NVDA NVIDIA | SEMI - GENERAL | 177 | Buy | $275.25 |
GOOGL Alphabet | INTERNET SERVICES | 196 | Moderate Buy | $369.47 |
GOOG Alphabet | INTERNET SERVICES | 44 | Buy | $346.03 |
AAPL Apple | COMP - MICRO | 101 | Moderate Buy | $301.33 |
MSFT Microsoft | COMP - SOFTWARE | 149 | Moderate Buy | $576.66 |
TSM Taiwan Semiconductor Manufacturing | SEMI FAB FOUNDRIES | 29 | Buy | $401.43 |
AVGO Broadcom | ELEC COMP - SEMIC | 93 | Moderate Buy | $435.30 |
META Meta Platforms | INTERNET SOFTWARE | 163 | Moderate Buy | $836.30 |
TCEHY Tencent | INTERNET SERVICES | 4 | Moderate Buy | $102.00 |
ASML ASML | SEQPT - WAFER FAB | 78 | Moderate Buy | $1,504.38 |
ORCL Oracle | COMP - SOFTWARE | 109 | Moderate Buy | $260.71 |
MU Micron Technology | COMP - INTEGT SYS | 157 | Buy | $464.61 |
AMD Advanced Micro Devices | COMP - INTEGT SYS | 115 | Moderate Buy | $292.14 |
CSCO Cisco Systems | COMP - NETWORKS | 72 | Moderate Buy | $89.81 |
PLTR Palantir Technologies | INTERNET SOFTWARE | 70 | Moderate Buy | $197.32 |
INTC Intel | SEMI - GENERAL | 104 | Hold | $54.86 |
LRCX Lam Research | ELEC COMP - SEMIC | 100 | Moderate Buy | $247.26 |
AMAT Applied Materials | ELEC COMP - SEMIC | 73 | Moderate Buy | $368.29 |
IBM International Business Machines | COMP - INTEGT SYS | 46 | Moderate Buy | $298.81 |
SHOP Shopify | Software - Application | 7 | Moderate Buy | C$209.67 |
KLAC KLA | ELEC PRODS - MISC | 77 | Moderate Buy | $1,624.07 |
ANET Arista Networks | INTERNET SOFTWARE | 60 | Buy | $177.83 |
SAP SAP | COMP - SOFTWARE | 34 | Moderate Buy | $290.25 |
TMUS T-Mobile US | Wireless National | 65 | Moderate Buy | $260.91 |
TXN Texas Instruments | SEMI - GENERAL | 73 | Hold | $218.10 |
VZ Verizon Communications | Wireless National | 39 | Moderate Buy | $50.56 |
APH Amphenol | ELEC - CONNECTORS | 46 | Moderate Buy | $151.93 |
ARM ARM | ELEC COMP - SEMIC | 73 | Moderate Buy | $174.83 |
SFTBY SoftBank Group | Wireless Non - US | 6 | Hold | N/A |
ADI Analog Devices | SEMI - ANALOG & MIXED | 57 | Moderate Buy | $370.69 |
T AT&T | Wireless National | 40 | Moderate Buy | $30.74 |
SHOP Shopify | Prepackaged software | 94 | Moderate Buy | $162.70 |
UBER Uber Technologies | INTERNET SERVICES | 81 | Moderate Buy | $105.14 |
CRM Salesforce | COMP - SOFTWARE | 108 | Moderate Buy | $279.18 |
QCOM Qualcomm | ELEC COMP - SEMIC | 55 | Hold | $159.48 |
PANW Palo Alto Networks | Security | 92 | Moderate Buy | $210.07 |
GLW Corning | Communications Components | 33 | Moderate Buy | $140.08 |
DELL Dell Technologies | COMP - MICRO | 68 | Moderate Buy | $179.68 |
TOELY Tokyo Electron | ELEC PRODS - MISC | 4 | Hold | N/A |
MRVL Marvell Technology | ELEC COMP - SEMIC | 95 | Moderate Buy | $122.73 |
WDC Western Digital | COMP - STORAGE DE | 75 | Moderate Buy | $307.46 |
