NVDA NVIDIA | SEMI - GENERAL | 183 | Buy | $273.64 |
AAPL Apple | COMP - MICRO | 113 | Moderate Buy | $297.58 |
GOOGL Alphabet | INTERNET SERVICES | 196 | Moderate Buy | $367.18 |
GOOG Alphabet | INTERNET SERVICES | 46 | Buy | $343.90 |
MSFT Microsoft | COMP - SOFTWARE | 155 | Moderate Buy | $591.95 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 26 | Buy | $391.43 |
META Meta Platforms | INTERNET SOFTWARE | 169 | Moderate Buy | $844.44 |
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 |
ORCL Oracle | COMP - SOFTWARE | 115 | Moderate Buy | $275.51 |
MU Micron Technology | COMP - INTEGT SYS | 148 | Buy | $381.14 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 68 | Moderate Buy | $192.68 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 121 | Moderate Buy | $290.53 |
CSCO Cisco Systems | COMP - NETWORKS | 70 | Moderate Buy | $89.55 |
AMAT Applied Materials | ELEC COMP - SEMIC | 75 | Moderate Buy | $363.46 |
LRCX Lam Research | ELEC COMP - SEMIC | 99 | Moderate Buy | $245.19 |
SAP SAP | COMP - SOFTWARE | 33 | Moderate Buy | $305.75 |
TMUS T-Mobile US | Wireless National | 64 | Moderate Buy | $257.09 |
IBM International Business Machines | COMP - INTEGT SYS | 45 | Moderate Buy | $320.87 |
SHOP Shopify | Software - Application | 6 | Hold | C$209.67 |
INTC Intel | SEMI - GENERAL | 96 | Reduce | $45.74 |
VZ Verizon Communications | Wireless National | 39 | Moderate Buy | $49.28 |
T AT&T | Wireless National | 39 | Moderate Buy | $30.00 |
CRM Salesforce | COMP - SOFTWARE | 111 | Moderate Buy | $283.14 |
KLAC KLA | ELEC PRODS - MISC | 74 | Moderate Buy | $1,601.04 |
TXN Texas Instruments | SEMI - GENERAL | 75 | Hold | $214.77 |
SHOP Shopify | Prepackaged software | 98 | Moderate Buy | $163.33 |
ANET Arista Networks | INTERNET SOFTWARE | 59 | Moderate Buy | $176.88 |
APH Amphenol | ELEC - CONNECTORS | 46 | Moderate Buy | $151.38 |
UBER Uber Technologies | INTERNET SERVICES | 87 | Moderate Buy | $104.53 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 57 | Moderate Buy | $366.96 |
QCOM Qualcomm | ELEC COMP - SEMIC | 53 | Hold | $168.48 |
PANW Palo Alto Networks | Security | 100 | Moderate Buy | $210.19 |
INTU Intuit | COMP - SOFTWARE | 80 | Moderate Buy | $642.32 |
SFTBY SoftBank Group | Wireless Non - US | 3 | Moderate Buy | N/A |
ACN Accenture | IT Services | 69 | Moderate Buy | $291.69 |
NOW ServiceNow | IT Services | 123 | Moderate Buy | $192.06 |
ARM ARM | ELEC COMP - SEMIC | 62 | Moderate Buy | $160.81 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 4 | Hold | N/A |
ADBE Adobe | COMP - SOFTWARE | 81 | Hold | $386.08 |
SPOT Spotify Technology | INTERNET SOFTWARE | 88 | Moderate Buy | $698.91 |
ATEYY Advantest | ELEC MSRNG INST | 12 | Moderate Buy | N/A |
CRWD CrowdStrike | Security | 165 | Moderate Buy | $505.98 |
GLW Corning | Communications Components | 30 | Moderate Buy | $125.42 |
DELL Dell Technologies | COMP - MICRO | 63 | Moderate Buy | $163.28 |
VRT Vertiv | IT Services | 42 | Moderate Buy | $230.28 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 30 | Hold | $290.00 |
SNPS Synopsys | COMP - SOFTWARE | 44 | Hold | $531.00 |
WDC Western Digital | COMP - STORAGE DE | 75 | Moderate Buy | $265.58 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 47 | Moderate Buy | $376.50 |
