AAPL Apple | Technology Hardware, Storage & Peripherals | 88 | Moderate Buy | $331.60 |
NVDA NVIDIA | Semiconductors & Semiconductor Equipment | 187 | Buy | $304.26 |
MSFT Microsoft | Software | 135 | Moderate Buy | $558.64 |
TSM Taiwan Semiconductor Manufacturing | Semiconductors & Semiconductor Equipment | 29 | Buy | $496.25 |
AVGO Broadcom | Semiconductors & Semiconductor Equipment | 80 | Moderate Buy | $493.24 |
SKHY SK hynix | Electronic Equipment, Instruments & Components | 3 | Buy | $252.00 |
MU Micron Technology | Semiconductors & Semiconductor Equipment | 158 | Buy | $1,268.93 |
AMD Advanced Micro Devices | Semiconductors & Semiconductor Equipment | 97 | Moderate Buy | $529.46 |
ASML ASML | Semiconductors & Semiconductor Equipment | 92 | Moderate Buy | $1,970.33 |
INTC Intel | Semiconductors & Semiconductor Equipment | 123 | Hold | $107.93 |
CSCO Cisco Systems | Communications Equipment | 80 | Moderate Buy | $123.14 |
AMAT Applied Materials | Semiconductors & Semiconductor Equipment | 72 | Moderate Buy | $599.19 |
LRCX Lam Research | Semiconductors & Semiconductor Equipment | 110 | Moderate Buy | $358.47 |
ORCL Oracle | Software | 88 | Moderate Buy | $265.03 |
PLTR Palantir Technologies | Software | 74 | Moderate Buy | $189.88 |
PANW Palo Alto Networks | Software | 126 | Moderate Buy | $331.48 |
DELL Dell Technologies | Technology Hardware, Storage & Peripherals | 77 | Moderate Buy | $494.67 |
ARM ARM | Semiconductors & Semiconductor Equipment | 65 | Moderate Buy | $285.33 |
TXN Texas Instruments | Semiconductors & Semiconductor Equipment | 47 | Hold | $312.12 |
KLAC KLA | Semiconductors & Semiconductor Equipment | 76 | Moderate Buy | $223.70 |
SAP SAP | Software | 31 | Moderate Buy | $264.83 |
ANET Arista Networks | Communications Equipment | 46 | Buy | $189.74 |
SHOP Shopify | IT Services | 6 | Moderate Buy | C$206.33 |
IBM International Business Machines | IT Services | 45 | Moderate Buy | $265.40 |
APH Amphenol | Electronic Equipment, Instruments & Components | 34 | Buy | $191.67 |
STX Seagate Technology | Technology Hardware, Storage & Peripherals | 139 | Moderate Buy | $986.00 |
SNDK Sandisk | Technology Hardware, Storage & Peripherals | 45 | Moderate Buy | $1,811.38 |
WDC Western Digital | Technology Hardware, Storage & Peripherals | 61 | Moderate Buy | $520.32 |
ADI Analog Devices | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $441.00 |
TOELY Tokyo Electron | Electronic Equipment, Instruments & Components | 4 | Strong Buy | N/A |
MRVL Marvell Technology | Semiconductors & Semiconductor Equipment | 76 | Moderate Buy | $245.45 |
QCOM Qualcomm | Semiconductors & Semiconductor Equipment | 54 | Hold | $203.63 |
SHOP Shopify | IT Services | 78 | Moderate Buy | $157.69 |
CRM Salesforce | Software | 102 | Moderate Buy | $249.51 |
ATEYY Advantest | Electronic Equipment, Instruments & Components | 12 | Buy | N/A |
APP AppLovin | Software | 60 | Moderate Buy | $668.45 |
GLW Corning | Electronic Equipment, Instruments & Components | 36 | Moderate Buy | $176.38 |