ACN Accenture | IT Services | 68 | Moderate Buy | $274.50 |
ATEYY Advantest | ELEC MSRNG INST | 14 | Buy | N/A |
STX Seagate Technology | COMP - INTEGT SYS | 119 | Moderate Buy | $505.79 |
VRT Vertiv | IT Services | 43 | Moderate Buy | $252.95 |
INTU Intuit | COMP - SOFTWARE | 79 | Moderate Buy | $638.06 |
SPOT Spotify Technology | INTERNET SOFTWARE | 85 | Moderate Buy | $691.21 |
NOW ServiceNow | IT Services | 121 | Moderate Buy | $173.46 |
ADBE Adobe | COMP - SOFTWARE | 73 | Hold | $339.88 |
CDNS Cadence Design Systems | COMP - SOFTWARE | 46 | Moderate Buy | $377.06 |
SNPS Synopsys | COMP - SOFTWARE | 41 | Hold | $531.00 |
ADP Automatic Data Processing | INTERNET SOFTWARE | 35 | Hold | $273.85 |
DASH DoorDash | INTERNET SERVICES | 98 | Moderate Buy | $261.32 |
AMX America Movil | Wireless Non - US | 23 | Hold | $24.77 |
MPWR Monolithic Power Systems | SEMI - ANALOG & MIXED | 33 | Moderate Buy | $1,235.08 |
MSI Motorola Solutions | Wireless Equipment | 14 | Buy | $502.50 |
NET Cloudflare | INTERNET SOFTWARE | 59 | Moderate Buy | $232.62 |
NTES NetEase | Internet Software/Services | 18 | Moderate Buy | $153.89 |
TEL TE Connectivity | ELEC - MISC COMPONENTS | 46 | Moderate Buy | $246.33 |
CIEN Ciena | Communications Components | 63 | Moderate Buy | $355.59 |
IFNNY Infineon Technologies | ELEC COMP - SEMIC | 8 | Moderate Buy | N/A |
RELX Relx | INTERNET CONTENT | 15 | Moderate Buy | N/A |
ASX ASE Technology | ELEC COMP - SEMIC | 14 | Hold | N/A |
CLS Celestica | Electronic Components | 12 | Strong Buy | C$183.00 |
FTNT Fortinet | Security | 62 | Hold | $87.68 |
KDDIY KDDI | Wireless Non - US | 2 | Hold | N/A |
UI Ubiquiti | Wireless Equipment | 19 | Moderate Buy | $702.33 |
HOCPY Hoya | ELEC PRODS - MISC | 2 | Strong Buy | N/A |
NOK Nokia | Wireless Equipment | 18 | Moderate Buy | $8.83 |
LITE Lumentum | Communications Components | 73 | Moderate Buy | $757.25 |
TER Teradyne | ELEC PRODS - MISC | 33 | Moderate Buy | $314.53 |
KEYS Keysight Technologies | ELEC MSRNG INST | 33 | Moderate Buy | $314.33 |
INFY American Noble Gas | IT Services | 22 | Reduce | $15.72 |
NXPI NXP Semiconductors | SEMI - ANALOG & MIXED | 39 | Moderate Buy | $248.53 |
ORANY Orange | Wireless Non - US | 8 | Hold | N/A |
CSU Constellation Software | Software - Application | 31 | Moderate Buy | C$4,128.75 |
MSTR Strategy | Software - Application | 42 | Moderate Buy | $327.00 |
AME AMETEK | ELEC TEST EQUIPTMENT | 31 | Moderate Buy | $244.67 |
SNOW Snowflake | INTERNET SOFTWARE | 109 | Moderate Buy | $242.19 |
ADSK Autodesk | INTERNET SOFTWARE | 68 | Moderate Buy | $335.93 |
GRMN Garmin | ELEC PRODS - MISC | 14 | Moderate Buy | $258.00 |
SE SEA | INTERNET SOFTWARE | 28 | Moderate Buy | $161.66 |
CRWV CoreWeave | INTERNET SOFTWARE | 101 | Moderate Buy | $125.16 |
