NVDA NVIDIA | Semiconductors & Semiconductor Equipment | 187 | Buy | $304.26 |
AAPL Apple | Technology Hardware, Storage & Peripherals | 82 | Moderate Buy | $330.44 |
MSFT Microsoft | Software | 135 | Moderate Buy | $558.87 |
TSM Taiwan Semiconductor Manufacturing | Semiconductors & Semiconductor Equipment | 29 | Buy | $496.25 |
AVGO Broadcom | Semiconductors & Semiconductor Equipment | 80 | Moderate Buy | $493.24 |
MU Micron Technology | Semiconductors & Semiconductor Equipment | 158 | Buy | $1,268.93 |
SKHY SK hynix | Electronic Equipment, Instruments & Components | 10 | Buy | $245.50 |
AMD Advanced Micro Devices | Semiconductors & Semiconductor Equipment | 91 | Moderate Buy | $546.87 |
ASML ASML | Semiconductors & Semiconductor Equipment | 92 | Moderate Buy | $1,970.33 |
INTC Intel | Semiconductors & Semiconductor Equipment | 124 | Hold | $107.93 |
CSCO Cisco Systems | Communications Equipment | 80 | Moderate Buy | $123.14 |
AMAT Applied Materials | Semiconductors & Semiconductor Equipment | 72 | Moderate Buy | $603.23 |
ORCL Oracle | Software | 86 | Moderate Buy | $263.97 |
PLTR Palantir Technologies | Software | 64 | Moderate Buy | $190.73 |
LRCX Lam Research | Semiconductors & Semiconductor Equipment | 106 | Moderate Buy | $358.47 |
ARM ARM | Semiconductors & Semiconductor Equipment | 65 | Moderate Buy | $285.33 |
PANW Palo Alto Networks | Software | 126 | Moderate Buy | $333.76 |
DELL Dell Technologies | Technology Hardware, Storage & Peripherals | 77 | Moderate Buy | $494.67 |
SHOP Shopify | IT Services | 8 | Moderate Buy | C$198.00 |
TXN Texas Instruments | Semiconductors & Semiconductor Equipment | 47 | Hold | $312.12 |
KLAC KLA | Semiconductors & Semiconductor Equipment | 70 | Moderate Buy | $223.70 |
SAP SAP | Software | 30 | Moderate Buy | $264.83 |
ANET Arista Networks | Communications Equipment | 41 | Buy | $226.05 |
IBM International Business Machines | IT Services | 45 | Moderate Buy | $265.40 |
APH Amphenol | Electronic Equipment, Instruments & Components | 32 | Buy | $191.67 |
SHOP Shopify | IT Services | 85 | Moderate Buy | $170.72 |
MRVL Marvell Technology | Semiconductors & Semiconductor Equipment | 76 | Moderate Buy | $245.45 |
ADI Analog Devices | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $441.00 |
STX Seagate Technology | Technology Hardware, Storage & Peripherals | 139 | Moderate Buy | $986.00 |
SNDK Sandisk | Technology Hardware, Storage & Peripherals | 45 | Moderate Buy | $1,853.14 |
QCOM Qualcomm | Semiconductors & Semiconductor Equipment | 53 | Hold | $203.63 |
TOELY Tokyo Electron | Electronic Equipment, Instruments & Components | 4 | Strong Buy | N/A |
CRM Salesforce | Software | 103 | Moderate Buy | $249.51 |
WDC Western Digital | Technology Hardware, Storage & Peripherals | 60 | Moderate Buy | $536.96 |
ATEYY Advantest | Electronic Equipment, Instruments & Components | 11 | Buy | N/A |
GLW Corning | Electronic Equipment, Instruments & Components | 34 | Moderate Buy | $174.08 |
NOW ServiceNow | Software | 112 | Moderate Buy | $143.39 |
FTNT Fortinet | Software | 71 | Hold | $150.91 |
ACN Accenture | IT Services | 78 | Hold | $192.96 |
APP AppLovin | Software | 66 | Moderate Buy | $577.55 |
SNOW Snowflake | IT Services | 89 | Moderate Buy | $296.68 |
ADBE Adobe | Software | 70 | Hold | $271.30 |
NET Cloudflare | IT Services | 46 | Moderate Buy | $307.37 |
IFNNY Infineon Technologies | Electronic Equipment, Instruments & Components | 8 | Hold | N/A |
CDNS Cadence Design Systems | Software | 34 | Moderate Buy | $405.69 |
INTU Intuit | Software | 79 | Moderate Buy | $460.45 |
