 MICRON TECHNOLOGY INCMU |
| 8.1% | 3.15% | $3.56B | 3.1M | $775.7M | 2.3M | +785,149+34.20% | Add |
 NVIDIA CORPORATIONNVDA |
| 5.83% | 5.44% | $2.56B | 12.8M | $1.34B | 7.7M | +5.1M+66.61% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 4.57% | 2.46% | $2.01B | 3.5M | $605.6M | 3.0M | +478,380+16.07% | Add |
 BROADCOM INCAVGO |
| 3.85% | 3.61% | $1.69B | 4.5M | $889.9M | 2.9M | +1.6M+55.69% | Add |
 INTEL CORPINTC |
| 3.54% | 1.58% | $1.55B | 11.1M | $388.5M | 8.8M | +2.3M+26.40% | Add |
| IISHARES TRTLT |
| 3.39% | 8.11% | $1.49B | 17.3M | $2.00B | 23.0M | -5.8M-25.14% | Reduce |
 APPLIED MATLS INCAMAT |
| 3.18% | 2.18% | $1.40B | 1.9M | $536.1M | 1.6M | +362,611+23.12% | Add |
 KLA CORPKLAC |
| 2.98% | 1.55% | $1.31B | 4.3M | $381.6M | 259,157 | +4.1M+1,574.50% | Add |
 MARVELL TECHNOLOGY INCMRVL |
| 2.77% | 1.71% | $1.22B | 4.1M | $421.5M | 4.3M | -164,512-3.87% | Reduce |
 LAM RESEARCH CORPLRCX |
| 2.74% | 1.55% | $1.20B | 2.8M | $381.5M | 1.8M | +989,215+55.40% | Add |
| IISHARES MSCI SOUTH KOREAETFEWY |
| 2.34% | 2.28% | $1.03B | 5.1M | $560.4M | 4.6M | +537,212+11.79% | Add |
| IISHARES RUSSELLIWM |
| 2.33% | 3.68% | $1.02B | 3.4M | $907.0M | 3.7M | -246,231-6.73% | Reduce |
 APPLE INCAAPL |
| 2.23% | 2.17% | $981.3M | 3.4M | $535.6M | 2.1M | +1.3M+60.70% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.18% | 1.3% | $957.3M | 2.0M | $321.1M | 950,073 | +1.1M+110.99% | Add |
 TEXAS INSTRS INCTXN |
| 1.87% | 1.47% | $823.1M | 2.8M | $361.9M | 1.9M | +897,692+48.16% | Add |
 ANALOG DEVICES INC COMADI |
| 1.79% | 1.42% | $784.4M | 2.0M | $349.7M | 1.1M | +875,830+79.68% | Add |
 MICROSOFT CORPMSFT |
| 1.77% | 1.93% | $775.7M | 2.1M | $476.3M | 1.3M | +792,547+61.59% | Add |
| TTERADYNE INCTER |
| 1.67% | 1.31% | $733.1M | 1.5M | $323.2M | 1.1M | +425,029+38.99% | Add |
 NXP SEMICONDUCTORS N VNXPI |
| 1.55% | 1.28% | $679.7M | 2.4M | $315.5M | 1.6M | +816,060+50.92% | Add |
 TESLA INCTSLA |
| 1.53% | 2.62% | $671.3M | 1.6M | $645.8M | 1.7M | -141,186-8.13% | Reduce |
| AASTERA LABS INCALAB |
| 1.45% | 0.42% | $638.3M | 1.3M | $103.6M | 945,506 | +375,913+39.76% | Add |
 MONOLITHIC PWR SYS INCMPWR |
| 1.45% | 1.41% | $634.9M | 459,278 | $347.1M | 317,473 | +141,805+44.67% | Add |
| QQUALCOMM INCQCOM |
| 1.42% | 1.42% | $621.9M | 3.4M | $348.9M | 2.7M | +656,252+24.22% | Add |
| VVANECK ETF TRUSTGDX |
| 1.2% | 2.24% | $525.2M | 7.0M | $550.5M | 6.0M | +961,259+16.02% | Add |
 ASML HLDG NVASML |
| 1.12% | 1.19% | $489.7M | 246,159 | $293.6M | 222,251 | +23,908+10.76% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 1.08% | 1.05% | $474.9M | 5.2M | $259.1M | 4.0M | +1.2M+29.86% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.95% | 1.29% | $416.7M | 565,821 | $318.2M | 551,290 | +14,531+2.64% | Add |
 CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO |
| 0.94% | 0.43% | $412.1M | 1.5M | $105.5M | 1.1M | +391,041+34.78% | Add |
 ALPHABET INCGOOGL |
| 0.84% | 0.87% | $369.1M | 1.0M | $215.0M | 747,620 | +285,196+38.15% | Add |
 ON SEMICONDUCTOR CORP COMON |
| 0.8% | 0.71% | $350.3M | 3.7M | $175.0M | 2.8M | +878,562+31.09% | Add |
| IISHARES TRFXI |
| 0.73% | 1.6% | $320.7M | 10.2M | $394.4M | 11.0M | -834,937-7.60% | Reduce |
 AMAZON COM INCAMZN |
| 0.68% | 0.89% | $298.2M | 1.3M | $219.1M | 1.1M | +198,851+18.90% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.64% | 0.92% | $282.1M | 563,804 | $225.6M | 470,766 | +93,038+19.76% | Add |
 JPMORGAN CHASE & COJPM |
| 0.58% | 0.78% | $255.5M | 780,568 | $192.8M | 655,498 | +125,070+19.08% | Add |
| EENTEGRIS INCENTG |
| 0.57% | 0.5% | $250.0M | 1.4M | $123.3M | 1.1M | +338,087+32.14% | Add |
| AASE TECHNOLOGY HLDG CO LTDASX |
| 0.57% | 0.32% | $249.1M | 5.5M | $77.6M | 3.6M | +1.9M+54.22% | Add |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 0.55% | 0.42% | $240.7M | 632,776 | $103.8M | 467,587 | +165,189+35.33% | Add |
 META PLATFORMS INCMETA |
| 0.51% | 0.6% | $225.9M | 401,011 | $147.4M | 257,690 | +143,321+55.62% | Add |
| UUNITED MICROELECTRONICS CORPUMC |
| 0.47% | 0.18% | $208.2M | 7.7M | $44.8M | 5.0M | +2.7M+53.57% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.45% | 0.76% | $197.5M | 1.7M | $187.6M | 1.3M | +410,368+32.00% | Add |
 ARM HOLDINGS PLCARM |
| 0.4% | 0.23% | $175.7M | 495,435 | $57.8M | 382,080 | +113,355+29.67% | Add |
 CISCO SYS INCCSCO |
| 0.4% | 0.36% | $174.6M | 1.5M | $87.7M | 1.1M | +355,706+31.46% | Add |
 VISA INCV |
| 0.38% | 0.5% | $165.9M | 483,477 | $123.9M | 409,950 | +73,527+17.94% | Add |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.37% | 0.2% | $161.6M | 2.2M | $48.5M | 1.4M | +753,946+53.68% | Add |
| AAlphabet Inc Class CGOOG |
| 0.36% | 0.36% | $158.3M | 447,892 | $88.0M | 306,879 | +141,013+45.95% | Add |
| NNOVA LTDNVMI |
| 0.36% | 0.39% | $157.9M | 290,772 | $96.0M | 221,019 | +69,753+31.56% | Add |
| SSANDISK CORP COMSNDK |
| 0.3% | 0.09% | $132.1M | 58,090 | $22.1M | 34,809 | +23,281+66.88% | Add |
| RRAMBUS INC DELRMBS |
| 0.3% | 0.26% | $130.7M | 984,388 | $64.1M | 745,519 | +238,869+32.04% | Add |
 VANECK ETF TRUSTGDXJ |
| 0.28% | 0.7% | $121.0M | 1.2M | $172.0M | 1.4M | -200,974-14.03% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.27% | 0.4% | $120.7M | 235,048 | $99.3M | 198,756 | +36,292+18.26% | Add |
