 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA |
| 7.93% | 9.39% | $1.63B | 48.1M | $1.38B | 46.0M | +2.2M+4.75% | Add |
| NNOVA LTDNVMI |
| 5.61% | 6.38% | $1.15B | 2.1M | $940.7M | 2.2M | -40,600-1.87% | Reduce |
 ALPHABET INCGOOGL |
| 4.54% | 4.84% | $935.3M | 2.6M | $713.8M | 2.5M | +135,079+5.44% | Add |
 NVIDIA CORPORATIONNVDA |
| 4.3% | 4.82% | $884.6M | 4.4M | $711.2M | 4.1M | +343,195+8.42% | Add |
 APPLE INCAAPL |
| 3.82% | 3.99% | $786.4M | 2.7M | $589.0M | 2.3M | +396,888+17.10% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.22% | 3.19% | $662.1M | 1.4M | $470.9M | 1.4M | -4,074-0.29% | Reduce |
 MICROSOFT CORPMSFT |
| 3.07% | 3.41% | $632.4M | 1.7M | $502.1M | 1.4M | +339,072+25.00% | Add |
| SSTATE STREETXLI |
| 2.91% | 3.22% | $599.5M | 3.2M | $474.2M | 2.9M | +304,552+10.39% | Add |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 2.89% | 2.37% | $594.1M | 2.3M | $349.2M | 2.0M | +289,450+14.55% | Add |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 2.8% | 2.82% | $576.6M | 3.6M | $416.2M | 2.8M | +795,900+28.04% | Add |
 AMAZON COM INCAMZN |
| 2.59% | 2.76% | $533.4M | 2.2M | $406.4M | 2.0M | +286,280+14.67% | Add |
| GGLOBAL X FDSPAVE |
| 2.56% | 3.08% | $526.6M | 8.9M | $454.1M | 8.9M | 00.00% | Unchanged |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 2.31% | <0.01% | $475.9M | 742,736 | $411,000 | 1,255 | +741,481+59,082.15% | Add |
 META PLATFORMS INCMETA |
| 2.29% | 2.6% | $470.8M | 835,826 | $383.3M | 669,977 | +165,849+24.75% | Add |
 KLA CORPKLAC |
| 2.15% | <0.01% | $442.2M | 1.5M | $103,000 | 70 | +1.5M+2,093,685.71% | Add |
| GGLOBAL X FDSSHLD |
| 2.03% | 2.23% | $417.4M | 7.0M | $329.1M | 4.6M | +2.3M+50.48% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 1.82% | 1.15% | $375.4M | 371,142 | $170.1M | 201,115 | +170,027+84.54% | Add |
 BROADCOM INCAVGO |
| 1.81% | 1.55% | $372.6M | 986,349 | $228.0M | 736,534 | +249,815+33.92% | Add |
 CAMTEK LTDCAMT |
| 1.76% | 2.37% | $363.0M | 2.2M | $349.0M | 2.3M | -76,420-3.32% | Reduce |
 GE VERNOVA INCGEV |
| 1.71% | <0.01% | $352.7M | 300,168 | $105,000 | 120 | +300,048+250,040.00% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 1.61% | 0.03% | $331.2M | 2.1M | $4.7M | 34,207 | +2.1M+6,068.80% | Add |
 CHENIERE ENERGY INCLNG |
| 1.52% | — | $312.7M | 1.3M | $0 | 0 | +1.3M | New Buy |
| VVANGUARD WORLD FDVGT |
| 1.41% | 1.44% | $289.4M | 2.4M | $212.9M | 305,172 | +2.1M+693.41% | Add |
 SNOWFLAKE INC COM SHSSNOW |
| 1.34% | 1.2% | $275.6M | 1.1M | $176.7M | 1.2M | -88,730-7.57% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 1.29% | 1.28% | $266.2M | 1.4M | $188.3M | 1.4M | -19,498-1.38% | Reduce |