MRAAY Murata Manufacturing | Electronic Equipment, Instruments & Components | 2 | Buy | N/A |
DDOG Datadog | Software | 131 | Moderate Buy | $276.20 |
ASX ASE Technology | Semiconductors & Semiconductor Equipment | 15 | Buy | N/A |
SNPS Synopsys | Software | 40 | Moderate Buy | $570.06 |
MSI Motorola Solutions | Communications Equipment | 14 | Buy | $516.67 |
HPE Hewlett Packard Enterprise | Technology Hardware, Storage & Peripherals | 57 | Moderate Buy | $69.93 |
LITE Lumentum | Communications Equipment | 66 | Moderate Buy | $1,012.67 |
MPWR Monolithic Power Systems | Semiconductors & Semiconductor Equipment | 21 | Moderate Buy | $1,705.82 |
CSU Constellation Software | Software | 34 | Moderate Buy | C$3,823.50 |
TEL TE Connectivity | Electronic Equipment, Instruments & Components | 35 | Moderate Buy | $251.15 |
NXPI NXP Semiconductors | Semiconductors & Semiconductor Equipment | 42 | Moderate Buy | $305.43 |
TER Teradyne | Semiconductors & Semiconductor Equipment | 32 | Moderate Buy | $396.80 |
CIEN Ciena | Communications Equipment | 56 | Moderate Buy | $530.56 |
KEYS Keysight Technologies | Electronic Equipment, Instruments & Components | 37 | Moderate Buy | $371.92 |
AME AMETEK | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $266.80 |
ALAB Astera Labs | Semiconductors & Semiconductor Equipment | 38 | Moderate Buy | $325.25 |
HOCPY Hoya | Electronic Equipment, Instruments & Components | 1 | Strong Buy | N/A |
NOK Nokia | Communications Equipment | 20 | Moderate Buy | $12.57 |
ADSK Autodesk | Software | 62 | Moderate Buy | $323.40 |
CLS Celestica | Electronic Equipment, Instruments & Components | 9 | Strong Buy | C$367.50 |
CBRS Cerebras Systems | Semiconductors & Semiconductor Equipment | 16 | Moderate Buy | $300.30 |
INFY Infosys | IT Services | 21 | Reduce | $11.63 |
STM STMicroelectronics | Semiconductors & Semiconductor Equipment | 15 | Moderate Buy | $71.65 |
CNSWF Constellation Software | Software | 8 | Buy | N/A |
ASMIY ASM International | Semiconductors & Semiconductor Equipment | 7 | Moderate Buy | N/A |
NBIS Nebius Group | IT Services | 45 | Moderate Buy | $221.64 |
UMC United Microelectronics | Semiconductors & Semiconductor Equipment | 18 | Reduce | $8.60 |
MCHP Microchip Technology | Semiconductors & Semiconductor Equipment | 70 | Moderate Buy | $99.05 |
CRDO Credo Technology Group | Semiconductors & Semiconductor Equipment | 51 | Moderate Buy | $266.17 |
FLEX Flex | Electronic Equipment, Instruments & Components | 22 | Moderate Buy | $114.20 |
LNVGY Lenovo Group | Technology Hardware, Storage & Peripherals | 4 | Buy | N/A |
WDAY Workday | Software | 82 | Moderate Buy | $179.80 |
DKILY Daikin Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
NJDCY Nidec | Electronic Equipment, Instruments & Components | 2 | Hold | N/A |
DSCSY Disco | Semiconductors & Semiconductor Equipment | 3 | Moderate Buy | N/A |
CRWV CoreWeave | IT Services | 69 | Moderate Buy | $136.67 |
ROP Roper Technologies | Software | 24 | Hold | $466.94 |
FINMY Leonardo | IT Services | 4 | Moderate Buy | N/A |
TEAM Atlassian | Software | 64 | Moderate Buy | $171.35 |
NTAP NetApp | Technology Hardware, Storage & Peripherals | 37 | Hold | $169.33 |
TTDKY TDK | Technology Hardware, Storage & Peripherals | 4 | Buy | N/A |
TWLO Twilio | IT Services | 62 | Moderate Buy | $247.64 |
CLS Celestica | Electronic Equipment, Instruments & Components | 37 | Moderate Buy | $435.80 |
JBL Jabil | Electronic Equipment, Instruments & Components | 24 | Buy | $453.67 |
UI Ubiquiti | Communications Equipment | 21 | Moderate Buy | $750.67 |
DASTY Dassault Systemes | Software | 5 | Moderate Buy | N/A |
ERIC Ericsson | Communications Equipment | 11 | Hold | $11.00 |
