NVDA NVIDIA | Semiconductors & Semiconductor Equipment | 180 | Buy | $324.34 |
AAPL Apple | Technology Hardware, Storage & Peripherals | 77 | Moderate Buy | $338.80 |
MSFT Microsoft | Software | 135 | Moderate Buy | $564.27 |
TSM Taiwan Semiconductor Manufacturing | Semiconductors & Semiconductor Equipment | 28 | Buy | $523.22 |
AVGO Broadcom | Semiconductors & Semiconductor Equipment | 63 | Moderate Buy | $509.04 |
SKHY SK hynix | Semiconductors & Semiconductor Equipment | 13 | Buy | $247.67 |
MU Micron Technology | Semiconductors & Semiconductor Equipment | 151 | Buy | $1,295.63 |
AMD Advanced Micro Devices | Semiconductors & Semiconductor Equipment | 92 | Moderate Buy | $565.13 |
ASML ASML | Semiconductors & Semiconductor Equipment | 90 | Moderate Buy | $1,970.33 |
INTC Intel | Semiconductors & Semiconductor Equipment | 126 | Hold | $108.49 |
CSCO Cisco Systems | Communications Equipment | 83 | Moderate Buy | $129.68 |
ORCL Oracle | Software | 74 | Moderate Buy | $252.58 |
PLTR Palantir Technologies | Software | 63 | Moderate Buy | $195.33 |
DELL Dell Technologies | Technology Hardware, Storage & Peripherals | 75 | Moderate Buy | $560.24 |
LRCX Lam Research | Semiconductors & Semiconductor Equipment | 103 | Moderate Buy | $361.81 |
AMAT Applied Materials | Semiconductors & Semiconductor Equipment | 64 | Moderate Buy | $658.45 |
PANW Palo Alto Networks | Software | 127 | Moderate Buy | $387.60 |
SAP SAP | Software | 26 | Moderate Buy | $255.67 |
ARM ARM | Semiconductors & Semiconductor Equipment | 64 | Moderate Buy | $305.72 |
ANET Arista Networks | Communications Equipment | 30 | Buy | $227.80 |
TXN Texas Instruments | Semiconductors & Semiconductor Equipment | 46 | Moderate Buy | $312.12 |
IBM International Business Machines | IT Services | 46 | Moderate Buy | $265.16 |
SHOP Shopify | IT Services | 7 | Moderate Buy | C$198.00 |
SNDK Sandisk | Technology Hardware, Storage & Peripherals | 50 | Moderate Buy | $1,998.14 |
KLAC KLA | Semiconductors & Semiconductor Equipment | 71 | Moderate Buy | $222.22 |
CRM Salesforce | Software | 108 | Moderate Buy | $267.50 |
QCOM Qualcomm | Semiconductors & Semiconductor Equipment | 54 | Hold | $204.10 |
MRVL Marvell Technology | Semiconductors & Semiconductor Equipment | 71 | Moderate Buy | $270.47 |
APH Amphenol | Electronic Equipment, Instruments & Components | 32 | Buy | $96.00 |
STX Seagate Technology | Technology Hardware, Storage & Peripherals | 137 | Moderate Buy | $986.00 |
ADI Analog Devices | Semiconductors & Semiconductor Equipment | 39 | Buy | $457.97 |
SHOP Shopify | IT Services | 68 | Moderate Buy | $171.34 |
TOELY Tokyo Electron | Electronic Equipment, Instruments & Components | 5 | Hold | N/A |
NOW ServiceNow | Software | 115 | Moderate Buy | $145.71 |
ATEYY Advantest | Electronic Equipment, Instruments & Components | 10 | Moderate Buy | N/A |
WDC Western Digital | Technology Hardware, Storage & Peripherals | 58 | Moderate Buy | $534.56 |
ACN Accenture | IT Services | 73 | Hold | $196.59 |
FTNT Fortinet | Software | 54 | Hold | $150.91 |
GLW Corning | Electronic Equipment, Instruments & Components | 35 | Moderate Buy | $176.50 |
NET Cloudflare | IT Services | 51 | Moderate Buy | $320.19 |
SNOW Snowflake | IT Services | 82 | Moderate Buy | $414.24 |
APP AppLovin | Software | 60 | Moderate Buy | $529.39 |
ADBE Adobe | Software | 64 | Hold | $282.68 |
INTU Intuit | Software | 76 | Hold | $430.97 |
MRAAY Murata Manufacturing | Electronic Equipment, Instruments & Components | 2 | Buy | N/A |
ASX ASE Technology | Semiconductors & Semiconductor Equipment | 16 | Moderate Buy | N/A |
DDOG Datadog | Software | 130 | Moderate Buy | $276.66 |
