 KLA CORPKLAC |
| 39.2% | 34.14% | $921.3M | 3.1M | $457.5M | 310,738 | +2.7M+882.73% | Add |
 LAM RESEARCH CORPLRCX |
| 38% | 35.86% | $893.1M | 2.1M | $480.6M | 2.2M | -188,340-8.37% | Reduce |
 ANALOG DEVICES INC COMADI |
| 7.88% | 11.07% | $185.2M | 466,196 | $148.3M | 466,196 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 5.83% | 8.38% | $137.0M | 362,760 | $112.3M | 362,760 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.4% | 1.6% | $56.4M | 130,619 | $21.4M | 130,619 | 00.00% | Unchanged |
 ASPEN AEROGELS INC COMASPN |
| 1.39% | 1.32% | $32.8M | 5.2M | $17.7M | 5.2M | 00.00% | Unchanged |
 BRISTOL-MYERS SQUIBB COBMY |
| 1.18% | 2.17% | $27.7M | 479,991 | $29.1M | 479,991 | 00.00% | Unchanged |
| CCEVA INCCEVA |
| 0.9% | 0.62% | $21.1M | 446,377 | $8.3M | 446,377 | 00.00% | Unchanged |
 PINTEREST INCPINS |
| 0.85% | 1.16% | $20.0M | 950,000 | $15.6M | 850,000 | +100,000+11.76% | Add |
| PPROGRESS SOFTWARE CORPPRGS |
| 0.73% | 0.97% | $17.1M | 508,608 | $13.0M | 508,608 | 00.00% | Unchanged |
| EEGAIN CORP COM NEWEGAN |
| 0.72% | 1.57% | $16.8M | 2.7M | $21.1M | 2.7M | 00.00% | Unchanged |
| GGARMIN LTD SHSGRMN |
| 0.49% | 0.83% | $11.4M | 48,000 | $11.1M | 48,000 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 0.3% | 0.23% | $7.1M | 20,000 | $3.0M | 20,000 | 00.00% | Unchanged |
 INTEL CORPINTC |
| 0.14% | 0.08% | $3.2M | 23,010 | $1.0M | 23,010 | 00.00% | Unchanged |