MSTR Strategy | Software | 49 | Moderate Buy | $242.81 |
ADYEY Adyen | Software | 1 | Moderate Buy | N/A |
KYOCY Kyocera | Electronic Equipment, Instruments & Components | 3 | Hold | N/A |
TDY Teledyne Technologies | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $715.83 |
MDB MongoDB | Software | 138 | Moderate Buy | $405.35 |
ON onsemi | Semiconductors & Semiconductor Equipment | 54 | Hold | $100.63 |
SMCAY SMC | Electronic Equipment, Instruments & Components | 6 | Hold | N/A |
ZM Zoom Communications | Software | 64 | Moderate Buy | $109.33 |
AMADY Amadeus IT Group | IT Services | 2 | Moderate Buy | N/A |
P Everpure | Technology Hardware, Storage & Peripherals | 48 | Moderate Buy | $96.50 |
GFS GlobalFoundries | Semiconductors & Semiconductor Equipment | 29 | Hold | $75.12 |
Q Qnity Electronics | Semiconductors & Semiconductor Equipment | 18 | Buy | $151.78 |
TSEM Tower Semiconductor | Semiconductors & Semiconductor Equipment | 13 | Moderate Buy | $294.80 |
CTSH Cognizant Technology Solutions | IT Services | 45 | Hold | $63.00 |
HPQ HP | Technology Hardware, Storage & Peripherals | 35 | Reduce | $23.33 |
ZS Zscaler | Software | 101 | Moderate Buy | $214.21 |
FSLR First Solar | Semiconductors & Semiconductor Equipment | 82 | Moderate Buy | $254.89 |
VRSN VeriSign | IT Services | 16 | Buy | $328.75 |
OKTA Okta | Software | 88 | Moderate Buy | $121.81 |
FUJIY Fujifilm | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
MTSI MACOM Technology Solutions | Semiconductors & Semiconductor Equipment | 45 | Moderate Buy | $331.36 |
IOT Samsara | Software | 34 | Moderate Buy | $45.33 |
ENTG Entegris | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $165.56 |
FFIV F5 | Communications Equipment | 33 | Hold | $416.63 |
FICO Fair Isaac | Software | 34 | Moderate Buy | $1,599.14 |
GIB.A CGI | IT Services | 34 | Moderate Buy | C$124.23 |
CGEMY Cap Gemini | IT Services | 5 | Hold | N/A |
MKSI MKS | Semiconductors & Semiconductor Equipment | 45 | Moderate Buy | $384.64 |
SNX TD SYNNEX | Electronic Equipment, Instruments & Components | 38 | Buy | $294.67 |
FN Fabrinet | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $643.00 |
HLMAF Halma | Electronic Equipment, Instruments & Components | 4 | Moderate Buy | N/A |
WIT Wipro | IT Services | 4 | Reduce | $1.70 |
SITM SiTime | Semiconductors & Semiconductor Equipment | 22 | Moderate Buy | $688.75 |
SMCI Super Micro Computer | Technology Hardware, Storage & Peripherals | 48 | Hold | $39.21 |
BESIY BE Semiconductor Industries | Semiconductors & Semiconductor Equipment | 7 | Buy | N/A |
U Unity Software | Software | 89 | Moderate Buy | $44.74 |
RBRK Rubrik | Software | 50 | Moderate Buy | $94.20 |
SSNLF Samsung Electronics | Technology Hardware, Storage & Peripherals | 4 | Moderate Buy | N/A |
LSCC Lattice Semiconductor | Semiconductors & Semiconductor Equipment | 40 | Moderate Buy | $144.38 |
ZBRA Zebra Technologies | Electronic Equipment, Instruments & Components | 24 | Moderate Buy | $381.00 |
GEN Gen Digital | Software | 27 | Hold | $31.67 |
CDW CDW | Electronic Equipment, Instruments & Components | 11 | Moderate Buy | $147.00 |
NRILY Nomura Research Institute | IT Services | 7 | Hold | N/A |
NTNX Nutanix | Software | 43 | Moderate Buy | $60.00 |
IONQ IonQ | Technology Hardware, Storage & Peripherals | 44 | Moderate Buy | $69.92 |
AKAM Akamai Technologies | IT Services | 64 | Hold | $144.24 |
PTC PTC | Software | 36 | Hold | $170.14 |
GIB CGI Group | IT Services | 12 | Reduce | $83.67 |
LOGI Logitech International | Technology Hardware, Storage & Peripherals | 28 | Hold | $107.86 |