MRVL Marvell Technology | ELEC COMP - SEMIC | 91 | Moderate Buy | $117.24 |
DASH DoorDash | INTERNET SERVICES | 101 | Moderate Buy | $262.82 |
STX Seagate Technology | COMP - INTEGT SYS | 111 | Moderate Buy | $447.35 |
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 | $23.26 |
NET Cloudflare | INTERNET SOFTWARE | 71 | Moderate Buy | $230.70 |
RELX Relx | INTERNET CONTENT | 16 | Moderate Buy | N/A |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
CSU Constellation Software | Software - Application | 30 | Moderate Buy | C$4,481.14 |
FTNT Fortinet | Security | 67 | Hold | $88.62 |
SNOW Snowflake | INTERNET SOFTWARE | 117 | Moderate Buy | $248.58 |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 47 | Moderate Buy | $251.93 |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
INFY American Noble Gas | IT Services | 26 | Hold | $16.89 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 7 | Moderate Buy | N/A |
ADSK Autodesk | INTERNET SOFTWARE | 73 | Moderate Buy | $341.96 |
SE SEA | INTERNET SOFTWARE | 30 | Moderate Buy | $171.16 |
ORANY Orange | Wireless Non - US | 5 | Moderate Buy | N/A |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 39 | Moderate Buy | $253.67 |
AME AMETEK | ELEC TEST EQUIPTMENT | 32 | Moderate Buy | $243.00 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 38 | Moderate Buy | $1,218.42 |
GRMN Garmin | ELEC PRODS - MISC | 14 | Moderate Buy | $254.00 |
ASX ASE Technology | ELEC COMP - SEMIC | 10 | Hold | N/A |
KEYS Keysight Technologies | ELEC MSRNG INST | 31 | Moderate Buy | $295.36 |
CNSWF Constellation Software | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
UI Ubiquiti | Wireless Equipment | 18 | Moderate Buy | $615.67 |
MSTR Strategy | Software - Application | 37 | Moderate Buy | $368.21 |
NOK Nokia | Wireless Equipment | 17 | Moderate Buy | $7.01 |
DDOG Datadog | INTERNET SOFTWARE | 108 | Moderate Buy | $179.62 |
SSEZY SSE | ELEC POWER | 3 | Hold | N/A |
TER Teradyne | ELEC PRODS - MISC | 41 | Moderate Buy | $256.24 |
CLS Celestica | Electronic Components | 11 | Strong Buy | C$183.00 |
CIEN Ciena | Communications Components | 63 | Moderate Buy | $314.13 |
ROK Rockwell Automation | ELEC PRODS - MISC | 53 | Moderate Buy | $418.33 |
BIDU Baidu | INTERNET SERVICES | 44 | Moderate Buy | $157.89 |
XYZ Block | INTERNET SOFTWARE | 100 | Moderate Buy | $82.79 |
LITE Lumentum | Communications Components | 66 | Moderate Buy | $513.94 |
WDAY Workday | INTERNET SOFTWARE | 96 | Moderate Buy | $205.19 |
ASMIY ASM International | Semi - Communications | 8 | Moderate Buy | N/A |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 28 | Hold | $478.53 |
ERIC Ericsson | Wireless Equipment | 12 | Reduce | $10.40 |
PAYX Paychex | INTERNET SOFTWARE | 38 | Reduce | $123.94 |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 79 | Moderate Buy | $86.00 |
FICO Fair Isaac | IT Services | 34 | Moderate Buy | $1,994.62 |
ADYEY Adyen | INTERNET SOFTWARE | 4 | Buy | N/A |
VOD Vodafone Group | Wireless Non - US | 22 | Reduce | $72.00 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
ASTS AST SpaceMobile | Wireless Equipment | 17 | Reduce | $63.77 |
CTSH Cognizant Technology Solutions | IT Services | 32 | Hold | $90.17 |
