NVIDIA CORPORATIONNVDA |
| 6.44% | 6.57% | $19.4M | 96,773 | $15.9M | 91,176 | +5,597+6.14% | Add |
MICROSOFT CORPMSFT |
| 5.42% | 5.17% | $16.3M | 43,668 | $12.5M | 33,825 | +9,843+29.10% | Add |
| AAlphabet Inc Class CGOOG |
| 4.91% | 4.88% | $14.8M | 41,780 | $11.8M | 41,199 | +581+1.41% | Add |
MICRON TECHNOLOGY INCMU |
| 4.07% | 2.54% | $12.2M | 10,605 | $6.2M | 18,223 | -7,618-41.80% | Reduce |
AMAZON COM INCAMZN |
| 3.83% | 3.63% | $11.5M | 48,233 | $8.8M | 42,149 | +6,084+14.43% | Add |
ADVANCED MICRO DEVICES INCAMD |
| 3.22% | 2.97% | $9.7M | 16,639 | $7.2M | 35,338 | -18,699-52.91% | Reduce |
APPLE INCAAPL |
| 2.4% | 2.92% | $7.2M | 24,874 | $7.1M | 27,830 | -2,956-10.62% | Reduce |
SERVICENOW INCNOW |
| 2.37% | 2.14% | $7.1M | 71,583 | $5.2M | 49,648 | +21,935+44.18% | Add |
BROADCOM INCAVGO |
| 1.9% | 1.88% | $5.7M | 15,124 | $4.5M | 14,695 | +429+2.92% | Add |
META PLATFORMS INCMETA |
| 1.88% | 2.24% | $5.6M | 10,016 | $5.4M | 9,467 | +549+5.80% | Add |
MASTERCARD INCORPORATEDMA |
| 1.57% | 1.88% | $4.7M | 9,208 | $4.5M | 9,085 | +123+1.35% | Add |
AXON ENTERPRISEAXON |
| 1.54% | 0.7% | $4.6M | 8,280 | $1.7M | 3,995 | +4,285+107.26% | Add |
QUANTA SVCS INCPWR |
| 1.53% | 1.79% | $4.6M | 6,385 | $4.3M | 7,890 | -1,505-19.07% | Reduce |
SALESFORCE INCCRM |
| 1.45% | 1.61% | $4.4M | 27,887 | $3.9M | 20,850 | +7,037+33.75% | Add |
CONSTRUCTION PARTNERS INCROAD |
| 1.42% | 1.65% | $4.3M | 35,925 | $4.0M | 35,965 | -40-0.11% | Reduce |
DATADOG INCDDOG |
| 1.4% | 1% | $4.2M | 16,208 | $2.4M | 20,538 | -4,330-21.08% | Reduce |
CLEAN HARBORS INCCLH |
| 1.4% | 2.03% | $4.2M | 14,032 | $4.9M | 17,107 | -3,075-17.98% | Reduce |
ARM HOLDINGS PLCARM |
| 1.35% | 0.95% | $4.1M | 11,467 | $2.3M | 15,155 | -3,688-24.34% | Reduce |
FREEPORT MCMORAN INCFCX |
| 1.31% | 1.71% | $3.9M | 62,621 | $4.1M | 70,491 | -7,870-11.16% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.25% | 0.32% | $3.7M | 7,842 | $782,691 | 2,316 | +5,526+238.60% | Add |
MARVELL TECHNOLOGY INCMRVL |
| 1.21% | 0.6% | $3.6M | 12,184 | $1.5M | 14,681 | -2,497-17.01% | Reduce |
VISA INCV |
| 1.09% | 0.85% | $3.3M | 9,569 | $2.1M | 6,841 | +2,728+39.88% | Add |
CATERPILLAR INCCAT |
| 1.05% | 0.93% | $3.2M | 2,972 | $2.2M | 3,172 | -200-6.31% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.05% | 1.11% | $3.1M | 9,602 | $2.7M | 9,111 | +491+5.39% | Add |
UNION PAC CORPUNP |
| 1.03% | 1.01% | $3.1M | 11,371 | $2.5M | 10,101 | +1,270+12.57% | Add |
