Positions
100 held · 0 unfunded · click any row for details
| Ticker | Company | Shares | Mkt value | Today $ | Today % | Current % | Target % | Drift | Research |
|---|---|---|---|---|---|---|---|---|---|
| AAOI 📌 | Applied Optoelectronics | 0.1186 | $23.78 | +$1.77 | +8.02% | 1.03% | 0.98% | +0.05% | HOLD |
| AEHR | Aehr Test Systems | 0.2353 | $26.26 | +$4.23 | +19.21% | 1.14% | 1.07% | +0.07% | HOLD |
| AGX | Argan, Inc. | 0.0562 | $36.71 | +$0.35 | +0.97% | 1.59% | 1.76% | -0.17% | HOLD |
| ALAB 📌 | Astera Labs | 0.1164 | $40.28 | +$3.02 | +8.10% | 1.74% | 1.94% | -0.20% | HOLD |
| AMAT | Applied Materials | 0.0408 | $19.59 | +$0.91 | +4.87% | 0.85% | 0.67% | +0.17% | BUY |
| AMD | Advanced Micro Devices | 0.0271 | $13.93 | +$0.09 | +0.63% | 0.60% | 0.67% | -0.07% | HOLD |
| AMT 📌 | American Tower | 0.0862 | $15.97 | -$0.20 | -1.22% | 0.69% | 0.78% | -0.09% | HOLD |
| AMZN 📌 | Amazon | 0.0857 | $22.11 | -$0.27 | -1.22% | 0.96% | 1.10% | -0.14% | HOLD |
| ANET 📌 | Arista Networks | 0.0811 | $14.15 | +$0.31 | +2.24% | 0.61% | 0.62% | -0.01% | HOLD |
| APH 📌 | Amphenol | 0.094 | $13.95 | +$0.19 | +1.40% | 0.60% | 0.62% | -0.02% | HOLD |
| APLD 📌 | Applied Digital Corporation | 1.0032 | $48.51 | +$0.42 | +0.88% | 2.10% | 2.21% | -0.11% | HOLD |
| ARM | Arm Holdings plc | 0.0403 | $16.46 | -$0.03 | -0.21% | 0.71% | 0.67% | +0.04% | HOLD |
| ASML | ASML Holding | 0.0108 | $18.13 | +$0.58 | +3.28% | 0.79% | 0.67% | +0.11% | BUY |
| AVGO | Broadcom | 0.0425 | $20.28 | +$0.72 | +3.70% | 0.88% | 0.67% | +0.20% | BUY |
| BE 📌 | Bloom Energy | 0.0997 | $30.29 | +$3.02 | +11.06% | 1.31% | 1.30% | +0.01% | HOLD |
| BWXT 📌 | BWX Technologies | 0.3038 | $56.08 | -$1.15 | -2.01% | 2.43% | 2.47% | -0.05% | BUY |
| CAMT | Camtek | 0.1294 | $24.23 | +$3.13 | +14.83% | 1.05% | 1.07% | -0.02% | HOLD |
| CCJ 📌 | Cameco | 0.2677 | $32.06 | +$1.92 | +6.36% | 1.39% | 1.33% | +0.06% | BUY |
| CDNS | Cadence Design Systems | 0.0471 | $19.15 | -$0.38 | -1.92% | 0.83% | 0.67% | +0.16% | HOLD |
| CDP 📌 | COPT Defense Properties | 1.0651 | $33.71 | — | — | 1.46% | 1.50% | -0.04% | BUY |
| CEG 📌 | Constellation Energy | 0.0599 | $16.39 | +$0.47 | +2.98% | 0.71% | 0.83% | -0.13% | HOLD |
| CIEN 📌 | Ciena | 0.0302 | $18.59 | +$1.38 | +8.01% | 0.80% | 0.62% | +0.19% | HOLD |
| CIFR 📌 | Cipher Mining Inc. | 0.4319 | $11.36 | +$0.99 | +9.54% | 0.49% | 0.50% | -0.01% | HOLD |
