NVDA NVIDIA | Semiconductors & Semiconductor Equipment | 176 | Buy | $321.89 |
AAPL Apple | Technology Hardware, Storage & Peripherals | 75 | Moderate Buy | $340.39 |
MSFT Microsoft | Software | 132 | Moderate Buy | $579.84 |
TSM Taiwan Semiconductor Manufacturing | Semiconductors & Semiconductor Equipment | 28 | Buy | $524.89 |
AVGO Broadcom | Semiconductors & Semiconductor Equipment | 63 | Moderate Buy | $527.20 |
SKHY SK hynix | Semiconductors & Semiconductor Equipment | 13 | Buy | $253.22 |
MU Micron Technology | Semiconductors & Semiconductor Equipment | 132 | Moderate Buy | $1,407.88 |
AMD Advanced Micro Devices | Semiconductors & Semiconductor Equipment | 91 | Moderate Buy | $593.82 |
ASML ASML | Semiconductors & Semiconductor Equipment | 80 | Moderate Buy | $2,085.38 |
INTC Intel | Semiconductors & Semiconductor Equipment | 114 | Hold | $109.06 |
PLTR Palantir Technologies | Software | 65 | Moderate Buy | $200.54 |
CSCO Cisco Systems | Communications Equipment | 87 | Moderate Buy | $128.52 |
ORCL Oracle | Software | 69 | Moderate Buy | $251.72 |
AMAT Applied Materials | Semiconductors & Semiconductor Equipment | 62 | Moderate Buy | $640.20 |
LRCX Lam Research | Semiconductors & Semiconductor Equipment | 95 | Moderate Buy | $364.59 |
DELL Dell Technologies | Technology Hardware, Storage & Peripherals | 68 | Moderate Buy | $571.12 |
PANW Palo Alto Networks | Software | 126 | Moderate Buy | $392.38 |
SHOP Shopify | IT Services | 7 | Moderate Buy | C$198.00 |
ARM ARM | Semiconductors & Semiconductor Equipment | 62 | Moderate Buy | $303.32 |
ANET Arista Networks | Communications Equipment | 30 | Moderate Buy | $235.45 |
SAP SAP | Software | 25 | Moderate Buy | $264.57 |
TXN Texas Instruments | Semiconductors & Semiconductor Equipment | 46 | Hold | $304.26 |
KLAC KLA | Semiconductors & Semiconductor Equipment | 65 | Moderate Buy | $221.26 |
MRVL Marvell Technology | Semiconductors & Semiconductor Equipment | 71 | Moderate Buy | $320.82 |
SNDK Sandisk | Technology Hardware, Storage & Peripherals | 51 | Moderate Buy | $2,120.65 |
SHOP Shopify | IT Services | 67 | Moderate Buy | $172.74 |
APH Amphenol | Electronic Equipment, Instruments & Components | 32 | Moderate Buy | $98.56 |
IBM International Business Machines | IT Services | 45 | Hold | $252.96 |
ADI Analog Devices | Semiconductors & Semiconductor Equipment | 38 | Moderate Buy | $460.09 |
ATEYY Advantest | Electronic Equipment, Instruments & Components | 10 | Strong Buy | N/A |
CRM Salesforce | Software | 116 | Moderate Buy | $278.12 |
QCOM Qualcomm | Semiconductors & Semiconductor Equipment | 54 | Hold | $204.10 |
STX Seagate Technology | Technology Hardware, Storage & Peripherals | 130 | Moderate Buy | $986.00 |
TOELY Tokyo Electron | Electronic Equipment, Instruments & Components | 4 | Hold | N/A |
WDC Western Digital | Technology Hardware, Storage & Peripherals | 53 | Moderate Buy | $618.63 |
NOW ServiceNow | Software | 118 | Moderate Buy | $147.95 |
FTNT Fortinet | Software | 56 | Hold | $156.51 |
ACN Accenture | IT Services | 63 | Hold | $219.15 |
GLW Corning | Electronic Equipment, Instruments & Components | 37 | Moderate Buy | $177.56 |
SNOW Snowflake | IT Services | 83 | Moderate Buy | $414.24 |
NET Cloudflare | IT Services | 51 | Moderate Buy | $329.85 |
DDOG Datadog | Software | 127 | Moderate Buy | $280.29 |
ASX ASE Technology | Semiconductors & Semiconductor Equipment | 17 | Buy | N/A |
LITE Lumentum | Communications Equipment | 57 | Moderate Buy | $1,078.75 |
SNPS Synopsys | Software | 29 | Moderate Buy | $571.78 |
HPE Hewlett Packard Enterprise | Technology Hardware, Storage & Peripherals | 66 | Moderate Buy | $65.78 |
