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
2,075 2,075 0 28.5%
FDXF
2
FedEx Freight
FDXF
$16.5B
1,138 1,138 0 26.8%
STX icon
3
Seagate
STX
$183B
513 581 68 16.4%
GLW icon
4
Corning
GLW
$145B
451 574 123 34%
WDC icon
5
Western Digital
WDC
$148B
445 534 89 35.7%
CBRS
6
Cerebras Systems
CBRS
$42B
416 416 0 19.9%
DRAM
7
Roundhill Memory ETF
DRAM
$28.3B
367 367 0 18.3%
NBIS
8
Nebius Group N.V.
NBIS
$68.8B
346 408 62 8.37%
FLEX icon
9
Flex
FLEX
$43.8B
343 398 55 26.9%
HPE icon
10
Hewlett Packard
HPE
$94.3B
336 409 73 57.5%
QCOM icon
11
Qualcomm
QCOM
$193B
330 465 135 1.98%
BE icon
12
Bloom Energy
BE
$87.5B
313 392 79 1.83%
ALAB icon
13
Astera Labs
ALAB
$67.3B
291 375 84 19.7%
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$132B
278 349 71 6.31%
SOXX icon
15
iShares Semiconductor ETF
SOXX
$50B
275 320 45 7.51%
CRDO icon
16
Credo Technology Group
CRDO
$41.4B
275 349 74 18.9%
SMH icon
17
VanEck Semiconductor ETF
SMH
$77.9B
274 345 71 3.12%
FTNT icon
18
Fortinet
FTNT
$139B
271 366 95 23.3%
RKLB icon
19
Rocket Lab Corp
RKLB
$47.4B
257 328 71 27%
VRT icon
20
Vertiv
VRT
$98.5B
245 353 108 23.6%
LITE icon
21
Lumentum
LITE
$101B
241 377 136 31.3%
VGT icon
22
Vanguard Information Technology ETF
VGT
$159B
237 310 73 8.93%
DDOG icon
23
Datadog
DDOG
$99.6B
234 319 85 6.59%
DVN icon
24
Devon Energy
DVN
$52.8B
228 358 130 16.1%
STM icon
25
STMicroelectronics
STM
$52.7B
220 265 45 21.4%