NVDA NVIDIA | SEMI - GENERAL | 193 | Buy | $305.67 |
GOOGL Alphabet | INTERNET SERVICES | 226 | Moderate Buy | $413.13 |
GOOG Alphabet | INTERNET SERVICES | 46 | Buy | $376.78 |
AAPL Apple | COMP - MICRO | 88 | Moderate Buy | $314.59 |
MSFT Microsoft | COMP - SOFTWARE | 154 | Moderate Buy | $561.20 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 27 | Buy | $404.29 |
AVGO Broadcom | ELEC COMP - SEMIC | 86 | Moderate Buy | $490.13 |
META Meta Platforms | INTERNET SOFTWARE | 140 | Moderate Buy | $840.60 |
MU Micron Technology | COMP - INTEGT SYS | 168 | Buy | $913.47 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 105 | Moderate Buy | $430.68 |
ASML ASML | SEQPT - WAFER FAB | 90 | Moderate Buy | $1,589.63 |
INTC Intel | SEMI - GENERAL | 119 | Hold | $87.09 |
ORCL Oracle | COMP - SOFTWARE | 97 | Moderate Buy | $268.27 |
TCEHY Tencent | INTERNET SERVICES | 4 | Moderate Buy | $106.00 |
AMAT Applied Materials | ELEC COMP - SEMIC | 73 | Moderate Buy | $489.16 |
LRCX Lam Research | ELEC COMP - SEMIC | 116 | Moderate Buy | $333.62 |
CSCO Cisco Systems | COMP - NETWORKS | 82 | Moderate Buy | $122.90 |
ARM ARM | ELEC COMP - SEMIC | 67 | Moderate Buy | $253.38 |
KLAC KLA | ELEC PRODS - MISC | 76 | Moderate Buy | $342.44 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 72 | Moderate Buy | $192.76 |
TXN Texas Instruments | SEMI - GENERAL | 64 | Hold | $269.61 |
MRVL Marvell Technology | ELEC COMP - SEMIC | 77 | Moderate Buy | $228.71 |
SFTBY SoftBank Group | Wireless Non - US | 6 | Hold | N/A |
DELL Dell Technologies | COMP - MICRO | 82 | Moderate Buy | $475.76 |
WDC Western Digital | COMP - STORAGE DE | 68 | Moderate Buy | $450.46 |
STX Seagate Technology | COMP - INTEGT SYS | 133 | Moderate Buy | $831.79 |
QCOM Qualcomm | ELEC COMP - SEMIC | 52 | Hold | $188.04 |
IBM International Business Machines | COMP - INTEGT SYS | 44 | Moderate Buy | $304.17 |
PANW Palo Alto Networks | Security | 123 | Moderate Buy | $306.59 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 4 | Hold | N/A |
ANET Arista Networks | INTERNET SOFTWARE | 52 | Buy | $187.63 |
ADI Analog Devices | SEMI - ANALOG & MIXED | 44 | Moderate Buy | $432.71 |
APH Amphenol | ELEC - CONNECTORS | 40 | Moderate Buy | $178.07 |
SHOP Shopify | Software - Application | 6 | Moderate Buy | C$206.33 |
TMUS T-Mobile US | Wireless National | 77 | Moderate Buy | $260.48 |
SAP SAP | COMP - SOFTWARE | 32 | Moderate Buy | $283.40 |
VZ Verizon Communications | Wireless National | 41 | Moderate Buy | $50.59 |
GLW Corning | Communications Components | 42 | Moderate Buy | $178.31 |
T AT&T | Wireless National | 34 | Moderate Buy | $30.55 |
UBER Uber Technologies | INTERNET SERVICES | 68 | Moderate Buy | $104.97 |
ATEYY Advantest | ELEC MSRNG INST | 13 | Buy | N/A |
SHOP Shopify | Prepackaged software | 84 | Moderate Buy | $157.17 |
VRT Vertiv | IT Services | 48 | Moderate Buy | $326.39 |
CRM Salesforce | COMP - SOFTWARE | 104 | Moderate Buy | $257.61 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 8 | Moderate Buy | N/A |
CDNS Cadence Design Systems | COMP - SOFTWARE | 42 | Moderate Buy | $386.59 |
FTNT Fortinet | Security | 64 | Hold | $107.77 |
NOW ServiceNow | IT Services | 126 | Moderate Buy | $142.17 |
SPOT Spotify Technology | INTERNET SOFTWARE | 93 | Moderate Buy | $652.16 |