CDNS Cadence Design Systems | Software | 32 | Moderate Buy | $404.14 |
ADBE Adobe | Software | 62 | Hold | $283.90 |
APP AppLovin | Software | 52 | Moderate Buy | $517.21 |
MRAAY Murata Manufacturing | Electronic Equipment, Instruments & Components | 2 | Buy | N/A |
IFNNY Infineon Technologies | Electronic Equipment, Instruments & Components | 7 | Moderate Buy | N/A |
INTU Intuit | Software | 78 | Hold | $431.55 |
MSI Motorola Solutions | Communications Equipment | 15 | Buy | $530.10 |
MPWR Monolithic Power Systems | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $1,731.42 |
CLS Celestica | Electronic Equipment, Instruments & Components | 12 | Strong Buy | C$388.33 |
KEYS Keysight Technologies | Electronic Equipment, Instruments & Components | 33 | Moderate Buy | $401.42 |
CIEN Ciena | Communications Equipment | 51 | Moderate Buy | $506.11 |
CSU Constellation Software | Software | 34 | Moderate Buy | C$3,884.40 |
TEL TE Connectivity | Electronic Equipment, Instruments & Components | 34 | Moderate Buy | $258.07 |
TER Teradyne | Semiconductors & Semiconductor Equipment | 33 | Moderate Buy | $396.80 |
NOK Nokia | Communications Equipment | 21 | Moderate Buy | $14.12 |
ALAB Astera Labs | Semiconductors & Semiconductor Equipment | 31 | Moderate Buy | $348.33 |
MSTR Strategy | Software | 52 | Moderate Buy | $258.94 |
UMC United Microelectronics | Semiconductors & Semiconductor Equipment | 18 | Reduce | $8.60 |
NXPI NXP Semiconductors | Semiconductors & Semiconductor Equipment | 45 | Moderate Buy | $304.91 |
AME AMETEK | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $269.00 |
NBIS Nebius Group | IT Services | 45 | Moderate Buy | $245.69 |
HOCPY Hoya | Electronic Equipment, Instruments & Components | 1 | Strong Buy | N/A |
TEAM Atlassian | Software | 58 | Moderate Buy | $192.30 |
LNVGY Lenovo Group | Technology Hardware, Storage & Peripherals | 5 | Hold | N/A |
P Everpure | Technology Hardware, Storage & Peripherals | 47 | Moderate Buy | $143.25 |
ADSK Autodesk | Software | 66 | Moderate Buy | $316.84 |
ASMIY ASM International | Semiconductors & Semiconductor Equipment | 6 | Moderate Buy | N/A |
FJTSY Fujitsu | IT Services | 3 | Moderate Buy | N/A |
STM STMicroelectronics | Semiconductors & Semiconductor Equipment | 14 | Moderate Buy | $76.17 |
NTAP NetApp | Technology Hardware, Storage & Peripherals | 36 | Moderate Buy | $213.20 |
WDAY Workday | Software | 71 | Hold | $205.55 |
CNSWF Constellation Software | Software | 7 | Buy | N/A |
TWLO Twilio | IT Services | 61 | Moderate Buy | $258.65 |
FLEX Flex | Electronic Equipment, Instruments & Components | 19 | Moderate Buy | $119.67 |
INFY Infosys | IT Services | 19 | Reduce | $11.45 |
DSCSY Disco | Semiconductors & Semiconductor Equipment | 4 | Strong Buy | N/A |
CLS Celestica | Electronic Equipment, Instruments & Components | 38 | Moderate Buy | $450.50 |
MCHP Microchip Technology | Semiconductors & Semiconductor Equipment | 68 | Moderate Buy | $98.67 |
CRDO Credo Technology Group | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $262.67 |
OKTA Okta | Software | 105 | Moderate Buy | $201.10 |
TTDKY TDK | Technology Hardware, Storage & Peripherals | 4 | Buy | N/A |
UI Ubiquiti | Communications Equipment | 20 | Moderate Buy | $734.50 |
DKILY Daikin Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
CBRS Cerebras Systems | Semiconductors & Semiconductor Equipment | 23 | Moderate Buy | $299.90 |
ZS Zscaler | Software | 101 | Moderate Buy | $239.41 |
CRWV CoreWeave | IT Services | 59 | Moderate Buy | $140.64 |
ROP Roper Technologies | Software | 23 | Hold | $466.94 |
