| NVDA |
NVIDIA Corporation |
Semiconductors |
5.24t |
214.13 |
(1.43%) |
26.93 |
63.66% |
83.38% |
0.24% |
| AAPL |
Apple Inc. |
Consumer Electronics |
4.99t |
343.13 |
0.33% |
39.21 |
27.62% |
14.24% |
0.31% |
| MSFT |
Microsoft Corporation |
Software Infrastructure |
4.01t |
529.05 |
(1.93%) |
29.38 |
40.31% |
17.79% |
0.69% |
| TSM |
Taiwan Semiconductor Manufacturing Company Ltd. |
Semiconductors |
2.19t |
413.23 |
(2.14%) |
29.81 |
49.88% |
35.61% |
1.18% |
| AVGO |
Broadcom Inc. |
Semiconductors |
1.64t |
328.75 |
(4.52%) |
40.79 |
42.94% |
48.69% |
0.79% |
| MU |
Micron Technology, Inc. |
Semiconductors |
1.05t |
878.84 |
(5.63%) |
11.67 |
63.80% |
256.33% |
0.06% |
| AMD |
Advanced Micro Devices, Inc. |
Semiconductors |
917.83b |
527.19 |
(6.23%) |
133.47 |
15.58% |
39.54% |
— |
| ASML |
ASML Holding N.V. |
Semiconductor Equipment & Materials |
638.81b |
1,641.52 |
(0.96%) |
40.38 |
34.13% |
28.77% |
0.55% |
| INTC |
Intel Corporation |
Semiconductors |
504.14b |
89.85 |
(5.79%) |
0.00 |
(19.79%) |
7.47% |
0.00% |
| PLTR |
Palantir Technologies Inc. |
Software Infrastructure |
481.81b |
186.03 |
(7.22%) |
147.64 |
49.00% |
78.92% |
— |
| CSCO |
Cisco Systems, Inc. |
Communication Equipment |
433.09b |
107.39 |
(2.24%) |
32.06 |
20.95% |
11.77% |
1.56% |
| ORCL |
Oracle Corporation |
Software Infrastructure |
406.60b |
128.23 |
(4.64%) |
19.79 |
26.10% |
21.62% |
1.56% |
| LRCX |
Lam Research Corporation |
Semiconductor Equipment & Materials |
347.22b |
263.94 |
(4.87%) |
45.59 |
31.27% |
26.02% |
0.42% |
| AMAT |
Applied Materials, Inc. |
Semiconductor Equipment & Materials |
341.25b |
409.29 |
(4.82%) |
35.07 |
30.05% |
7.77% |
0.00% |
| PANW |
Palo Alto Networks, Inc. |
Software Infrastructure |
302.88b |
342.00 |
(7.63%) |
645.28 |
2.67% |
24.50% |
— |
| DELL |
Dell Technologies Inc. |
Computer Hardware |
300.99b |
451.71 |
(4.58%) |
26.02 |
7.53% |
49.03% |
0.65% |
| ARM |
ARM Holdings PLC Sponsored ADR |
Semiconductors |
261.44b |
227.80 |
(6.94%) |
234.85 |
20.25% |
25.12% |
— |
| SAP |
SAP SE |
Software Application |
259.69b |
224.29 |
(0.32%) |
28.07 |
20.41% |
14.06% |
1.31% |
| TXN |
Texas Instruments Incorporated |
Semiconductors |
254.91b |
276.72 |
(0.86%) |
41.67 |
30.97% |
16.66% |
2.60% |
| CRWD |
CrowdStrike |
Software Infrastructure |
250.42b |
227.39 |
(7.02%) |
6,459.94 |
0.83% |
24.30% |
— |
| ANET |
Arista Networks, Inc. |
Computer Hardware |
234.06b |
176.98 |
(4.63%) |
55.13 |
38.37% |
32.57% |
— |
| SHOP |
Shopify Inc. |
Software Application |
229.20b |
169.20 |
(5.02%) |
114.32 |
14.53% |
32.50% |
— |
| KLAC |
KLA Corporation |
Semiconductor Equipment & Materials |
227.67b |
165.74 |
(5.00%) |
45.03 |
35.57% |
11.71% |
0.51% |
| IBM |
International Business Machines Corporation |
Information Technology Services |
220.57b |
232.56 |
(0.67%) |
20.31 |
15.52% |
7.90% |
2.90% |
| MRVL |
Marvell Technology, Inc. |