| CLS | Celestica Inc. | 0.0841 | $39.47 | +$3.61 | +10.07% | 1.71% | 1.54% | +0.17% | HOLD |
| CMI | Cummins Inc. | 0.0365 | $24.40 | +$0.92 | +3.90% | 1.06% | 1.17% | -0.11% | BUY |
| COHR 📌 | Coherent | 0.0552 | $23.48 | +$3.46 | +17.30% | 1.02% | 1.00% | +0.02% | BUY |
| CRDO | Credo Technology | 0.1489 | $32.97 | -$0.69 | -2.05% | 1.43% | 1.65% | -0.22% | HOLD |
| CRWD | CrowdStrike Holdings | 0.0266 | $20.17 | -$0.64 | -3.07% | 0.87% | 0.67% | +0.20% | HOLD |
| CRWV 📌 | CoreWeave | 0.2843 | $34.65 | -$0.84 | -2.36% | 1.50% | 1.52% | -0.02% | HOLD |
| CSCO 📌 | Cisco Systems | 0.1464 | $18.65 | +$0.90 | +5.05% | 0.81% | 0.62% | +0.19% | BUY |
| DDOG | Datadog, Inc. | 0.0671 | $18.22 | -$0.40 | -2.12% | 0.79% | 0.78% | +0.01% | HOLD |
| DELL 📌 | Dell Technologies | 0.0465 | $20.37 | -$1.30 | -6.00% | 0.88% | 0.92% | -0.04% | BUY |
| DLR 📌 | Digital Realty Trust | 0.1527 | $28.42 | +$0.17 | +0.59% | 1.23% | 1.41% | -0.18% | BUY |
| EME | EMCOR Group | 0.0302 | $25.06 | -$0.04 | -0.15% | 1.09% | 1.21% | -0.12% | HOLD |
| ENTG | Entegris | 0.1594 | $22.63 | +$1.00 | +4.63% | 0.98% | 1.07% | -0.09% | HOLD |
| EQIX 📌 | Equinix | 0.0241 | $25.92 | +$0.59 | +2.33% | 1.12% | 1.25% | -0.13% | HOLD |
| ETN | Eaton Corp | 0.045 | $18.67 | +$0.67 | +3.72% | 0.81% | 0.67% | +0.13% | HOLD |
| FIX | Comfort Systems USA | 0.0096 | $17.87 | +$0.71 | +4.16% | 0.77% | 0.67% | +0.10% | HOLD |
| FLEX | Flex Ltd. | 0.137 | $21.39 | +$1.11 | +5.49% | 0.93% | 1.01% | -0.09% | HOLD |
| FN 📌 | Fabrinet | 0.0658 | $45.62 | +$4.65 | +11.35% | 1.98% | 1.84% | +0.14% | HOLD |
| FORM | FormFactor, Inc. | 0.2174 | $27.30 | +$2.28 | +9.12% | 1.18% | 1.07% | +0.11% | HOLD |
| GEV | GE Vernova | 0.017 | $16.44 | +$0.31 | +1.94% | 0.71% | 0.67% | +0.04% | HOLD |
| GFS | GlobalFoundries | 0.4008 | $33.64 | +$1.61 | +5.02% | 1.46% | 1.56% | -0.10% | HOLD |
| GLW 📌 | Corning Incorporated | 0.0908 | $18.11 | +$2.06 | +12.83% | 0.78% | 0.62% | +0.17% | HOLD |
| GOOGL 📌 | Alphabet | 0.0597 | $21.98 | -$0.50 | -2.21% | 0.95% | 1.10% | -0.15% | HOLD |
| HPE | Hewlett Packard Enterprise | 0.3126 | $17.07 | +$2.38 | +16.17% | 0.74% | 0.67% | +0.07% | BUY |
| HUBB | Hubbell Incorporated | 0.0371 | $17.82 | +$0.65 | +3.80% | 0.77% | 0.67% | +0.10% | HOLD |
| INOD 📌 | Innodata Inc. | 0.2181 | $25.10 | -$0.05 | -0.22% | 1.09% | 1.00% | +0.09% | BUY |
| IREN 📌 | IREN Limited | 0.4935 | $33.31 | +$1.08 | +3.34% | 1.44% | 1.43% | +0.02% | BUY |