ASX ASE Technology | ELEC COMP - SEMIC | 15 | Buy | N/A |
ADP Automatic Data Processing | INTERNET SOFTWARE | 38 | Hold | $244.29 |
SNPS Synopsys | COMP - SOFTWARE | 44 | Hold | $563.81 |
ACN Accenture | IT Services | 78 | Moderate Buy | $226.19 |
SNOW Snowflake | INTERNET SOFTWARE | 91 | Moderate Buy | $291.77 |
AMX America Movil | Wireless Non - US | 23 | Hold | $28.16 |
DDOG Datadog | INTERNET SOFTWARE | 129 | Moderate Buy | $239.48 |
NET Cloudflare | INTERNET SOFTWARE | 53 | Moderate Buy | $241.35 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 47 | Moderate Buy | $295.92 |
ADBE Adobe | COMP - SOFTWARE | 70 | Hold | $278.16 |
NOK Nokia | Wireless Equipment | 21 | Moderate Buy | $12.57 |
NTES NetEase | Internet Software/Services | 16 | Moderate Buy | $157.38 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 28 | Moderate Buy | $1,599.17 |
DASH DoorDash | INTERNET SERVICES | 94 | Moderate Buy | $256.11 |
INTU Intuit | COMP - SOFTWARE | 79 | Moderate Buy | $511.35 |
NBIS Nebius Group | Internet Software/Services | 43 | Moderate Buy | $203.25 |
ALAB Astera Labs | INTERNET SOFTWARE | 45 | Moderate Buy | $233.75 |
STM STMicroelectronics | SEMI - GENERAL | 16 | Moderate Buy | $64.39 |
TER Teradyne | ELEC PRODS - MISC | 35 | Moderate Buy | $339.80 |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
LITE Lumentum | Communications Components | 70 | Moderate Buy | $1,021.95 |
MSI Motorola Solutions | Wireless Equipment | 11 | Buy | $504.67 |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 42 | Moderate Buy | $256.79 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 70 | Moderate Buy | $64.65 |
KEYS Keysight Technologies | ELEC MSRNG INST | 35 | Moderate Buy | $371.92 |
CLS Celestica | Electronic Components | 10 | Strong Buy | C$367.50 |
UMC United Microelectronics | ELEC COMP - SEMIC | 14 | Strong Sell | $8.60 |
CIEN Ciena | Communications Components | 58 | Moderate Buy | $530.56 |
ASMIY ASM International | Semi - Communications | 6 | Moderate Buy | N/A |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
CSU Constellation Software | Software - Application | 34 | Moderate Buy | C$3,823.50 |
SE SEA | INTERNET SOFTWARE | 25 | Moderate Buy | $155.54 |
RELX Relx | INTERNET CONTENT | 18 | Moderate Buy | N/A |
AME AMETEK | ELEC TEST EQUIPTMENT | 32 | Moderate Buy | $253.57 |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 73 | Moderate Buy | $98.18 |
FLEX Flex | ELEC PRODS - MISC | 27 | Moderate Buy | $115.70 |
CRWV CoreWeave | INTERNET SOFTWARE | 71 | Moderate Buy | $131.52 |
ROK Rockwell Automation | ELEC PRODS - MISC | 49 | Moderate Buy | $454.05 |
ORANY Orange | Wireless Non - US | 8 | Moderate Buy | N/A |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 50 | Moderate Buy | $248.41 |
ON onsemi | SEMI - ANALOG & MIXED | 61 | Moderate Buy | $94.68 |
TTDKY TDK | ELEC - MISC COMPONENTS | 4 | Buy | N/A |
GFS GlobalFoundries | ELEC COMP - SEMIC | 34 | Hold | $73.29 |
LGRDY LeGrand | ELEC MISC SERVICES | 6 | Hold | N/A |
GRMN Garmin | ELEC PRODS - MISC | 14 | Moderate Buy | $269.40 |
XYZ Block | INTERNET SOFTWARE | 91 | Moderate Buy | $85.42 |
DKILY Daikin Industries | ELEC PRODS - MISC | 1 | Hold | N/A |
CLS Celestica | ELEC MANUF SVS (EMS) | 43 | Moderate Buy | $427.42 |
INFY Infosys | IT Services | 19 | Reduce | $14.22 |