Semiconductors |
211.54b |
227.83 |
(5.56%) |
74.21 |
27.93% |
30.62% |
0.11% |
| CRM |
Salesforce, Inc. |
Software Application |
203.07b |
240.70 |
(2.45%) |
21.86 |
21.99% |
11.23% |
0.72% |
| SNDK |
Sandisk Corporation |
Computer Hardware |
201.59b |
1,299.30 |
(6.85%) |
16.74 |
56.46% |
175.30% |
— |
| APH |
Amphenol Corporation |
Electronic Components |
200.95b |
79.35 |
(2.63%) |
37.79 |
17.73% |
54.17% |
1.26% |
| ADI |
Analog Devices, Inc. |
Semiconductors |
195.74b |
395.44 |
(2.11%) |
46.69 |
29.79% |
33.65% |
0.00% |
| QCOM |
QUALCOMM Incorporated |
Semiconductors |
190.50b |
172.11 |
(3.53%) |
19.71 |
21.01% |
1.87% |
2.10% |
| STX |
Seagate Technology Holdings PLC |
Computer Hardware |
157.09b |
639.01 |
(7.50%) |
44.19 |
26.11% |
34.06% |
0.46% |
| NOW |
ServiceNow, Inc. |
Software Application |
153.62b |
141.97 |
(4.44%) |
87.96 |
11.34% |
22.19% |
— |
| UBER |
Uber Technologies, Inc. |
Software Application |
145.57b |
70.35 |
(1.29%) |
15.19 |
17.34% |
16.68% |
— |
| SONY |
Sony Corporation |
Consumer Electronics |
144.99b |
24.92 |
0.93% |
0.00 |
(1.99%) |
(2.58%) |
0.31% |
| ACN |
Accenture PLC |
Information Technology Services |
137.64b |
229.68 |
2.12% |
16.73 |
11.28% |
6.47% |
2.87% |
| FTNT |
Fortinet, Inc. |
Software Infrastructure |
133.47b |
169.13 |
(7.03%) |
59.14 |
28.17% |
18.77% |
— |
| WDC |
Western Digital Corporation |
Computer Hardware |
133.43b |
333.06 |
(6.56%) |
12.33 |
72.95% |
35.70% |
0.17% |
| GLW |
Corning Incorporated |
Electronic Components |
119.24b |
132.00 |
(4.64%) |
59.73 |
11.20% |
19.41% |
0.85% |
| SNOW |
Snowflake Inc. |
Software Application |
118.21b |
305.85 |
(8.72%) |
0.00 |
(20.07%) |
32.04% |
— |
| ADP |
Automatic Data Processing, Inc. |
Software Application |
113.19b |
288.90 |
1.14% |
26.34 |
20.11% |
6.74% |
2.35% |
| NET |
Cloudflare, Inc. |
Software Infrastructure |
112.64b |
295.26 |
(6.66%) |
0.00 |
(8.21%) |
33.53% |
— |
| ADBE |
Adobe Inc. |
Software Application |
97.95b |
245.20 |
(2.57%) |
13.67 |
28.05% |
12.03% |
— |
| DDOG |
Datadog, Inc. |
Software Application |
95.60b |
247.11 |
(7.19%) |
484.53 |
4.48% |
31.52% |
— |
| ASX |
ASE Technology Holding Co., Ltd. |
Semiconductors |
92.11b |
39.53 |
(5.63%) |
44.42 |
8.44% |
19.52% |
1.06% |
| SNPS |
Synopsys, Inc. |
Software Infrastructure |
89.71b |
454.63 |
(2.88%) |
79.76 |
11.43% |
46.33% |
— |
| CDNS |
Cadence Design Systems, Inc. |
Software Application |
89.33b |
319.51 |
(1.50%) |
63.14 |
23.61% |
14.70% |
— |
| INTU |
Intuit Inc. |
Software Application |
88.23b |
325.15 |
(1.52%) |
19.67 |
21.29% |
13.90% |
1.53% |
| LITE |
Lumentum Holdings Inc. |
Communication Equipment |
78.77b |
824.13 |
(5.22%) |
0.00 |
(230.10%) |
83.22% |
— |
| HPE |
Hewlett Packard Enterprise Company |
Communication Equipment |
77.83b |
55.13 |
(5.97%) |
27.43 |
6.39% |
26.59% |
1.03% |
| MSI |
Motorola Solutions, Inc. |
