| NVDA |
NVIDIA Corporation |
Semiconductors |
5.44t |
225.07 |
0.22% |
28.31 |
63.66% |
83.38% |
0.02% |
| AAPL |
Apple Inc. |
Consumer Electronics |
4.90t |
341.07 |
1.53% |
38.98 |
27.62% |
14.24% |
0.53% |
| MSFT |
Microsoft Corporation |
Software Infrastructure |
3.68t |
516.17 |
3.78% |
28.69 |
40.31% |
17.79% |
0.71% |
| TSM |
Taiwan Semiconductor Manufacturing Company Ltd. |
Semiconductors |
2.36t |
450.61 |
(0.12%) |
32.51 |
49.88% |
35.61% |
1.64% |
| AVGO |
Broadcom Inc. |
Semiconductors |
1.70t |
352.81 |
0.80% |
43.82 |
42.94% |
48.69% |
1.64% |
| MU |
Micron Technology, Inc. |
Semiconductors |
1.24t |
1,082.28 |
0.16% |
24.16 |
55.91% |
166.98% |
0.50% |
| AMD |
Advanced Micro Devices, Inc. |
Semiconductors |
1.05t |
630.63 |
0.22% |
159.65 |
15.58% |
39.54% |
— |
| INTC |
Intel Corporation |
Semiconductors |
686.57b |
123.00 |
(3.45%) |
0.00 |
(19.79%) |
7.47% |
1.23% |
| ASML |
ASML Holding N.V. |
Semiconductor Equipment & Materials |
673.45b |
1,743.94 |
1.24% |
54.21 |
30.14% |
17.63% |
0.80% |
| PLTR |
Palantir Technologies Inc. |
Software Infrastructure |
461.58b |
189.67 |
(1.52%) |
150.53 |
49.00% |
78.92% |
— |
| ORCL |
Oracle Corporation |
Software Infrastructure |
423.02b |
137.10 |
(1.75%) |
21.16 |
26.10% |
21.62% |
1.24% |
| CSCO |
Cisco Systems, Inc. |
Communication Equipment |
422.01b |
106.70 |
(0.27%) |
31.84 |
20.95% |
11.77% |
3.15% |
| LRCX |
Lam Research Corporation |
Semiconductor Equipment & Materials |
390.42b |
315.21 |
2.62% |
54.44 |
31.27% |
26.02% |
0.90% |
| AMAT |
Applied Materials, Inc. |
Semiconductor Equipment & Materials |
382.88b |
485.00 |
2.27% |
41.56 |
30.05% |
7.77% |
0.71% |
| DELL |
Dell Technologies Inc. |
Computer Hardware |
348.74b |
562.89 |
5.01% |
32.42 |
7.53% |
49.03% |
1.75% |
| ARM |
ARM Holdings PLC Sponsored ADR |
Semiconductors |
340.93b |
310.32 |
1.30% |
319.92 |
20.25% |
25.12% |
— |
| PANW |
Palo Alto Networks, Inc. |
Software Infrastructure |
316.80b |
374.74 |
(3.99%) |
706.38 |
2.67% |
24.50% |
— |
| CRWD |
CrowdStrike |
Software Infrastructure |
265.06b |
252.13 |
(2.90%) |
7,162.78 |
0.83% |
24.30% |
— |
| SNDK |
Sandisk Corporation |
Computer Hardware |
263.14b |
1,777.80 |
1.38% |
22.90 |
56.46% |
175.30% |
— |
| ANET |
Arista Networks, Inc. |
Computer Hardware |
263.14b |
206.55 |
0.52% |
64.41 |
38.37% |
32.57% |
— |
| TXN |
Texas Instruments Incorporated |
Semiconductors |
249.33b |
278.07 |
2.74% |
41.88 |
30.97% |
16.66% |
3.25% |
| KLAC |
KLA Corporation |
Semiconductor Equipment & Materials |
248.19b |
187.92 |
0.49% |
51.08 |
35.57% |
11.71% |
0.91% |
| SAP |
SAP SE |
Software Application |
242.91b |
210.68 |
0.75% |
26.37 |
20.41% |
14.06% |
1.28% |
| MRVL |
Marvell Technology, Inc. |
Semiconductors |
232.09b |
261.94 |
1.15% |
85.32 |
27.93% |
30.62% |
0.34% |
| IBM |
International Business Machines Corporation |
