified | 41 | Moderate Buy | $101.25 |
NVT nVent Electric | Special industry machinery, except metalworking machinery | 24 | Buy | $70.67 |
MMYT MakeMyTrip | Transportation services | 14 | Buy | $127.50 |
NICE NICE | Prepackaged software | 50 | Moderate Buy | $211.50 |
SWKS Skyworks Solutions | Semiconductors & related devices | 47 | Reduce | $78.29 |
WISE Wise | Information Technology Services | 6 | Hold | GBX 950 |
DOX Amdocs | Custom computer programming services | 16 | Buy | $105.33 |
SNX TD SYNNEX | Computers, peripherals, & software | 36 | Moderate Buy | $138.00 |
CIEN Ciena | Telephone & telegraph apparatus | 44 | Moderate Buy | $83.15 |
KT KT | Telephone communication, except radio | 18 | Buy | N/A |
U Unity Software | Prepackaged software | 51 | Moderate Buy | $25.14 |
PCTY Paylocity | Prepackaged software | 64 | Moderate Buy | $223.00 |
KVYO Klaviyo | Prepackaged software | 60 | Moderate Buy | $42.79 |
EPAM EPAM Systems | Custom computer programming services | 46 | Moderate Buy | $233.93 |
MTSI MACOM Technology Solutions | Semiconductors & related devices | 20 | Moderate Buy | $130.50 |
PCOR Procore Technologies | Prepackaged software | 64 | Moderate Buy | $80.24 |
CACI CACI International | Computer integrated systems design | 41 | Moderate Buy | $515.67 |
ALTR Altair Engineering | Prepackaged software | 12 | Reduce | $100.83 |
DAY Dayforce | Prepackaged software | 50 | Moderate Buy | $71.57 |
BESIY BE Semiconductor Industries | Semiconductors & related devices | 3 | Moderate Buy | N/A |
FN Fabrinet | Telephone & telegraph apparatus | 24 | Hold | $245.00 |
TTAN ServiceTitan | Prepackaged software | 30 | Moderate Buy | $122.21 |
TIMB TIM | Telephone communication, except radio | 12 | Hold | $17.33 |
FYBR Frontier Communications Parent | Telephone communication, except radio | 19 | Hold | $36.07 |
ESTC Elastic | Prepackaged software | 86 | Moderate Buy | $113.63 |
PEGA Pegasystems | Data processing & preparation | 55 | Moderate Buy | $106.18 |
WIX Wix.com | Computer programming, data processing, & other computer related | 70 | Moderate Buy | $226.68 |
IONQ IonQ | Computer integrated systems design | 20 | Moderate Buy | $40.00 |
SKM SK Telecom | Radiotelephone communication | 17 | Hold | N/A |
DSGX The Descartes Systems Group | Prepackaged software | 30 | Moderate Buy | $123.40 |
WCC WESCO International | Electrical apparatus & equipment | 29 | Buy | $212.00 |
CFLT Confluent | Prepackaged software | 93 | Moderate Buy | $30.11 |
DSG The Descartes Systems Group | Software - Application | 3 | Strong Buy | N/A |
CVLT Commvault Systems | Prepackaged software | 35 | Moderate Buy | $175.25 |
APPF AppFolio | Prepackaged software | 20 | Moderate Buy | $274.43 |
WTS Watts Water Technologies | Miscellaneous fabricated metal products | 12 | Hold | $222.00 |
DBX Dropbox | Prepackaged software | 5 | Hold | $31.00 |
SMAR Smartsheet | Prepackaged software | 33 | Hold | $57.00 |
VIPS Vipshop | Catalog & mail - order houses | 20 | Hold | $15.10 |
OLED Universal Display | Electronic components & accessories | 21 | Moderate Buy | $190.43 |
QRVO Qorvo | Semiconductors & related devices | 58 | Hold | $91.21 |
OTEX Open Text | Computer integrated systems design | 40 | Hold | $32.30 |