Communication Equipment |
75.53b |
463.15 |
1.48% |
36.07 |
17.44% |
10.30% |
1.05% |
| MSTR |
Strategy Inc |
Software Application |
63.86b |
136.83 |
(9.56%) |
0.00 |
(6,293.95%) |
7.79% |
— |
| TEL |
TE Connectivity Ltd. |
Electronic Components |
61.66b |
212.64 |
(0.16%) |
20.66 |
15.61% |
16.53% |
1.40% |
| MPWR |
Monolithic Power Systems, Inc. |
Semiconductors |
61.39b |
1,210.86 |
(3.07%) |
73.79 |
24.50% |
28.67% |
0.62% |
| NXPI |
NXP Semiconductors N.V. |
Semiconductors |
58.27b |
229.33 |
(0.76%) |
19.47 |
22.56% |
8.77% |
1.77% |
| KEYS |
Keysight Technologies Inc. |
Scientific & Technical Instruments |
58.24b |
331.21 |
(3.18%) |
45.06 |
19.14% |
25.54% |
— |
| GRMN |
Garmin Ltd. |
Scientific & Technical Instruments |
55.01b |
285.30 |
0.03% |
29.26 |
24.47% |
13.51% |
2.10% |
| TEAM |
Atlassian Corporation PLC |
Software Application |
54.96b |
205.97 |
(5.14%) |
0.00 |
(0.82%) |
26.02% |
— |
| NOK |
Nokia Corporation |
Communication Equipment |
54.16b |
9.14 |
(4.49%) |
4.91 |
3.39% |
13.87% |
1.78% |
| TER |
Teradyne, Inc. |
Semiconductor Equipment & Materials |
53.66b |
324.86 |
(5.35%) |
44.32 |
25.77% |
57.87% |
0.16% |
| UMC |
United Microelectronics Corporation |
Semiconductors |
52.59b |
19.82 |
(5.26%) |
18.52 |
32.60% |
10.34% |
2.08% |
| ALAB |
Astera Labs, Inc. |
Semiconductors |
52.39b |
285.54 |
(5.44%) |
131.59 |
30.74% |
98.48% |
— |
| ADSK |
Autodesk, Inc. |
Software Application |
51.24b |
239.90 |
(2.15%) |
30.88 |
21.08% |
17.94% |
— |
| NBIS |
Nebius Group N.V. |
Software Infrastructure |
51.22b |
165.47 |
(12.18%) |
636.42 |
3.13% |
511.51% |
— |
| CIEN |
Ciena Corporation |
Communication Equipment |
50.56b |
332.73 |
(6.67%) |
72.02 |
10.87% |
32.57% |
— |
| COHR |
Coherent Corp. |
Scientific & Technical Instruments |
49.35b |
232.90 |
(7.06%) |
53.54 |
10.82% |
22.51% |
— |
| INFY |
American Noble Gas Inc. |
Information Technology Services |
49.23b |
12.24 |
0.91% |
15.11 |
16.37% |
4.08% |
2.12% |
| XYZ |
Block, Inc. |
Software Infrastructure |
47.96b |
77.83 |
(2.51%) |
134.19 |
1.43% |
5.07% |
— |
| WDAY |
Workday, Inc. |
Software Application |
47.39b |
190.81 |
(2.96%) |
38.47 |
12.32% |
13.35% |
— |
| P |
Everpure, Inc. |
Computer Hardware |
44.45b |
124.01 |
(7.04%) |
163.17 |
5.94% |
27.21% |
— |
| NTAP |
NetApp, Inc. |
Software Infrastructure |
42.17b |
203.80 |
(5.08%) |
28.38 |
19.19% |
12.15% |
1.02% |
| TWLO |
Twilio Inc. |
Software Infrastructure |
41.99b |
244.37 |
(10.62%) |
32.50 |
20.62% |
17.82% |
— |
| STM |
STMicroelectronics N.V. |
Semiconductors |
41.59b |
45.39 |
(2.60%) |
85.64 |
3.56% |
10.49% |
1.19% |
| MCHP |
Microchip Technology Incorporated |
Semiconductors |
40.32b |
73.82 |
(0.59%) |
110.18 |
7.17% |
20.93% |
2.47% |
| PAYX |
Paychex, Inc. |
Software Application |
39.44b |
111.63 |
0.77% |
22.11 |
27.35% |
13.97% |
4.07% |
| CRWV |
CoreWeave Inc. |
Software Infrastructure |
