 VANECK ETF TRUSTSMH |
| 28.04% | 26.81% | $553.9M | 844,500 | $310.2M | 809,200 | +35,300+4.36% | Add |
| VVANGUARD INDEX FDSVOO |
| 21.97% | 10.97% | $434.0M | 589,300 | $126.9M | 219,934 | +369,366+167.94% | Add |
| SSANDISK CORP COMSNDK |
| 3.86% | 3.41% | $76.2M | 33,521 | $39.4M | 62,046 | -28,525-45.97% | Reduce |
 ELI LILLY & COLLY |
| 3.44% | 3.45% | $67.9M | 56,607 | $40.0M | 43,435 | +13,172+30.33% | Add |
 NVIDIA CORPORATIONNVDA |
| 3.26% | 6.5% | $64.3M | 321,441 | $75.2M | 431,120 | -109,679-25.44% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.27% | 0.1% | $44.8M | 61,986 | $1.1M | 3,356 | +58,630+1,747.02% | Add |
 MICRON TECHNOLOGY INCMU |
| 1.75% | 0.83% | $34.6M | 29,958 | $9.6M | 28,273 | +1,685+5.96% | Add |
 Pdd Holdings Inc ADRPDD |
| 1.67% | 3.65% | $33.0M | 432,300 | $42.2M | 413,457 | +18,843+4.56% | Add |
 BLOOM ENERGY CORPBE |
| 1.6% | 0.23% | $31.7M | 104,649 | $2.7M | 20,028 | +84,621+422.51% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.52% | 2.74% | $30.0M | 62,849 | $31.7M | 93,706 | -30,857-32.93% | Reduce |
| RROUNDHILL ETF TRUSTNCLD |
| 1.28% | — | $25.4M | 343,498 | $0 | 0 | +343,498 | New Buy |
 ALNYLAM PHARMACEUTICALS INCALNY |
| 0.99% | 1.65% | $19.6M | 64,957 | $19.1M | 57,784 | +7,173+12.41% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.99% | 0.75% | $19.5M | 33,629 | $8.7M | 42,830 | -9,201-21.48% | Reduce |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.86% | — | $17.0M | 62,687 | $0 | 0 | +62,687 | New Buy |
| FFRONTLINE PLC COM USD1FRO |
| 0.86% | 0.84% | $16.9M | 486,276 | $9.8M | 280,005 | +206,271+73.67% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 0.84% | — | $16.7M | 105,300 | $0 | 0 | +105,300 | New Buy |
 WESTERN DIGITAL CORPWDC |
| 0.8% | 0.47% | $15.8M | 24,764 | $5.5M | 20,191 | +4,573+22.65% | Add |
 IONIS PHARMACEUTICALS INCIONS |
| 0.71% | 0.4% | $14.1M | 177,897 | $4.6M | 61,200 | +116,697+190.68% | Add |
| IINVESCO KBW BANK ETFKBWB |
| 0.71% | — | $14.1M | 151,492 | $0 | 0 | +151,492 | New Buy |
| DDUOLINGO INCDUOL |
| 0.71% | — | $14.1M | 122,300 | $0 | 0 | +122,300 | New Buy |
 LAM RESEARCH CORPLRCX |
| 0.65% | — | $12.9M | 29,776 | $0 | 0 | +29,776 | New Buy |
 IREN LTDIREN |
| 0.61% | 0.75% | $12.0M | 262,800 | $8.7M | 252,605 | +10,195+4.04% | Add |
 VIPSHOP HOLDINGS LTDVIPS |
| 0.61% | 1.27% | $12.0M | 903,300 | $14.7M | 932,000 | -28,700-3.08% | Reduce |
 TEXAS INSTRS INCTXN |
| 0.6% | — | $11.8M | 39,715 | $0 | 0 | +39,715 | New Buy |
 CYTOKINETICS INCCYTK |
