AAPL Apple | Technology Hardware, Storage & Peripherals | 58 | Moderate Buy | $340.49 |
NVDA NVIDIA | Semiconductors & Semiconductor Equipment | 166 | Buy | $321.47 |
MSFT Microsoft | Software | 129 | Moderate Buy | $609.54 |
TSM Taiwan Semiconductor Manufacturing | Semiconductors & Semiconductor Equipment | 26 | Buy | $528.78 |
AVGO Broadcom | Semiconductors & Semiconductor Equipment | 63 | Moderate Buy | $530.52 |
SKHY SK hynix | Semiconductors & Semiconductor Equipment | 16 | Buy | $247.80 |
MU Micron Technology | Semiconductors & Semiconductor Equipment | 126 | Moderate Buy | $1,407.88 |
AMD Advanced Micro Devices | Semiconductors & Semiconductor Equipment | 91 | Moderate Buy | $607.57 |
ASML ASML | Semiconductors & Semiconductor Equipment | 73 | Moderate Buy | $2,079.13 |
PLTR Palantir Technologies | Software | 64 | Moderate Buy | $208.60 |
CSCO Cisco Systems | Communications Equipment | 86 | Moderate Buy | $128.52 |
ORCL Oracle | Software | 65 | Moderate Buy | $248.41 |
INTC Intel | Semiconductors & Semiconductor Equipment | 109 | Hold | $97.86 |
AMAT Applied Materials | Semiconductors & Semiconductor Equipment | 63 | Moderate Buy | $632.70 |
PANW Palo Alto Networks | Software | 122 | Moderate Buy | $398.55 |
LRCX Lam Research | Semiconductors & Semiconductor Equipment | 81 | Moderate Buy | $360.23 |
SAP SAP | Software | 22 | Moderate Buy | $258.83 |
SHOP Shopify | IT Services | 7 | Moderate Buy | C$198.00 |
TXN Texas Instruments | Semiconductors & Semiconductor Equipment | 44 | Moderate Buy | $315.37 |
DELL Dell Technologies | Technology Hardware, Storage & Peripherals | 66 | Moderate Buy | $569.96 |
IBM International Business Machines | IT Services | 45 | Moderate Buy | $266.12 |
ARM ARM | Semiconductors & Semiconductor Equipment | 60 | Moderate Buy | $303.32 |
ANET Arista Networks | Communications Equipment | 31 | Buy | $233.20 |
KLAC KLA | Semiconductors & Semiconductor Equipment | 56 | Moderate Buy | $220.35 |
SHOP Shopify | IT Services | 66 | Moderate Buy | $177.79 |
ADI Analog Devices | Semiconductors & Semiconductor Equipment | 40 | Moderate Buy | $460.55 |
APH Amphenol | Electronic Equipment, Instruments & Components | 31 | Moderate Buy | $111.79 |
CRM Salesforce | Software | 108 | Moderate Buy | $278.98 |
QCOM Qualcomm | Semiconductors & Semiconductor Equipment | 51 | Hold | $205.83 |
MRVL Marvell Technology | Semiconductors & Semiconductor Equipment | 69 | Moderate Buy | $327.36 |
SNDK Sandisk | Technology Hardware, Storage & Peripherals | 54 | Moderate Buy | $2,056.23 |
ATEYY Advantest | Electronic Equipment, Instruments & Components | 10 | Strong Buy | N/A |
TOELY Tokyo Electron | Electronic Equipment, Instruments & Components | 4 | Hold | N/A |
ACN Accenture | IT Services | 60 | Hold | $221.07 |
STX Seagate Technology | Technology Hardware, Storage & Peripherals | 118 | Moderate Buy | $1,000.88 |
WDC Western Digital | Technology Hardware, Storage & Peripherals | 48 | Moderate Buy | $591.04 |
NOW ServiceNow | Software | 123 | Moderate Buy | $154.50 |
SNOW Snowflake | IT Services | 79 | Moderate Buy | $413.87 |
GLW Corning | Electronic Equipment, Instruments & Components | 38 | Moderate Buy | $175.81 |
FTNT Fortinet | Software | 68 | Hold | $147.94 |
NET Cloudflare | IT Services | 46 | Moderate Buy | $333.70 |
ADBE Adobe | Software | 59 | Hold | $283.90 |
INTU Intuit | Software | 77 | Hold | $431.55 |
CDNS Cadence Design Systems | Software | 32 | Moderate Buy | $410.05 |
SNPS Synopsys | Software | 29 | Moderate Buy | $575.00 |
ASX ASE Technology | Semiconductors & Semiconductor Equipment | 16 | Strong Buy | N/A |
