NVDA NVIDIA | SEMI - GENERAL | 175 | Buy | $275.25 |
GOOGL Alphabet | INTERNET SERVICES | 213 | Moderate Buy | $402.96 |
GOOG Alphabet | INTERNET SERVICES | 43 | Buy | $362.73 |
AAPL Apple | COMP - MICRO | 90 | Moderate Buy | $304.31 |
MSFT Microsoft | COMP - SOFTWARE | 154 | Moderate Buy | $556.00 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 29 | Buy | $404.29 |
AVGO Broadcom | ELEC COMP - SEMIC | 91 | Moderate Buy | $435.30 |
META Meta Platforms | INTERNET SOFTWARE | 142 | Moderate Buy | $840.67 |
MU Micron Technology | COMP - INTEGT SYS | 158 | Buy | $478.24 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 113 | Moderate Buy | $303.84 |
ASML ASML | SEQPT - WAFER FAB | 82 | Moderate Buy | $1,504.38 |
TCEHY Tencent | INTERNET SERVICES | 4 | Moderate Buy | $102.00 |
INTC Intel | SEMI - GENERAL | 111 | Hold | $74.47 |
ORCL Oracle | COMP - SOFTWARE | 110 | Moderate Buy | $259.56 |
CSCO Cisco Systems | COMP - NETWORKS | 70 | Moderate Buy | $89.81 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 72 | Moderate Buy | $192.17 |
LRCX Lam Research | ELEC COMP - SEMIC | 112 | Moderate Buy | $285.94 |
AMAT Applied Materials | ELEC COMP - SEMIC | 74 | Moderate Buy | $370.07 |
TXN Texas Instruments | SEMI - GENERAL | 65 | Hold | $257.68 |
KLAC KLA | ELEC PRODS - MISC | 76 | Moderate Buy | $1,798.30 |
SHOP Shopify | Software - Application | 7 | Moderate Buy | C$209.67 |
ARM ARM | ELEC COMP - SEMIC | 70 | Moderate Buy | $176.71 |
IBM International Business Machines | COMP - INTEGT SYS | 45 | Moderate Buy | $296.18 |
ANET Arista Networks | INTERNET SOFTWARE | 57 | Buy | $178.67 |
TMUS T-Mobile US | Wireless National | 75 | Moderate Buy | $258.83 |
SAP SAP | COMP - SOFTWARE | 35 | Moderate Buy | $288.00 |
SFTBY SoftBank Group | Wireless Non - US | 6 | Hold | N/A |
VZ Verizon Communications | Wireless National | 40 | Moderate Buy | $50.59 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 55 | Moderate Buy | $370.69 |
QCOM Qualcomm | ELEC COMP - SEMIC | 51 | Hold | $172.40 |
T AT&T | Wireless National | 33 | Moderate Buy | $30.55 |
APH Amphenol | ELEC - CONNECTORS | 43 | Moderate Buy | $172.53 |
SHOP Shopify | Prepackaged software | 89 | Moderate Buy | $164.19 |
STX Seagate Technology | COMP - INTEGT SYS | 134 | Moderate Buy | $709.13 |
UBER Uber Technologies | INTERNET SERVICES | 83 | Moderate Buy | $105.11 |
CRM Salesforce | COMP - SOFTWARE | 102 | Moderate Buy | $279.18 |
PANW Palo Alto Networks | Security | 93 | Moderate Buy | $210.07 |
WDC Western Digital | COMP - STORAGE DE | 70 | Moderate Buy | $395.83 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 4 | Hold | N/A |
MRVL Marvell Technology | ELEC COMP - SEMIC | 94 | Moderate Buy | $125.00 |
GLW Corning | Communications Components | 34 | Moderate Buy | $150.31 |
DELL Dell Technologies | COMP - MICRO | 72 | Moderate Buy | $184.47 |
ATEYY Advantest | ELEC MSRNG INST | 15 | Buy | N/A |
VRT Vertiv | IT Services | 45 | Moderate Buy | $278.38 |
ACN Accenture | IT Services | 68 | Moderate Buy | $274.50 |
INTU Intuit | COMP - SOFTWARE | 79 | Moderate Buy | $636.10 |
ADBE Adobe | COMP - SOFTWARE | 73 | Hold | $338.15 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 45 | Moderate Buy | $380.59 |
NOW ServiceNow | IT Services | 127 | Moderate Buy | $145.87 |
