| AAPL |
Apple Inc. |
Consumer Electronics |
4.98t |
342.37 |
(0.39%) |
37.99 |
27.60% |
15.06% |
0.31% |
| NVDA |
NVIDIA Corporation |
Semiconductors |
4.50t |
186.64 |
2.60% |
23.48 |
63.66% |
83.38% |
0.28% |
| MSFT |
Microsoft Corporation |
Software Infrastructure |
3.94t |
530.61 |
(0.85%) |
27.62 |
41.17% |
17.91% |
0.69% |
| TSM |
Taiwan Semiconductor Manufacturing Company Ltd. |
Semiconductors |
1.95t |
375.44 |
5.80% |
27.09 |
49.88% |
35.61% |
1.01% |
| AVGO |
Broadcom Inc. |
Semiconductors |
1.40t |
293.69 |
0.28% |
36.44 |
42.94% |
48.69% |
0.89% |
| SKHY |
SK Hynix, Inc. - Sponsored ADR |
Semiconductors |
928.14b |
127.34 |
2.26% |
— |
— |
— |
— |
| MU |
Micron Technology, Inc. |
Semiconductors |
780.68b |
690.00 |
4.70% |
9.16 |
63.80% |
256.33% |
0.08% |
| AMD |
Advanced Micro Devices, Inc. |
Semiconductors |
736.46b |
449.04 |
9.87% |
96.07 |
16.77% |
41.87% |
— |
| ASML |
ASML Holding N.V. |
Semiconductor Equipment & Materials |
549.13b |
1,424.75 |
4.53% |
35.05 |
34.13% |
28.77% |
0.65% |
| PLTR |
Palantir Technologies Inc. |
Software Infrastructure |
386.44b |
160.38 |
3.29% |
104.71 |
50.34% |
87.06% |
— |
| CSCO |
Cisco Systems, Inc. |
Communication Equipment |
369.49b |
93.85 |
(1.91%) |
28.01 |
20.95% |
11.77% |
1.78% |
| ORCL |
Oracle Corporation |
Software Infrastructure |
351.06b |
116.10 |
0.37% |
17.92 |
26.10% |
21.62% |
1.72% |
| INTC |
Intel Corporation |
Semiconductors |
299.13b |
56.28 |
7.73% |
— |
(32.18%) |
14.54% |
0.00% |
| AMAT |
Applied Materials, Inc. |
Semiconductor Equipment & Materials |
264.04b |
332.72 |
3.87% |
28.51 |
30.05% |
7.77% |
0.60% |
| SAP |
SAP SE |
Software Application |
263.56b |
233.45 |
(4.04%) |
28.29 |
20.41% |
13.40% |
1.25% |
| PANW |
Palo Alto Networks, Inc. |
Software Infrastructure |
256.96b |
313.84 |
(0.40%) |
592.15 |
2.67% |
24.50% |
— |
| TXN |
Texas Instruments Incorporated |
Semiconductors |
253.44b |
277.36 |
(0.78%) |
35.60 |
34.12% |
20.27% |
2.08% |
| LRCX |
Lam Research Corporation |
Semiconductor Equipment & Materials |
250.38b |
200.44 |
8.34% |
29.69 |
32.34% |
33.36% |
0.55% |
| IBM |
International Business Machines Corporation |
Information Technology Services |
231.55b |
245.00 |
(0.96%) |
20.59 |
15.99% |
6.83% |
2.75% |
| CRWD |
CrowdStrike |
Software Infrastructure |
222.09b |
216.90 |
(0.23%) |
6,161.93 |
0.83% |
24.30% |
— |
| ANET |
Arista Networks, Inc. |
Computer Hardware |
215.79b |
170.80 |
6.40% |
45.35 |
39.97% |
40.74% |
— |
| DELL |
Dell Technologies Inc. |
Computer Hardware |
208.88b |
328.53 |
4.09% |
18.92 |
7.53% |
49.03% |
0.74% |
| SHOP |
Shopify Inc. |
Software Application |
191.58b |
148.91 |
3.53% |
90.85 |
15.01% |
32.45% |
— |
| ARM |
ARM Holdings PLC Sponsored ADR |
Semiconductors |
186.49b |
174.62 |
3.80% |
200.34 |
17.13% |
23.84% |
— |
| APH |
Amphenol Corporation |
Electronic Components |