DDOG Datadog | Software | 120 | Moderate Buy | $287.22 |
MSI Motorola Solutions | Communications Equipment | 13 | Buy | $530.10 |
APP AppLovin | Software | 51 | Moderate Buy | $491.64 |
LITE Lumentum | Communications Equipment | 55 | Moderate Buy | $1,080.83 |
IFNNY Infineon Technologies | Electronic Equipment, Instruments & Components | 7 | Moderate Buy | N/A |
HPE Hewlett Packard Enterprise | Technology Hardware, Storage & Peripherals | 62 | Moderate Buy | $65.44 |
MRAAY Murata Manufacturing | Electronic Equipment, Instruments & Components | 2 | Buy | N/A |
CSU Constellation Software | Software | 34 | Moderate Buy | C$3,931.27 |
NXPI NXP Semiconductors | Semiconductors & Semiconductor Equipment | 49 | Moderate Buy | $295.78 |
TEL TE Connectivity | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $255.21 |
MPWR Monolithic Power Systems | Semiconductors & Semiconductor Equipment | 21 | Moderate Buy | $1,783.77 |
HOCPY Hoya | Electronic Equipment, Instruments & Components | 1 | Strong Buy | N/A |
AME AMETEK | Electronic Equipment, Instruments & Components | 26 | Moderate Buy | $274.41 |
KEYS Keysight Technologies | Electronic Equipment, Instruments & Components | 31 | Moderate Buy | $401.42 |
ADSK Autodesk | Software | 67 | Moderate Buy | $316.84 |
CNSWF Constellation Software | Software | 6 | Buy | N/A |
INFY Infosys | IT Services | 16 | Reduce | $11.79 |
MSTR Strategy | Software | 48 | Moderate Buy | $245.86 |
NOK Nokia | Communications Equipment | 20 | Moderate Buy | $13.41 |
TEAM Atlassian | Software | 57 | Moderate Buy | $215.08 |
WDAY Workday | Software | 72 | Hold | $202.10 |
CLS Celestica | Electronic Equipment, Instruments & Components | 10 | Strong Buy | C$430.00 |
ROP Roper Technologies | Software | 21 | Hold | $469.41 |
CIEN Ciena | Communications Equipment | 51 | Moderate Buy | $485.93 |
ALAB Astera Labs | Semiconductors & Semiconductor Equipment | 28 | Moderate Buy | $340.79 |
TER Teradyne | Semiconductors & Semiconductor Equipment | 29 | Moderate Buy | $405.86 |
P Everpure | Technology Hardware, Storage & Peripherals | 45 | Moderate Buy | $143.25 |
MCHP Microchip Technology | Semiconductors & Semiconductor Equipment | 70 | Moderate Buy | $97.71 |
UMC United Microelectronics | Semiconductors & Semiconductor Equipment | 18 | Reduce | $36.79 |
STM STMicroelectronics | Semiconductors & Semiconductor Equipment | 12 | Moderate Buy | $75.06 |
FJTSY Fujitsu | IT Services | 3 | Moderate Buy | N/A |
ASMIY ASM International | Semiconductors & Semiconductor Equipment | 6 | Moderate Buy | N/A |
NTAP NetApp | Technology Hardware, Storage & Peripherals | 35 | Moderate Buy | $205.24 |
NBIS Nebius Group | IT Services | 46 | Moderate Buy | $243.25 |
DKILY Daikin Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
ZS Zscaler | Software | 100 | Moderate Buy | $236.65 |
DASTY Dassault Systemes | Software | 3 | Hold | N/A |
ERIC Ericsson | Communications Equipment | 7 | Reduce | $9.60 |
OKTA Okta | Software | 105 | Moderate Buy | $202.38 |
UI Ubiquiti | Communications Equipment | 19 | Moderate Buy | $734.50 |
CLS Celestica | Electronic Equipment, Instruments & Components | 36 | Moderate Buy | $453.32 |
DSCSY Disco | Semiconductors & Semiconductor Equipment | 4 | Strong Buy | N/A |
KYOCY Kyocera | Electronic Equipment, Instruments & Components | 2 | N/A | N/A |
FINMY Leonardo | IT Services | 3 | Buy | N/A |
LNVGY Lenovo Group | Technology Hardware, Storage & Peripherals | 7 | Hold | N/A |
TTDKY TDK | Technology Hardware, Storage & Peripherals | 5 | Strong Buy | N/A |
FLEX Flex | Electronic Equipment, Instruments & Components | 16 | Moderate Buy | $131.78 |
