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
$51.7B
2,075 2,075 0 26.2%
FDXF icon
2
FedEx Freight
FDXF
$16.5B
1,138 1,138 0 26.8%
STX icon
3
Seagate
STX
$157B
514 583 69 28.4%
GLW icon
4
Corning
GLW
$119B
452 575 123 45.8%
WDC icon
5
Western Digital
WDC
$133B
446 535 89 44.2%
CBRS icon
6
Cerebras Systems
CBRS
$33.8B
417 417 0 35.7%
DRAM icon
7
Roundhill Memory ETF
DRAM
$23.2B
367 367 0 33.2%
NBIS icon
8
Nebius Group N.V.
NBIS
$51.2B
346 408 62 31.8%
FLEX icon
9
Flex
FLEX
$36.4B
343 398 55 39.2%
HPE icon
10
Hewlett Packard
HPE
$77.8B
336 409 73 30%
QCOM icon
11
Qualcomm
QCOM
$191B
331 466 135 3.46%
BE icon
12
Bloom Energy
BE
$69.6B
313 392 79 21.9%
ALAB icon
13
Astera Labs
ALAB
$52.4B
291 375 84 37.5%
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$125B
278 349 71 0.7%
SOXX icon
15
iShares Semiconductor ETF
SOXX
$42.6B
275 320 45 19.7%
CRDO icon
16
Credo Technology Group
CRDO
$33.5B
275 349 74 34.4%
SMH icon
17
VanEck Semiconductor ETF
SMH
$68.1B
274 345 71 14.8%
FTNT icon
18
Fortinet
FTNT
$133B
271 366 95 18.4%
RKLB icon
19
Rocket Lab Corp
RKLB
$35.3B
256 328 72 45.6%
VRT icon
20
Vertiv
VRT
$82.7B
246 354 108 35.9%
LITE icon
21
Lumentum
LITE
$78.8B
241 377 136 1.34%
VGT icon
22
Vanguard Information Technology ETF
VGT
$150B
236 310 74 2.36%
DDOG icon
23
Datadog
DDOG
$95.6B
235 320 85 2.26%
DVN icon
24
Devon Energy
DVN
$54.2B
228 358 130 19.2%
STM icon
25
STMicroelectronics
STM
$41.7B
219 265 46 37.8%