| IRM 📌 | Iron Mountain | 0.1394 | $17.87 | +$0.26 | +1.46% | 0.77% | 0.67% | +0.10% | HOLD |
| KLAC | KLA Corporation | 0.0094 | $18.70 | +$0.54 | +2.98% | 0.81% | 0.67% | +0.14% | BUY |
| LEU 📌 | Centrus Energy Corp. | 0.1564 | $31.13 | +$1.57 | +5.32% | 1.35% | 1.33% | +0.02% | HOLD |
| LITE 📌 | Lumentum Holdings | 0.0236 | $24.14 | +$2.82 | +13.23% | 1.05% | 0.98% | +0.06% | HOLD |
| LRCX | Lam Research Corporation | 0.0503 | $16.56 | +$0.61 | +3.84% | 0.72% | 0.78% | -0.06% | HOLD |
| LSCC | Lattice Semiconductor | 0.1499 | $22.52 | +$0.81 | +3.75% | 0.98% | 1.07% | -0.10% | HOLD |
| MDB | MongoDB | 0.0458 | $18.23 | -$0.25 | -1.37% | 0.79% | 0.57% | +0.22% | BUY |
| META 📌 | Meta Platforms | 0.0376 | $22.77 | +$0.20 | +0.87% | 0.99% | 1.10% | -0.11% | HOLD |
| MIR 📌 | Mirion Technologies | 2.0006 | $36.29 | +$0.66 | +1.85% | 1.57% | 1.74% | -0.17% | BUY |
| MOD | Modine Manufacturing | 0.0809 | $24.52 | +$1.16 | +4.98% | 1.06% | 1.07% | -0.01% | HOLD |
| MPWR 📌 | Monolithic Power Systems | 0.011 | $17.58 | +$0.63 | +3.74% | 0.76% | 0.84% | -0.08% | HOLD |
| MRVL | Marvell Technology | 0.0545 | $15.54 | +$3.58 | +29.91% | 0.67% | 0.67% | 0.00% | BUY |
| MSFT 📌 | Microsoft | 0.0562 | $24.95 | -$0.93 | -3.61% | 1.08% | 1.10% | -0.02% | HOLD |
| MU 📌 | Micron Technology | 0.0234 | $24.49 | +$0.23 | +0.96% | 1.06% | 0.85% | +0.21% | HOLD |
| NBIS 📌 | Nebius Group | 0.1684 | $44.34 | -$0.20 | -0.46% | 1.92% | 1.84% | +0.08% | BUY |
| NET | Cloudflare | 0.0594 | $16.30 | +$0.22 | +1.34% | 0.71% | 0.67% | +0.03% | HOLD |
| NOW | ServiceNow | 0.1121 | $14.19 | -$1.04 | -6.84% | 0.61% | 0.67% | -0.06% | BUY |
| NRG 📌 | NRG Energy | 0.1281 | $17.25 | +$0.66 | +3.99% | 0.75% | 0.83% | -0.09% | HOLD |
| NVDA | NVIDIA | 0.0818 | $18.24 | -$0.11 | -0.62% | 0.79% | 0.67% | +0.12% | BUY |
| NVT | nVent Electric | 0.1071 | $18.71 | +$0.34 | +1.87% | 0.81% | 0.67% | +0.14% | HOLD |
| NVTS 📌 | Navitas Semiconductor | 0.4906 | $12.74 | +$0.55 | +4.49% | 0.55% | 0.50% | +0.05% | HOLD |
| OKLO 📌 | Oklo Inc | 0.2675 | $19.44 | +$1.54 | +8.60% | 0.84% | 0.83% | +0.01% | HOLD |
| ON | onsemi | 0.1858 | $23.78 | +$1.32 | +5.86% | 1.03% | 1.09% | -0.06% | HOLD |
| ONTO | Onto Innovation | 0.0801 | $21.70 | +$1.23 | +6.02% | 0.94% | 1.01% | -0.07% | HOLD |
| ORCL 📌 | Oracle | 0.0917 | $22.43 | -$0.33 | -1.43% | 0.97% | 1.10% | -0.13% | HOLD |
| PANW | Palo Alto Networks | 0.0677 | $19.82 | -$0.51 | -2.52% | 0.86% | 0.67% | +0.18% | HOLD |
