| ASSET | DATE | % RETURN |
|---|---|---|
Nebius (NBIS) | 7/8/2026 | 12.36% |
Akamai Technologies (AKAM) | 7/8/2026 | 11.24% |
Arista Networks (ANET) | 7/8/2026 | 8.95% |
Sandisk (SNDK) | 7/8/2026 | 8.5% |
CoreWeave, Inc Class A Common Stock (CRWV) | 7/8/2026 | 8.46% |
Super Micro Computer (SMCI) | 7/8/2026 | 7.77% |
Credo Technology (CRDO) | 7/8/2026 | 6.85% |
Rivian Automotive (RIVN) | 7/8/2026 | 6.32% |
Celestica (CLS) | 7/8/2026 | 6.1% |
Seagate Technology (STX) | 7/8/2026 | 6.01% |
IREN (IREN) | 7/8/2026 | 5.56% |
Freedom (FRHC) | 7/8/2026 | 5.39% |
Vertiv (VRT) | 7/8/2026 | 5.36% |
Ciena (CIEN) | 7/8/2026 | 5.19% |
Micron Technology (MU) | 7/8/2026 | 5.11% |
SK Telecom Co Ltd ADR (SKM) | 7/8/2026 | 4.93% |
Onto Innovation (ONTO) | 7/8/2026 | 4.93% |
Sitime (SITM) | 7/8/2026 | 4.63% |
Texas Instruments (TXN) | 7/8/2026 | 4.62% |
Western Digital (WDC) | 7/8/2026 | 4.62% |
NVIDIA (NVDA) | 7/8/2026 | 4.58% |
Ascendis Pharma A-S (ASND) | 7/8/2026 | 4.45% |
NXP Semiconductors (NXPI) | 7/8/2026 | 4.42% |
Applied Materials (AMAT) | 7/8/2026 | 4.28% |
Madrigal Pharmaceuticals (MDGL) | 7/8/2026 | 4.23% |
Large-cap stocks are treated as having a market cap of $10B+.