NOW ServiceNow | Software | 113 | Moderate Buy | $143.39 |
FTNT Fortinet | Software | 70 | Hold | $150.91 |
ACN Accenture | IT Services | 78 | Hold | $192.96 |
SNOW Snowflake | IT Services | 88 | Moderate Buy | $296.27 |
NET Cloudflare | IT Services | 52 | Moderate Buy | $262.00 |
ADBE Adobe | Software | 70 | Hold | $271.30 |
DDOG Datadog | Software | 129 | Moderate Buy | $266.32 |
CDNS Cadence Design Systems | Software | 34 | Moderate Buy | $405.69 |
IFNNY Infineon Technologies | Electronic Equipment, Instruments & Components | 8 | Moderate Buy | N/A |
INTU Intuit | Software | 78 | Moderate Buy | $462.39 |
MRAAY Murata Manufacturing | Electronic Equipment, Instruments & Components | 2 | Buy | N/A |
ASX ASE Technology | Semiconductors & Semiconductor Equipment | 15 | Buy | N/A |
MSI Motorola Solutions | Communications Equipment | 11 | Buy | $504.67 |
SNPS Synopsys | Software | 40 | Moderate Buy | $570.06 |
MPWR Monolithic Power Systems | Semiconductors & Semiconductor Equipment | 28 | Moderate Buy | $1,705.82 |
CSU Constellation Software | Software | 34 | Moderate Buy | C$3,823.50 |
HPE Hewlett Packard Enterprise | Technology Hardware, Storage & Peripherals | 57 | Moderate Buy | $67.31 |
NXPI NXP Semiconductors | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $307.05 |
TEL TE Connectivity | Electronic Equipment, Instruments & Components | 35 | Moderate Buy | $251.15 |
TER Teradyne | Semiconductors & Semiconductor Equipment | 33 | Moderate Buy | $396.80 |
AME AMETEK | Electronic Equipment, Instruments & Components | 32 | Moderate Buy | $256.29 |
LITE Lumentum | Communications Equipment | 67 | Moderate Buy | $1,012.67 |
KEYS Keysight Technologies | Electronic Equipment, Instruments & Components | 37 | Moderate Buy | $371.92 |
CLS Celestica | Electronic Equipment, Instruments & Components | 9 | Strong Buy | C$367.50 |
CIEN Ciena | Communications Equipment | 55 | Moderate Buy | $530.56 |
NOK Nokia | Communications Equipment | 20 | Moderate Buy | $12.57 |
ALAB Astera Labs | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $284.25 |
HOCPY Hoya | Electronic Equipment, Instruments & Components | 1 | Strong Buy | N/A |
ADSK Autodesk | Software | 62 | Moderate Buy | $323.40 |
INFY Infosys | IT Services | 21 | Reduce | $11.63 |
UMC United Microelectronics | Semiconductors & Semiconductor Equipment | 18 | Reduce | $8.60 |
NBIS Nebius Group | IT Services | 44 | Moderate Buy | $222.15 |
STM STMicroelectronics | Semiconductors & Semiconductor Equipment | 14 | Moderate Buy | $71.65 |
CNSWF Constellation Software | Software | 8 | Buy | N/A |
CBRS Cerebras Systems | Semiconductors & Semiconductor Equipment | 16 | Moderate Buy | $300.30 |
ASMIY ASM International | Semiconductors & Semiconductor Equipment | 7 | Moderate Buy | N/A |
DKILY Daikin Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
FLEX Flex | Electronic Equipment, Instruments & Components | 22 | Moderate Buy | $114.20 |
FJTSY Fujitsu | IT Services | 2 | Hold | N/A |
MCHP Microchip Technology | Semiconductors & Semiconductor Equipment | 67 | Moderate Buy | $99.76 |