SNPS Synopsys | COMP - SOFTWARE | 41 | Hold | $531.00 |
SPOT Spotify Technology | INTERNET SOFTWARE | 91 | Moderate Buy | $645.77 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 40 | Hold | $254.40 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 8 | Moderate Buy | N/A |
AMX America Movil | Wireless Non - US | 23 | Hold | $25.02 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 30 | Moderate Buy | $1,599.17 |
NET Cloudflare | INTERNET SOFTWARE | 59 | Moderate Buy | $232.62 |
DASH DoorDash | INTERNET SERVICES | 99 | Moderate Buy | $259.31 |
NOK Nokia | Wireless Equipment | 22 | Moderate Buy | $9.71 |
CIEN Ciena | Communications Components | 63 | Moderate Buy | $358.94 |
NTES NetEase | Internet Software/Services | 18 | Moderate Buy | $153.89 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 47 | Moderate Buy | $289.88 |
MSI Motorola Solutions | Wireless Equipment | 15 | Buy | $502.50 |
ASX ASE Technology | ELEC COMP - SEMIC | 14 | Hold | N/A |
LITE Lumentum | Communications Components | 71 | Moderate Buy | $757.25 |
CLS Celestica | Electronic Components | 11 | Strong Buy | C$367.50 |
RELX Relx | INTERNET CONTENT | 15 | Moderate Buy | N/A |
FTNT Fortinet | Security | 62 | Hold | $88.38 |
UI Ubiquiti | Wireless Equipment | 21 | Hold | $702.33 |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 44 | Moderate Buy | $256.57 |
KEYS Keysight Technologies | ELEC MSRNG INST | 34 | Moderate Buy | $314.33 |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
MSTR Strategy | Software - Application | 40 | Moderate Buy | $316.43 |
ORANY Orange | Wireless Non - US | 8 | Hold | N/A |
TER Teradyne | ELEC PRODS - MISC | 34 | Moderate Buy | $339.80 |
AME AMETEK | ELEC TEST EQUIPTMENT | 33 | Moderate Buy | $252.33 |
CRWV CoreWeave | INTERNET SOFTWARE | 88 | Moderate Buy | $127.94 |
SE SEA | INTERNET SOFTWARE | 28 | Moderate Buy | $161.66 |
CSU Constellation Software | Software - Application | 31 | Moderate Buy | C$4,128.75 |
ADSK Autodesk | INTERNET SOFTWARE | 67 | Moderate Buy | $335.93 |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 79 | Moderate Buy | $86.00 |
INFY Infosys | IT Services | 20 | Reduce | $14.22 |
STM STMicroelectronics | SEMI - GENERAL | 15 | Moderate Buy | $49.07 |
DDOG Datadog | INTERNET SOFTWARE | 111 | Moderate Buy | $177.03 |
SNOW Snowflake | INTERNET SOFTWARE | 107 | Moderate Buy | $242.19 |
CLS Celestica | ELEC MANUF SVS (EMS) | 46 | Moderate Buy | $427.42 |
ASMIY ASM International | Semi - Communications | 8 | Moderate Buy | N/A |
LGRDY LeGrand | ELEC MISC SERVICES | 6 | Hold | N/A |
GRMN Garmin | ELEC PRODS - MISC | 12 | Moderate Buy | $268.40 |
ROK Rockwell Automation | ELEC PRODS - MISC | 52 | Moderate Buy | $406.67 |
SSEZY SSE | ELEC POWER | 4 | Hold | N/A |
XYZ Block | INTERNET SOFTWARE | 92 | Moderate Buy | $83.46 |
BIDU Baidu | INTERNET SERVICES | 47 | Moderate Buy | $158.05 |
ON onsemi | SEMI - ANALOG & MIXED | 61 | Hold | $67.15 |
ERIC Ericsson | Wireless Equipment | 11 | Reduce | $11.00 |
NBIS Nebius Group | Internet Software/Services | 43 | Moderate Buy | $154.75 |
CNSWF Constellation Software | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 54 | Moderate Buy | $26.71 |
VOD Vodafone Group | Wireless Non - US | 18 | Hold | $72.00 |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 25 | Hold | $472.07 |
