We are live on ! Find out more
Name Net new
positions
New positions Closed positions Return since
30 Jun ‘26
HONA
1
Honeywell Aerospace
HONA
$51.7B
2,079 2,079 0 26.2%
SPCX icon
2
SpaceX
SPCX
$1.91T
1,762 1,762 0 15.2%
FDXF icon
3
FedEx Freight
FDXF
$16.6B
1,139 1,139 0 26.5%
INTC icon
4
Intel
INTC
$452B
1,020 1,134 114 38.8%
MU icon
5
Micron Technology
MU
$970B
923 1,044 121 25.8%
AMD icon
6
Advanced Micro Devices
AMD
$830B
859 999 140 12.5%
MRVL icon
7
Marvell Technology
MRVL
$201B
697 810 113 25%
SNDK icon
8
Sandisk
SNDK
$182B
655 748 93 44.5%
AMAT icon
9
Applied Materials
AMAT
$298B
595 713 118 48%
LRCX icon
10
Lam Research
LRCX
$288B
524 619 95 46.9%
STX icon
11
Seagate
STX
$146B
515 584 69 33.5%
DELL icon
12
Dell
DELL
$288B
514 624 110 4.99%
PANW icon
13
Palo Alto Networks
PANW
$290B
476 605 129 4.08%
GLW icon
14
Corning
GLW
$107B
454 577 123 51.5%
WDC icon
15
Western Digital
WDC
$133B
446 535 89 44.6%
TXN icon
16
Texas Instruments
TXN
$255B
438 528 90 6.19%
KLAC icon
17
KLA
KLAC
$193B
436 526 90 51%
CBRS icon
18
Cerebras Systems
CBRS
$25.9B
417 417 0 50.7%
VGNT icon
19
Versigent PLC
VGNT
$3B
405 413 8 0.79%
CRWD icon
20
CrowdStrike
CRWD
$244B
401 528 127 24.8%
CSCO icon
21
Cisco
CSCO
$414B
391 495 104 10.7%
UNH icon
22
UnitedHealth
UNH
$381B
388 529 141 2.24%
IALT icon
23
iShares Systematic Alternatives Active ETF
IALT
$5.63B
370 372 2 5.81%
DRAM icon
24
Roundhill Memory ETF
DRAM
$21.5B
367 367 0 38.1%
GEV icon
25
GE Vernova
GEV
$220B
358 486 128 29.6%