CLS Celestica | Electronic Equipment, Instruments & Components | 38 | Moderate Buy | $437.00 |
ROP Roper Technologies | Software | 23 | Hold | $468.00 |
WDAY Workday | Software | 82 | Moderate Buy | $179.80 |
DSCSY Disco | Semiconductors & Semiconductor Equipment | 3 | Moderate Buy | N/A |
NJDCY Nidec | Electronic Equipment, Instruments & Components | 2 | Hold | N/A |
CRDO Credo Technology Group | Semiconductors & Semiconductor Equipment | 50 | Buy | $266.17 |
FINMY Leonardo | IT Services | 4 | Moderate Buy | N/A |
TTDKY TDK | Technology Hardware, Storage & Peripherals | 4 | Buy | N/A |
LNVGY Lenovo Group | Technology Hardware, Storage & Peripherals | 4 | Buy | N/A |
MSTR Strategy | Software | 48 | Moderate Buy | $257.88 |
NTAP NetApp | Technology Hardware, Storage & Peripherals | 37 | Hold | $169.33 |
KYOCY Kyocera | Electronic Equipment, Instruments & Components | 3 | Hold | N/A |
CRWV CoreWeave | IT Services | 67 | Moderate Buy | $136.25 |
ERIC Ericsson | Communications Equipment | 11 | Hold | $11.00 |
ON onsemi | Semiconductors & Semiconductor Equipment | 58 | Hold | $102.24 |
ADYEY Adyen | Software | 1 | Moderate Buy | N/A |
JBL Jabil | Electronic Equipment, Instruments & Components | 24 | Buy | $453.67 |
UI Ubiquiti | Communications Equipment | 21 | Moderate Buy | $750.67 |
DASTY Dassault Systemes | Software | 6 | Moderate Buy | N/A |
TDY Teledyne Technologies | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $715.83 |
FUJIY Fujifilm | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
TWLO Twilio | IT Services | 55 | Buy | $220.59 |
AMADY Amadeus IT Group | IT Services | 2 | Moderate Buy | N/A |
GFS GlobalFoundries | Semiconductors & Semiconductor Equipment | 30 | Hold | $74.63 |
Q Qnity Electronics | Semiconductors & Semiconductor Equipment | 18 | Buy | $151.78 |
ZM Zoom Communications | Software | 64 | Moderate Buy | $109.33 |
SMCAY SMC | Electronic Equipment, Instruments & Components | 6 | Hold | N/A |
MDB MongoDB | Software | 138 | Moderate Buy | $405.35 |
VRSN VeriSign | IT Services | 16 | Buy | $328.75 |
CTSH Cognizant Technology Solutions | IT Services | 46 | Hold | $63.17 |
P Everpure | Technology Hardware, Storage & Peripherals | 48 | Moderate Buy | $96.50 |
TEAM Atlassian | Software | 60 | Moderate Buy | $138.50 |
FICO Fair Isaac | Software | 34 | Moderate Buy | $1,600.93 |
HPQ HP | Technology Hardware, Storage & Peripherals | 35 | Reduce | $23.33 |
OKTA Okta | Software | 89 | Moderate Buy | $121.81 |
ZS Zscaler | Software | 101 | Moderate Buy | $214.21 |
TSEM Tower Semiconductor | Semiconductors & Semiconductor Equipment | 14 | Moderate Buy | $276.75 |
FSLR First Solar | Semiconductors & Semiconductor Equipment | 83 | Moderate Buy | $252.86 |
FFIV F5 | Communications Equipment | 33 | Hold | $416.63 |
GIB.A CGI | IT Services | 34 | Moderate Buy | C$124.23 |
IOT Samsara | Software | 34 | Moderate Buy | $45.33 |
SNX TD SYNNEX | Electronic Equipment, Instruments & Components | 39 | Buy | $294.67 |
CGEMY Cap Gemini | IT Services | 5 | Hold | N/A |
