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
$49B
2,075 2,075 0 30.1%
FDXF
2
FedEx Freight
FDXF
$16.9B
1,138 1,138 0 25.2%
STX icon
3
Seagate
STX
$193B
513 581 68 12%
GLW icon
4
Corning
GLW
$141B
451 574 123 35.7%
WDC icon
5
Western Digital
WDC
$150B
445 534 89 35%
CBRS
6
Cerebras Systems
CBRS
$39.5B
416 416 0 24.7%
DRAM
7
Roundhill Memory ETF
DRAM
$29B
367 367 0 16.3%
NBIS
8
Nebius Group N.V.
NBIS
$66B
346 408 62 12.1%
FLEX icon
9
Flex
FLEX
$43.1B
343 398 55 28%
HPE icon
10
Hewlett Packard
HPE
$92B
336 409 73 53.7%
QCOM icon
11
Qualcomm
QCOM
$197B
330 465 135 0.04%
BE icon
12
Bloom Energy
BE
$85.2B
313 392 79 4.48%
ALAB icon
13
Astera Labs
ALAB
$60.8B
291 375 84 27.5%
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$130B
278 349 71 4.88%
SOXX icon
15
iShares Semiconductor ETF
SOXX
$50.2B
275 320 45 8.09%
CRDO icon
16
Credo Technology Group
CRDO
$41.1B
275 349 74 19.6%
SMH icon
17
VanEck Semiconductor ETF
SMH
$77.8B
274 345 71 3.86%
FTNT icon
18
Fortinet
FTNT
$133B
271 366 95 17.8%
RKLB icon
19
Rocket Lab Corp
RKLB
$47.3B
257 328 71 27.3%
VRT icon
20
Vertiv
VRT
$97.1B
245 353 108 24.7%
LITE icon
21
Lumentum
LITE
$97.4B
241 377 136 26.5%
VGT icon
22
Vanguard Information Technology ETF
VGT
$157B
237 310 73 7.36%
DDOG icon
23
Datadog
DDOG
$99.5B
234 319 85 6.48%
DVN icon
24
Devon Energy
DVN
$52.4B
228 358 130 15.3%
STM icon
25
STMicroelectronics
STM
$51.1B
220 265 45 23.5%