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
$53.7B
2,086 2,086 0 23.3%
SPCX icon
2
SpaceX
SPCX
$1.9T
1,764 1,764 0 18.2%
FDXF icon
3
FedEx Freight
FDXF
$19.8B
1,142 1,142 0 12.2%
INTC icon
4
Intel
INTC
$332B
1,023 1,137 114 55.2%
MU icon
5
Micron Technology
MU
$918B
924 1,045 121 29.7%
AMD icon
6
Advanced Micro Devices
AMD
$907B
861 1,001 140 4.82%
MRVL icon
7
Marvell Technology
MRVL
$152B
700 813 113 43.3%
SNDK icon
8
Sandisk
SNDK
$139B
655 748 93 57%
AMAT icon
9
Applied Materials
AMAT
$314B
597 715 118 45.4%
LRCX icon
10
Lam Research
LRCX
$295B
525 620 95 45.6%
DELL icon
11
Dell
DELL
$238B
516 626 110 13.4%
STX icon
12
Seagate
STX
$127B
514 583 69 42.8%
PANW icon
13
Palo Alto Networks
PANW
$274B
478 607 129 1.92%
GLW icon
14
Corning
GLW
$104B
456 580 124 52.8%
WDC icon
15
Western Digital
WDC
$117B
443 533 90 50.9%
TXN icon
16
Texas Instruments
TXN
$283B
437 527 90 3.94%
KLAC icon
17
KLA
KLAC
$210B
437 527 90 46.6%
CBRS icon
18
Cerebras Systems
CBRS
$24B
419 419 0 54.3%
VGNT icon
19
Versigent PLC
VGNT
$3.04B
407 415 8 2.09%
CRWD icon
20
CrowdStrike
CRWD
$235B
399 528 129 20.1%
CSCO icon
21
Cisco
CSCO
$397B
390 495 105 14.2%
UNH icon
22
UnitedHealth
UNH
$361B
389 530 141 3.05%
IALT icon
23
iShares Systematic Alternatives Active ETF
IALT
$5.49B
372 374 2 3.17%
DRAM icon
24
Roundhill Memory ETF
DRAM
$21.1B
369 369 0 39.3%
GEV icon
25
GE Vernova
GEV
$214B
360 488 128 31.2%