JBL Jabil | ELEC MANUF SVS (EMS) | 35 | Buy | $290.63 |
GFS GlobalFoundries | ELEC COMP - SEMIC | 31 | Hold | $50.12 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
SATS EchoStar | Satellite Communication | 13 | Hold | $134.17 |
ADYEY Adyen | INTERNET SOFTWARE | 2 | Buy | N/A |
ALAB Astera Labs | INTERNET SOFTWARE | 46 | Moderate Buy | $199.20 |
TTDKY TDK | ELEC - MISC COMPONENTS | 2 | Strong Buy | N/A |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 51 | Moderate Buy | $207.71 |
FLEX Flex | ELEC PRODS - MISC | 32 | Moderate Buy | $72.30 |
PAYX Paychex | INTERNET SOFTWARE | 46 | Reduce | $106.38 |
UMC United Microelectronics | ELEC COMP - SEMIC | 13 | Strong Sell | $8.60 |
WDAY Workday | INTERNET SOFTWARE | 90 | Moderate Buy | $199.71 |
RDDT Reddit | INTERNET SOFTWARE | 72 | Moderate Buy | $228.61 |
ZM Zoom Communications | INTERNET SOFTWARE | 72 | Hold | $95.32 |
SMCAY SMC | ELEC PRODS - MISC | 4 | Hold | N/A |
DASTY Dassault Systemes | COMP - SOFTWARE | 7 | Moderate Buy | N/A |
Q Qnity Electronics | Semiconductor Equipment & Materials | 13 | Moderate Buy | $123.29 |
TWLO Twilio | INTERNET SOFTWARE | 49 | Moderate Buy | $187.00 |
ASTS AST SpaceMobile | Wireless Equipment | 18 | Reduce | $82.51 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 33 | Moderate Buy | $180.70 |
FN Fabrinet | ELEC - MISC COMPONENTS | 27 | Moderate Buy | $587.50 |
CTSH Cognizant Technology Solutions | IT Services | 34 | Hold | $76.40 |
VRSN VeriSign | Internet Software/Services | 12 | Moderate Buy | $317.67 |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 14 | Hold | $173.00 |
FICO Fair Isaac | IT Services | 38 | Moderate Buy | $1,655.07 |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 4 | Hold | N/A |
TEAM Atlassian | INTERNET SOFTWARE | 61 | Moderate Buy | $144.67 |
MTNOY MTN Group | Wireless Non - US | 1 | Moderate Buy | N/A |
FUJIY Fujifilm | SEQPT - PHTOMASK | 2 | Hold | N/A |
AFRM Affirm | INTERNET SOFTWARE | 65 | Moderate Buy | $83.76 |
ZS Zscaler | Security | 117 | Moderate Buy | $263.46 |
NTAP NetApp | COMP - STORAGE DE | 30 | Hold | $122.64 |
ENTG Entegris | ELEC - MANUFT MACH | 24 | Moderate Buy | $153.78 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 38 | Moderate Buy | $251.45 |
WIT Wipro | IT Services | 4 | Reduce | N/A |
BESIY BE Semiconductor Industries | ELEC - MANUFT MACH | 7 | Moderate Buy | N/A |
MDB MongoDB | INTERNET SOFTWARE | 135 | Moderate Buy | $361.97 |
TLSNY TeliaSonera | Wireless Non - US | 4 | Buy | N/A |
BEKE KE | INTERNET SERVICES | 13 | Moderate Buy | $22.31 |
HPQ HP | COMP - MICRO | 42 | Reduce | $21.58 |
GIB.A CGI | Information Technology Services | 29 | Moderate Buy | C$127.46 |
LNVGY Lenovo Group | COMP - MICRO | 3 | Hold | N/A |
LDOS Leidos | IT Services | 32 | Moderate Buy | $202.82 |
MKSI MKS | ELEC PRODS - MISC | 40 | Moderate Buy | $280.77 |
SNX TD SYNNEX | ELEC PRODS - MISC | 40 | Moderate Buy | $190.50 |
FFIV F5 | INTERNET SOFTWARE | 32 | Hold | $316.44 |
FTV Fortive | ELEC TEST EQUIPTMENT | 36 | Hold | $60.92 |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 24 | Moderate Buy | $223.57 |
SSNLF Samsung Electronics | Consumer Electronics | 3 | Buy | N/A |
IOT Samsara | INTERNET SOFTWARE | 32 | Moderate Buy | $46.18 |
AMKR Amkor Technology | ELEC COMP - SEMIC | 29 | Hold | $62.75 |