ASMIY ASM International | Semi - Communications | 9 | Moderate Buy | N/A |
CLS Celestica | ELEC MANUF SVS (EMS) | 46 | Moderate Buy | $369.68 |
ROK Rockwell Automation | ELEC PRODS - MISC | 51 | Moderate Buy | $406.67 |
DDOG Datadog | INTERNET SOFTWARE | 108 | Moderate Buy | $178.87 |
LGRDY LeGrand | ELEC MISC SERVICES | 6 | Hold | N/A |
MCHP Microchip Technology | SEMI - ANALOG & MIXED | 80 | Moderate Buy | $86.00 |
XYZ Block | INTERNET SOFTWARE | 102 | Moderate Buy | $82.22 |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
SSEZY SSE | ELEC POWER | 4 | Hold | N/A |
BIDU Baidu | INTERNET SERVICES | 48 | Moderate Buy | $158.05 |
CNSWF Constellation Software | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
STM STMicroelectronics | SEMI - GENERAL | 15 | Hold | $34.79 |
NBIS Nebius Group | Internet Software/Services | 43 | Moderate Buy | $154.75 |
ERIC Ericsson | Wireless Equipment | 10 | Reduce | $11.00 |
HPE Hewlett Packard Enterprise | COMP - INTEGT SYS | 53 | Moderate Buy | $26.71 |
ROP Roper Technologies | Industrial Measurement Instruments & Related Products | 27 | Hold | $476.60 |
ADYEY Adyen | INTERNET SOFTWARE | 2 | Buy | N/A |
SATS EchoStar | Satellite Communication | 13 | Hold | $134.17 |
JBL Jabil | ELEC MANUF SVS (EMS) | 35 | Buy | $290.63 |
VOD Vodafone Group | Wireless Non - US | 19 | Reduce | $72.00 |
NJDCY Nidec | ELEC - MISC COMPONENTS | 3 | Hold | N/A |
ON ON Semiconductor | SEMI - ANALOG & MIXED | 62 | Hold | $64.96 |
CRDO Credo Technology Group | ELEC COMP - SEMIC | 51 | Moderate Buy | $207.81 |
PAYX Paychex | INTERNET SOFTWARE | 45 | Reduce | $106.38 |
WDAY Workday | INTERNET SOFTWARE | 92 | Moderate Buy | $199.71 |
GFS GlobalFoundries | ELEC COMP - SEMIC | 31 | Hold | $46.13 |
ALAB Astera Labs | INTERNET SOFTWARE | 45 | Moderate Buy | $199.74 |
FLEX Flex | ELEC PRODS - MISC | 32 | Moderate Buy | $72.30 |
TTDKY TDK | ELEC - MISC COMPONENTS | 2 | Strong Buy | N/A |
UMC United Microelectronics | ELEC COMP - SEMIC | 12 | Strong Sell | $8.60 |
ASTS AST SpaceMobile | Wireless Equipment | 18 | Reduce | $82.51 |
RDDT Reddit | INTERNET SOFTWARE | 75 | Moderate Buy | $236.07 |
DASTY Dassault Systemes | COMP - SOFTWARE | 7 | Moderate Buy | N/A |
CTSH Cognizant Technology Solutions | IT Services | 30 | Hold | $85.47 |
SMCAY SMC | ELEC PRODS - MISC | 4 | Hold | N/A |
Q Qnity Electronics | Semiconductor Equipment & Materials | 11 | Buy | $120.86 |
ZM Zoom Communications | INTERNET SOFTWARE | 74 | Hold | $95.32 |
FN Fabrinet | ELEC - MISC COMPONENTS | 28 | Moderate Buy | $587.50 |
FICO Fair Isaac | IT Services | 38 | Moderate Buy | $1,803.14 |
VRSN VeriSign | Internet Software/Services | 11 | Moderate Buy | $297.00 |
TSEM Tower Semiconductor | ELEC COMP - SEMIC | 15 | Hold | $173.00 |