TWLO Twilio | IT Services | 51 | Moderate Buy | $268.00 |
TDY Teledyne Technologies | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $730.17 |
CTSH Cognizant Technology Solutions | IT Services | 46 | Hold | $67.96 |
ADYEY Adyen | Software | 1 | Buy | N/A |
MDB MongoDB | Software | 123 | Moderate Buy | $461.91 |
CRDO Credo Technology Group | Semiconductors & Semiconductor Equipment | 39 | Moderate Buy | $262.67 |
JBL Jabil | Electronic Equipment, Instruments & Components | 23 | Buy | $434.22 |
ON onsemi | Semiconductors & Semiconductor Equipment | 63 | Moderate Buy | $92.68 |
ZM Zoom Communications | Software | 49 | Moderate Buy | $114.48 |
VRSN VeriSign | IT Services | 17 | Moderate Buy | $352.00 |
BSP Bending Spoons | Software | 14 | Hold | $44.00 |
AMADY Amadeus IT Group | IT Services | 2 | Hold | N/A |
FUJIY Fujifilm | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
HPQ HP | Technology Hardware, Storage & Peripherals | 31 | Reduce | $25.42 |
CBRS Cerebras Systems | Semiconductors & Semiconductor Equipment | 24 | Moderate Buy | $289.90 |
RBRK Rubrik | Software | 58 | Moderate Buy | $118.04 |
SMCAY SMC | Electronic Equipment, Instruments & Components | 7 | Hold | N/A |
CRWV CoreWeave | IT Services | 60 | Moderate Buy | $130.24 |
IOT Samsara | Software | 33 | Moderate Buy | $51.68 |
Q Qnity Electronics | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $154.36 |
CGEMY Cap Gemini | IT Services | 4 | Hold | N/A |
ENTG Entegris | Semiconductors & Semiconductor Equipment | 27 | Moderate Buy | $187.17 |
GIB.A CGI | IT Services | 33 | Moderate Buy | C$124.00 |
GFS GlobalFoundries | Semiconductors & Semiconductor Equipment | 22 | Hold | $75.79 |
NRILY Nomura Research Institute | IT Services | 6 | Moderate Buy | N/A |
SMCI Super Micro Computer | Technology Hardware, Storage & Peripherals | 49 | Hold | $43.07 |
WIT Wipro | IT Services | 2 | Strong Sell | $1.70 |
PTC PTC | Software | 36 | Hold | $200.06 |
LSRCY Lasertec | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
CDW CDW | Electronic Equipment, Instruments & Components | 7 | Moderate Buy | $150.13 |
FFIV F5 | Communications Equipment | 26 | Hold | $443.00 |
SNX TD SYNNEX | Electronic Equipment, Instruments & Components | 28 | Buy | $331.14 |
FSLR First Solar | Semiconductors & Semiconductor Equipment | 77 | Moderate Buy | $259.62 |
TSEM Tower Semiconductor | Semiconductors & Semiconductor Equipment | 10 | Moderate Buy | $316.00 |
NTNX Nutanix | Software | 44 | Moderate Buy | $74.87 |
SSNLF Samsung Electronics | Technology Hardware, Storage & Peripherals | 4 | Moderate Buy | N/A |
MTSI MACOM Technology Solutions | Semiconductors & Semiconductor Equipment | 44 | Moderate Buy | $338.08 |
GEN Gen Digital | Software | 24 | Hold | $31.60 |
ZBRA Zebra Technologies | Electronic Equipment, Instruments & Components | 25 | Moderate Buy | $385.83 |
OBIIF Obic | IT Services | 1 | Hold | N/A |
HLMAF Halma | Electronic Equipment, Instruments & Components | 2 | Hold | N/A |
GIB CGI Group | IT Services | 10 | Hold | $83.67 |
DT Dynatrace | Software | 59 | Moderate Buy | $63.97 |
U Unity Software | Software | 82 | Moderate Buy | $48.86 |
TYL Tyler Technologies | Software | 33 | Moderate Buy | $438.53 |
CHKP Check Point Software Technologies | Software | 31 | Hold | $150.39 |
FICO Fair Isaac | Software | 32 | Hold | $1,014.00 |
DOCU Docusign | Software | 34 | Hold | $67.63 |
DAY Dayforce | Software | 1 | Hold | N/A |
TRMB Trimble | Software | 27 | Moderate Buy | $79.56 |
GDDY GoDaddy | IT Services | 19 | Hold | $111.75 |
MANH Manhattan Associates | Software | 24 | Moderate Buy | $257.11 |