CDW CDW | IT Services | 13 | Moderate Buy | $160.43 |
WCC WESCO International | ELEC PARTS DIST | 34 | Moderate Buy | $321.38 |
IONQ IonQ | COMP - INTEGT SYS | 39 | Moderate Buy | $68.25 |
SSNC SS&C Technologies | COMP - SOFTWARE | 34 | Moderate Buy | $96.13 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 41 | Moderate Buy | $104.07 |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 32 | Moderate Buy | $149.50 |
PTC PTC | COMP - SOFTWARE | 38 | Moderate Buy | $180.54 |
SMCI Super Micro Computer | COMP - STORAGE DE | 51 | Hold | $35.64 |
NVMI Nova | ELEC COMP - SEMIC | 13 | Moderate Buy | $442.25 |
AKAM Akamai Technologies | INTERNET SERVICES | 54 | Hold | $112.37 |
GRAB Grab | INTERNET SOFTWARE | 9 | Moderate Buy | $6.56 |
TOST Toast | INTERNET SOFTWARE | 43 | Moderate Buy | $39.48 |
SITM SiTime | ELEC PRODS - MISC | 19 | Moderate Buy | $415.63 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 42 | Moderate Buy | $322.50 |
AAOI Applied Optoelectronics | ELEC COMP - SEMIC | 28 | Hold | $52.80 |
LOGI Logitech International | COMP - PERIPH EQP | 29 | Hold | $106.29 |
ONTO Onto Innovation | Nanotechnology | 23 | Buy | $300.63 |
GIB CGI Group | COMP - SERVICES | 13 | Hold | $83.67 |
TIGO Millicom International Cellular | Wireless Non - US | 26 | Moderate Buy | $65.64 |
SKM SK Telecom | Wireless Non - US | 14 | Reduce | N/A |
CSGP CoStar Group | IT Services | 46 | Moderate Buy | $58.12 |
PAYP PayPay | Software - Infrastructure | 13 | Moderate Buy | $25.73 |
TYL Tyler Technologies | Internet Software/Services | 27 | Moderate Buy | $468.53 |
PINS Pinterest | INTERNET SOFTWARE | 68 | Hold | $25.40 |
OKTA Okta | Security | 94 | Moderate Buy | $100.89 |
IESC IES | ELEC MISC SERVICES | 8 | Buy | $458.00 |
NDEKY Nitto Denko | Semi - Communications | 1 | Strong Buy | N/A |
VIAV Viavi Solutions | Communications Components | 31 | Moderate Buy | $39.25 |
PL Planet Labs PBC | Satellite Communication | 26 | Hold | $29.94 |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 6 | Moderate Buy | $34.50 |
TIMB TIM | Wireless Non - US | 19 | Moderate Buy | $26.40 |
HUBS HubSpot | INTERNET SOFTWARE | 88 | Moderate Buy | $388.07 |
VICR Vicor | ELEC - MISC COMPONENTS | 17 | Buy | $198.33 |
RMBS Rambus | ELEC COMP - SEMIC | 22 | Moderate Buy | $130.43 |
CHKP Check Point Software Technologies | Security | 43 | Hold | $146.50 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 21 | Moderate Buy | $150.00 |
GWRE Guidewire Software | INTERNET SOFTWARE | 48 | Moderate Buy | $249.85 |
U Unity Software | INTERNET SOFTWARE | 84 | Moderate Buy | $37.25 |
GDDY GoDaddy | Internet Services - Delivery | 26 | Moderate Buy | $120.93 |
TTD Trade Desk | INTERNET SERVICES | 89 | Hold | $41.38 |
SGPYY Sage Group | Business Software Services/BPO | 6 | Buy | N/A |
CACI CACI International | COMP - SERVICES | 20 | Moderate Buy | $641.50 |
NTNX Nutanix | IT Services | 45 | Moderate Buy | $60.87 |
DT Dynatrace | IT Services | 51 | Moderate Buy | $51.32 |
RBRK Rubrik | INTERNET SOFTWARE | 54 | Moderate Buy | $84.83 |
JKHY Jack Henry & Associates | IT Services | 35 | Moderate Buy | $198.77 |
Z Zillow Group | INTERNET SERVICES | 18 | Hold | $88.25 |
WISE Wise | Information Technology Services | 12 | Buy | GBX 1,303 |
XNDU Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares | Scientific & Technical Instruments | 3 | Hold | $44.00 |
