 TESLA INCTSLA |
| 12.31% | 17.21% | $188.7M | 448,661 | $166.8M | 448,661 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 9.88% | 13.63% | $151.5M | 757,098 | $132.0M | 757,098 | 00.00% | Unchanged |
| SSANDISK CORP COMSNDK |
| 8.68% | 3.34% | $133.0M | 58,500 | $32.3M | 50,900 | +7,600+14.93% | Add |
 BROADCOM INCAVGO |
| 8.02% | 9.59% | $122.9M | 325,300 | $92.9M | 300,300 | +25,000+8.33% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 6.39% | 12.67% | $97.9M | 838,992 | $122.7M | 838,992 | 00.00% | Unchanged |
| DD-WAVE QUANTUM INCQBTS |
| 4.89% | 4.65% | $74.9M | 3.1M | $45.0M | 3.1M | 00.00% | Unchanged |
| RROCKET LAB CORP COMRKLB |
| 4.66% | 4.36% | $71.4M | 702,635 | $42.2M | 657,235 | +45,400+6.91% | Add |
 RIGETTI COMPUTING INCRGTI |
| 4.44% | 5.1% | $68.0M | 3.5M | $49.4M | 3.5M | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 4.23% | 2.53% | $64.9M | 101,600 | $24.5M | 90,500 | +11,100+12.27% | Add |
 MICRON TECHNOLOGY INCMU |
| 3.83% | 0.91% | $58.6M | 50,800 | $8.8M | 26,000 | +24,800+95.38% | Add |
 ASML HLDG NVASML |
| 3.76% | 3.95% | $57.7M | 29,000 | $38.3M | 29,000 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 2.74% | 1.49% | $42.0M | 43,500 | $14.4M | 36,800 | +6,700+18.21% | Add |
| IIONQ INCIONQ |
| 2.67% | 2.29% | $41.0M | 768,900 | $22.2M | 768,900 | 00.00% | Unchanged |
| EEVERPURE INC CL AEVPR |
| 2.49% | 2.95% | $38.2M | 484,467 | $28.6M | 484,467 | 00.00% | Unchanged |
 ARM HOLDINGS PLCARM |
| 2.06% | 1.39% | $31.6M | 89,000 | $13.5M | 89,000 | 00.00% | Unchanged |
 NETAPP INCNTAP |
| 1.55% | 1.62% | $23.8M | 153,500 | $15.7M | 153,500 | 00.00% | Unchanged |
 APPLIED OPTOELECTRONICS INCAAOI |
| 1.47% | 0.6% | $22.6M | 152,483 | $5.8M | 68,591 | +83,892+122.31% | Add |
 BLOOM ENERGY CORPBE |
| 1.46% | 1.03% | $22.4M | 74,000 | $10.0M | 74,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 1.14% | 1.83% | $17.5M | 30,985 | $17.7M | 30,985 | 00.00% | Unchanged |
 CIENA CORPCIEN |
| 1.13% | 0.67% | $17.3M | 35,231 | $6.5M | 16,831 | +18,400+109.32% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.12% | 1.16% | $17.2M | 41,434 | $11.2M | 41,434 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 1.11% | 1.03% | $17.0M | 19,800 | $10.0M | 14,200 | +5,600+39.44% | Add |
| AAPPLOVIN CORPAPP |
| 1.07% | 1.31% | $16.4M | 31,900 | $12.7M | 31,900 | 00.00% | Unchanged |
 MONGODB INC CL AMDB |
| 1% | 1.15% | $15.3M | 45,500 | $11.1M | 45,500 | 00.00% | Unchanged |
| MMAXLINEAR INCMXL |
| 0.96% | — | $14.7M | 114,900 | $0 | 0 | +114,900 | New Buy |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 0.9% | — | $13.7M | 41,200 | $0 | 0 | +41,200 | New Buy |
 CORNING INCGLW |
| 0.89% | — | $13.6M | 53,300 | $0 | 0 | +53,300 | New Buy |
 ALPHABET INCGOOGL |
| 0.72% | 0.92% | $11.1M | 31,000 | $8.9M | 31,000 | 00.00% | Unchanged |
 MARVELL TECHNOLOGY INCMRVL |
| 0.67% | — | $10.2M | 34,400 | $0 | 0 | +34,400 | New Buy |
 PALO ALTOPANW |
| 0.66% | 0.49% | $10.1M | 29,500 | $4.7M | 29,500 | 00.00% | Unchanged |
| UUSA RARE EARTH INC COMUSAR |
| 0.65% | 0.72% | $9.9M | 459,374 | $7.0M | 459,374 | 00.00% | Unchanged |
 PINTEREST INCPINS |
| 0.51% | — | $7.9M | 375,000 | $0 | 0 | +375,000 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 0.39% | — | $5.9M | 31,600 | $0 | 0 | +31,600 | New Buy |
 ORACLE CORPORCL |
| 0.38% | 0.61% | $5.9M | 40,000 | $5.9M | 40,000 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 0.36% | — | $5.5M | 14,000 | $0 | 0 | +14,000 | New Buy |
| AAST SPACEMOBILE INC COM CL AASTS |
| 0.3% | — | $4.5M | 51,000 | $0 | 0 | +51,000 | New Buy |
| QQUANTUM COMPUTING INCQUBT |
| 0.23% | 0.26% | $3.5M | 362,279 | $2.5M | 362,279 | 00.00% | Unchanged |
 CELSIUS HLDGS INCCELH |
| 0.21% | 0.4% | $3.2M | 110,000 | $3.9M | 110,000 | 00.00% | Unchanged |
 SYMBOTIC INC CLASS A COMSYM |
| 0.08% | 0.15% | $1.2M | 27,147 | $1.4M | 27,147 | 00.00% | Unchanged |