KYOCY Kyocera | Electronic Equipment, Instruments & Components | 2 | Hold | N/A |
DASTY Dassault Systemes | Software | 3 | Hold | N/A |
ERIC Ericsson | Communications Equipment | 9 | Hold | $9.60 |
JBL Jabil | Electronic Equipment, Instruments & Components | 24 | Buy | $434.22 |
ADYEY Adyen | Software | 1 | Moderate Buy | N/A |
MDB MongoDB | Software | 126 | Moderate Buy | $462.91 |
FINMY Leonardo | IT Services | 3 | Buy | N/A |
ON onsemi | Semiconductors & Semiconductor Equipment | 61 | Moderate Buy | $95.56 |
SMCAY SMC | Electronic Equipment, Instruments & Components | 8 | Hold | N/A |
ZM Zoom Communications | Software | 45 | Moderate Buy | $113.62 |
TDY Teledyne Technologies | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $723.33 |
SMCI Super Micro Computer | Technology Hardware, Storage & Peripherals | 51 | Hold | $43.07 |
VRSN VeriSign | IT Services | 17 | Moderate Buy | $333.00 |
HPQ HP | Technology Hardware, Storage & Peripherals | 34 | Hold | $25.77 |
LSRCY Lasertec | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
FFIV F5 | Communications Equipment | 32 | Hold | $426.00 |
FUJIY Fujifilm | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
CTSH Cognizant Technology Solutions | IT Services | 47 | Hold | $64.43 |
Q Qnity Electronics | Semiconductors & Semiconductor Equipment | 19 | Moderate Buy | $155.70 |
GFS GlobalFoundries | Semiconductors & Semiconductor Equipment | 24 | Hold | $74.63 |
RBRK Rubrik | Software | 58 | Moderate Buy | $114.42 |
AMADY Amadeus IT Group | IT Services | 1 | Moderate Buy | N/A |
ENTG Entegris | Semiconductors & Semiconductor Equipment | 21 | Moderate Buy | $177.27 |
MTSI MACOM Technology Solutions | Semiconductors & Semiconductor Equipment | 45 | Moderate Buy | $341.25 |
TSEM Tower Semiconductor | Semiconductors & Semiconductor Equipment | 11 | Moderate Buy | $316.00 |
IOT Samsara | Software | 34 | Moderate Buy | $51.68 |
BSP Bending Spoons | Software | 14 | Hold | $44.00 |
CGEMY Cap Gemini | IT Services | 4 | Hold | N/A |
SNX TD SYNNEX | Electronic Equipment, Instruments & Components | 31 | Buy | $331.14 |
PTC PTC | Software | 38 | Hold | $200.06 |
GIB.A CGI | IT Services | 34 | Moderate Buy | C$124.00 |
U Unity Software | Software | 88 | Moderate Buy | $45.91 |
NTNX Nutanix | Software | 45 | Moderate Buy | $73.07 |
NRILY Nomura Research Institute | IT Services | 7 | Hold | N/A |
FSLR First Solar | Semiconductors & Semiconductor Equipment | 84 | Moderate Buy | $266.33 |
ZBRA Zebra Technologies | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $385.83 |
SITM SiTime | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $717.78 |
DT Dynatrace | Software | 56 | Moderate Buy | $58.75 |
SSNLF Samsung Electronics | Technology Hardware, Storage & Peripherals | 4 | Moderate Buy | N/A |
MKSI MKS | Semiconductors & Semiconductor Equipment | 38 | Moderate Buy | $375.93 |
CDW CDW | Electronic Equipment, Instruments & Components | 9 | Moderate Buy | $150.13 |
SMTC Semtech | Semiconductors & Semiconductor Equipment | 40 | Moderate Buy | $208.06 |
FN Fabrinet | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $649.50 |
LSCC Lattice Semiconductor | Semiconductors & Semiconductor Equipment | 42 | Moderate Buy | $147.46 |
HLMAF Halma | Electronic Equipment, Instruments & Components | 2 | Hold | N/A |
WIT Wipro | IT Services | 4 | Strong Sell | $1.70 |
AKAM Akamai Technologies | IT Services | 70 | Hold | $150.10 |
DAY Dayforce | Software | 1 | Hold | N/A |
IONQ IonQ | Technology Hardware, Storage & Peripherals | 40 | Moderate Buy | $63.83 |
HUT Hut 8 | Software | 9 | Strong Buy | N/A |
OBIIF Obic | IT Services | 1 | Hold | N/A |