| BBANK NEW YORK MELLON CORPBK |
| 1% | 1.08% | $3.0M | 20,755 | $2.6M | 21,978 | -1,223-5.56% | Reduce |
GENERAC HLDGS INCGNRC |
| 1% | 0.44% | $3.0M | 10,248 | $1.1M | 5,508 | +4,740+86.06% | Add |
| RROCKET LAB CORP COMRKLB |
| 0.96% | 0.52% | $2.9M | 28,252 | $1.2M | 19,435 | +8,817+45.37% | Add |
KLA CORPKLAC |
| 0.87% | 0.53% | $2.6M | 8,616 | $1.3M | 868 | +7,748+892.63% | Add |
LUMENTUM HLDGS INCLITE |
| 0.84% | 0.86% | $2.5M | 2,958 | $2.1M | 2,958 | 00.00% | Unchanged |
LAM RESEARCH CORPLRCX |
| 0.82% | 0.5% | $2.5M | 5,695 | $1.2M | 5,615 | +80+1.42% | Add |
GOLDMAN SACHS GROUP INCGS |
| 0.81% | 0.95% | $2.4M | 2,418 | $2.3M | 2,730 | -312-11.43% | Reduce |
ONESPAWORLD HOLDINGS LIMITEDOSW |
| 0.79% | 0.84% | $2.4M | 83,834 | $2.0M | 88,519 | -4,685-5.29% | Reduce |
FEDERAL SIGNAL CORPFSS |
| 0.78% | 0.96% | $2.3M | 18,145 | $2.3M | 21,498 | -3,353-15.60% | Reduce |
BLOCK INCXYZ |
| 0.77% | 0.99% | $2.3M | 30,445 | $2.4M | 39,845 | -9,400-23.59% | Reduce |
SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.74% | — | $2.2M | 2,308 | $0 | 0 | +2,308 | New Buy |
| RRAMBUS INC DELRMBS |
| 0.74% | 0.91% | $2.2M | 16,650 | $2.2M | 25,700 | -9,050-35.21% | Reduce |
DEXCOM INCDXCM |
| 0.73% | — | $2.2M | 32,500 | $0 | 0 | +32,500 | New Buy |
CIENA CORPCIEN |
| 0.7% | 0.7% | $2.1M | 4,289 | $1.7M | 4,351 | -62-1.42% | Reduce |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.69% | 0.75% | $2.1M | 13,640 | $1.8M | 19,520 | -5,880-30.12% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 0.69% | 0.43% | $2.1M | 11,035 | $1.0M | 10,565 | +470+4.45% | Add |
WABTECWAB |
| 0.67% | 0.93% | $2.0M | 7,462 | $2.2M | 8,991 | -1,529-17.01% | Reduce |
| DDOORDASH INCDASH |
| 0.66% | 0.92% | $2.0M | 10,699 | $2.2M | 14,900 | -4,201-28.19% | Reduce |
MONOLITHIC PWR SYS INCMPWR |
| 0.64% | 1.23% | $1.9M | 1,398 | $3.0M | 2,723 | -1,325-48.66% | Reduce |
MERCADOLIBRE INC COMMELI |
| 0.64% | 0.89% | $1.9M | 1,130 | $2.2M | 1,245 | -115-9.24% | Reduce |
CROWDSTRIKE HLDGS INCCRWD |
| 0.63% | 0.37% | $1.9M | 2,486 | $894,819 | 2,292 | +194+8.46% | Add |
NATERA INCNTRA |
| 0.63% | 0.59% | $1.9M | 6,980 | $1.4M | 7,200 | -220-3.06% | Reduce |
ROSS STORES INC COMROST |
| 0.62% | 0.84% | $1.9M | 8,722 | $2.0M | 9,367 | -645-6.89% | Reduce |
PALO ALTOPANW |
| 0.59% | 0.34% | $1.8M | 5,192 | $833,342 | 5,198 | -6-0.12% | Reduce |
CADENCE DESIGN SYSTEM INC COMAYI |
| 0.54% | 0.49% | $1.6M | 4,300 | $1.2M | 4,300 | 00.00% | Unchanged |