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
$50.1B
2,085 2,085 0 28.6%
SPCX icon
2
SpaceX
SPCX
$1.85T
1,765 1,765 0 20.2%
FDXF icon
3
FedEx Freight
FDXF
$19.7B
1,141 1,141 0 12.7%
INTC icon
4
Intel
INTC
$319B
1,024 1,138 114 57.1%
MU icon
5
Micron Technology
MU
$943B
925 1,046 121 27.8%
AMD icon
6
Advanced Micro Devices
AMD
$762B
860 1,000 140 19.6%
MRVL icon
7
Marvell Technology
MRVL
$154B
699 812 113 42.5%
SNDK icon
8
Sandisk
SNDK
$155B
655 748 93 52.7%
AMAT icon
9
Applied Materials
AMAT
$297B
596 714 118 48.2%
LRCX icon
10
Lam Research
LRCX
$285B
525 620 95 47.5%
DELL icon
11
Dell
DELL
$250B
516 626 110 8.96%
STX icon
12
Seagate
STX
$136B
515 584 69 38.5%
PANW icon
13
Palo Alto Networks
PANW
$288B
479 608 129 3.14%
GLW icon
14
Corning
GLW
$106B
456 580 124 51.8%
WDC icon
15
Western Digital
WDC
$127B
445 535 90 47%
TXN icon
16
Texas Instruments
TXN
$276B
437 528 91 1.33%
KLAC icon
17
KLA
KLAC
$199B
437 527 90 49.3%
CBRS icon
18
Cerebras Systems
CBRS
$22.9B
418 418 0 56.4%
VGNT icon
19
Versigent PLC
VGNT
$2.9B
407 415 8 2.45%
CRWD icon
20
CrowdStrike
CRWD
$248B
401 529 128 26.7%
CSCO icon
21
Cisco
CSCO
$401B
390 495 105 13.5%
UNH icon
22
UnitedHealth
UNH
$359B
390 531 141 3.65%
IALT icon
23
iShares Systematic Alternatives Active ETF
IALT
$5.58B
372 374 2 4.85%
DRAM icon
24
Roundhill Memory ETF
DRAM
$21.8B
369 369 0 37.3%
GEV icon
25
GE Vernova
GEV
$228B
359 488 129 26.6%