QNT Quantinuum | Technology Hardware, Storage & Peripherals | 15 | Moderate Buy | $98.75 |
DAY Dayforce | Software | 2 | Hold | N/A |
NDEKY Nitto Denko | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
ONTO Onto Innovation | Semiconductors & Semiconductor Equipment | 23 | Buy | $356.30 |
HUT Hut 8 | Software | 4 | Strong Buy | N/A |
TTMI TTM Technologies | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $214.25 |
DT Dynatrace | Software | 57 | Moderate Buy | $53.77 |
IREN IREN | Software | 38 | Moderate Buy | $82.71 |
GWRE Guidewire Software | Software | 46 | Moderate Buy | $221.00 |
TRMB Trimble | Software | 25 | Moderate Buy | $82.63 |
AUR Aurora Innovation | Software | 13 | Hold | $12.22 |
AMKR Amkor Technology | Semiconductors & Semiconductor Equipment | 28 | Moderate Buy | $68.13 |
AEIS Advanced Energy Industries | Electronic Equipment, Instruments & Components | 47 | Moderate Buy | $409.50 |
SMTC Semtech | Semiconductors & Semiconductor Equipment | 37 | Moderate Buy | $189.07 |
DOCN DigitalOcean | IT Services | 33 | Moderate Buy | $151.33 |
CHKP Check Point Software Technologies | Software | 39 | Hold | $149.67 |
ISMAY Indra Sistemas | IT Services | 1 | Buy | N/A |
SGPYY Sage Group | Software | 6 | Moderate Buy | N/A |
TYL Tyler Technologies | Software | 30 | Moderate Buy | $456.72 |
OBIIF Obic | IT Services | 1 | Hold | N/A |
NVMI Nova | Semiconductors & Semiconductor Equipment | 12 | Moderate Buy | $519.44 |
GDDY GoDaddy | IT Services | 29 | Moderate Buy | $110.33 |
LFUS Littelfuse | Electronic Equipment, Instruments & Components | 19 | Moderate Buy | $465.83 |
DOCU Docusign | Software | 46 | Hold | $60.27 |
MANH Manhattan Associates | Software | 23 | Moderate Buy | $209.20 |
ROHCY Rohm | Semiconductors & Semiconductor Equipment | 1 | Moderate Buy | N/A |
CGNX Cognex | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $75.69 |
VSAT Viasat | Communications Equipment | 17 | Moderate Buy | $85.78 |
AAOI Applied Optoelectronics | Communications Equipment | 21 | Hold | $134.00 |
RMBS Rambus | Semiconductors & Semiconductor Equipment | 18 | Moderate Buy | $139.78 |
SANM Sanmina | Electronic Equipment, Instruments & Components | 25 | Moderate Buy | $198.33 |
HUBS HubSpot | Software | 87 | Hold | $269.13 |
FROG JFrog | Software | 59 | Moderate Buy | $104.86 |
HUT Hut 8 | Software | 47 | Buy | $139.15 |
SWKS Skyworks Solutions | Semiconductors & Semiconductor Equipment | 68 | Hold | $74.22 |
FIG Figma | Software | 34 | Hold | $32.00 |
SAIL SailPoint | Software | 40 | Moderate Buy | $19.94 |
ARW Arrow Electronics | Electronic Equipment, Instruments & Components | 15 | Hold | $233.25 |
BSY Bentley Systems | Software | 27 | Moderate Buy | $45.00 |
PAYC Paycom Software | Software | 59 | Hold | $200.23 |
DSG The Descartes Systems Group | Software | 6 | Strong Buy | N/A |
SGE The Sage Group | Software | 23 | Moderate Buy | GBX 1,094.29 |
FORM FormFactor | Semiconductors & Semiconductor Equipment | 23 | Moderate Buy | $127.45 |
VIAV Viavi Solutions | Communications Equipment | 35 | Moderate Buy | $49.88 |
WISE Wise | IT Services | 17 | Moderate Buy | GBX 1,197.25 |
IDCC InterDigital | Software | 6 | Buy | $416.67 |
SIMO Silicon Motion Technology | Semiconductors & Semiconductor Equipment | 24 | Buy | $341.43 |
ASMVY ASMPT | Semiconductors & Semiconductor Equipment | 4 | Strong Buy | N/A |
YASKY Yaskawa Electric | Electronic Equipment, Instruments & Components | 5 | Buy | N/A |
QRVO Qorvo | Semiconductors & Semiconductor Equipment | 28 | Hold | $94.00 |
PCOR Procore Technologies | Software | 47 | Moderate Buy | $70.44 |
TOI Topicus.com | Software | 6 | Buy | C$143.75 |
