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
$51B
2,044 2,044 0 27.3%
FDXF
2
FedEx Freight
FDXF
$20.8B
1,121 1,121 0 7.79%
MRVL icon
3
Marvell Technology
MRVL
$194B
687 795 108 27.5%
GLW icon
4
Corning
GLW
$138B
446 566 120 37.4%
WDC icon
5
Western Digital
WDC
$171B
441 528 87 22.3%
CBRS
6
Cerebras Systems
CBRS
$52.3B
410 410 0 0.45%
DRAM
7
Roundhill Memory ETF
DRAM
$25.9B
362 362 0 25.4%
NBIS
8
Nebius Group N.V.
NBIS
$67.5B
345 405 60 10%
FLEX icon
9
Flex
FLEX
$44.4B
337 391 54 25.8%
QCOM icon
10
Qualcomm
QCOM
$168B
332 464 132 13.3%
HPE icon
11
Hewlett Packard
HPE
$73.7B
331 403 72 23.5%
BE icon
12
Bloom Energy
BE
$61.6B
308 387 79 31%
ALAB icon
13
Astera Labs
ALAB
$52.6B
285 368 83 37.2%
XLK icon
14
State Street Technology Select Sector SPDR ETF
XLK
$121B
277 345 68 2.57%
SOXX icon
15
iShares Semiconductor ETF
SOXX
$42.2B
273 317 44 17.1%
CRDO icon
16
Credo Technology Group
CRDO
$45.9B
273 345 72 9.55%
SMH icon
17
VanEck Semiconductor ETF
SMH
$69.8B
272 341 69 13.1%
FTNT icon
18
Fortinet
FTNT
$116B
265 360 95 2.86%
RKLB icon
19
Rocket Lab Corp
RKLB
$50.6B
254 325 71 22.1%
VRT icon
20
Vertiv
VRT
$105B
244 349 105 18.6%
LITE icon
21
Lumentum
LITE
$77.4B
240 374 134 1.78%
VGT icon
22
Vanguard Information Technology ETF
VGT
$147B
234 304 70 0.23%
APH icon
23
Amphenol
APH
$197B
233 373 140 9.5%
DDOG icon
24
Datadog
DDOG
$88.3B
229 313 84 5.52%
DVN icon
25
Devon Energy
DVN
$52.6B
223 351 128 15.8%