IFNNY Infineon Technologies | Electronic Equipment, Instruments & Components | 8 | Moderate Buy | N/A |
MSI Motorola Solutions | Communications Equipment | 15 | Buy | $519.44 |
CDNS Cadence Design Systems | Software | 32 | Moderate Buy | $403.88 |
LITE Lumentum | Communications Equipment | 56 | Moderate Buy | $1,053.83 |
HPE Hewlett Packard Enterprise | Technology Hardware, Storage & Peripherals | 63 | Moderate Buy | $69.18 |
SNPS Synopsys | Software | 28 | Moderate Buy | $562.67 |
CSU Constellation Software | Software | 37 | Moderate Buy | C$3,884.40 |
TEL TE Connectivity | Electronic Equipment, Instruments & Components | 35 | Moderate Buy | $252.00 |
NXPI NXP Semiconductors | Semiconductors & Semiconductor Equipment | 46 | Moderate Buy | $305.65 |
CLS Celestica | Electronic Equipment, Instruments & Components | 11 | Strong Buy | C$388.33 |
NOK Nokia | Communications Equipment | 21 | Moderate Buy | $14.00 |
MPWR Monolithic Power Systems | Semiconductors & Semiconductor Equipment | 21 | Moderate Buy | $1,731.42 |
UMC United Microelectronics | Semiconductors & Semiconductor Equipment | 19 | Hold | $8.60 |
AME AMETEK | Electronic Equipment, Instruments & Components | 28 | Moderate Buy | $266.69 |
KEYS Keysight Technologies | Electronic Equipment, Instruments & Components | 36 | Moderate Buy | $392.83 |
NBIS Nebius Group | IT Services | 44 | Moderate Buy | $242.79 |
TER Teradyne | Semiconductors & Semiconductor Equipment | 32 | Moderate Buy | $396.80 |
MSTR Strategy | Software | 52 | Moderate Buy | $238.71 |
LNVGY Lenovo Group | Technology Hardware, Storage & Peripherals | 5 | Hold | N/A |
TEAM Atlassian | Software | 59 | Moderate Buy | $186.41 |
CIEN Ciena | Communications Equipment | 50 | Moderate Buy | $475.68 |
ADSK Autodesk | Software | 67 | Moderate Buy | $317.88 |
WDAY Workday | Software | 82 | Hold | $206.34 |
INFY Infosys | IT Services | 20 | Reduce | $11.59 |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
ALAB Astera Labs | Semiconductors & Semiconductor Equipment | 35 | Moderate Buy | $348.33 |
CBRS Cerebras Systems | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $299.90 |
CNSWF Constellation Software | Software | 8 | Buy | N/A |
STM STMicroelectronics | Semiconductors & Semiconductor Equipment | 14 | Moderate Buy | $76.17 |
ASMIY ASM International | Semiconductors & Semiconductor Equipment | 6 | Moderate Buy | N/A |
NJDCY Nidec | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
FLEX Flex | Electronic Equipment, Instruments & Components | 22 | Moderate Buy | $114.20 |
MCHP Microchip Technology | Semiconductors & Semiconductor Equipment | 69 | Moderate Buy | $98.67 |
DKILY Daikin Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
ROP Roper Technologies | Software | 24 | Hold | $466.94 |
NTAP NetApp | Technology Hardware, Storage & Peripherals | 38 | Hold | $193.86 |
TWLO Twilio | IT Services | 62 | Moderate Buy | $249.68 |
CRWV CoreWeave | IT Services | 60 | Moderate Buy | $142.31 |
CLS Celestica | Electronic Equipment, Instruments & Components | 39 | Buy | $440.50 |
TTDKY TDK | Technology Hardware, Storage & Peripherals | 4 | Buy | N/A |
DSCSY Disco | Semiconductors & Semiconductor Equipment | 3 | Moderate Buy | N/A |
UI Ubiquiti | Communications Equipment | 20 | Hold | $734.50 |
ERIC Ericsson | Communications Equipment | 9 | Hold | $11.00 |
ADYEY Adyen | Software | 1 | Moderate Buy | N/A |
FINMY Leonardo | IT Services | 3 | Buy | N/A |
OKTA Okta | Software | 94 | Moderate Buy | $173.45 |
KYOCY Kyocera | Electronic Equipment, Instruments & Components | 2 | Hold | N/A |
DASTY Dassault Systemes | Software | 3 | Hold | N/A |