DOCN DigitalOcean | INTERNET SOFTWARE | 36 | Moderate Buy | $91.08 |
FORM FormFactor | ELEC COMP - SEMIC | 19 | Hold | $121.55 |
SNAP Snap | INTERNET SOFTWARE | 51 | Hold | $7.93 |
RKUNY Rakuten | INTERNET SERVICES | 5 | Buy | N/A |
GSAT Globalstar | Satellite Communication | 10 | Hold | $69.00 |
SWKS Skyworks Solutions | Semi - Radio Freq | 56 | Hold | $70.28 |
KT KT | Wireless Non - US | 16 | Moderate Buy | N/A |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 20 | Moderate Buy | $401.67 |
SMTC Semtech | SEMI - ANALOG & MIXED | 37 | Moderate Buy | $95.71 |
BSY Bentley Systems | INTERNET SOFTWARE | 35 | Moderate Buy | $48.50 |
WTS Watts Water Technologies | INSTRU - CONTROL | 18 | Hold | $331.67 |
ARW Arrow Electronics | ELEC PARTS DIST | 13 | Hold | $136.00 |
CGNX Cognex | ELEC TEST EQUIPTMENT | 29 | Moderate Buy | $59.50 |
DOCU Docusign | INTERNET SOFTWARE | 52 | Hold | $61.40 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 5 | Buy | N/A |
ALGM Allegro MicroSystems | ELEC COMP - SEMIC | 30 | Moderate Buy | $45.00 |
MTCH Match Group | INTERNET SOFTWARE | 25 | Hold | $37.00 |
PCOR Procore Technologies | INTERNET SOFTWARE | 47 | Moderate Buy | $73.75 |
VSAT Viasat | Wireless Equipment | 17 | Moderate Buy | $60.57 |
ASMVY ASMPT | Semiconductor Equipment & Materials | 1 | Hold | N/A |
ROHCY Rohm | ELEC COMP - SEMIC | 1 | Hold | N/A |
QRVO Qorvo | Semi - Radio Freq | 38 | Hold | $93.94 |
DSG The Descartes Systems Group | Software - Application | 5 | Strong Buy | N/A |
CAMT Camtek | ELEC MSRNG INST | 28 | Moderate Buy | $166.75 |
SGE The Sage Group | Software - Application | 20 | Moderate Buy | GBX 1,189.17 |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 25 | Moderate Buy | $152.14 |
MANH Manhattan Associates | COMP - SOFTWARE | 29 | Moderate Buy | $202.91 |
TOI Topicus.com | Software - Application | 3 | Buy | C$145.00 |
SIMO Silicon Motion Technology | COMP - INTEGT SYS | 25 | Moderate Buy | $205.63 |
OTEX Open Text | Software - Application | 1 | Hold | C$28.00 |
TKR Timken | ELEC PRODS - MISC | 20 | Hold | $105.86 |
QBTS D-Wave Quantum | INTERNET SOFTWARE | 37 | Moderate Buy | $35.53 |
IDCC InterDigital | Wireless Equipment | 5 | Moderate Buy | $416.67 |
YOU CLEAR Secure | INTERNET SOFTWARE | 31 | Moderate Buy | $54.14 |
SLAB Silicon Laboratories | SEMI - ANALOG & MIXED | 19 | Hold | $167.78 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 24 | Hold | $26.17 |
PLXS Plexus | ELEC MANUF SVS (EMS) | 25 | Moderate Buy | $229.17 |
OMRNY Omron | ELEC - MISC COMPONENTS | 1 | Hold | N/A |
DOX Amdocs | IT Services | 18 | Moderate Buy | $92.33 |
VIPS Vipshop | Internet Services - Delivery | 22 | Moderate Buy | $20.48 |
MXL MaxLinear | SEMI - ANALOG & MIXED | 19 | Hold | $44.20 |
SAIL SailPoint | INTERNET SOFTWARE | 41 | Moderate Buy | $21.35 |
TMSNY Temenos Group | INTERNET SOFTWARE | 4 | Buy | N/A |
NICE NiCE | INTERNET SOFTWARE | 46 | Hold | $144.17 |
KVYO Klaviyo | INTERNET SOFTWARE | 51 | Moderate Buy | $33.19 |
AVT Avnet | ELEC PARTS DIST | 12 | Moderate Buy | $77.50 |
AIIXY Aixtron SE/ADR | Semiconductors | 2 | Hold | N/A |
DSGX The Descartes Systems Group | COMP - SOFTWARE | 29 | Moderate Buy | $105.45 |
PAYC Paycom Software | INTERNET SOFTWARE | 48 | Hold | $168.79 |