184.18b |
74.59 |
3.59% |
30.79 |
17.95% |
57.56% |
1.34% |
| KLAC |
KLA Corporation |
Semiconductor Equipment & Materials |
180.45b |
138.49 |
5.85% |
34.48 |
36.25% |
15.82% |
0.61% |
| QCOM |
QUALCOMM Incorporated |
Semiconductors |
176.99b |
165.41 |
5.08% |
12.92 |
31.60% |
(2.63%) |
2.19% |
| ADI |
Analog Devices, Inc. |
Semiconductors |
176.17b |
363.56 |
0.22% |
42.92 |
29.79% |
33.65% |
1.18% |
| CRM |
Salesforce, Inc. |
Software Application |
175.83b |
213.65 |
(3.93%) |
19.41 |
21.99% |
11.23% |
0.81% |
| SONY |
Sony Corporation |
Consumer Electronics |
158.56b |
27.00 |
(2.11%) |
— |
(1.99%) |
(2.58%) |
0.29% |
| ACN |
Accenture PLC |
Information Technology Services |
153.97b |
260.50 |
(1.96%) |
19.07 |
11.28% |
6.47% |
2.53% |
| UBER |
Uber Technologies, Inc. |
Software Application |
140.05b |
68.59 |
(0.22%) |
39.67 |
6.13% |
13.94% |
— |
| MRVL |
Marvell Technology, Inc. |
Semiconductors |
123.82b |
141.20 |
5.11% |
45.99 |
27.93% |
30.62% |
0.17% |
| ADP |
Automatic Data Processing, Inc. |
Software Application |
119.75b |
303.35 |
(1.19%) |
26.83 |
20.33% |
6.50% |
2.24% |
| SNDK |
Sandisk Corporation |
Computer Hardware |
118.82b |
835.06 |
3.46% |
6.31 |
67.04% |
272.38% |
— |
| NOW |
ServiceNow, Inc. |
Software Application |
105.84b |
101.97 |
(0.78%) |
72.96 |
9.36% |
21.82% |
— |
| STX |
Seagate Technology Holdings PLC |
Computer Hardware |
105.83b |
460.99 |
(1.08%) |
23.52 |
31.86% |
44.37% |
0.64% |
| WDC |
Western Digital Corporation |
Computer Hardware |
98.74b |
263.78 |
(1.46%) |
9.25 |
69.20% |
43.02% |
0.21% |
| SNOW |
Snowflake Inc. |
Software Application |
97.33b |
275.88 |
2.32% |
— |
(20.07%) |
32.04% |
— |
| NET |
Cloudflare, Inc. |
Software Infrastructure |
95.65b |
268.75 |
10.31% |
— |
(8.75%) |
35.73% |
— |
| ADBE |
Adobe Inc. |
Software Application |
93.14b |
239.30 |
(2.95%) |
13.34 |
28.05% |
12.03% |
— |
| GLW |
Corning Incorporated |
Electronic Components |
91.42b |
106.13 |
2.21% |
41.23 |
12.13% |
18.80% |
1.06% |
| INTU |
Intuit Inc. |
Software Application |
91.26b |
341.50 |
(3.95%) |
20.66 |
21.29% |
13.90% |
1.46% |
| CDNS |
Cadence Design Systems, Inc. |
Software Application |
87.78b |
319.92 |
2.75% |
63.25 |
22.51% |
17.64% |
— |
| FTNT |
Fortinet, Inc. |
Software Infrastructure |
87.31b |
118.84 |
(2.95%) |
38.39 |
28.96% |
20.23% |
— |
| SNPS |
Synopsys, Inc. |
Software Infrastructure |
86.32b |
450.46 |
2.15% |
79.03 |
11.43% |
46.33% |
— |
| MSI |
Motorola Solutions, Inc. |
Communication Equipment |
85.07b |
514.51 |
(0.88%) |
40.91 |
16.54% |
11.41% |
0.94% |
| ASX |
ASE Technology Holding Co., Ltd. |
Semiconductors |
69.83b |
31.63 |
5.89% |
28.62 |
9.70% |
25.69% |
1.32% |
| DDOG |
Datadog, Inc. |
Software Application |
64.66b |
179.04 |
2.64% |
241.98 |
6.12% |
33.21% |
— |
| NXPI |
NXP Semiconductors N.V. |
Semiconductors |
