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
$49.3B
2,061 2,061 0 29.7%
FDXF
2
FedEx Freight
FDXF
$19.3B
1,131 1,131 0 14.5%
GLW icon
3
Corning
GLW
$143B
450 573 123 35%
WDC icon
4
Western Digital
WDC
$172B
446 534 88 25.3%
CBRS
5
Cerebras Systems
CBRS
$47.5B
414 414 0 9.61%
DRAM
6
Roundhill Memory ETF
DRAM
$28.7B
365 365 0 17.3%
NBIS
7
Nebius Group N.V.
NBIS
$66.3B
345 406 61 11.7%
FLEX icon
8
Flex
FLEX
$42.2B
342 397 55 29.5%
HPE icon
9
Hewlett Packard
HPE
$74.4B
336 409 73 24.2%
QCOM icon
10
Qualcomm
QCOM
$186B
330 465 135 5.79%
BE icon
11
Bloom Energy
BE
$81.6B
311 390 79 8.42%
ALAB icon
12
Astera Labs
ALAB
$50.1B
290 373 83 40.2%
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$122B
278 348 70 1.39%
CRDO icon
14
Credo Technology Group
CRDO
$31.5B
277 350 73 38.3%
SMH icon
15
VanEck Semiconductor ETF
SMH
$69.8B
273 344 71 12.5%
SOXX icon
16
iShares Semiconductor ETF
SOXX
$43.5B
273 318 45 17.5%
FTNT icon
17
Fortinet
FTNT
$116B
269 364 95 2.51%
RKLB icon
18
Rocket Lab Corp
RKLB
$42.1B
256 327 71 35.2%
VRT icon
19
Vertiv
VRT
$112B
244 351 107 13.1%
LITE icon
20
Lumentum
LITE
$87.8B
241 376 135 14%
VGT icon
21
Vanguard Information Technology ETF
VGT
$148B
236 308 72 1.28%
DDOG icon
22
Datadog
DDOG
$75.5B
233 317 84 19.3%
DVN icon
23
Devon Energy
DVN
$53.2B
223 354 131 17.1%
STM icon
24
STMicroelectronics
STM
$46.4B
217 262 45 30.6%
CVS icon
25
CVS Health
CVS
$123B
215 323 108 7.13%