| 0.6% | — | $11.8M | 138,255 | $0 | 0 | +138,255 | New Buy |
 AMPHENOL CORPAPH |
| 0.58% | — | $11.4M | 64,676 | $0 | 0 | +64,676 | New Buy |
 AMER SPORTS INC COM SHSAS |
| 0.54% | 0.71% | $10.6M | 312,652 | $8.2M | 249,279 | +63,373+25.42% | Add |
 GILDAN ACTIVEWEAR INCGIL |
| 0.51% | 1.15% | $10.1M | 195,139 | $13.3M | 239,355 | -44,216-18.47% | Reduce |
| SSTATE STREETXLI |
| 0.51% | 0.15% | $10.0M | 53,900 | $1.7M | 10,500 | +43,400+413.33% | Add |
| EERASCA INCERAS |
| 0.44% | 0.5% | $8.8M | 478,020 | $5.8M | 357,670 | +120,350+33.65% | Add |
 AMAZON COM INCAMZN |
| 0.44% | 0.95% | $8.7M | 36,360 | $11.0M | 52,588 | -16,228-30.86% | Reduce |
| MMODINE MFG COMOD |
| 0.44% | 0.69% | $8.7M | 32,442 | $8.0M | 36,772 | -4,330-11.78% | Reduce |
 BIOGEN INCBIIB |
| 0.42% | — | $8.4M | 38,665 | $0 | 0 | +38,665 | New Buy |
 BROADCOM INCAVGO |
| 0.42% | 0.45% | $8.3M | 22,030 | $5.2M | 16,711 | +5,319+31.83% | Add |
| SSELECT SECTOR SPDR TRXLF |
| 0.41% | 0.3% | $8.2M | 152,781 | $3.4M | 69,295 | +83,486+120.48% | Add |
 NetEase, Inc. ADRNTES |
| 0.41% | — | $8.2M | 63,694 | $0 | 0 | +63,694 | New Buy |
| SSPACE EXPLORATION TECHN CORPSPCX |
| 0.41% | — | $8.1M | 47,409 | $0 | 0 | +47,409 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.4% | 0.15% | $8.0M | 91,876 | $1.7M | 25,386 | +66,490+261.92% | Add |
| AAlphabet Inc Class CGOOG |
| 0.37% | 1.11% | $7.4M | 20,836 | $12.9M | 44,877 | -24,041-53.57% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 0.37% | 0.64% | $7.3M | 8,509 | $7.4M | 10,575 | -2,066-19.54% | Reduce |
 INTEL CORPINTC |
| 0.36% | 0.18% | $7.2M | 51,594 | $2.1M | 47,792 | +3,802+7.96% | Add |
| BBANK OF AMER CORPBAC |
| 0.36% | — | $7.2M | 126,344 | $0 | 0 | +126,344 | New Buy |
 EATON CORP PLCETN |
| 0.35% | 0.28% | $7.0M | 16,358 | $3.2M | 9,049 | +7,309+80.77% | Add |
 TAPESTRY INCTPR |
| 0.31% | 0.84% | $6.1M | 41,764 | $9.8M | 69,102 | -27,338-39.56% | Reduce |
| AASE TECHNOLOGY HLDG CO LTDASX |
| 0.31% | 0.83% | $6.1M | 134,502 | $9.6M | 443,215 | -308,713-69.65% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 0.31% | — | $6.0M | 6,266 | $0 | 0 | +6,266 | New Buy |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.27% | 0.22% | $5.3M | 21,156 | $2.5M | 12,670 | +8,486+66.98% | Add |
 ALPHABET INCGOOGL |
| 0.27% | 0.29% | $5.3M | 14,798 | $3.3M | 11,629 | +3,169+27.25% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 0.27% | — | $5.3M | 14,119 | $0 | 0 | +14,119 | New Buy |
 CLOUDFLARE INCNET |
| 0.26% | 0.14% | $5.1M | 20,879 | $1.6M | 7,781 | +13,098+168.33% | Add |