MKSI MKS | Semiconductors & Semiconductor Equipment | 41 | Moderate Buy | $383.57 |
WIT Wipro | IT Services | 4 | Reduce | $1.70 |
MTSI MACOM Technology Solutions | Semiconductors & Semiconductor Equipment | 44 | Moderate Buy | $330.45 |
CDW CDW | Electronic Equipment, Instruments & Components | 11 | Moderate Buy | $146.88 |
NRILY Nomura Research Institute | IT Services | 7 | Hold | N/A |
SSNLF Samsung Electronics | Technology Hardware, Storage & Peripherals | 3 | Buy | N/A |
HLMAF Halma | Electronic Equipment, Instruments & Components | 4 | Moderate Buy | N/A |
ENTG Entegris | Semiconductors & Semiconductor Equipment | 20 | Moderate Buy | $164.22 |
LSCC Lattice Semiconductor | Semiconductors & Semiconductor Equipment | 42 | Moderate Buy | $132.29 |
HUT Hut 8 | Software | 3 | Strong Buy | N/A |
SMCI Super Micro Computer | Technology Hardware, Storage & Peripherals | 52 | Hold | $39.21 |
BESIY BE Semiconductor Industries | Semiconductors & Semiconductor Equipment | 6 | Moderate Buy | N/A |
AKAM Akamai Technologies | IT Services | 62 | Hold | $145.29 |
GEN Gen Digital | Software | 25 | Hold | $29.33 |
NTNX Nutanix | Software | 43 | Moderate Buy | $60.00 |
PTC PTC | Software | 36 | Hold | $170.14 |
FN Fabrinet | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $643.00 |
GIB CGI Group | IT Services | 12 | Reduce | $83.67 |
DAY Dayforce | Software | 2 | Hold | N/A |
LOGI Logitech International | Technology Hardware, Storage & Peripherals | 29 | Hold | $107.86 |
NDEKY Nitto Denko | Semiconductors & Semiconductor Equipment | 1 | Hold | N/A |
RBRK Rubrik | Software | 50 | Moderate Buy | $93.96 |
U Unity Software | Software | 78 | Moderate Buy | $38.27 |
SITM SiTime | Semiconductors & Semiconductor Equipment | 21 | Moderate Buy | $661.88 |
ZBRA Zebra Technologies | Electronic Equipment, Instruments & Components | 25 | Moderate Buy | $327.00 |
IREN IREN | Software | 38 | Moderate Buy | $82.71 |
QNT Quantinuum | Technology Hardware, Storage & Peripherals | 15 | Moderate Buy | $98.75 |
IONQ IonQ | Technology Hardware, Storage & Peripherals | 39 | Moderate Buy | $69.46 |
TRMB Trimble | Software | 25 | Moderate Buy | $83.78 |
TYL Tyler Technologies | Software | 30 | Moderate Buy | $456.72 |
GDDY GoDaddy | IT Services | 27 | Moderate Buy | $111.93 |
CHKP Check Point Software Technologies | Software | 39 | Hold | $149.48 |
DT Dynatrace | Software | 52 | Moderate Buy | $49.42 |
GWRE Guidewire Software | Software | 46 | Moderate Buy | $221.00 |
DOCN DigitalOcean | IT Services | 36 | Moderate Buy | $151.93 |
NVMI Nova | Semiconductors & Semiconductor Equipment | 10 | Moderate Buy | $556.67 |
ONTO Onto Innovation | Semiconductors & Semiconductor Equipment | 22 | Buy | $339.60 |
AUR Aurora Innovation | Software | 13 | Hold | $12.22 |
HUT Hut 8 | Software | 43 | Moderate Buy | $137.20 |
TTMI TTM Technologies | Electronic Equipment, Instruments & Components | 29 | Moderate Buy | $212.00 |
AMKR Amkor Technology | Semiconductors & Semiconductor Equipment | 28 | Moderate Buy | $68.13 |