38.44b |
61.39 |
(11.91%) |
0.00 |
(25.42%) |
115.32% |
— |
| ROP |
Roper Technologies, Inc. |
Software Application |
37.82b |
382.71 |
0.07% |
15.80 |
30.24% |
10.88% |
0.95% |
| UI |
Ubiquiti Inc. |
Communication Equipment |
37.41b |
600.86 |
(2.77%) |
37.84 |
29.33% |
27.22% |
0.57% |
| OKTA |
Okta, Inc. |
Software Infrastructure |
36.45b |
187.26 |
(10.20%) |
110.80 |
9.63% |
11.22% |
— |
| FLEX |
Flex Ltd. |
Electronic Components |
36.39b |
90.46 |
(8.16%) |
34.93 |
3.32% |
12.25% |
— |
| ZS |
Zscaler, Inc. |
Software Infrastructure |
35.94b |
206.96 |
(6.11%) |
0.00 |
(1.88%) |
25.42% |
— |
| CRDO |
Credo Technology Group Holding Ltd. |
Semiconductors |
33.55b |
169.70 |
(4.93%) |
57.53 |
33.83% |
165.11% |
— |
| ERIC |
Ericsson |
Communication Equipment |
32.61b |
10.57 |
(1.31%) |
13.55 |
10.61% |
2.26% |
3.02% |
| JBL |
Jabil, Inc. |
Electronic Components |
30.09b |
278.25 |
(3.10%) |
28.20 |
2.90% |
20.64% |
0.12% |
| CTSH |
Cognizant Technology Solutions Corporation |
Information Technology Services |
29.63b |
66.03 |
0.40% |
14.17 |
10.26% |
5.64% |
1.97% |
| MDB |
MongoDB, Inc. |
Software Infrastructure |
29.52b |
337.57 |
(7.89%) |
456.18 |
2.12% |
25.45% |
— |
| TDY |
Teledyne Technologies Incorporated |
Scientific & Technical Instruments |
28.74b |
618.60 |
(0.21%) |
29.87 |
15.29% |
7.87% |
— |
| ZM |
Zoom Communications, Inc. |
Software Application |
28.74b |
93.93 |
(4.65%) |
8.51 |
65.19% |
5.04% |
— |
| ON |
ON Semiconductor Corporation |
Semiconductors |
28.69b |
72.02 |
(2.28%) |
45.58 |
10.17% |
(3.14%) |
— |
| HPQ |
HP Inc. |
Computer Hardware |
27.82b |
30.01 |
(2.72%) |
11.32 |
4.14% |
8.14% |
4.00% |
| VRSN |
VeriSign, Inc. |
Software Infrastructure |
27.46b |
302.34 |
(0.58%) |
32.76 |
49.77% |
6.86% |
1.06% |
| GFS |
GlobalFoundries Inc. |
Semiconductors |
26.76b |
46.68 |
(4.27%) |
35.91 |
10.32% |
1.40% |
0.51% |
| CPAY |
Corpay, Inc. |
Software Infrastructure |
26.67b |
399.84 |
(1.57%) |
24.04 |
22.58% |
20.36% |
— |
| FFIV |
F5, Inc. |
Software Infrastructure |
25.85b |
442.03 |
(3.19%) |
34.81 |
21.95% |
9.41% |
— |
| FISV |
Fiserv, Inc. |
Information Technology Services |
25.10b |
47.55 |
0.72% |
9.13 |
13.42% |
(1.17%) |
— |
| Q |
Qnity Electronics, Inc. |
Semiconductor Equipment & Materials |
25.02b |
115.37 |
(3.54%) |
41.20 |
11.25% |
— |
— |
| IOT |
Samsara Inc. |
Software Infrastructure |
24.94b |
39.42 |
(7.44%) |
241.10 |
4.90% |
29.50% |
— |
| RBRK |
Rubrik, Inc. |
Software Infrastructure |
24.59b |
112.41 |
(5.24%) |
0.00 |
(16.50%) |
42.45% |
— |
| TSEM |
Tower Semiconductor Ltd. |
Semiconductors |
23.82b |
195.58 |
(6.78%) |
76.10 |
16.94% |
14.90% |
— |
| SMCI |
Super Micro Computer, Inc. |
Computer Hardware |
23.05b |
31.63 |
(9.86%) |
8.81 |
5.71% |
77.79% |
— |
| ENTG |
Entegris, Inc. |
Semiconductor Equipment & Materials |
22.44b |
138.96 |
(5.39%) |
69.48 |
9.18% |
3.20% |
0.29% |