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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘26
HONA
1
Honeywell Aerospace
HONA
$51.9B
2,072 2,072 0 26%
FDXF
2
FedEx Freight
FDXF
$18B
1,135 1,135 0 20.4%
STX icon
3
Seagate
STX
$195B
511 579 68 11%
GLW icon
4
Corning
GLW
$129B
452 575 123 41.2%
WDC icon
5
Western Digital
WDC
$159B
446 534 88 30.9%
CBRS
6
Cerebras Systems
CBRS
$47.1B
414 414 0 10.2%
DRAM
7
Roundhill Memory ETF
DRAM
$28B
366 366 0 19.3%
NBIS
8
Nebius Group N.V.
NBIS
$60.8B
346 408 62 19.1%
FLEX icon
9
Flex
FLEX
$40.1B
344 399 55 33%
HPE icon
10
Hewlett Packard
HPE
$80.7B
336 409 73 34.7%
QCOM icon
11
Qualcomm
QCOM
$190B
330 465 135 3.83%
BE icon
12
Bloom Energy
BE
$78.2B
312 391 79 12.2%
ALAB icon
13
Astera Labs
ALAB
$52.6B
291 374 83 37.2%
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$123B
278 349 71 0.48%
CRDO icon
15
Credo Technology Group
CRDO
$33.1B
276 349 73 35.3%
SOXX icon
16
iShares Semiconductor ETF
SOXX
$45.7B
274 319 45 16.8%
SMH icon
17
VanEck Semiconductor ETF
SMH
$74B
273 344 71 12.6%
FTNT icon
18
Fortinet
FTNT
$125B
270 365 95 10.6%
RKLB icon
19
Rocket Lab Corp
RKLB
$41.3B
257 328 71 36.5%
VRT icon
20
Vertiv
VRT
$96B
246 353 107 25.5%
LITE icon
21
Lumentum
LITE
$83.5B
241 376 135 8.49%
APH icon
22
Amphenol
APH
$191B
237 379 142 12%
VGT icon
23
Vanguard Information Technology ETF
VGT
$150B
237 310 73 2.33%
DDOG icon
24
Datadog
DDOG
$82.6B
234 319 85 11.7%
DVN icon
25
Devon Energy
DVN
$53.5B
225 356 131 17.6%