Apple AAPL
348,51 $
−0,62%
5.064.611 mln $
38,8x
0,3%
Mantieni
Nvidia NVDA
168,89 $
−5,47%
4.078.187 mln $
21,4x
0,2%
Acquista
Microsoft Corp. MSFT
533,16 $
−2,20%
3.959.350 mln $
27,8x
0,7%
Acquista
Broadcom AVGO
331,98 $
+3,91%
1.584.750 mln $
42,4x
0,8%
Acquista
Advanced Micro Devices AMD
515,21 $
+1,30%
844.989 mln $
110,1x
n/a
Acquista
Micron Technology MU
725,11 $
−1,10%
820.406 mln $
9,8x
0,1%
Acquista
ASML Holding ASML.AS
1.403,40 €
+3,12%
540.895 mln €
40,1x
0,5%
Acquista
Palantir Technologies PLTR
168,82 $
−0,22%
406.771 mln $
118,9x
n/a
Acquista
Cisco CSCO
98,15 $
−0,51%
386.965 mln $
29,5x
1,7%
Acquista
Oracle ORCL
117,98 $
−1,51%
367.827 mln $
18,5x
1,7%
Acquista
Intel INTC
58,13 $
−2,09%
308.961 mln $
n/a
n/a
Mantieni
Applied Materials AMAT
372,53 $
+0,53%
295.639 mln $
32,1x
0,5%
Acquista
Lam Research LRCX
222,39 $
+0,49%
277.803 mln $
33,1x
0,5%
Acquista
Texas Instruments TXN
300,52 $
+1,62%
274.750 mln $
39,0x
1,9%
Acquista
Palo Alto Networks PANW
326,36 $
−1,37%
267.107 mln $
815,9x
n/a
Acquista
SAP SAP.DE
208,90 €
−0,50%
241.113 mln €
30,5x
1,2%
Acquista
Arista Networks ANET
185,02 $
−0,62%
233.755 mln $
49,6x
n/a
Acquista
CrowdStrike CRWD
225,76 $
−1,23%
231.164 mln $
3.762,7x
n/a
Acquista
IBM IBM
244,53 $
+0,05%
231.110 mln $
20,9x
2,8%
Mantieni
Dell Technologies DELL
334,38 $
−3,44%
212.603 mln $
19,4x
0,7%
Acquista
KLA KLAC
152,99 $
+1,06%
199.340 mln $
38,3x
0,5%
Acquista
Amphenol APH
79,95 $
−0,94%
197.417 mln $
34,6x
0,6%
Acquista
Analog Devices ADI
393,30 $
−0,34%
190.580 mln $
46,7x
1,1%
Acquista
Qualcomm QCOM
173,53 $
+1,20%
185.677 mln $
13,7x
2,1%
Mantieni
Salesforce CRM
213,48 $
−0,68%
175.694 mln $
19,5x
0,8%
Acquista
Accenture ACN
258,51 $
+1,63%
152.712 mln $
19,1x
2,6%
Mantieni
Uber UBER
70,05 $
−1,57%
143.035 mln $
41,2x
n/a
Acquista
Marvell Technology MRVL
154,39 $
−0,14%
138.915 mln $
50,8x
0,2%
Acquista
Sandisk SNDK
859,99 $
−2,99%
122.367 mln $
6,9x
n/a
Acquista
Automatic Data Processing ADP
305,44 $
+1,12%
120.575 mln $
27,1x
2,2%
Mantieni
Seagate Technology STX
501,62 $
−0,89%
115.152 mln $
26,3x
0,6%
Acquista
Western Digital WDC
289,20 $
−0,20%
108.254 mln $
10,2x
0,2%
Acquista
ServiceNow NOW
99,61 $
−3,07%
103.387 mln $
71,7x
n/a
Acquista
Corning GLW
112,13 $
−3,29%
96.589 mln $
45,4x
1,0%
Acquista
Adobe ADBE
236,70 $
−0,26%
92.124 mln $
13,2x
n/a
Mantieni
Cadence Design Systems CDNS
331,64 $
−1,45%
90.995 mln $
65,9x
n/a
Acquista
Intuit INTU
340,44 $
+0,65%
90.978 mln $
20,7x
1,4%
Acquista
Fortinet FTNT
123,57 $
+0,90%
90.788 mln $
40,4x
n/a
Mantieni
Synopsys SNPS
459,95 $
−1,50%
88.143 mln $
81,3x
n/a
Acquista
Motorola Solutions MSI
527,38 $
−0,11%
87.194 mln $
42,4x
0,9%
Acquista
Infineon Technologies IFX.DE
52,96 €
+7,97%
68.883 mln €
56,9x
0,7%
Acquista
Monolithic Power Systems MPWR
1.357,60 $
−2,19%
66.207 mln $
74,4x
0,6%
Acquista
NXP Semiconductors NXPI
261,56 $
+2,00%
65.927 mln $
20,6x
1,6%
Acquista
Datadog DDOG
178,40 $
−0,68%
64.410 mln $
247,8x
n/a
Acquista
Hewlett Packard Enterprise HPE
47,93 $
+0,82%
63.625 mln $
24,7x
1,2%
Acquista
TE Connectivity TEL
217,76 $
−0,45%
62.431 mln $
19,7x
1,4%
Acquista
Garmin GRMN
288,66 $
−1,08%
55.623 mln $
27,7x
1,5%
Mantieni
Autodesk ADSK
260,11 $
−1,23%