CRWV CoreWeave | INTERNET SOFTWARE | 99 | Moderate Buy | $122.35 |
SATS EchoStar | Satellite Communication | 12 | Moderate Buy | $134.17 |
DASTY Dassault Systemes | COMP - SOFTWARE | 7 | Moderate Buy | N/A |
CLS Celestica | ELEC MANUF SVS (EMS) | 41 | Moderate Buy | $356.59 |
STM STMicroelectronics | SEMI - GENERAL | 13 | Hold | $31.93 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 49 | Hold | $25.29 |
SMCAY SMC | ELEC PRODS - MISC | 3 | Strong Buy | N/A |
TTDKY TDK | ELEC - MISC COMPONENTS | 2 | Strong Buy | N/A |
RDDT Reddit | INTERNET SOFTWARE | 78 | Moderate Buy | $238.78 |
ZS Zscaler | Security | 122 | Moderate Buy | $267.92 |
GFS GlobalFoundries | ELEC COMP - SEMIC | 32 | Hold | $46.13 |
JBL Jabil | ELEC MANUF SVS (EMS) | 32 | Moderate Buy | $264.14 |
WIT Wipro | IT Services | 7 | Reduce | N/A |
UMC United Microelectronics | ELEC COMP - SEMIC | 12 | Hold | $8.60 |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 4 | Hold | N/A |
Q Qnity Electronics | Semiconductor Equipment & Materials | 11 | Buy | $120.86 |
FUJIY Fujifilm | SEQPT - PHTOMASK | 2 | Hold | N/A |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 23 | Moderate Buy | $247.71 |
ZM Zoom Communications | INTERNET SOFTWARE | 77 | Hold | $95.32 |
NBIS Nebius Group | Internet Software/Services | 37 | Moderate Buy | $143.22 |
LDOS Leidos | IT Services | 32 | Moderate Buy | $214.18 |
ON ON Semiconductor | SEMI - ANALOG & MIXED | 61 | Hold | $64.19 |
VRSN VeriSign | Internet Software/Services | 15 | Hold | $292.00 |
GIB.A CGI | Information Technology Services | 21 | Moderate Buy | C$147.67 |
TEAM Atlassian | INTERNET SOFTWARE | 72 | Moderate Buy | $189.32 |
FLEX Flex | ELEC PRODS - MISC | 33 | Moderate Buy | $66.78 |
MDB MongoDB | INTERNET SOFTWARE | 138 | Moderate Buy | $354.18 |
CYBR CyberArk Software | Security | 53 | Hold | $459.95 |
IOT Samsara | INTERNET SOFTWARE | 36 | Moderate Buy | $46.18 |
CSGP CoStar Group | IT Services | 36 | Moderate Buy | $73.35 |
ALAB Astera Labs | INTERNET SOFTWARE | 47 | Moderate Buy | $195.89 |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 49 | Buy | $206.33 |
PSTG Everpure | COMP - STORAGE DE | 52 | Moderate Buy | $94.53 |
NTAP NetApp | COMP - STORAGE DE | 31 | Moderate Buy | $122.42 |
BEKE KE | INTERNET SERVICES | 13 | Moderate Buy | $22.40 |
TWLO Twilio | INTERNET SOFTWARE | 57 | Moderate Buy | $145.22 |
PTC PTC | COMP - SOFTWARE | 45 | Moderate Buy | $188.08 |
SMCI Super Micro Computer | COMP - STORAGE DE | 52 | Hold | $43.43 |
SSNC SS&C Technologies | COMP - SOFTWARE | 31 | Moderate Buy | $101.00 |
CHKP Check Point Software Technologies | Security | 49 | Hold | $212.40 |
HPQ HP | COMP - MICRO | 48 | Reduce | $21.58 |
FTV Fortive | ELEC TEST EQUIPTMENT | 36 | Hold | $60.85 |
FN Fabrinet | ELEC - MISC COMPONENTS | 30 | Moderate Buy | $541.25 |
AFRM Affirm | INTERNET SOFTWARE | 66 | Moderate Buy | $84.36 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 34 | Moderate Buy | $129.00 |
ENTG Entegris | ELEC - MANUFT MACH | 29 | Moderate Buy | $133.78 |
GIB CGI Group | COMP - SERVICES | 11 | Hold | $117.00 |
FFIV F5 | INTERNET SOFTWARE | 39 | Hold | $309.89 |
TYL Tyler Technologies | Internet Software/Services | 34 | Moderate Buy | $467.54 |
GRAB Grab | INTERNET SOFTWARE | 10 | Buy | $6.47 |