P Everpure | Technology Hardware, Storage & Peripherals | 46 | Moderate Buy | $129.10 |
ZS Zscaler | Software | 90 | Moderate Buy | $216.53 |
JBL Jabil | Electronic Equipment, Instruments & Components | 24 | Buy | $441.78 |
HPQ HP | Technology Hardware, Storage & Peripherals | 34 | Hold | $25.77 |
MDB MongoDB | Software | 136 | Moderate Buy | $471.81 |
CTSH Cognizant Technology Solutions | IT Services | 44 | Hold | $63.00 |
ON onsemi | Semiconductors & Semiconductor Equipment | 54 | Moderate Buy | $96.44 |
CRDO Credo Technology Group | Semiconductors & Semiconductor Equipment | 45 | Moderate Buy | $267.39 |
TDY Teledyne Technologies | Electronic Equipment, Instruments & Components | 32 | Moderate Buy | $723.33 |
SMCAY SMC | Electronic Equipment, Instruments & Components | 7 | Buy | N/A |
ZM Zoom Communications | Software | 58 | Moderate Buy | $112.55 |
AMADY Amadeus IT Group | IT Services | 1 | Hold | N/A |
VRSN VeriSign | IT Services | 17 | Buy | $333.00 |
FUJIY Fujifilm | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
FFIV F5 | Communications Equipment | 33 | Hold | $416.63 |
IOT Samsara | Software | 34 | Moderate Buy | $52.05 |
Q Qnity Electronics | Semiconductors & Semiconductor Equipment | 18 | Buy | $151.78 |
GFS GlobalFoundries | Semiconductors & Semiconductor Equipment | 24 | Hold | $74.32 |
SMCI Super Micro Computer | Technology Hardware, Storage & Peripherals | 52 | Hold | $42.13 |
VLTO Veralto | Electronic Equipment, Instruments & Components | 13 | Moderate Buy | $112.50 |
TSEM Tower Semiconductor | Semiconductors & Semiconductor Equipment | 13 | Moderate Buy | $290.67 |
FSLR First Solar | Semiconductors & Semiconductor Equipment | 84 | Moderate Buy | $266.06 |
RBRK Rubrik | Software | 58 | Moderate Buy | $113.31 |
FICO Fair Isaac | Software | 31 | Moderate Buy | $1,553.69 |
CGEMY Cap Gemini | IT Services | 5 | Hold | N/A |
SNX TD SYNNEX | Electronic Equipment, Instruments & Components | 37 | Moderate Buy | $291.22 |
GIB.A CGI | IT Services | 34 | Moderate Buy | C$124.23 |
LSRCY Lasertec | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
ENTG Entegris | Semiconductors & Semiconductor Equipment | 22 | Buy | $170.89 |
CDW CDW | Electronic Equipment, Instruments & Components | 9 | Moderate Buy | $150.38 |
U Unity Software | Software | 85 | Moderate Buy | $45.16 |
NRILY Nomura Research Institute | IT Services | 7 | Hold | N/A |
GEN Gen Digital | Software | 25 | Hold | $31.60 |
NTNX Nutanix | Software | 46 | Moderate Buy | $72.71 |
MTSI MACOM Technology Solutions | Semiconductors & Semiconductor Equipment | 49 | Moderate Buy | $341.25 |
SSNLF Samsung Electronics | Technology Hardware, Storage & Peripherals | 4 | Moderate Buy | N/A |
HLMAF Halma | Electronic Equipment, Instruments & Components | 2 | Moderate Buy | N/A |
WIT Wipro | IT Services | 5 | Strong Sell | $1.70 |
SITM SiTime | Semiconductors & Semiconductor Equipment | 22 | Buy | $761.25 |
IREN IREN | Software | 34 | Moderate Buy | $82.93 |
ZBRA Zebra Technologies | Electronic Equipment, Instruments & Components | 26 | Moderate Buy | $383.08 |
DT Dynatrace | Software | 53 | Moderate Buy | $55.50 |
MKSI MKS | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $382.86 |
DAY Dayforce | Software | 2 | Hold | N/A |
AKAM Akamai Technologies | IT Services | 65 | Hold | $141.62 |
GIB CGI Group | IT Services | 12 | Reduce | $83.67 |
LOGI Logitech International | Technology Hardware, Storage & Peripherals | 31 | Hold | $105.29 |
BESIY BE Semiconductor Industries | Semiconductors & Semiconductor Equipment | 7 | Buy | N/A |
LSCC Lattice Semiconductor | Semiconductors & Semiconductor Equipment | 43 | Moderate Buy | $147.46 |