Information Technology Services |
214.41b |
225.51 |
(0.68%) |
19.70 |
15.52% |
7.90% |
3.70% |
| STX |
Seagate Technology Holdings PLC |
Computer Hardware |
209.18b |
916.83 |
1.20% |
63.40 |
26.11% |
34.06% |
3.18% |
| APH |
Amphenol Corporation |
Electronic Components |
207.14b |
84.09 |
1.22% |
40.04 |
17.73% |
54.17% |
0.85% |
| QCOM |
QUALCOMM Incorporated |
Semiconductors |
205.71b |
201.97 |
3.97% |
23.14 |
21.01% |
1.87% |
2.25% |
| CRM |
Salesforce, Inc. |
Software Application |
194.93b |
234.02 |
(1.76%) |
21.26 |
21.99% |
11.23% |
6.73% |
| SHOP |
Shopify Inc. |
Software Application |
187.01b |
142.25 |
(2.00%) |
96.11 |
14.53% |
32.50% |
— |
| ADI |
Analog Devices, Inc. |
Semiconductors |
186.76b |
393.60 |
2.87% |
46.47 |
29.79% |
33.65% |
1.93% |
| WDC |
Western Digital Corporation |
Computer Hardware |
165.48b |
456.81 |
1.29% |
16.89 |
72.95% |
35.70% |
0.03% |
| NOW |
ServiceNow, Inc. |
Software Application |
142.09b |
135.62 |
(1.57%) |
84.03 |
11.34% |
22.19% |
— |
| UBER |
Uber Technologies, Inc. |
Software Application |
141.86b |
69.62 |
0.58% |
15.04 |
17.34% |
16.68% |
— |
| SONY |
Sony Corporation |
Consumer Electronics |
137.71b |
23.55 |
2.44% |
0.00 |
(1.99%) |
(2.58%) |
0.57% |
| GLW |
Corning Incorporated |
Electronic Components |
135.20b |
156.74 |
1.68% |
70.92 |
11.20% |
19.41% |
3.56% |
| FTNT |
Fortinet, Inc. |
Software Infrastructure |
130.01b |
173.46 |
(2.92%) |
60.65 |
28.17% |
18.77% |
— |
| NET |
Cloudflare, Inc. |
Software Infrastructure |
128.05b |
349.02 |
(2.73%) |
0.00 |
(8.21%) |
33.53% |
— |
| SNOW |
Snowflake Inc. |
Software Application |
117.91b |
335.94 |
0.58% |
0.00 |
(20.07%) |
32.04% |
— |
| ACN |
Accenture PLC |
Information Technology Services |
109.34b |
176.11 |
(0.73%) |
13.95 |
10.66% |
6.74% |
1.33% |
| ADP |
Automatic Data Processing, Inc. |
Software Application |
104.23b |
263.67 |
0.21% |
24.04 |
20.11% |
6.74% |
1.96% |
| ASX |
ASE Technology Holding Co., Ltd. |
Semiconductors |
96.92b |
44.31 |
2.23% |
49.97 |
8.44% |
19.52% |
3.67% |
| ADBE |
Adobe Inc. |
Software Application |
92.59b |
235.47 |
(1.45%) |
13.13 |
28.05% |
12.03% |
— |
| DDOG |
Datadog, Inc. |
Software Application |
92.46b |
268.13 |
4.36% |
525.75 |
4.48% |
31.52% |
— |
| CDNS |
Cadence Design Systems, Inc. |
Software Application |
88.73b |
326.13 |
1.28% |
64.45 |
23.61% |
14.70% |
0.43% |
| HPE |
Hewlett Packard Enterprise Company |
Communication Equipment |
86.15b |
62.94 |
(0.91%) |
31.31 |
6.39% |
26.59% |
3.34% |
| LITE |
Lumentum Holdings Inc. |
Communication Equipment |
84.66b |
941.65 |
1.36% |
0.00 |
(230.10%) |
83.22% |
— |
| SNPS |
Synopsys, Inc. |
Software Infrastructure |
81.44b |
425.76 |
0.20% |
74.69 |
11.43% |
46.33% |
— |
| MSI |
Motorola Solutions, Inc. |
Communication Equipment |
75.30b |
456.88 |
0.30% |
35.53 |
17.44% |
10.30% |
1.07% |
| INTU |
Intuit Inc. |