CDW CDW | IT Services | 15 | Moderate Buy | $160.43 |
TOST Toast | INTERNET SOFTWARE | 47 | Moderate Buy | $40.46 |
HUBS HubSpot | INTERNET SOFTWARE | 97 | Moderate Buy | $454.20 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 37 | Moderate Buy | $228.27 |
LNVGY Lenovo Group | COMP - MICRO | 3 | Hold | N/A |
AKAM Akamai Technologies | INTERNET SERVICES | 53 | Hold | $108.84 |
GWRE Guidewire Software | INTERNET SOFTWARE | 47 | Moderate Buy | $250.15 |
OKTA Okta | Security | 100 | Moderate Buy | $103.25 |
TTD Trade Desk | INTERNET SERVICES | 103 | Hold | $43.45 |
MKSI MKS | ELEC PRODS - MISC | 38 | Moderate Buy | $273.46 |
NDEKY Nitto Denko | Semi - Communications | 1 | Strong Buy | N/A |
CACI CACI International | COMP - SERVICES | 20 | Moderate Buy | $659.09 |
PINS Pinterest | INTERNET SOFTWARE | 76 | Hold | $25.87 |
IONQ IonQ | COMP - INTEGT SYS | 36 | Moderate Buy | $69.45 |
NVMI Nova | ELEC COMP - SEMIC | 12 | Buy | $439.00 |
WCC WESCO International | ELEC PARTS DIST | 31 | Moderate Buy | $276.00 |
SNX TD SYNNEX | ELEC PRODS - MISC | 41 | Moderate Buy | $170.64 |
GDDY GoDaddy | Internet Services - Delivery | 29 | Moderate Buy | $131.93 |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 15 | Hold | $156.75 |
JKHY Jack Henry & Associates | IT Services | 35 | Moderate Buy | $200.42 |
TIMB TIM | Wireless Non - US | 19 | Hold | $23.67 |
TIGO Millicom International Cellular | Wireless Non - US | 25 | Moderate Buy | $59.33 |
DT Dynatrace | IT Services | 52 | Moderate Buy | $52.52 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 42 | Moderate Buy | $102.64 |
BSY Bentley Systems | INTERNET SOFTWARE | 38 | Hold | $48.50 |
RBRK Rubrik | INTERNET SOFTWARE | 53 | Moderate Buy | $98.68 |
SKM SK Telecom | Wireless Non - US | 16 | Reduce | N/A |
Z Zillow Group | INTERNET SERVICES | 21 | Hold | $90.60 |
CFLT Confluent | INTERNET SOFTWARE | 62 | Hold | $28.71 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 43 | Moderate Buy | $308.50 |
NTNX Nutanix | IT Services | 41 | Moderate Buy | $62.43 |
RKUNY Rakuten | INTERNET SERVICES | 4 | Buy | N/A |
SGPYY Sage Group | Business Software Services/BPO | 6 | Buy | N/A |
AMKR Amkor Technology | ELEC COMP - SEMIC | 30 | Hold | $49.86 |
WTS Watts Water Technologies | INSTRU - CONTROL | 19 | Hold | $334.11 |
KLAR Klarna Group | INTERNET SOFTWARE | 40 | Moderate Buy | $38.33 |
DOCU Docusign | INTERNET SOFTWARE | 57 | Hold | $78.80 |
RMBS Rambus | ELEC COMP - SEMIC | 23 | Buy | $105.71 |
TOI Topicus.com | Software - Application | 3 | Buy | C$145.00 |
WISE Wise | Information Technology Services | 11 | Buy | GBX 1,291.33 |
IDCC InterDigital | Wireless Equipment | 5 | Moderate Buy | $416.67 |
MANH Manhattan Associates | COMP - SOFTWARE | 32 | Moderate Buy | $218.75 |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 33 | Buy | $117.25 |
ONTO Onto Innovation | Nanotechnology | 23 | Moderate Buy | $252.50 |
PCOR Procore Technologies | INTERNET SOFTWARE | 54 | Moderate Buy | $76.95 |
SNAP Snap | INTERNET SOFTWARE | 68 | Hold | $8.17 |
OTEX Open Text | Software - Application | 1 | Hold | C$28.00 |
SAIL SailPoint | INTERNET SOFTWARE | 31 | Moderate Buy | $23.59 |
SITM SiTime | ELEC PRODS - MISC | 18 | Moderate Buy | $409.38 |