| PENG | Penguin Solutions, Inc. | 0.3333 | $23.58 | +$3.68 | +18.49% | 1.02% | 0.93% | +0.09% | HOLD |
| PLTR | Palantir Technologies | 0.0884 | $13.51 | -$0.68 | -4.82% | 0.59% | 0.67% | -0.09% | HOLD |
| POET 📌 | POET Technologies Inc. | 0.7137 | $9.88 | -$0.03 | -0.29% | 0.43% | 0.50% | -0.07% | HOLD |
| POWI 📌 | Power Integrations | 0.294 | $24.32 | +$0.24 | +0.98% | 1.05% | 1.00% | +0.05% | HOLD |
| POWL | Powell Industries | 0.0784 | $22.62 | +$0.02 | +0.09% | 0.98% | 1.07% | -0.09% | HOLD |
| PWR 📌 | Quanta Services | 0.0215 | $15.01 | +$0.24 | +1.65% | 0.65% | 0.67% | -0.02% | HOLD |
| RMBS | Rambus Inc. | 0.1519 | $24.16 | +$1.75 | +7.82% | 1.05% | 1.07% | -0.02% | HOLD |
| SITM | SiTime Corporation | 0.0407 | $27.93 | +$0.87 | +3.20% | 1.21% | 1.40% | -0.19% | HOLD |
| SMCI 📌 | Super Micro Computer | 0.3278 | $16.32 | +$0.95 | +6.18% | 0.71% | 0.56% | +0.15% | HOLD |
| SMR 📌 | NuScale Power Corporation | 1.6033 | $22.35 | +$1.68 | +8.15% | 0.97% | 0.97% | 0.00% | HOLD |
| SNOW 📌 | Snowflake | 0.0739 | $19.43 | -$1.26 | -6.10% | 0.84% | 0.85% | -0.01% | HOLD |
| SNPS | Synopsys | 0.0336 | $16.64 | +$0.10 | +0.59% | 0.72% | 0.67% | +0.05% | HOLD |
| STRL 📌 | Sterling Infrastructure | 0.0564 | $47.94 | +$0.26 | +0.55% | 2.08% | 2.21% | -0.13% | HOLD |
| STX | Seagate Technology | 0.0156 | $14.47 | +$0.08 | +0.59% | 0.63% | 0.67% | -0.05% | HOLD |
| SYM 📌 | Symbotic | 0.3854 | $18.75 | +$0.10 | +0.54% | 0.81% | 1.00% | -0.19% | HOLD |
| TEM 📌 | Tempus AI | 0.451 | $22.56 | -$1.25 | -5.25% | 0.98% | 1.00% | -0.02% | HOLD |
| TER | Teradyne | 0.0593 | $23.06 | +$1.13 | +5.16% | 1.00% | 1.07% | -0.07% | BUY |
| TLN 📌 | Talen Energy | 0.0753 | $29.13 | +$0.74 | +2.62% | 1.26% | 1.33% | -0.07% | BUY |
| TSEM 📌 | Tower Semiconductor Ltd. | 0.0612 | $16.62 | — | — | 0.72% | 0.75% | -0.03% | HOLD |
| TSM | Taiwan Semiconductor Manufacturing (ADR) | 0.0436 | $19.34 | +$0.35 | +1.84% | 0.84% | 0.67% | +0.16% | BUY |
| VRT 📌 | Vertiv Holdings Co | 0.0683 | $22.84 | +$0.75 | +3.41% | 0.99% | 1.00% | -0.01% | HOLD |
| VST 📌 | Vistra Corp | 0.1128 | $18.01 | +$0.56 | +3.18% | 0.78% | 0.83% | -0.05% | BUY |
| WDC | Western Digital | 0.0261 | $14.74 | +$0.49 | +3.46% | 0.64% | 0.67% | -0.04% | HOLD |
| WULF 📌 | TeraWulf Inc. | 0.7912 | $21.08 | +$0.78 | +3.82% | 0.91% | 1.00% | -0.09% | HOLD |
| ZS 📌 | Zscaler | 0.1384 | $19.82 | -$1.74 | -8.08% | 0.86% | 0.85% | +0.01% | HOLD |