TYL Tyler Technologies | Software | 31 | Moderate Buy | $456.72 |
PTC PTC | Software | 34 | Hold | $170.14 |
OBIIF Obic | IT Services | 1 | Hold | N/A |
HUT Hut 8 | Software | 5 | Strong Buy | N/A |
IONQ IonQ | Technology Hardware, Storage & Peripherals | 42 | Moderate Buy | $67.17 |
NDEKY Nitto Denko | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
SMTC Semtech | Semiconductors & Semiconductor Equipment | 38 | Moderate Buy | $204.71 |
CHKP Check Point Software Technologies | Software | 37 | Hold | $148.74 |
TRMB Trimble | Software | 26 | Moderate Buy | $81.78 |
SWKS Skyworks Solutions | Semiconductors & Semiconductor Equipment | 65 | Hold | $74.00 |
FN Fabrinet | Electronic Equipment, Instruments & Components | 28 | Moderate Buy | $649.50 |
DOCU Docusign | Software | 37 | Hold | $67.33 |
GDDY GoDaddy | IT Services | 24 | Hold | $110.07 |
AUR Aurora Innovation | Software | 13 | Moderate Buy | $12.67 |
QNT Quantinuum | Technology Hardware, Storage & Peripherals | 19 | Moderate Buy | $98.42 |
ISMAY Indra Sistemas | IT Services | 1 | Moderate Buy | N/A |
GWRE Guidewire Software | Software | 49 | Moderate Buy | $216.23 |
SGPYY Sage Group | Software | 5 | Moderate Buy | N/A |
DOCN DigitalOcean | IT Services | 34 | Moderate Buy | $152.81 |
MANH Manhattan Associates | Software | 23 | Moderate Buy | $217.20 |
HUBS HubSpot | Software | 77 | Hold | $271.90 |
ONTO Onto Innovation | Semiconductors & Semiconductor Equipment | 23 | Buy | $378.00 |
TTMI TTM Technologies | Electronic Equipment, Instruments & Components | 31 | Buy | $214.25 |
FROG JFrog | Software | 53 | Moderate Buy | $109.48 |
AMKR Amkor Technology | Semiconductors & Semiconductor Equipment | 28 | Moderate Buy | $68.33 |
SAIL SailPoint | Software | 41 | Moderate Buy | $21.12 |
ROHCY Rohm | Semiconductors & Semiconductor Equipment | 1 | Moderate Buy | N/A |
FIG Figma | Software | 20 | Hold | $32.56 |
ARW Arrow Electronics | Electronic Equipment, Instruments & Components | 16 | Moderate Buy | $233.25 |
HUT Hut 8 | Software | 43 | Buy | $144.89 |
NVMI Nova | Semiconductors & Semiconductor Equipment | 13 | Moderate Buy | $514.44 |
QRVO Qorvo | Semiconductors & Semiconductor Equipment | 28 | Hold | $94.00 |
SANM Sanmina | Electronic Equipment, Instruments & Components | 23 | Moderate Buy | $198.33 |
PAYC Paycom Software | Software | 57 | Hold | $214.23 |
LFUS Littelfuse | Electronic Equipment, Instruments & Components | 16 | Moderate Buy | $465.83 |
AEIS Advanced Energy Industries | Electronic Equipment, Instruments & Components | 45 | Moderate Buy | $409.50 |
CGNX Cognex | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $75.64 |
VSAT Viasat | Communications Equipment | 16 | Moderate Buy | $90.67 |
DSG The Descartes Systems Group | Software | 6 | Strong Buy | N/A |
BSY Bentley Systems | Software | 25 | Moderate Buy | $44.38 |
SGE The Sage Group | Software | 22 | Moderate Buy | GBX 1,094.29 |
RMBS Rambus | Semiconductors & Semiconductor Equipment | 15 | Moderate Buy | $145.88 |
ESTC Elastic | Software | 69 | Moderate Buy | $96.52 |
WISE Wise | IT Services | 16 | Moderate Buy | GBX 1,192 |
DBX Dropbox | Software | 19 | Reduce | $30.75 |
IDCC InterDigital | Software | 5 | Buy | $450.00 |
VIAV Viavi Solutions | Communications Equipment | 34 | Moderate Buy | $55.43 |
ASMVY ASMPT | Semiconductors & Semiconductor Equipment | 4 | Strong Buy | N/A |
GTLB GitLab | Software | 69 | Hold | $51.75 |
S SentinelOne | Software | 55 | Moderate Buy | $23.50 |
SIMO Silicon Motion Technology | Semiconductors & Semiconductor Equipment | 25 | Buy | $341.43 |