FUJIY Fujifilm | SEQPT - PHTOMASK | 2 | Hold | N/A |
KYOCY Kyocera | ELEC - MISC COMPONENTS | 4 | Hold | N/A |
GIB.A CGI | Information Technology Services | 22 | Moderate Buy | C$144.56 |
ZS Zscaler | Security | 117 | Moderate Buy | $265.43 |
PSTG Everpure | COMP - STORAGE DE | 51 | Moderate Buy | $93.21 |
WIT Wipro | IT Services | 5 | Reduce | N/A |
MTNOY MTN Group | Wireless Non - US | 1 | Moderate Buy | N/A |
ENTG Entegris | ELEC - MANUFT MACH | 24 | Hold | $137.67 |
NVT nVent Electric | ELEC - MISC COMPONENTS | 31 | Moderate Buy | $144.00 |
NTAP NetApp | COMP - STORAGE DE | 32 | Hold | $120.75 |
TWLO Twilio | INTERNET SOFTWARE | 52 | Moderate Buy | $147.39 |
AFRM Affirm | INTERNET SOFTWARE | 62 | Moderate Buy | $83.96 |
MTSI MACOM Technology Solutions | SEMI - ANALOG & MIXED | 38 | Moderate Buy | $251.45 |
MDB MongoDB | INTERNET SOFTWARE | 135 | Moderate Buy | $366.16 |
BESIY BE Semiconductor Industries | ELEC - MANUFT MACH | 7 | Hold | N/A |
TLSNY TeliaSonera | Wireless Non - US | 4 | Buy | N/A |
HPQ HP | COMP - MICRO | 43 | Reduce | $21.58 |
LDOS Leidos | IT Services | 34 | Moderate Buy | $202.82 |
BR Broadridge Financial Solutions | INTERNET SOFTWARE | 22 | Moderate Buy | $247.71 |
FTV Fortive | ELEC TEST EQUIPTMENT | 34 | Hold | $60.00 |
TEAM Atlassian | INTERNET SOFTWARE | 65 | Moderate Buy | $155.11 |
MKSI MKS | ELEC PRODS - MISC | 39 | Moderate Buy | $273.08 |
IOT Samsara | INTERNET SOFTWARE | 33 | Moderate Buy | $46.18 |
BEKE KE | INTERNET SERVICES | 13 | Moderate Buy | $22.03 |
SSNLF Samsung Electronics | Consumer Electronics | 3 | Buy | N/A |
CDW CDW | IT Services | 13 | Moderate Buy | $160.43 |
FFIV F5 | INTERNET SOFTWARE | 37 | Hold | $311.00 |
AMKR Amkor Technology | ELEC COMP - SEMIC | 31 | Hold | $51.13 |
SNX TD SYNNEX | ELEC PRODS - MISC | 38 | Moderate Buy | $186.50 |
LNVGY Lenovo Group | COMP - MICRO | 3 | Hold | N/A |
SSNC SS&C Technologies | COMP - SOFTWARE | 34 | Moderate Buy | $98.13 |
SMCI Super Micro Computer | COMP - STORAGE DE | 56 | Hold | $35.64 |
IONQ IonQ | COMP - INTEGT SYS | 37 | Moderate Buy | $68.25 |
PTC PTC | COMP - SOFTWARE | 45 | Moderate Buy | $182.08 |
GRAB Grab | INTERNET SOFTWARE | 9 | Buy | $6.56 |
NVMI Nova | ELEC COMP - SEMIC | 12 | Moderate Buy | $442.25 |
GIB CGI Group | COMP - SERVICES | 11 | Hold | $112.00 |
CSGP CoStar Group | IT Services | 40 | Moderate Buy | $68.24 |
LSCC Lattice Semiconductor | ELEC COMP - SEMIC | 41 | Moderate Buy | $104.07 |
WCC WESCO International | ELEC PARTS DIST | 30 | Moderate Buy | $276.00 |
TOST Toast | INTERNET SOFTWARE | 44 | Moderate Buy | $39.88 |
SKM SK Telecom | Wireless Non - US | 13 | Reduce | N/A |
CHKP Check Point Software Technologies | Security | 41 | Hold | $202.17 |