62.58b |
248.29 |
0.91% |
19.33 |
23.39% |
14.55% |
1.63% |
| TEL |
TE Connectivity Ltd. |
Electronic Components |
59.52b |
207.01 |
0.19% |
18.56 |
16.36% |
15.20% |
1.44% |
| HPE |
Hewlett Packard Enterprise Company |
Communication Equipment |
59.43b |
44.77 |
1.31% |
22.27 |
6.39% |
26.59% |
1.27% |
| MPWR |
Monolithic Power Systems, Inc. |
Semiconductors |
58.06b |
1,190.44 |
4.56% |
65.34 |
23.89% |
40.49% |
0.64% |
| GRMN |
Garmin Ltd. |
Scientific & Technical Instruments |
55.03b |
285.57 |
(0.44%) |
27.28 |
25.58% |
13.59% |
1.37% |
| ADSK |
Autodesk, Inc. |
Software Application |
54.70b |
261.72 |
(2.76%) |
33.68 |
21.08% |
17.94% |
— |
| MSTR |
Strategy Inc |
Software Application |
54.45b |
128.93 |
0.08% |
— |
(3,007.96%) |
4.24% |
— |
| XYZ |
Block, Inc. |
Software Infrastructure |
51.67b |
85.48 |
1.56% |
113.02 |
1.80% |
6.98% |
— |
| INFY |
American Noble Gas Inc. |
Information Technology Services |
50.73b |
12.50 |
(2.66%) |
15.43 |
16.21% |
3.46% |
2.12% |
| LITE |
Lumentum Holdings Inc. |
Communication Equipment |
48.85b |
538.59 |
5.40% |
— |
(175.78%) |
103.20% |
— |
| ROP |
Roper Technologies, Inc. |
Software Application |
47.20b |
476.60 |
(2.78%) |
18.75 |
30.71% |
9.24% |
0.76% |
| WDAY |
Workday, Inc. |
Software Application |
46.49b |
192.90 |
(3.56%) |
38.89 |
12.32% |
13.35% |
— |
| KEYS |
Keysight Technologies Inc. |
Scientific & Technical Instruments |
46.33b |
272.13 |
4.17% |
37.02 |
19.14% |
25.54% |
— |
| NOK |
Nokia Corporation |
Communication Equipment |
43.35b |
7.66 |
2.68% |
47.88 |
3.70% |
10.53% |
2.12% |
| PAYX |
Paychex, Inc. |
Software Application |
41.67b |
117.06 |
(1.92%) |
23.18 |
27.35% |
13.97% |
3.97% |
| TEAM |
Atlassian Corporation PLC |
Software Application |
38.70b |
153.68 |
(16.20%) |
415.35 |
1.28% |
26.59% |
— |
| COHR |
Coherent Corp. |
Scientific & Technical Instruments |
37.98b |
192.81 |
13.90% |
38.14 |
12.16% |
30.84% |
— |
| STM |
STMicroelectronics N.V. |
Semiconductors |
36.74b |
41.72 |
4.01% |
70.71 |
3.80% |
15.93% |
0.86% |
| UI |
Ubiquiti Inc. |
Communication Equipment |
35.87b |
592.84 |
15.04% |
33.44 |
30.08% |
29.37% |
0.57% |
| NBIS |
Nebius Group N.V. |
Software Infrastructure |
35.20b |
129.49 |
7.45% |
498.04 |
3.13% |
511.51% |
— |
| UMC |
United Microelectronics Corporation |
Semiconductors |
34.73b |
13.85 |
3.06% |
12.87 |
31.40% |
13.59% |
2.98% |
| CIEN |
Ciena Corporation |
Communication Equipment |
34.51b |
243.39 |
4.64% |
52.68 |
10.87% |
32.57% |
— |
| TER |
Teradyne, Inc. |
Semiconductor Equipment & Materials |
34.07b |
218.22 |
1.95% |
24.78 |
27.46% |
74.88% |
0.23% |
| FISV |
Fiserv, Inc. |
Information Technology Services |
33.46b |
62.88 |
0.21% |
— |
(18.90%) |
(1.71%) |
— |
| ALAB |
Astera Labs, Inc. |
Semiconductors |
33.33b |
190.71 |
4.93% |
71.14 |
29.64% |
115.24% |
— |
| NTAP |
NetApp, Inc. |