HUBS HubSpot | Software | 82 | Moderate Buy | $307.86 |
SGPYY Sage Group | Software | 6 | Moderate Buy | N/A |
ISMAY Indra Sistemas | IT Services | 1 | Buy | N/A |
MANH Manhattan Associates | Software | 23 | Moderate Buy | $209.20 |
LFUS Littelfuse | Electronic Equipment, Instruments & Components | 20 | Moderate Buy | $465.83 |
OBIIF Obic | IT Services | 1 | Hold | N/A |
ARW Arrow Electronics | Electronic Equipment, Instruments & Components | 12 | Moderate Buy | $222.00 |
VSAT Viasat | Communications Equipment | 19 | Moderate Buy | $84.11 |
SMTC Semtech | Semiconductors & Semiconductor Equipment | 37 | Moderate Buy | $189.07 |
FIG Figma | Software | 34 | Hold | $32.56 |
AEIS Advanced Energy Industries | Electronic Equipment, Instruments & Components | 48 | Moderate Buy | $404.25 |
CGNX Cognex | Electronic Equipment, Instruments & Components | 28 | Moderate Buy | $72.31 |
DOCU Docusign | Software | 46 | Hold | $60.27 |
BSY Bentley Systems | Software | 26 | Hold | $45.00 |
ROHCY Rohm | Semiconductors & Semiconductor Equipment | 1 | Moderate Buy | N/A |
SANM Sanmina | Electronic Equipment, Instruments & Components | 25 | Moderate Buy | $198.33 |
RMBS Rambus | Semiconductors & Semiconductor Equipment | 19 | Moderate Buy | $139.78 |
FROG JFrog | Software | 52 | Moderate Buy | $88.86 |
SWKS Skyworks Solutions | Semiconductors & Semiconductor Equipment | 69 | Hold | $74.22 |
CIFR Cipher Mining | Software | 47 | Moderate Buy | $28.74 |
SAIL SailPoint | Software | 39 | Moderate Buy | $20.08 |
DSG The Descartes Systems Group | Software | 6 | Strong Buy | N/A |
WISE Wise | IT Services | 17 | Moderate Buy | GBX 1,197.25 |
WULF TeraWulf | Software | 47 | Moderate Buy | $34.29 |
SGE The Sage Group | Software | 24 | Moderate Buy | GBX 1,094.29 |
SIMO Silicon Motion Technology | Semiconductors & Semiconductor Equipment | 26 | Buy | $341.43 |
OTEX Open Text | Software | 2 | Hold | C$27.50 |
TOI Topicus.com | Software | 4 | Buy | C$145.00 |
FORM FormFactor | Semiconductors & Semiconductor Equipment | 24 | Moderate Buy | $127.45 |
VIAV Viavi Solutions | Communications Equipment | 30 | Moderate Buy | $42.88 |
APLD Applied Digital | IT Services | 31 | Buy | $67.15 |
PCOR Procore Technologies | Software | 54 | Moderate Buy | $69.81 |
QRVO Qorvo | Semiconductors & Semiconductor Equipment | 28 | Hold | $94.00 |
ASMVY ASMPT | Semiconductors & Semiconductor Equipment | 3 | Hold | N/A |
IDCC InterDigital | Software | 6 | Buy | $416.67 |
EDNMY Edenred | IT Services | 8 | Hold | N/A |
ALGM Allegro MicroSystems | Semiconductors & Semiconductor Equipment | 30 | Moderate Buy | $52.80 |
PAYC Paycom Software | Software | 51 | Moderate Buy | $159.75 |
TTAN ServiceTitan | Software | 41 | Moderate Buy | $110.53 |
YASKY Yaskawa Electric | Electronic Equipment, Instruments & Components | 5 | Buy | N/A |
RAL Ralliant | Electronic Equipment, Instruments & Components | 26 | Moderate Buy | $75.70 |
DBX Dropbox | Software | 17 | Reduce | $27.00 |
YOU CLEAR Secure | Software | 32 | Hold | $58.57 |
CWAN Clearwater Analytics | Software | 22 | Hold | $24.98 |