BESIY BE Semiconductor Industries | Semiconductors & Semiconductor Equipment | 6 | Moderate Buy | N/A |
GIB CGI Group | IT Services | 11 | Reduce | $83.67 |
ONTO Onto Innovation | Semiconductors & Semiconductor Equipment | 22 | Buy | $380.00 |
FICO Fair Isaac | Software | 32 | Moderate Buy | $1,176.00 |
LOGI Logitech International | Technology Hardware, Storage & Peripherals | 32 | Hold | $105.29 |
DOCN DigitalOcean | IT Services | 31 | Moderate Buy | $152.81 |
TRMB Trimble | Software | 26 | Moderate Buy | $80.00 |
CHKP Check Point Software Technologies | Software | 34 | Hold | $148.74 |
GWRE Guidewire Software | Software | 49 | Moderate Buy | $216.23 |
GEN Gen Digital | Software | 24 | Hold | $30.25 |
IREN IREN | Software | 33 | Moderate Buy | $81.13 |
TYL Tyler Technologies | Software | 32 | Moderate Buy | $453.89 |
DOCU Docusign | Software | 35 | Hold | $67.33 |
GDDY GoDaddy | IT Services | 24 | Hold | $110.38 |
SGPYY Sage Group | Software | 5 | Moderate Buy | N/A |
TTMI TTM Technologies | Electronic Equipment, Instruments & Components | 28 | Moderate Buy | $203.00 |
FROG JFrog | Software | 50 | Moderate Buy | $109.48 |
ROHCY Rohm | Semiconductors & Semiconductor Equipment | 1 | Moderate Buy | N/A |
AMKR Amkor Technology | Semiconductors & Semiconductor Equipment | 27 | Moderate Buy | $68.33 |
MANH Manhattan Associates | Software | 21 | Moderate Buy | $221.20 |
SAIL SailPoint | Software | 43 | Moderate Buy | $22.20 |
AUR Aurora Innovation | Software | 14 | Moderate Buy | $13.22 |
RMBS Rambus | Semiconductors & Semiconductor Equipment | 12 | Moderate Buy | $145.88 |
ARW Arrow Electronics | Electronic Equipment, Instruments & Components | 16 | Moderate Buy | $233.25 |
AEIS Advanced Energy Industries | Electronic Equipment, Instruments & Components | 44 | Moderate Buy | $409.50 |
SWKS Skyworks Solutions | Semiconductors & Semiconductor Equipment | 67 | Hold | $79.21 |
SANM Sanmina | Electronic Equipment, Instruments & Components | 24 | Hold | $198.33 |
HUBS HubSpot | Software | 86 | Hold | $264.97 |
NVMI Nova | Semiconductors & Semiconductor Equipment | 13 | Moderate Buy | $499.44 |
VIAV Viavi Solutions | Communications Equipment | 34 | Moderate Buy | $55.43 |
QNT Quantinuum | Technology Hardware, Storage & Peripherals | 19 | Moderate Buy | $98.42 |
LFUS Littelfuse | Electronic Equipment, Instruments & Components | 13 | Moderate Buy | $465.83 |
CGNX Cognex | Electronic Equipment, Instruments & Components | 31 | Moderate Buy | $75.57 |
PAYC Paycom Software | Software | 57 | Hold | $216.93 |
HUT Hut 8 | Software | 47 | Buy | $145.77 |
ESTC Elastic | Software | 66 | Moderate Buy | $97.92 |
FIG Figma | Software | 20 | Hold | $31.89 |
BSY Bentley Systems | Software | 23 | Moderate Buy | $44.38 |
FORM FormFactor | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $133.50 |
DSG The Descartes Systems Group | Software | 5 | Strong Buy | N/A |
QRVO Qorvo | Semiconductors & Semiconductor Equipment | 27 | Hold | $94.00 |
VSAT Viasat | Communications Equipment | 14 | Moderate Buy | $90.67 |
SGE The Sage Group | Software | 22 | Moderate Buy | GBX 1,094.29 |
AAOI Applied Optoelectronics | Communications Equipment | 19 | Hold | $139.40 |
GTLB GitLab | Software | 64 | Hold | $51.75 |
S SentinelOne | Software | 56 | Moderate Buy | $23.92 |
WISE Wise | IT Services | 16 | Moderate Buy | GBX 1,192 |
SIMO Silicon Motion Technology | Semiconductors & Semiconductor Equipment | 23 | Moderate Buy | $341.43 |
ASMVY ASMPT | Semiconductors & Semiconductor Equipment | 5 | Hold | N/A |
IDCC InterDigital | Software | 5 | Buy | $450.00 |
PCOR Procore Technologies | Software | 51 | Moderate Buy | $69.44 |