SGPYY Sage Group | Software | 5 | Moderate Buy | N/A |
LOGI Logitech International | Technology Hardware, Storage & Peripherals | 32 | Hold | $106.29 |
MKSI MKS | Semiconductors & Semiconductor Equipment | 36 | Moderate Buy | $374.86 |
GWRE Guidewire Software | Software | 48 | Moderate Buy | $216.23 |
SITM SiTime | Semiconductors & Semiconductor Equipment | 23 | Moderate Buy | $721.00 |
AKAM Akamai Technologies | IT Services | 70 | Moderate Buy | $146.00 |
SWKS Skyworks Solutions | Semiconductors & Semiconductor Equipment | 58 | Hold | $77.65 |
IONQ IonQ | Technology Hardware, Storage & Peripherals | 40 | Moderate Buy | $63.33 |
LSCC Lattice Semiconductor | Semiconductors & Semiconductor Equipment | 42 | Buy | $144.77 |
BESIY BE Semiconductor Industries | Semiconductors & Semiconductor Equipment | 5 | Moderate Buy | N/A |
SAIL SailPoint | Software | 40 | Moderate Buy | $22.20 |
PAYC Paycom Software | Software | 60 | Hold | $256.21 |
SMTC Semtech | Semiconductors & Semiconductor Equipment | 40 | Moderate Buy | $213.11 |
BSY Bentley Systems | Software | 23 | Moderate Buy | $44.77 |
FN Fabrinet | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $626.13 |
HUBS HubSpot | Software | 86 | Hold | $272.77 |
FROG JFrog | Software | 51 | Moderate Buy | $109.95 |
DSG The Descartes Systems Group | Software | 5 | Strong Buy | N/A |
VSAT Viasat | Communications Equipment | 13 | Moderate Buy | $90.67 |
ARW Arrow Electronics | Electronic Equipment, Instruments & Components | 14 | Hold | $233.25 |
SGE The Sage Group | Software | 23 | Moderate Buy | GBX 1,107.86 |
ESTC Elastic | Software | 65 | Moderate Buy | $98.56 |
QRVO Qorvo | Semiconductors & Semiconductor Equipment | 24 | Hold | $91.45 |
LFUS Littelfuse | Electronic Equipment, Instruments & Components | 13 | Moderate Buy | $465.83 |
NTSK Netskope | Software | 42 | Moderate Buy | $18.75 |
NVMI Nova | Semiconductors & Semiconductor Equipment | 14 | Moderate Buy | $499.44 |
ONTO Onto Innovation | Semiconductors & Semiconductor Equipment | 21 | Buy | $380.00 |
FIG Figma | Software | 20 | Hold | $31.33 |
AMKR Amkor Technology | Semiconductors & Semiconductor Equipment | 27 | Hold | $62.50 |
CGNX Cognex | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $75.57 |
IREN IREN | Software | 30 | Moderate Buy | $78.86 |
DOCN DigitalOcean | IT Services | 31 | Buy | $150.69 |
HUT Hut 8 | Software | 9 | Strong Buy | N/A |
PCOR Procore Technologies | Software | 50 | Moderate Buy | $70.47 |
RMBS Rambus | Semiconductors & Semiconductor Equipment | 11 | Moderate Buy | $147.00 |
OTEX Open Text | Software | 2 | Hold | C$27.50 |
GTLB GitLab | Software | 63 | Hold | $52.33 |
AEIS Advanced Energy Industries | Electronic Equipment, Instruments & Components | 42 | Moderate Buy | $404.17 |
SANM Sanmina | Electronic Equipment, Instruments & Components | 21 | Hold | $198.33 |
QNT Quantinuum | Technology Hardware, Storage & Peripherals | 20 | Moderate Buy | $94.23 |
S SentinelOne | Software | 58 | Moderate Buy | $24.61 |
AUR Aurora Innovation | Software | 13 | Moderate Buy | $12.56 |
TTMI TTM Technologies | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $173.25 |
ROHCY Rohm | Semiconductors & Semiconductor Equipment | 1 | Moderate Buy | N/A |
DBX Dropbox | Software | 15 | Reduce | $29.75 |
TOI Topicus.com | Software | 6 | Buy | C$143.75 |
TTAN ServiceTitan | Software | 39 | Moderate Buy | $96.38 |
IDCC InterDigital | Software | 4 | Moderate Buy | $425.00 |
WISE Wise | IT Services | 17 | Moderate Buy | GBX 1,192 |
ZETA Zeta Global | Software | 27 | Moderate Buy | $37.06 |
QLYS Qualys | Software | 22 | Hold | $183.63 |
