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
$49.6B
2,086 2,086 0 29.3%
SPCX icon
2
SpaceX
SPCX
$1.85T
1,765 1,765 0 20.4%
FDXF icon
3
FedEx Freight
FDXF
$19.4B
1,141 1,141 0 14.3%
INTC icon
4
Intel
INTC
$310B
1,024 1,138 114 58.3%
MU icon
5
Micron Technology
MU
$900B
925 1,046 121 31.1%
AMD icon
6
Advanced Micro Devices
AMD
$798B
860 1,000 140 15.9%
MRVL icon
7
Marvell Technology
MRVL
$144B
700 813 113 46.4%
SNDK icon
8
Sandisk
SNDK
$148B
655 748 93 54.4%
AMAT icon
9
Applied Materials
AMAT
$293B
596 714 118 48.9%
LRCX icon
10
Lam Research
LRCX
$277B
525 620 95 48.9%
DELL icon
11
Dell
DELL
$237B
516 626 110 13.7%
STX icon
12
Seagate
STX
$128B
515 584 69 42.3%
PANW icon
13
Palo Alto Networks
PANW
$285B
479 608 129 2.06%
GLW icon
14
Corning
GLW
$102B
456 580 124 53.5%
WDC icon
15
Western Digital
WDC
$121B
445 535 90 49.3%
TXN icon
16
Texas Instruments
TXN
$285B
438 528 90 4.5%
KLAC icon
17
KLA
KLAC
$195B
438 528 90 50.4%
CBRS icon
18
Cerebras Systems
CBRS
$21.8B
419 419 0 58.4%
VGNT icon
19
Versigent PLC
VGNT
$2.97B
407 415 8 0.1%
CRWD icon
20
CrowdStrike
CRWD
$247B
400 529 129 26.3%
CSCO icon
21
Cisco
CSCO
$408B
390 495 105 11.8%
UNH icon
22
UnitedHealth
UNH
$367B
390 531 141 1.5%
IALT icon
23
iShares Systematic Alternatives Active ETF
IALT
$5.58B
372 374 2 4.88%
DRAM icon
24
Roundhill Memory ETF
DRAM
$21.2B
369 369 0 38.9%
GEV icon
25
GE Vernova
GEV
$220B
360 488 128 29.1%