 MORGAN STANLEYMS |
| 1.24% | <0.01% | $256.1M | 1.2M | $150,000 | 911 | +1.2M+134,399.56% | Add |
 MONGODB INC CL AMDB |
| 1.21% | 0.91% | $248.4M | 739,460 | $134.6M | 549,970 | +189,490+34.45% | Add |
 DATADOG INCDDOG |
| 1.2% | 1.06% | $247.5M | 950,743 | $156.8M | 1.3M | -377,688-28.43% | Reduce |
| FFIDELITY MSCI COMMUNICATION SERVICES INDEX ETFFCOM |
| 1.2% | 1.45% | $247.2M | 3.6M | $214.3M | 3.1M | +412,109+13.10% | Add |
 GE AEROSPACEGE |
| 1.18% | 1.28% | $243.5M | 651,524 | $188.3M | 662,739 | -11,215-1.69% | Reduce |
| FFIRST TR EXCHANGE-TRADED FDMISL |
| 1.18% | 1.2% | $243.1M | 5.3M | $176.7M | 4.0M | +1.4M+34.39% | Add |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 1.17% | 1.25% | $240.4M | 2.7M | $184.4M | 2.7M | 00.00% | Unchanged |
 LAM RESEARCH CORPLRCX |
| 1.13% | 1.06% | $232.1M | 535,573 | $156.6M | 732,364 | -196,791-26.87% | Reduce |
| EETORO GROUP LTDETOR |
| 1.12% | 0.4% | $231.3M | 5.9M | $59.7M | 2.0M | +3.9M+194.63% | Add |
 VANECK ETF TRUSTSMH |
| 1.11% | 1.39% | $227.7M | 347,156 | $204.8M | 534,268 | -187,112-35.02% | Reduce |
 PALO ALTOPANW |
| 1.04% | 3% | $214.4M | 628,758 | $442.8M | 2.8M | -2.1M-77.23% | Reduce |
| EElbit Systems LtdESLT |
| 1.01% | 1.55% | $208.5M | 274,778 | $228.9M | 269,599 | +5,179+1.92% | Add |
| GGLOBAL X COPPER MINERS ETFCOPX |
| 0.91% | 1.19% | $187.1M | 2.4M | $174.9M | 2.3M | +140,800+6.15% | Add |
 WALMART INCWMT |
| 0.71% | 0.96% | $146.1M | 1.3M | $141.8M | 1.1M | +148,478+13.01% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.7% | 1.04% | $144.5M | 154,450 | $153.9M | 154,450 | 00.00% | Unchanged |
 ORMAT TECHNOLOGIES INCORA |
| 0.69% | 0.87% | $141.3M | 1.3M | $128.5M | 1.1M | +150,000+13.07% | Add |
| IISHARES US CONSUMER DISCRETIONARY ETFIYC |
| 0.67% | 0.7% | $138.5M | 1.4M | $102.6M | 1.1M | +311,538+29.43% | Add |
| SSOLAREDGE TECHNOLOGIES INCSEDG |
| 0.67% | <0.01% | $137.7M | 2.4M | $385,000 | 7,542 | +2.3M+31,143.41% | Add |
| PPERSHING SQUARE USA LTDPSUS |
| 0.65% | — | $134.6M | 3.6M | $0 | 0 | +3.6M | New Buy |
| SSELECT SECTOR SPDR TRXLY |
| 0.63% | 0.92% | $130.0M | 1.1M | $135.8M | 1.2M | -137,851-11.06% | Reduce |
| PPIMCO ETF TRLONZ |
| 0.56% | — | $114.4M | 2.3M | $0 | 0 | +2.3M | New Buy |
 HONEYWELL INTL INCHON |
| 0.52% | 1.11% | $107.4M | 479,884 | $163.2M | 722,086 | -242,202-33.54% | Reduce |
| HHONEYWELL AEROSPACE INCHONA |
| 0.52% | — | $106.2M | 480,421 | $0 | 0 | +480,421 | New Buy |
| GGLOBAL E ONLINE LTDGLBE |
| 0.45% | 0.43% | $91.8M | 2.6M | $63.0M | 2.0M | +600,286+29.40% | Add |
| SSTATE STREET SPDR S&P METALS & MINING ETFXME |
| 0.42% | 0.6% | $87.0M | 814,000 | $87.9M | 814,000 | 00.00% | Unchanged |