Software Application |
73.58b |
275.79 |
(0.48%) |
16.68 |
21.29% |
13.90% |
0.52% |
| NBIS |
Nebius Group N.V. |
Software Infrastructure |
67.53b |
237.33 |
(2.53%) |
912.81 |
3.13% |
511.51% |
— |
| MPWR |
Monolithic Power Systems, Inc. |
Semiconductors |
66.58b |
1,367.43 |
2.39% |
83.33 |
24.50% |
28.67% |
0.68% |
| ALAB |
Astera Labs, Inc. |
Semiconductors |
63.70b |
364.62 |
1.14% |
168.03 |
30.74% |
98.48% |
— |
| TER |
Teradyne, Inc. |
Semiconductor Equipment & Materials |
62.38b |
398.38 |
2.75% |
54.35 |
25.77% |
57.87% |
0.47% |
| MSTR |
Strategy Inc |
Software Application |
62.24b |
158.61 |
(1.86%) |
0.00 |
(6,293.95%) |
7.79% |
— |
| TEL |
TE Connectivity Ltd. |
Electronic Components |
61.86b |
218.59 |
2.30% |
21.24 |
15.61% |
16.53% |
1.68% |
| UMC |
United Microelectronics Corporation |
Semiconductors |
61.42b |
24.31 |
0.83% |
22.71 |
32.60% |
10.34% |
5.63% |
| KEYS |
Keysight Technologies Inc. |
Scientific & Technical Instruments |
61.04b |
362.15 |
1.29% |
49.27 |
19.14% |
25.54% |
— |
| NOK |
Nokia Corporation |
Communication Equipment |
59.90b |
10.39 |
(0.38%) |
5.58 |
3.39% |
13.87% |
3.91% |
| NXPI |
NXP Semiconductors N.V. |
Semiconductors |
58.48b |
238.08 |
3.44% |
20.21 |
22.56% |
8.77% |
1.88% |
| COHR |
Coherent Corp. |
Scientific & Technical Instruments |
58.46b |
295.83 |
1.80% |
68.01 |
10.82% |
22.51% |
0.10% |
| GRMN |
Garmin Ltd. |
Scientific & Technical Instruments |
57.28b |
294.14 |
(0.31%) |
30.17 |
24.47% |
13.51% |
2.42% |
| CIEN |
Ciena Corporation |
Communication Equipment |
51.73b |
356.91 |
(0.42%) |
77.25 |
10.87% |
32.57% |
— |
| CRWV |
CoreWeave Inc. |
Software Infrastructure |
50.52b |
87.59 |
(2.95%) |
0.00 |
(25.42%) |
115.32% |
— |
| TEAM |
Atlassian Corporation PLC |
Software Application |
48.48b |
187.74 |
(2.53%) |
0.00 |
(0.82%) |
26.02% |
— |
| STM |
STMicroelectronics N.V. |
Semiconductors |
46.60b |
51.93 |
0.68% |
97.98 |
3.56% |
10.49% |
0.57% |
| XYZ |
Block, Inc. |
Software Infrastructure |
46.11b |
76.42 |
(0.42%) |
131.76 |
1.43% |
5.07% |
— |
| WDAY |
Workday, Inc. |
Software Application |
46.09b |
189.45 |
(0.91%) |
38.16 |
12.32% |
13.35% |
— |
| TWLO |
Twilio Inc. |
Software Infrastructure |
45.30b |
275.80 |
(7.96%) |
36.68 |
20.62% |
17.82% |
— |
| ADSK |
Autodesk, Inc. |
Software Application |
44.10b |
209.40 |
(0.92%) |
26.95 |
21.08% |
17.94% |
— |
| INFY |
American Noble Gas Inc. |
Information Technology Services |
42.81b |
10.50 |
0.00% |
12.96 |
16.37% |
4.08% |
2.57% |
| FLEX |
Flex Ltd. |
Electronic Components |
42.00b |
114.68 |
2.03% |
44.28 |
3.32% |
12.25% |
0.00% |
| P |
Everpure, Inc. |
Computer Hardware |
41.80b |
126.00 |
3.38% |
165.79 |
5.94% |
27.21% |
— |
| MCHP |
Microchip Technology Incorporated |
Semiconductors |
41.04b |
78.69 |
5.36% |
117.45 |
7.17% |
20.93% |
2.06% |
| NTAP |
NetApp, Inc. |
Software Infrastructure |