TYL Tyler Technologies | Internet Software/Services | 33 | Moderate Buy | $463.69 |
AEIS Advanced Energy Industries | SEQPT - WAFER FAB | 47 | Moderate Buy | $322.50 |
ONTO Onto Innovation | Nanotechnology | 23 | Buy | $300.63 |
LOGI Logitech International | COMP - PERIPH EQP | 30 | Hold | $106.29 |
AKAM Akamai Technologies | INTERNET SERVICES | 53 | Hold | $111.58 |
NDEKY Nitto Denko | Semi - Communications | 1 | Strong Buy | N/A |
TIGO Millicom International Cellular | Wireless Non - US | 26 | Moderate Buy | $65.64 |
RMBS Rambus | ELEC COMP - SEMIC | 22 | Moderate Buy | $105.71 |
SITM SiTime | ELEC PRODS - MISC | 20 | Moderate Buy | $415.63 |
OKTA Okta | Security | 95 | Moderate Buy | $101.95 |
PINS Pinterest | INTERNET SOFTWARE | 67 | Hold | $25.51 |
PAYP PayPay | Software - Infrastructure | 13 | Moderate Buy | $25.73 |
PL Planet Labs PBC | Satellite Communication | 26 | Hold | $29.94 |
TTMI TTM Technologies | ELEC - MISC COMPONENTS | 33 | Moderate Buy | $124.00 |
TIMB TIM | Wireless Non - US | 20 | Moderate Buy | $24.82 |
HUBS HubSpot | INTERNET SOFTWARE | 93 | Moderate Buy | $422.31 |
GWRE Guidewire Software | INTERNET SOFTWARE | 48 | Moderate Buy | $249.85 |
AAOI Applied Optoelectronics | ELEC COMP - SEMIC | 30 | Hold | $52.80 |
GDDY GoDaddy | Internet Services - Delivery | 29 | Moderate Buy | $125.57 |
SGPYY Sage Group | Business Software Services/BPO | 6 | Buy | N/A |
CACI CACI International | COMP - SERVICES | 22 | Moderate Buy | $637.73 |
JKHY Jack Henry & Associates | IT Services | 34 | Moderate Buy | $200.15 |
IESC IES | ELEC MISC SERVICES | 7 | Buy | $458.00 |
Z Zillow Group | INTERNET SERVICES | 20 | Hold | $90.60 |
FORM FormFactor | ELEC COMP - SEMIC | 22 | Moderate Buy | $87.91 |
VICR Vicor | ELEC - MISC COMPONENTS | 15 | Buy | $141.67 |
TTD Trade Desk | INTERNET SERVICES | 94 | Hold | $41.53 |
RKUNY Rakuten | INTERNET SERVICES | 4 | Buy | N/A |
U Unity Software | INTERNET SOFTWARE | 82 | Moderate Buy | $37.41 |
WISE Wise | Information Technology Services | 12 | Buy | GBX 1,303 |
RBRK Rubrik | INTERNET SOFTWARE | 50 | Moderate Buy | $87.71 |
NTNX Nutanix | IT Services | 45 | Moderate Buy | $60.87 |
DT Dynatrace | IT Services | 48 | Moderate Buy | $52.12 |
KT KT | Wireless Non - US | 16 | Moderate Buy | N/A |
GSAT Globalstar | Satellite Communication | 10 | Hold | $69.00 |
BSY Bentley Systems | INTERNET SOFTWARE | 33 | Hold | $48.50 |
VIAV Viavi Solutions | Communications Components | 31 | Moderate Buy | $25.00 |
LFUS Littelfuse | ELEC - MISC COMPONENTS | 22 | Moderate Buy | $374.00 |
BMNR BitMine Immersion Technologies | Specialty Industrial Machinery | 6 | Buy | $34.50 |
WTS Watts Water Technologies | INSTRU - CONTROL | 18 | Hold | $331.67 |
IDCC InterDigital | Wireless Equipment | 5 | Moderate Buy | $416.67 |