CNSWF Constellation Software | INTERNET SOFTWARE | 6 | Buy | N/A |
ADSK Autodesk | INTERNET SOFTWARE | 66 | Moderate Buy | $326.10 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
MSTR Strategy | Software - Application | 44 | Moderate Buy | $313.93 |
JBL Jabil | ELEC MANUF SVS (EMS) | 29 | Moderate Buy | $453.67 |
ERIC Ericsson | Wireless Equipment | 11 | Reduce | $11.00 |
BIDU Baidu | INTERNET SERVICES | 51 | Moderate Buy | $162.58 |
LNVGY Lenovo Group | COMP - MICRO | 4 | Buy | N/A |
SSEZY SSE | ELEC POWER | 5 | Hold | N/A |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
UI Ubiquiti | Wireless Equipment | 20 | Hold | $750.67 |
Q Qnity Electronics | Semiconductor Equipment & Materials | 14 | Moderate Buy | $151.33 |
PAYX Paychex | INTERNET SOFTWARE | 45 | Hold | $108.19 |
RDDT Reddit | INTERNET SOFTWARE | 68 | Moderate Buy | $230.75 |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 23 | Hold | $472.07 |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
VOD Vodafone Group | Wireless Non - US | 22 | Reduce | $52.38 |
ADYEY Adyen | INTERNET SOFTWARE | 1 | Buy | N/A |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 14 | Hold | $276.75 |
SATS EchoStar | Satellite Communication | 14 | Hold | $137.71 |
ASTS AST SpaceMobile | Wireless Equipment | 17 | Reduce | $81.33 |
NTAP NetApp | COMP - STORAGE DE | 33 | Hold | $169.33 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 45 | Moderate Buy | $321.36 |
SMCAY SMC | ELEC PRODS - MISC | 5 | Buy | N/A |
WDAY Workday | INTERNET SOFTWARE | 83 | Moderate Buy | $185.03 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 34 | Buy | $189.50 |
TWLO Twilio | INTERNET SOFTWARE | 50 | Moderate Buy | $198.24 |
MKSI MKS | ELEC PRODS - MISC | 43 | Moderate Buy | $324.92 |
ENTG Entegris | ELEC - MANUFT MACH | 21 | Moderate Buy | $154.33 |
MDB MongoDB | INTERNET SOFTWARE | 138 | Moderate Buy | $396.39 |
BESIY BE Semiconductor Industries | ELEC - MANUFT MACH | 6 | Moderate Buy | N/A |
FUJIY Fujifilm | SEQPT - PHTOMASK | 1 | Hold | N/A |
DASTY Dassault Systemes | COMP - SOFTWARE | 6 | Hold | N/A |
MTNOY MTN Group | Wireless Non - US | 1 | Moderate Buy | N/A |
FICO Fair Isaac | IT Services | 38 | Moderate Buy | $1,626.50 |
ZM Zoom Communications | INTERNET SOFTWARE | 64 | Moderate Buy | $109.33 |
WIT Wipro | IT Services | 4 | Sell | N/A |
AFRM Affirm | INTERNET SOFTWARE | 60 | Moderate Buy | $86.20 |
VRSN VeriSign | Internet Software/Services | 13 | Moderate Buy | $327.67 |
SNX TD SYNNEX | ELEC PRODS - MISC | 44 | Moderate Buy | $233.10 |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 34 | Buy | $212.00 |
AMKR Amkor Technology | ELEC COMP - SEMIC | 29 | Hold | $67.38 |
FFIV F5 | INTERNET SOFTWARE | 35 | Hold | $382.67 |
HPQ HP | COMP - MICRO | 34 | Reduce | $23.33 |
IONQ IonQ | COMP - INTEGT SYS | 40 | Moderate Buy | $68.63 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 39 | Buy | $130.86 |
TEAM Atlassian | INTERNET SOFTWARE | 60 | Moderate Buy | $145.63 |
CTSH Cognizant Technology Solutions | IT Services | 40 | Hold | $72.50 |
FN Fabrinet | ELEC - MISC COMPONENTS | 28 | Moderate Buy | $661.75 |
OKTA Okta | Security | 89 | Moderate Buy | $114.14 |
ZS Zscaler | Security | 102 | Moderate Buy | $214.33 |
TLSNY TeliaSonera | Wireless Non - US | 3 | Moderate Buy | N/A |
SITM SiTime | ELEC PRODS - MISC | 19 | Moderate Buy | $661.88 |