38.75b |
201.15 |
1.98% |
28.02 |
19.19% |
12.15% |
2.25% |
| CRDO |
Credo Technology Group Holding Ltd. |
Semiconductors |
37.68b |
210.97 |
7.65% |
71.52 |
33.83% |
165.11% |
— |
| OKTA |
Okta, Inc. |
Software Infrastructure |
36.24b |
195.19 |
(5.49%) |
115.56 |
9.63% |
11.22% |
— |
| PAYX |
Paychex, Inc. |
Software Application |
36.03b |
101.37 |
(0.22%) |
20.08 |
27.35% |
13.97% |
2.84% |
| ROP |
Roper Technologies, Inc. |
Software Application |
36.00b |
358.56 |
(1.50%) |
14.80 |
30.24% |
10.88% |
0.51% |
| UI |
Ubiquiti Inc. |
Communication Equipment |
34.08b |
560.67 |
(0.43%) |
35.31 |
29.33% |
27.22% |
1.89% |
| MDB |
MongoDB, Inc. |
Software Infrastructure |
34.04b |
410.44 |
(2.60%) |
554.65 |
2.12% |
25.45% |
— |
| ZS |
Zscaler, Inc. |
Software Infrastructure |
33.77b |
193.05 |
(10.06%) |
0.00 |
(1.88%) |
25.42% |
— |
| JBL |
Jabil, Inc. |
Electronic Components |
32.86b |
316.74 |
1.95% |
39.06 |
2.57% |
17.80% |
0.24% |
| ERIC |
Ericsson |
Communication Equipment |
29.36b |
9.53 |
0.21% |
12.22 |
10.61% |
2.26% |
4.83% |
| ON |
ON Semiconductor Corporation |
Semiconductors |
29.03b |
77.20 |
5.54% |
48.86 |
10.17% |
(3.14%) |
— |
| TDY |
Teledyne Technologies Incorporated |
Scientific & Technical Instruments |
28.37b |
614.15 |
0.35% |
29.65 |
15.29% |
7.87% |
— |
| HPQ |
HP Inc. |
Computer Hardware |
27.98b |
31.30 |
0.45% |
11.80 |
4.14% |
8.14% |
3.91% |
| SMCI |
Super Micro Computer, Inc. |
Computer Hardware |
27.73b |
43.26 |
4.22% |
12.05 |
5.71% |
77.79% |
— |
| ZM |
Zoom Communications, Inc. |
Software Application |
26.49b |
89.71 |
(0.77%) |
8.12 |
65.19% |
5.04% |
— |
| VRSN |
VeriSign, Inc. |
Software Infrastructure |
26.36b |
287.25 |
(1.59%) |
31.12 |
49.77% |
6.86% |
— |
| CPAY |
Corpay, Inc. |
Software Infrastructure |
26.28b |
398.11 |
(0.55%) |
23.94 |
22.58% |
20.36% |
— |
| GFS |
GlobalFoundries Inc. |
Semiconductors |
26.27b |
49.00 |
4.14% |
37.69 |
10.32% |
1.40% |
— |
| Q |
Qnity Electronics, Inc. |
Semiconductor Equipment & Materials |
25.60b |
124.69 |
1.96% |
44.54 |
11.25% |
— |
— |
| CTSH |
Cognizant Technology Solutions Corporation |
Information Technology Services |
25.59b |
57.33 |
0.09% |
12.28 |
10.26% |
5.64% |
1.57% |
| TSEM |
Tower Semiconductor Ltd. |
Semiconductors |
25.45b |
230.47 |
6.07% |
89.68 |
16.94% |
14.90% |
— |
| FFIV |
F5, Inc. |
Software Infrastructure |
25.29b |
443.06 |
(0.78%) |
34.89 |
21.95% |
9.41% |
— |
| FISV |
Fiserv, Inc. |
Information Technology Services |
24.46b |
46.48 |
1.09% |
8.92 |
13.42% |
(1.17%) |
— |
| ASTS |
AST SpaceMobile, Inc. |
Communication Equipment |
24.25b |
61.81 |
1.23% |
0.00 |
(536.66%) |
2,256.89% |
— |
| RBRK |
Rubrik, Inc. |
Software Infrastructure |
23.59b |
109.55 |
(3.98%) |
0.00 |
(16.50%) |
42.45% |
— |
| IOT |
Samsara Inc. |
Software Infrastructure |
23.07b |
37.96 |
(3.46%) |
232.17 |
4.90% |
29.50% |
— |