DSGX The Descartes Systems Group | Software | 28 | Moderate Buy | $100.33 |
SEKEY Seiko Epson | Technology Hardware, Storage & Peripherals | 1 | Hold | N/A |
APPF AppFolio | Software | 17 | Moderate Buy | $250.00 |
RAL Ralliant | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $77.40 |
SLAB Silicon Laboratories | Semiconductors & Semiconductor Equipment | 10 | Reduce | $218.00 |
VIAV Viavi Solutions | Communications Equipment | 29 | Moderate Buy | $55.43 |
HUT Hut 8 | Software | 47 | Buy | $146.77 |
AVT Avnet | Electronic Equipment, Instruments & Components | 13 | Moderate Buy | $93.25 |
EPAM EPAM Systems | IT Services | 31 | Hold | $121.20 |
PATH UiPath | Software | 34 | Hold | $15.69 |
SIMO Silicon Motion Technology | Semiconductors & Semiconductor Equipment | 24 | Moderate Buy | $331.25 |
BB BlackBerry | Software | 2 | Moderate Buy | C$12.00 |
RNG RingCentral | Software | 18 | Hold | $93.92 |
OMRNY Omron | Electronic Equipment, Instruments & Components | 3 | Hold | N/A |
FORM FormFactor | Semiconductors & Semiconductor Equipment | 21 | Moderate Buy | $139.73 |
NAVN Navan | Software | 40 | Moderate Buy | $30.50 |
DOX Amdocs | IT Services | 14 | Hold | $86.67 |
CVLT CommVault Systems | Software | 62 | Moderate Buy | $174.00 |
LMN Lumine Group | Software | 8 | Buy | C$38.50 |
NICE NiCE | Software | 28 | Moderate Buy | $131.71 |
INGM Ingram Micro | Electronic Equipment, Instruments & Components | 21 | Hold | $30.50 |
TMSNY Temenos Group | Software | 2 | Buy | N/A |
OTEX Open Text | Software | 23 | Hold | $30.95 |
EDNMY Edenred | IT Services | 8 | Hold | N/A |
YASKY Yaskawa Electric | Electronic Equipment, Instruments & Components | 3 | Moderate Buy | N/A |
YOU CLEAR Secure | Software | 25 | Hold | $58.29 |
MXL MaxLinear | Semiconductors & Semiconductor Equipment | 11 | Moderate Buy | $94.30 |
TMICY Trend Micro | Software | 3 | Moderate Buy | N/A |
BOX BOX | Software | 16 | Hold | $37.80 |
OS OneStream | Software | 12 | Reduce | $24.06 |
WULF TeraWulf | Software | 40 | Moderate Buy | $32.35 |
AAOI Applied Optoelectronics | Communications Equipment | 20 | Hold | $143.00 |
DLB Dolby Laboratories | Software | 17 | Hold | $87.50 |
KVYO Klaviyo | Software | 45 | Moderate Buy | $27.05 |
ALGM Allegro MicroSystems | Semiconductors & Semiconductor Equipment | 27 | Moderate Buy | $49.33 |
ACIW ACI Worldwide | Software | 11 | Buy | $61.00 |
VRNS Varonis Systems | Software | 76 | Hold | $50.89 |
TENB Tenable | Software | 50 | Hold | $46.25 |
PLXS Plexus | Electronic Equipment, Instruments & Components | 20 | Buy | $276.86 |
PEGA Pegasystems | Software | 26 | Hold | $45.73 |
PI Impinj | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $194.40 |
CCC Computacenter | IT Services | 18 | Buy | GBX 5,737.50 |
NOVT Novanta | Electronic Equipment, Instruments & Components | 10 | Hold | $194.00 |
CRUS Cirrus Logic | Semiconductors & Semiconductor Equipment | 16 | Hold | $147.86 |
ASMVY ASMPT | Semiconductors & Semiconductor Equipment | 5 | Hold | N/A |
CAMT Camtek | Semiconductors & Semiconductor Equipment | 19 | Moderate Buy | $174.33 |
APLD Applied Digital | IT Services | 33 | Moderate Buy | $57.75 |
AACAY AAC Technologies | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
KXS Kinaxis | Software | 20 | Buy | C$206.67 |
RNSHF RENISHAW PLC 20 | IT Services | 1 | Strong Buy | N/A |
BRZE Braze | Software | 48 | Hold | $43.95 |
NSIT Insight Enterprises | Electronic Equipment, Instruments & Components | 21 | Hold | $147.50 |
SEPJY Spectris | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
SUOPY SUMCO | Semiconductors & Semiconductor Equipment | 1 | Moderate Buy | N/A |
