
| ASSET | MONTH | % RETURN |
|---|---|---|
EchoStar (SATS) | December 2025 | 48.17% |
Confluent (CFLT) | December 2025 | 37.87% |
MongoDB (MDB) | December 2025 | 33.52% |
Ciena (CIEN) | December 2025 | 24.26% |
Lumentum (LITE) | December 2025 | 24.06% |
Microchip Technology (MCHP) | December 2025 | 22.81% |
Micron Technology (MU) | December 2025 | 22.6% |
Applovin (APP) | December 2025 | 21.44% |
ServiceTitan, Inc Class A Common Stock (TTAN) | December 2025 | 21.02% |
Coherent (COHR) | December 2025 | 19.52% |
NXP Semiconductors (NXPI) | December 2025 | 16.8% |
Salesforce (CRM) | December 2025 | 16.55% |
SailPoint, Inc Common Stock (SAIL) | December 2025 | 16.14% |
Lam Research (LRCX) | December 2025 | 15.18% |
STMicroelectronics NV ADR (STM) | December 2025 | 15.03% |
Rubrik (RBRK) | December 2025 | 14.7% |
Palantir Technologies (PLTR) | December 2025 | 14.37% |
Pegasystems (PEGA) | December 2025 | 14.34% |
Hewlett Packard Enterprise (HPE) | December 2025 | 14.27% |
EPAM Systems (EPAM) | December 2025 | 13.62% |
Entegris (ENTG) | December 2025 | 13.57% |
Amkor Technology (AMKR) | December 2025 | 13.42% |
Western Digital (WDC) | December 2025 | 13.41% |
Jabil Circuit (JBL) | December 2025 | 13.16% |
Tower Semiconductor (TSEM) | December 2025 | 12.45% |