| ASSET | DATE | % RETURN |
|---|---|---|
Fabrinet (FN) | 3/24/2026 | 11.17% |
Lumentum (LITE) | 3/24/2026 | 10.03% |
Lattice Semiconductor (LSCC) | 3/24/2026 | 8.17% |
Dell Technologies (DELL) | 3/24/2026 | 8.12% |
Corning (GLW) | 3/24/2026 | 7.84% |
Hewlett Packard Enterprise (HPE) | 3/24/2026 | 7.75% |
SharkNinja (SN) | 3/24/2026 | 7.58% |
Nextpower (NXT) | 3/24/2026 | 7.08% |
Flex (FLEX) | 3/24/2026 | 7.03% |
Teradyne (TER) | 3/24/2026 | 6.71% |
Albemarle (ALB) | 3/24/2026 | 6.71% |
Coherent (COHR) | 3/24/2026 | 6.69% |
Sterling Infrastructure (STRL) | 3/24/2026 | 6.44% |
America Movil SAB de CV ADR (AMX) | 3/24/2026 | 6.36% |
Globalfoundries (GFS) | 3/24/2026 | 6.35% |
Entegris (ENTG) | 3/24/2026 | 6.28% |
CNH Industrial (CNH) | 3/24/2026 | 6.13% |
SK Telecom Co Ltd ADR (SKM) | 3/24/2026 | 6.05% |
Sunbelt Rentals (SUNB) | 3/24/2026 | 6.03% |
Ciena (CIEN) | 3/24/2026 | 6.02% |
Celestica (CLS) | 3/24/2026 | 5.85% |
Vertiv (VRT) | 3/24/2026 | 5.82% |
Dow (DOW) | 3/24/2026 | 5.74% |
ON Semiconductor (ON) | 3/24/2026 | 5.59% |
Seagate Technology (STX) | 3/24/2026 | 5.49% |
Large-cap stocks are treated as having a market cap of $10B+.