AAOI Applied Optoelectronics | Communications Equipment | 20 | Hold | $139.40 |
APPF AppFolio | Software | 22 | Buy | $243.50 |
PCOR Procore Technologies | Software | 50 | Buy | $70.12 |
OTEX Open Text | Software | 2 | Hold | C$27.50 |
FORM FormFactor | Semiconductors & Semiconductor Equipment | 24 | Moderate Buy | $127.45 |
EDNMY Edenred | IT Services | 9 | Moderate Buy | N/A |
ZETA Zeta Global | Software | 33 | Moderate Buy | $30.77 |
AVT Avnet | Electronic Equipment, Instruments & Components | 14 | Moderate Buy | $93.25 |
BRTHY Brother Industries | Electronic Equipment, Instruments & Components | 1 | N/A | N/A |
OMRNY Omron | Electronic Equipment, Instruments & Components | 3 | Hold | N/A |
TOI Topicus.com | Software | 6 | Buy | C$143.75 |
SEKEY Seiko Epson | Technology Hardware, Storage & Peripherals | 2 | Hold | N/A |
PATH UiPath | Software | 31 | Hold | $16.75 |
SLAB Silicon Laboratories | Semiconductors & Semiconductor Equipment | 10 | Reduce | $218.00 |
RAL Ralliant | Electronic Equipment, Instruments & Components | 26 | Moderate Buy | $77.20 |
WULF TeraWulf | Software | 43 | Moderate Buy | $34.21 |
YASKY Yaskawa Electric | Electronic Equipment, Instruments & Components | 5 | Buy | N/A |
NTSK Netskope | Software | 52 | Moderate Buy | $19.13 |
APLD Applied Digital | IT Services | 34 | Moderate Buy | $68.15 |
DSGX The Descartes Systems Group | Software | 32 | Moderate Buy | $102.71 |
DOX Amdocs | IT Services | 18 | Hold | $86.67 |
SUOPY SUMCO | Semiconductors & Semiconductor Equipment | 3 | Buy | N/A |
QLYS Qualys | Software | 24 | Hold | $173.87 |
PLXS Plexus | Electronic Equipment, Instruments & Components | 24 | Buy | $273.00 |
EPAM EPAM Systems | IT Services | 35 | Hold | $116.47 |
CAMT Camtek | Semiconductors & Semiconductor Equipment | 19 | Moderate Buy | $173.25 |
BB BlackBerry | Software | 3 | Moderate Buy | C$12.00 |
CIFR Cipher Mining | Software | 49 | Moderate Buy | $28.61 |
ALGM Allegro MicroSystems | Semiconductors & Semiconductor Equipment | 25 | Moderate Buy | $53.45 |
PEGA Pegasystems | Software | 28 | Hold | $50.10 |
CRUS Cirrus Logic | Semiconductors & Semiconductor Equipment | 19 | Hold | $150.71 |
GDS GDS | IT Services | 14 | Moderate Buy | $48.12 |
MXL MaxLinear | Semiconductors & Semiconductor Equipment | 16 | Hold | $88.64 |
NICE NiCE | Software | 29 | Hold | $129.50 |
INGM Ingram Micro | Electronic Equipment, Instruments & Components | 22 | Hold | $30.50 |
QBTS D-Wave Quantum | Software | 40 | Moderate Buy | $36.27 |
RNG RingCentral | Software | 17 | Hold | $56.00 |
CVLT CommVault Systems | Software | 64 | Moderate Buy | $152.63 |
AACAY AAC Technologies | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
OS OneStream | Software | 15 | Reduce | $24.06 |
OTEX Open Text | Software | 28 | Hold | $32.46 |
NAVN Navan | Software | 39 | Moderate Buy | $30.50 |
TMSNY Temenos Group | Software | 4 | Buy | N/A |
DLB Dolby Laboratories | Software | 18 | Moderate Buy | $87.50 |
CCC Computacenter | IT Services | 16 | Buy | GBX 5,675 |
YOU CLEAR Secure | Software | 30 | Hold | $58.29 |
TTAN ServiceTitan | Software | 41 | Moderate Buy | $96.38 |
LMN Lumine Group | Software | 8 | Buy | C$38.50 |
VRNS Varonis Systems | Software | 74 | Moderate Buy | $49.79 |
TMICY Trend Micro | Software | 3 | Moderate Buy | N/A |
PI Impinj | Semiconductors & Semiconductor Equipment | 27 | Moderate Buy | $183.30 |
NOVT Novanta | Electronic Equipment, Instruments & Components | 11 | Buy | $194.00 |
ACIW ACI Worldwide | Software | 13 | Buy | $66.00 |
CORZ Core Scientific | IT Services | 29 | Moderate Buy | $32.18 |
SEPJY Spectris | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