AAOI Applied Optoelectronics | Communications Equipment | 20 | Hold | $141.80 |
SLAB Silicon Laboratories | Semiconductors & Semiconductor Equipment | 11 | Reduce | $177.50 |
AVT Avnet | Electronic Equipment, Instruments & Components | 16 | Hold | $89.50 |
INGM Ingram Micro | Electronic Equipment, Instruments & Components | 21 | Moderate Buy | $30.71 |
SEKEY Seiko Epson | Technology Hardware, Storage & Peripherals | 3 | Moderate Buy | N/A |
SUOPY SUMCO | Semiconductors & Semiconductor Equipment | 3 | Buy | N/A |
CORZ Core Scientific | IT Services | 35 | Moderate Buy | $31.68 |
BB BlackBerry | Software | 3 | Moderate Buy | C$12.00 |
NAVN Navan | Software | 35 | Moderate Buy | $29.07 |
QBTS D-Wave Quantum | Technology Hardware, Storage & Peripherals | 39 | Moderate Buy | $36.47 |
ESTC Elastic | Software | 63 | Moderate Buy | $78.78 |
CRUS Cirrus Logic | Semiconductors & Semiconductor Equipment | 20 | Moderate Buy | $160.29 |
PLXS Plexus | Electronic Equipment, Instruments & Components | 23 | Moderate Buy | $273.00 |
OMRNY Omron | Electronic Equipment, Instruments & Components | 2 | Reduce | N/A |
PATH UiPath | Software | 32 | Hold | $13.80 |
GDS GDS | IT Services | 15 | Moderate Buy | $48.33 |
CAMT Camtek | Semiconductors & Semiconductor Equipment | 23 | Moderate Buy | $174.67 |
DSGX The Descartes Systems Group | Software | 31 | Moderate Buy | $102.54 |
S SentinelOne | Software | 53 | Moderate Buy | $19.93 |
APPF AppFolio | Software | 25 | Buy | $243.50 |
LMN Lumine Group | Software | 6 | Buy | C$36.67 |
OTEX Open Text | Software | 27 | Hold | $33.67 |
BRTHY Brother Industries | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
MXL MaxLinear | Semiconductors & Semiconductor Equipment | 19 | Hold | $85.00 |
DOX Amdocs | IT Services | 19 | Hold | $86.67 |
OS OneStream | Software | 20 | Reduce | $24.24 |
ACIW ACI Worldwide | Software | 12 | Hold | $64.00 |
NICE NiCE | Software | 35 | Moderate Buy | $131.17 |
TMSNY Temenos Group | Software | 4 | Buy | N/A |
GTLB GitLab | Software | 71 | Hold | $36.58 |
AACAY AAC Technologies | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
KVYO Klaviyo | Software | 50 | Moderate Buy | $30.95 |
TMICY Trend Micro | Software | 2 | Moderate Buy | N/A |
EPAM EPAM Systems | IT Services | 33 | Hold | $133.50 |
ZETA Zeta Global | Software | 36 | Moderate Buy | $28.33 |
NOVT Novanta | Electronic Equipment, Instruments & Components | 13 | Hold | $180.00 |
SEPJY Spectris | Electronic Equipment, Instruments & Components | 1 | Hold | N/A |
CCC Computacenter | IT Services | 16 | Buy | GBX 4,825 |
QLYS Qualys | Software | 28 | Hold | $142.53 |
BB BlackBerry | Software | 25 | Hold | $8.92 |
ENPH Enphase Energy | Semiconductors & Semiconductor Equipment | 56 | Hold | $45.61 |
RGTI Rigetti Computing | Semiconductors & Semiconductor Equipment | 30 | Moderate Buy | $32.00 |
PEGA Pegasystems | Software | 29 | Hold | $50.10 |
DLB Dolby Laboratories | Software | 24 | Moderate Buy | $90.75 |
NTSK Netskope | Software | 44 | Moderate Buy | $17.21 |