Software Infrastructure |
33.23b |
169.19 |
0.26% |
23.56 |
19.19% |
12.15% |
1.23% |
| P |
Everpure, Inc. |
Computer Hardware |
32.24b |
96.75 |
3.84% |
127.30 |
5.94% |
27.21% |
— |
| ZS |
Zscaler, Inc. |
Software Infrastructure |
32.23b |
197.66 |
(3.00%) |
— |
(1.88%) |
25.42% |
— |
| MCHP |
Microchip Technology Incorporated |
Semiconductors |
31.76b |
58.35 |
(11.26%) |
43.87 |
12.97% |
33.02% |
3.12% |
| TWLO |
Twilio Inc. |
Software Infrastructure |
31.26b |
202.02 |
0.31% |
24.27 |
21.82% |
19.10% |
— |
| ERIC |
Ericsson |
Communication Equipment |
30.73b |
10.26 |
(1.92%) |
16.82 |
8.18% |
3.44% |
3.11% |
| OKTA |
Okta, Inc. |
Software Infrastructure |
29.49b |
168.69 |
(1.02%) |
99.82 |
9.63% |
11.22% |
— |
| CPAY |
Corpay, Inc. |
Software Infrastructure |
29.12b |
455.16 |
1.91% |
24.59 |
23.59% |
21.22% |
— |
| CTSH |
Cognizant Technology Solutions Corporation |
Information Technology Services |
28.93b |
64.72 |
(2.80%) |
11.78 |
11.75% |
4.96% |
2.01% |
| TDY |
Teledyne Technologies Incorporated |
Scientific & Technical Instruments |
28.48b |
618.60 |
4.32% |
28.27 |
15.75% |
8.57% |
— |
| BSP |
Bending Spoons S.p.A. |
Software Application |
27.85b |
42.41 |
(5.85%) |
155.40 |
8.40% |
— |
— |
| VRSN |
VeriSign, Inc. |
Software Infrastructure |
27.69b |
308.67 |
(1.11%) |
33.15 |
49.07% |
6.46% |
1.04% |
| ZM |
Zoom Communications, Inc. |
Software Application |
26.23b |
89.88 |
1.02% |
8.14 |
65.19% |
5.04% |
— |
| FLEX |
Flex Ltd. |
Electronic Components |
25.78b |
69.78 |
4.57% |
25.19 |
3.35% |
17.55% |
— |
| GPN |
Global Payments Inc. |
Software Infrastructure |
25.78b |
97.40 |
2.47% |
— |
(11.20%) |
61.04% |
1.03% |
| HPQ |
HP Inc. |
Computer Hardware |
25.66b |
28.46 |
(3.09%) |
10.74 |
4.14% |
8.14% |
4.22% |
| CRWV |
CoreWeave Inc. |
Software Infrastructure |
25.59b |
46.40 |
6.00% |
— |
(25.42%) |
115.32% |
— |
| MDB |
MongoDB, Inc. |
Software Infrastructure |
25.20b |
312.83 |
2.90% |
422.74 |
2.12% |
25.45% |
— |
| ON |
ON Semiconductor Corporation |
Semiconductors |
24.65b |
63.31 |
(0.27%) |
36.02 |
10.82% |
2.93% |
— |
| JBL |
Jabil, Inc. |
Electronic Components |
24.62b |
239.09 |
1.04% |
24.20 |
2.90% |
20.64% |
0.13% |
| Q |
Qnity Electronics, Inc. |
Semiconductor Equipment & Materials |
24.46b |
117.00 |
5.86% |
42.92 |
10.16% |
16.51% |
— |
| IOT |
Samsara Inc. |
Software Infrastructure |
24.00b |
40.98 |
(0.44%) |
250.64 |
4.90% |
29.50% |
— |
| U |
Unity Software Inc. |
Software Application |
22.85b |
51.49 |
6.45% |
— |
(15.59%) |
20.86% |
— |
| CRDO |
Credo Technology Group Holding Ltd. |
Semiconductors |
22.65b |
120.51 |
6.58% |
40.85 |
33.83% |
165.11% |
— |
| RBRK |
Rubrik, Inc. |
Software Infrastructure |
21.92b |
105.75 |
0.34% |
— |
(16.50%) |
42.45% |
— |
| FSLR |
First Solar, Inc. |
Solar |
21.62b |
201.14 |
2.61% |
11.61 |
37.12% |
(0.72%) |
— |