
| ASSET | DATE | % RETURN |
|---|---|---|
Lumentum (LITE) | 9/1/2025 - 12/31/2025 | 127.79% |
EXACT Sciences (EXAS) | 9/1/2025 - 12/31/2025 | 113.22% |
Ciena (CIEN) | 9/1/2025 - 12/31/2025 | 111.74% |
Warner Bros Discovery (WBD) | 9/1/2025 - 12/31/2025 | 103.19% |
Revolution Medicines (RVMD) | 9/1/2025 - 12/31/2025 | 101% |
Western Digital (WDC) | 9/1/2025 - 12/31/2025 | 98.15% |
Micron Technology (MU) | 9/1/2025 - 12/31/2025 | 93.92% |
Bloom Energy (BE) | 9/1/2025 - 12/31/2025 | 88.58% |
IREN (IREN) | 9/1/2025 - 12/31/2025 | 85.5% |
Celestica (CLS) | 9/1/2025 - 12/31/2025 | 74.52% |
Roivant Sciences (ROIV) | 9/1/2025 - 12/31/2025 | 74.27% |
Tower Semiconductor (TSEM) | 9/1/2025 - 12/31/2025 | 72.69% |
Coherent (COHR) | 9/1/2025 - 12/31/2025 | 70.88% |
Hecla Mining (HL) | 9/1/2025 - 12/31/2025 | 69.32% |
Symbotic (SYM) | 9/1/2025 - 12/31/2025 | 68.63% |
Guardant Health (GH) | 9/1/2025 - 12/31/2025 | 65.26% |
Ionis Pharmaceuticals (IONS) | 9/1/2025 - 12/31/2025 | 64.65% |
Seagate Technology (STX) | 9/1/2025 - 12/31/2025 | 59.79% |
Lam Research (LRCX) | 9/1/2025 - 12/31/2025 | 58.95% |
Alphabet Inc Class A (GOOGL) | 9/1/2025 - 12/31/2025 | 55.31% |
Applied Materials (AMAT) | 9/1/2025 - 12/31/2025 | 55.01% |
Albemarle (ALB) | 9/1/2025 - 12/31/2025 | 53.6% |
Eli Lilly and (LLY) | 9/1/2025 - 12/31/2025 | 52.69% |
Avidity Biosciences (RNA) | 9/1/2025 - 12/31/2025 | 50.89% |
Globus Medical (GMED) | 9/1/2025 - 12/31/2025 | 50.19% |