APLD Applied Digital | IT Services | 32 | Moderate Buy | $68.15 |
WULF TeraWulf | Software | 49 | Moderate Buy | $34.74 |
OTEX Open Text | Software | 2 | Hold | C$27.50 |
OMRNY Omron | Electronic Equipment, Instruments & Components | 2 | Reduce | N/A |
TTAN ServiceTitan | Software | 41 | Moderate Buy | $110.53 |
ALGM Allegro MicroSystems | Semiconductors & Semiconductor Equipment | 25 | Moderate Buy | $52.80 |
DBX Dropbox | Software | 17 | Reduce | $27.00 |
AVT Avnet | Electronic Equipment, Instruments & Components | 16 | Hold | $93.25 |
EDNMY Edenred | IT Services | 8 | Hold | N/A |
SUOPY SUMCO | Semiconductors & Semiconductor Equipment | 3 | Buy | N/A |
ESTC Elastic | Software | 63 | Moderate Buy | $78.78 |
PATH UiPath | Software | 31 | Hold | $13.80 |
QBTS D-Wave Quantum | Technology Hardware, Storage & Peripherals | 39 | Moderate Buy | $35.40 |
SEKEY Seiko Epson | Technology Hardware, Storage & Peripherals | 3 | Moderate Buy | N/A |
NAVN Navan | Software | 35 | Moderate Buy | $29.07 |
RAL Ralliant | Electronic Equipment, Instruments & Components | 27 | Moderate Buy | $75.70 |
BB BlackBerry | Software | 3 | Moderate Buy | C$12.00 |
S SentinelOne | Software | 53 | Moderate Buy | $19.93 |
PLXS Plexus | Electronic Equipment, Instruments & Components | 23 | Moderate Buy | $273.00 |
SLAB Silicon Laboratories | Semiconductors & Semiconductor Equipment | 9 | Reduce | $218.00 |
CAMT Camtek | Semiconductors & Semiconductor Equipment | 19 | Moderate Buy | $174.67 |
CIFR Cipher Mining | Software | 51 | Moderate Buy | $28.53 |
APPF AppFolio | Software | 23 | Buy | $243.50 |
YOU CLEAR Secure | Software | 29 | Hold | $58.57 |
MXL MaxLinear | Semiconductors & Semiconductor Equipment | 18 | Hold | $85.00 |
CORZ Core Scientific | IT Services | 35 | Moderate Buy | $32.18 |
BRTHY Brother Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
DSGX The Descartes Systems Group | Software | 30 | Moderate Buy | $102.54 |
INGM Ingram Micro | Electronic Equipment, Instruments & Components | 21 | Moderate Buy | $31.00 |
ZETA Zeta Global | Software | 34 | Moderate Buy | $29.62 |
GTLB GitLab | Software | 72 | Hold | $36.58 |
LMN Lumine Group | Software | 8 | Buy | C$38.50 |
GDS GDS | IT Services | 15 | Moderate Buy | $48.33 |
NOVT Novanta | Electronic Equipment, Instruments & Components | 12 | Hold | $194.00 |
DOX Amdocs | IT Services | 18 | Hold | $86.67 |
QLYS Qualys | Software | 23 | Hold | $170.53 |
CRUS Cirrus Logic | Semiconductors & Semiconductor Equipment | 20 | Moderate Buy | $150.71 |
AACAY AAC Technologies | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
TMSNY Temenos Group | Software | 4 | Buy | N/A |
OTEX Open Text | Software | 30 | Hold | $32.29 |
OS OneStream | Software | 20 | Reduce | $24.24 |
NTSK Netskope | Software | 44 | Moderate Buy | $17.21 |
NICE NiCE | Software | 36 | Hold | $129.50 |
DLB Dolby Laboratories | Software | 23 | Moderate Buy | $90.75 |
RGTI Rigetti Computing | Semiconductors & Semiconductor Equipment | 31 | Moderate Buy | $30.67 |
AXTI AXT | Semiconductors & Semiconductor Equipment | 9 | Hold | $77.00 |
TMICY Trend Micro | Software | 2 | Buy | N/A |
CVLT CommVault Systems | Software | 61 | Moderate Buy | $152.47 |
ENPH Enphase Energy | Semiconductors & Semiconductor Equipment | 54 | Hold | $45.61 |
PI Impinj | Semiconductors & Semiconductor Equipment | 26 | Moderate Buy | $179.22 |
ACIW ACI Worldwide | Software | 12 | Hold | $66.00 |
PEGA Pegasystems | Software | 29 | Hold | $50.10 |
RNG RingCentral | Software | 15 | Hold | $44.40 |
BB BlackBerry | Software | 25 | Hold | $8.92 |
BDC Belden | Communications Equipment | 13 | Buy | $156.25 |