SMTC Semtech | SEMI - ANALOG & MIXED | 37 | Moderate Buy | $95.71 |
SANM Sanmina | ELEC MANUF SVS (EMS) | 19 | Hold | $150.00 |
SNAP Snap | INTERNET SOFTWARE | 62 | Hold | $8.16 |
DOCU Docusign | INTERNET SOFTWARE | 54 | Hold | $61.40 |
ARW Arrow Electronics | ELEC PARTS DIST | 13 | Hold | $136.00 |
ROHCY Rohm | ELEC COMP - SEMIC | 1 | Hold | N/A |
SWKS Skyworks Solutions | Semi - Radio Freq | 57 | Hold | $69.72 |
DSG The Descartes Systems Group | Software - Application | 5 | Strong Buy | N/A |
CGNX Cognex | ELEC TEST EQUIPTMENT | 32 | Moderate Buy | $57.62 |
YASKY Yaskawa Electric | ELEC - MISC COMPONENTS | 5 | Buy | N/A |
CRUS Cirrus Logic | ELEC COMP - SEMIC | 25 | Moderate Buy | $152.14 |
DOCN DigitalOcean | INTERNET SOFTWARE | 35 | Moderate Buy | $81.08 |
CAMT Camtek | ELEC MSRNG INST | 30 | Moderate Buy | $166.75 |
VSAT Viasat | Wireless Equipment | 17 | Hold | $51.43 |
SGE The Sage Group | Software - Application | 20 | Moderate Buy | GBX 1,189.17 |
PCOR Procore Technologies | INTERNET SOFTWARE | 52 | Moderate Buy | $75.24 |
TOI Topicus.com | Software - Application | 3 | Buy | C$145.00 |
MTCH Match Group | INTERNET SOFTWARE | 30 | Hold | $35.85 |
MANH Manhattan Associates | COMP - SOFTWARE | 27 | Moderate Buy | $215.36 |
OTEX Open Text | Software - Application | 1 | Hold | C$28.00 |
ASMVY ASMPT | Semiconductor Equipment & Materials | 1 | Hold | N/A |
YOU CLEAR Secure | INTERNET SOFTWARE | 30 | Hold | $53.14 |
QRVO Qorvo | Semi - Radio Freq | 43 | Hold | $93.63 |
ALGM Allegro MicroSystems | ELEC COMP - SEMIC | 32 | Moderate Buy | $45.00 |
TKR Timken | ELEC PRODS - MISC | 22 | Hold | $105.86 |
VIPS Vipshop | Internet Services - Delivery | 22 | Moderate Buy | $20.48 |
QBTS D-Wave Quantum | INTERNET SOFTWARE | 36 | Moderate Buy | $35.53 |
DOX Amdocs | IT Services | 18 | Moderate Buy | $92.33 |
CWAN Clearwater Analytics | INTERNET SOFTWARE | 27 | Hold | $26.17 |
TMSNY Temenos Group | INTERNET SOFTWARE | 4 | Moderate Buy | N/A |
SLAB Silicon Laboratories | SEMI - ANALOG & MIXED | 20 | Hold | $167.78 |
EPAM EPAM Systems | IT Services | 37 | Moderate Buy | $193.56 |
SAIL SailPoint | INTERNET SOFTWARE | 41 | Moderate Buy | $21.35 |
XNDU Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares | Scientific & Technical Instruments | 1 | Hold | $43.00 |
PEGA Pegasystems | COMP - SOFTWARE | 52 | Moderate Buy | $64.10 |
DSGX The Descartes Systems Group | COMP - SOFTWARE | 29 | Moderate Buy | $105.45 |
NICE NiCE | INTERNET SOFTWARE | 47 | Hold | $144.17 |
PLXS Plexus | ELEC MANUF SVS (EMS) | 25 | Moderate Buy | $204.20 |
OMRNY Omron | ELEC - MISC COMPONENTS | 1 | Hold | N/A |
G Genpact | IT Services | 21 | Hold | $47.29 |
BLSH Bullish | Financial Services | 35 | Hold | $51.92 |
PAYC Paycom Software | INTERNET SOFTWARE | 48 | Hold | $168.79 |