NTSK Netskope | Software | 53 | Moderate Buy | $18.47 |
OMRNY Omron | Electronic Equipment, Instruments & Components | 3 | Hold | N/A |
ZETA Zeta Global | Software | 28 | Moderate Buy | $36.00 |
OTEX Open Text | Software | 2 | Hold | C$27.50 |
AVT Avnet | Electronic Equipment, Instruments & Components | 14 | Moderate Buy | $93.25 |
YASKY Yaskawa Electric | Electronic Equipment, Instruments & Components | 3 | Buy | N/A |
RAL Ralliant | Electronic Equipment, Instruments & Components | 26 | Moderate Buy | $77.50 |
MXL MaxLinear | Semiconductors & Semiconductor Equipment | 13 | Hold | $88.64 |
SEKEY Seiko Epson | Technology Hardware, Storage & Peripherals | 1 | Hold | N/A |
DBX Dropbox | Software | 18 | Reduce | $29.75 |
SUOPY SUMCO | Semiconductors & Semiconductor Equipment | 2 | Moderate Buy | N/A |
EDNMY Edenred | IT Services | 9 | Moderate Buy | N/A |
BB BlackBerry | Software | 2 | Moderate Buy | C$12.00 |
SLAB Silicon Laboratories | Semiconductors & Semiconductor Equipment | 10 | Reduce | $218.00 |
TOI Topicus.com | Software | 6 | Buy | C$143.75 |
APPF AppFolio | Software | 22 | Moderate Buy | $249.75 |
APLD Applied Digital | IT Services | 34 | Moderate Buy | $62.25 |
CAMT Camtek | Semiconductors & Semiconductor Equipment | 19 | Moderate Buy | $176.75 |
DSGX The Descartes Systems Group | Software | 29 | Moderate Buy | $99.67 |
PATH UiPath | Software | 37 | Hold | $15.69 |
PLXS Plexus | Electronic Equipment, Instruments & Components | 23 | Buy | $276.86 |
QLYS Qualys | Software | 22 | Hold | $173.87 |
TTAN ServiceTitan | Software | 40 | Moderate Buy | $96.38 |
WULF TeraWulf | Software | 44 | Moderate Buy | $32.86 |
NICE NiCE | Software | 30 | Moderate Buy | $132.23 |
ALGM Allegro MicroSystems | Semiconductors & Semiconductor Equipment | 25 | Moderate Buy | $53.17 |
RNG RingCentral | Software | 15 | Hold | $56.00 |
CVLT CommVault Systems | Software | 64 | Moderate Buy | $157.63 |
INGM Ingram Micro | Electronic Equipment, Instruments & Components | 21 | Hold | $30.50 |
SLOIF Soitec | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
DOX Amdocs | IT Services | 15 | Hold | $86.67 |
TMICY Trend Micro | Software | 3 | Moderate Buy | N/A |
GDS GDS | IT Services | 14 | Moderate Buy | $48.12 |
NAVN Navan | Software | 39 | Moderate Buy | $30.50 |
CCC Computacenter | IT Services | 16 | Buy | GBX 5,675 |
OS OneStream | Software | 14 | Reduce | $24.06 |
YOU CLEAR Secure | Software | 28 | Hold | $58.29 |
PEGA Pegasystems | Software | 30 | Hold | $47.40 |
EPAM EPAM Systems | IT Services | 34 | Hold | $116.47 |
PI Impinj | Semiconductors & Semiconductor Equipment | 24 | Moderate Buy | $185.70 |
VRNS Varonis Systems | Software | 71 | Moderate Buy | $49.79 |
OTEX Open Text | Software | 25 | Hold | $30.95 |
TMSNY Temenos Group | Software | 3 | Buy | N/A |
LMN Lumine Group | Software | 8 | Buy | C$38.50 |
CIFR Cipher Mining | Software | 47 | Moderate Buy | $28.72 |
DLB Dolby Laboratories | Software | 17 | Moderate Buy | $87.50 |
QBTS D-Wave Quantum | Software | 38 | Moderate Buy | $36.27 |
AACAY AAC Technologies | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
CRUS Cirrus Logic | Semiconductors & Semiconductor Equipment | 19 | Hold | $150.71 |
NOVT Novanta | Electronic Equipment, Instruments & Components | 10 | Hold | $194.00 |
BB BlackBerry | Software | 19 | Hold | $9.86 |
VSH Vishay Intertechnology | Electronic Equipment, Instruments & Components | 19 | Moderate Buy | $36.67 |
ACIW ACI Worldwide | Software | 12 | Buy | $66.00 |
SEPJY Spectris | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
BOX BOX | Software | 17 | Hold | $37.80 |
