| ASSET | DATE | % RETURN |
|---|---|---|
Sandisk (SNDK) | 3/9/2026 | 13.87% |
Sitime (SITM) | 3/9/2026 | 12.68% |
Bloom Energy (BE) | 3/9/2026 | 12.46% |
Teradyne (TER) | 3/9/2026 | 11.7% |
Lumentum (LITE) | 3/9/2026 | 10.85% |
Comfort Systems USA (FIX) | 3/9/2026 | 10.08% |
Ciena (CIEN) | 3/9/2026 | 10.03% |
Fabrinet (FN) | 3/9/2026 | 9.85% |
Western Digital (WDC) | 3/9/2026 | 9.56% |
Seagate Technology (STX) | 3/9/2026 | 9.32% |
Celestica (CLS) | 3/9/2026 | 9.31% |
Credo Technology (CRDO) | 3/9/2026 | 9.22% |
Netskope, Inc Class A Common Stock (NTSK) | 3/9/2026 | 9.05% |
MACOM Technology Solutions (MTSI) | 3/9/2026 | 8.73% |
Nebius (NBIS) | 3/9/2026 | 8.68% |
DigitalOcean (DOCN) | 3/9/2026 | 8.49% |
Royal Caribbean Cruises (RCL) | 3/9/2026 | 8.4% |
Cameco (CCJ) | 3/9/2026 | 8.36% |
FTAI Aviation (FTAI) | 3/9/2026 | 8.35% |
Repligen (RGEN) | 3/9/2026 | 8.33% |
Lam Research (LRCX) | 3/9/2026 | 8.28% |
Viking (VIK) | 3/9/2026 | 8.28% |
Onto Innovation (ONTO) | 3/9/2026 | 8.17% |
Lattice Semiconductor (LSCC) | 3/9/2026 | 8.14% |
Sociedad Quimica y Minera de Chile SA ADR B (SQM) | 3/9/2026 | 8.07% |
Large-cap stocks are treated as having a market cap of $10B+.