FTV Fortive | ELEC TEST EQUIPTMENT | 33 | Hold | $61.62 |
SMCI Super Micro Computer | COMP - STORAGE DE | 54 | Hold | $38.57 |
IOT Samsara | INTERNET SOFTWARE | 31 | Moderate Buy | $46.53 |
GIB.A CGI | Information Technology Services | 31 | Moderate Buy | C$126.31 |
NVMI Nova | ELEC COMP - SEMIC | 11 | Moderate Buy | $518.22 |
AKAM Akamai Technologies | INTERNET SERVICES | 64 | Hold | $145.29 |
SSNLF Samsung Electronics | Consumer Electronics | 3 | Buy | N/A |
DOCN DigitalOcean | INTERNET SOFTWARE | 36 | Moderate Buy | $146.36 |
WCC WESCO International | ELEC PARTS DIST | 31 | Buy | $334.56 |
BEKE KE | INTERNET SERVICES | 11 | Moderate Buy | $23.07 |
ONTO Onto Innovation | Nanotechnology | 20 | Moderate Buy | $320.60 |
CDW CDW | IT Services | 13 | Moderate Buy | $140.63 |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 22 | Moderate Buy | $221.57 |
LOGI Logitech International | COMP - PERIPH EQP | 29 | Hold | $113.67 |
SSNC SS&C Technologies | COMP - SOFTWARE | 33 | Moderate Buy | $96.13 |
RMBS Rambus | ELEC COMP - SEMIC | 21 | Moderate Buy | $130.43 |
VICR Vicor | ELEC - MISC COMPONENTS | 17 | Buy | $228.33 |
SMTC Semtech | SEMI - ANALOG & MIXED | 36 | Moderate Buy | $179.73 |
GRAB Grab | INTERNET SOFTWARE | 14 | Moderate Buy | $6.19 |
RBRK Rubrik | INTERNET SOFTWARE | 49 | Moderate Buy | $93.00 |
TIGO Millicom International Cellular | Wireless Non - US | 26 | Moderate Buy | $77.28 |
IESC IES | ELEC MISC SERVICES | 10 | Moderate Buy | $458.00 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 47 | Moderate Buy | $361.82 |
SKM SK Telecom | Wireless Non - US | 12 | Reduce | N/A |
NDEKY Nitto Denko | Semi - Communications | 1 | Hold | N/A |
LDOS Leidos | IT Services | 36 | Hold | $177.92 |
PTC PTC | COMP - SOFTWARE | 40 | Moderate Buy | $173.60 |
RXEEY Rexel | Electronics & Computer Distribution | 1 | Moderate Buy | N/A |
AAOI Applied Optoelectronics | ELEC COMP - SEMIC | 22 | Hold | $79.80 |
GIB CGI Group | COMP - SERVICES | 13 | Hold | $83.67 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 21 | Moderate Buy | $150.00 |
CHKP Check Point Software Technologies | Security | 41 | Hold | $146.50 |
TOST Toast | INTERNET SOFTWARE | 44 | Moderate Buy | $37.62 |
NTNX Nutanix | IT Services | 46 | Moderate Buy | $60.00 |
ROHCY Rohm | ELEC COMP - SEMIC | 1 | Moderate Buy | N/A |
CSGP CoStar Group | IT Services | 46 | Moderate Buy | $55.33 |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 20 | Moderate Buy | $465.83 |
DT Dynatrace | IT Services | 48 | Moderate Buy | $47.88 |
U Unity Software | INTERNET SOFTWARE | 83 | Moderate Buy | $37.71 |
ARW Arrow Electronics | ELEC PARTS DIST | 13 | Moderate Buy | $219.50 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 6 | Buy | N/A |
TYL Tyler Technologies | Internet Software/Services | 26 | Moderate Buy | $468.87 |
FORM FormFactor | ELEC COMP - SEMIC | 22 | Moderate Buy | $132.45 |
WTS Watts Water Technologies | INSTRU - CONTROL | 16 | Hold | $329.44 |
PINS Pinterest | INTERNET SOFTWARE | 66 | Hold | $27.40 |
ASMVY ASMPT | Semiconductor Equipment & Materials | 2 | Strong Buy | N/A |
VIAV Viavi Solutions | Communications Components | 30 | Moderate Buy | $42.75 |
CGNX Cognex | ELEC TEST EQUIPTMENT | 29 | Moderate Buy | $70.43 |
ALGM Allegro MicroSystems | ELEC COMP - SEMIC | 27 | Moderate Buy | $51.80 |
