
| ASSET | QUARTER | % RETURN |
|---|---|---|
Lumentum (LITE) | Q4 2025 | 98.54% |
Coherent (COHR) | Q4 2025 | 66.83% |
Tower Semiconductor (TSEM) | Q4 2025 | 59.95% |
Confluent (CFLT) | Q4 2025 | 50.7% |
Western Digital (WDC) | Q4 2025 | 47.84% |
Ciena (CIEN) | Q4 2025 | 45.48% |
Teradyne (TER) | Q4 2025 | 41.58% |
MACOM Technology Solutions (MTSI) | Q4 2025 | 41.53% |
Micron Technology (MU) | Q4 2025 | 40.49% |
ASE Industrial Holding Co Ltd ADR (ASX) | Q4 2025 | 39.73% |
EPAM Systems (EPAM) | Q4 2025 | 37.66% |
EchoStar (SATS) | Q4 2025 | 37.25% |
Twilio (TWLO) | Q4 2025 | 35.72% |
MongoDB (MDB) | Q4 2025 | 35.64% |
Nokia (NOK) | Q4 2025 | 31.57% |
Advanced Micro Devices (AMD) | Q4 2025 | 29.98% |
MKS Instruments (MKSI) | Q4 2025 | 28.12% |
Applied Materials (AMAT) | Q4 2025 | 26.67% |
Cognizant Technology Solutions Corp Class A (CTSH) | Q4 2025 | 25.74% |
Fabrinet (FN) | Q4 2025 | 25.32% |
Lam Research (LRCX) | Q4 2025 | 23.5% |
Seagate Technology (STX) | Q4 2025 | 22.95% |
Celestica (CLS) | Q4 2025 | 19.63% |
Fair Isaac (FICO) | Q4 2025 | 18.97% |
Amun Bitwise Select 10 Large Cap Crypto ETP (KEYS) | Q4 2025 | 17.74% |