U Unity Software | INTERNET SOFTWARE | 81 | Moderate Buy | $39.73 |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 5 | Buy | $34.50 |
IESC IES | ELEC MISC SERVICES | 8 | Buy | $458.00 |
ROHCY Rohm | ELEC COMP - SEMIC | 2 | Hold | N/A |
DSG The Descartes Systems Group | Software - Application | 4 | Strong Buy | N/A |
SSNLF Samsung Electronics | Consumer Electronics | 4 | Buy | N/A |
SWKS Skyworks Solutions | Semi - Radio Freq | 56 | Hold | $70.50 |
CGNX Cognex | ELEC TEST EQUIPTMENT | 31 | Moderate Buy | $56.64 |
VIPS Vipshop | Internet Services - Delivery | 22 | Moderate Buy | $20.65 |
NICE NiCE | INTERNET SOFTWARE | 49 | Hold | $151.83 |
PEGA Pegasystems | COMP - SOFTWARE | 53 | Moderate Buy | $67.40 |
SGE The Sage Group | Software - Application | 18 | Moderate Buy | GBX 1,247 |
PL Planet Labs PBC | Satellite Communication | 24 | Hold | $21.88 |
EPAM EPAM Systems | IT Services | 36 | Moderate Buy | $197.81 |
TTAN ServiceTitan | INTERNET SOFTWARE | 38 | Moderate Buy | $132.06 |
SMTC Semtech | SEMI - ANALOG & MIXED | 37 | Moderate Buy | $82.79 |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 28 | Buy | $364.00 |
DOX Amdocs | IT Services | 16 | Moderate Buy | $92.33 |
PAYC Paycom Software | INTERNET SOFTWARE | 48 | Hold | $170.71 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 4 | Buy | N/A |
VICR Vicor | ELEC - MISC COMPONENTS | 15 | Buy | $118.33 |
GSAT Globalstar | Satellite Communication | 9 | Hold | $69.00 |
QRVO Qorvo | Semi - Radio Freq | 40 | Hold | $93.88 |
MTCH Match Group | INTERNET SOFTWARE | 30 | Hold | $35.86 |
AAOI Applied Optoelectronics | ELEC COMP - SEMIC | 29 | Hold | $52.80 |
G Genpact | IT Services | 20 | Hold | $47.29 |
ARW Arrow Electronics | ELEC PARTS DIST | 12 | Hold | $124.33 |
TKR Timken | ELEC PRODS - MISC | 23 | Hold | $94.89 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 27 | Hold | $26.17 |
APPF AppFolio | INTERNET SOFTWARE | 23 | Moderate Buy | $270.83 |
QBTS D-Wave Quantum | INTERNET SOFTWARE | 40 | Moderate Buy | $36.50 |
TMSNY Temenos Group | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
CAMT Camtek | ELEC MSRNG INST | 32 | Moderate Buy | $165.92 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 16 | Buy | $160.00 |
SLAB Silicon Laboratories | SEMI - ANALOG & MIXED | 25 | Hold | $167.78 |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 26 | Moderate Buy | $146.86 |
FORM FormFactor | ELEC COMP - SEMIC | 20 | Moderate Buy | $80.91 |
PCTY Paylocity | INTERNET SOFTWARE | 45 | Moderate Buy | $180.05 |
DBX Dropbox | INTERNET SERVICES | 14 | Hold | $27.50 |
VIAV Viavi Solutions | Communications Components | 33 | Moderate Buy | $23.13 |
OTEX Open Text | COMP - SOFTWARE | 29 | Hold | $35.75 |
KVYO Klaviyo | INTERNET SOFTWARE | 55 | Moderate Buy | $34.24 |
PATH UiPath | INTERNET SOFTWARE | 48 | Hold | $15.77 |
BZ KANZHUN | INTERNET SOFTWARE | 16 | Moderate Buy | $24.00 |
OMRNY Omron | ELEC - MISC COMPONENTS | 1 | Hold | N/A |
DSGX The Descartes Systems Group | COMP - SOFTWARE | 26 | Buy | $114.20 |
YOU CLEAR Secure | INTERNET SOFTWARE | 30 | Hold | $51.57 |
VSAT Viasat | Wireless Equipment | 16 | Moderate Buy | $45.86 |
ALGM Allegro MicroSystems | ELEC COMP - SEMIC | 33 | Moderate Buy | $45.00 |
MMYT MakeMyTrip | Internet Services - Delivery | 10 | Moderate Buy | $106.33 |