INFA Informatica | Prepackaged software | 36 | Hold | $24.46 |
GTLB GitLab | Prepackaged software | 76 | Moderate Buy | $63.59 |
BMI Badger Meter | Fluid meters & counting devices | 18 | Moderate Buy | $229.80 |
SQNXF Square Enix | Private households | 1 | Sell | N/A |
HCP HashiCorp | Custom computer programming services | 48 | Hold | $35.00 |
BZ Kanzhun | Computer programming, data processing, & other computer related | 9 | Moderate Buy | $18.50 |
WAY Waystar | Computer integrated systems design | 33 | Buy | $40.50 |
LSCC Lattice Semiconductor | Semiconductors & related devices | 52 | Moderate Buy | $63.15 |
OS Onestream | Prepackaged software | 56 | Moderate Buy | $32.19 |
NVMI Nova | Optical instruments & lenses | 15 | Moderate Buy | $277.00 |
RMBS Rambus | Semiconductors & related devices | 18 | Buy | $75.00 |
CWAN Clearwater Analytics | Prepackaged software | 31 | Moderate Buy | $32.00 |
ARW Arrow Electronics | Electronic parts & equipment, not elsewhere classified | 9 | Reduce | $115.75 |
LYFT Lyft | Business services, not elsewhere classified | 92 | Hold | $16.40 |
TIGO Millicom International Cellular | Radiotelephone communication | 17 | Moderate Buy | $38.23 |
MKSI MKS Instruments | Process control instruments | 29 | Moderate Buy | $132.64 |
BRKR Bruker | Analytical instruments | 26 | Hold | $56.22 |
KGDEY Kingdee International Software Group | Computers, peripherals, & software | 1 | Strong Buy | N/A |
S SentinelOne | Prepackaged software | 84 | Moderate Buy | $24.83 |
CCCS CCC Intelligent Solutions | Prepackaged software | 17 | Moderate Buy | $12.19 |
LITE Lumentum | Communications equipment, not elsewhere classified | 50 | Moderate Buy | $84.93 |
IDCC InterDigital | Patent owners & lessors | 7 | Buy | $160.00 |
VERX Vertex | Prepackaged software | 28 | Moderate Buy | $50.73 |
LFUS Littelfuse | Switchgear & switchboard apparatus | 29 | Hold | $252.25 |
ITRI Itron | Instruments to measure electricity | 33 | Moderate Buy | $127.36 |
VRNS Varonis Systems | Prepackaged software | 43 | Moderate Buy | $55.06 |
TMNSF Temenos | Prepackaged software | 1 | Hold | N/A |
ALGM Allegro MicroSystems | Semiconductors & related devices | 20 | Moderate Buy | $27.63 |
QTWO Q2 | Prepackaged software | 46 | Moderate Buy | $99.50 |
SSNLF Samsung Electronics | Consumer Electronics | 2 | Buy | N/A |
TKC Turkcell Iletisim Hizmetleri A.S. | Telephone communication, except radio | 13 | N/A | N/A |
IESC IES | Electrical work | 15 | N/A | N/A |
CRUS Cirrus Logic | Semiconductors & related devices | 31 | Moderate Buy | $128.33 |
USM United States Cellular | Radiotelephone communication | 13 | Buy | $82.67 |
CGNX Cognex | Process control instruments | 34 | Moderate Buy | $39.42 |
BOX BOX | Prepackaged software | 30 | Moderate Buy | $38.50 |
SITM SiTime | Semiconductors & related devices | 18 | Moderate Buy | $224.00 |
QLYS Qualys | Prepackaged software | 52 | Reduce | $137.50 |
SATS EchoStar | Communication services, not elsewhere classified | 11 | Hold | $23.75 |
TKR Timken | Ball & roller bearings | 26 | Hold | $78.50 |
AMKR Amkor Technology | Semiconductors & related devices | 27 | Hold | $28.00 |
ACIW ACI Worldwide | Prepackaged software | 13 | Moderate Buy | $60.00 |