SIMO Silicon Motion Technology | COMP - INTEGT SYS | 23 | Buy | $222.14 |
SWKS Skyworks Solutions | Semi - Radio Freq | 64 | Hold | $76.61 |
GSAT Globalstar | Satellite Communication | 9 | Hold | $69.00 |
CACI CACI International | COMP - SERVICES | 23 | Moderate Buy | $622.82 |
GDDY GoDaddy | Internet Services - Delivery | 25 | Moderate Buy | $118.43 |
RKUNY Rakuten | INTERNET SERVICES | 3 | Buy | N/A |
PL Planet Labs PBC | Satellite Communication | 26 | Hold | $35.11 |
TIMB TIM | Wireless Non - US | 23 | Hold | $25.90 |
FROG JFrog | INTERNET SOFTWARE | 49 | Moderate Buy | $79.95 |
TKR Timken | ELEC PRODS - MISC | 22 | Moderate Buy | $141.63 |
OBIIF Obic | COMP - SERVICES | 1 | Hold | N/A |
SGPYY Sage Group | Business Software Services/BPO | 6 | Buy | N/A |
SUOPY SUMCO | SEMI - GENERAL | 3 | Buy | N/A |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 6 | Moderate Buy | $34.50 |
QBTS D-Wave Quantum | INTERNET SOFTWARE | 40 | Moderate Buy | $36.80 |
HUBS HubSpot | INTERNET SOFTWARE | 82 | Moderate Buy | $311.00 |
JKHY Jack Henry & Associates | IT Services | 35 | Moderate Buy | $191.54 |
GWRE Guidewire Software | INTERNET SOFTWARE | 44 | Moderate Buy | $229.00 |
CAMT Camtek | ELEC MSRNG INST | 25 | Moderate Buy | $174.33 |
KT KT | Wireless Non - US | 16 | Hold | $23.08 |
VSH Vishay Intertechnology | SEMI - DISCRETES | 15 | Moderate Buy | $24.00 |
VSAT Viasat | Wireless Equipment | 16 | Moderate Buy | $77.13 |
BRKR Bruker | INSTRU - SCIENTFC | 23 | Hold | $51.31 |
TTD Trade Desk | INTERNET SERVICES | 79 | Hold | $33.91 |
QRVO Qorvo | Semi - Radio Freq | 38 | Hold | $96.63 |
BSY Bentley Systems | INTERNET SOFTWARE | 33 | Moderate Buy | $46.50 |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 22 | Moderate Buy | $161.71 |
DOCU Docusign | INTERNET SOFTWARE | 44 | Hold | $60.27 |
PAYP PayPay | Software - Infrastructure | 14 | Moderate Buy | $25.73 |
MTCH Match Group | INTERNET SOFTWARE | 19 | Hold | $41.07 |
TOI Topicus.com | Software - Application | 4 | Buy | C$145.00 |
DSG The Descartes Systems Group | Software - Application | 5 | Strong Buy | N/A |
WISE Wise | Information Technology Services | 14 | Buy | GBX 1,303 |
PLXS Plexus | ELEC MANUF SVS (EMS) | 24 | Moderate Buy | $238.33 |
MXL MaxLinear | SEMI - ANALOG & MIXED | 20 | Hold | $65.00 |
SNAP Snap | INTERNET SOFTWARE | 56 | Hold | $7.79 |
MANH Manhattan Associates | COMP - SOFTWARE | 28 | Moderate Buy | $199.45 |
IDCC InterDigital | Wireless Equipment | 5 | Moderate Buy | $416.67 |
AIIXY Aixtron SE/ADR | Semiconductors | 3 | Strong Buy | N/A |
SAIL SailPoint | INTERNET SOFTWARE | 41 | Moderate Buy | $20.08 |
AVT Avnet | ELEC PARTS DIST | 14 | Moderate Buy | $89.00 |
COMP Compass | INTERNET SOFTWARE | 31 | Moderate Buy | $12.63 |
ST Sensata Technologies | INSTRU - CONTROL | 39 | Hold | $47.70 |
Z Zillow Group | INTERNET SERVICES | 21 | Moderate Buy | $76.00 |
SGE The Sage Group | Software - Application | 22 | Moderate Buy | GBX 1,130 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 23 | Hold | $25.19 |
SLAB Silicon Laboratories | SEMI - ANALOG & MIXED | 14 | Hold | $171.43 |
AACAY AAC Technologies | ELEC - MISC COMPONENTS | 1 | Hold | N/A |
OMRNY Omron | ELEC - MISC COMPONENTS | 2 | Reduce | N/A |
RGTI Rigetti Computing | INTERNET SOFTWARE | 29 | Moderate Buy | $29.18 |