54.363 mln $
33,7x
n/a
Acquista
Lumentum LITE
585,57 $
−1,78%
53.102 mln $
n/a
n/a
Acquista
Block XYZ
85,58 $
−3,37%
51.735 mln $
112,6x
n/a
Acquista
Keysight Technologies KEYS
291,46 $
+0,86%
49.620 mln $
39,4x
n/a
Acquista
Roper Technologies ROP
474,47 $
+0,60%
46.990 mln $
18,8x
0,8%
Mantieni
Workday WDAY
188,89 $
−0,69%
45.522 mln $
38,5x
n/a
Mantieni
Nokia NOKIA.HE
7,73 €
+3,87%
43.721 mln €
55,2x
1,8%
Mantieni
Coherent COHR
214,66 $
−4,68%
42.279 mln $
44,4x
n/a
Acquista
Paychex PAYX
116,20 $
+1,25%
41.365 mln $
23,1x
3,9%
Mantieni
Ciena CIEN
272,10 $
+1,03%
38.586 mln $
60,9x
n/a
Acquista
Teradyne TER
245,40 $
−0,24%
38.313 mln $
28,2x
0,2%
Acquista
STMicroelectronics STMPA.PA
42,15 €
+5,09%
37.659 mln €
86,0x
0,9%
Acquista
STMicroelectronics STMMI.MI
42,06 €
+4,84%
37.583 mln €
85,8x
0,9%
n/d
NetApp NTAP
175,99 $
−0,05%
34.568 mln $
24,8x
1,2%
Mantieni
Everpure P
101,98 $
−0,84%
33.983 mln $
139,7x
n/a
Acquista
Dassault Systèmes DSY.PA
25,42 €
+0,63%
33.408 mln €
25,7x
n/a
Mantieni
Twilio TWLO
214,21 $
+3,66%
33.146 mln $
26,9x
n/a
Acquista
Microchip Technology MCHP
60,33 $
−1,89%
32.833 mln $
45,4x
3,0%
Acquista
Okta OKTA
178,36 $
+0,44%
31.181 mln $
107,4x
n/a
Acquista
Teledyne Technologies TDY
646,13 $
+0,43%
29.935 mln $
29,6x
n/a
Acquista
Corpay CPAY
459,64 $
+0,36%
29.404 mln $
25,3x
n/a
Acquista
Cognizant CTSH
65,00 $
+2,20%
29.057 mln $
11,9x
2,0%
Acquista
Flex FLEX
76,09 $
−2,66%
28.112 mln $
27,4x
n/a
Acquista
Verisign VRSN
311,12 $
+1,72%
27.907 mln $
33,5x
1,0%
Mantieni
Adyen ADYEN.AS
868,50 €
−0,48%
27.416 mln €
24,4x
n/a
Acquista
ON Semiconductor ON
69,61 $
+0,72%
27.098 mln $
40,7x
n/a
Acquista
Amadeus AMS.MC
61,78 €
+0,26%
25.947 mln €
19,9x
1,6%
Acquista
Qnity Electronics Q
123,64 $
−1,16%
25.846 mln $
46,5x
0,2%
Acquista
Jabil JBL
249,82 $
−1,08%
25.725 mln $
25,6x
0,1%
Acquista
HP HPQ
28,42 $
+0,60%
25.629 mln $
10,8x
4,2%
Mantieni
Broadridge Financial Solutions BR
192,96 $
+0,32%
21.825 mln $
21,4x
2,1%
Acquista
PTC PTC
196,55 $
+0,35%
21.352 mln $
22,0x
n/a
Mantieni
CDW CDW
169,36 $
+2,89%
21.138 mln $
19,8x
1,5%
Acquista
Capgemini CAP.PA
123,55 €
+0,28%
20.176 mln €
15,7x
2,8%
Acquista
Fortive FTV
67,73 $
+0,94%
20.159 mln $
32,1x
0,4%
Mantieni
First Solar FSLR
180,98 $
−5,55%
19.452 mln $
10,5x
n/a
Acquista
Skyworks Solutions SWKS
82,71 $
−0,14%
19.451 mln $
72,6x
2,6%
Mantieni
Supermicro SMCI
27,79 $
−2,83%
18.320 mln $
5,9x
n/a
Mantieni
F5 FFIV
317,31 $
−0,14%
18.027 mln $
25,3x
n/a
Mantieni
Gen Digital GEN
30,01 $
+0,70%
17.804 mln $
15,2x
1,7%
Mantieni
Tyler Technologies TYL
421,66 $
+0,83%
16.765 mln $
52,6x
n/a
Acquista
Leidos LDOS
137,24 $
+1,09%
16.743 mln $
12,3x
1,3%
Mantieni
Fair Isaac FICO
730,66 $
+0,95%
15.622 mln $
20,1x
n/a
Mantieni
Zebra Technologies ZBRA
321,38 $
−1,63%
15.133 mln $
26,0x
n/a
Acquista
Technoprobe TPRO.MI
23,52 €
+6,91%
15.060 mln €
73,5x
n/a
Acquista
Fidelity National Information Services FIS
28,31 $
−0,11%
14.593 mln $
4,2x
6,1%
Mantieni
GoDaddy GDDY
113,13 $
+1,27%
13.720 mln $
15,6x
n/a
Mantieni
Trimble TRMB
54,75 $
+0,13%
12.551 mln $
n/a
n/a
Acquista
Jack Henry & Associates JKHY
175,19 $
+2,33%
12.197 mln $
24,1x
1,4%
Acquista
Akamai Technologies AKAM
83,71 $
+4,26%
12.073 mln $
32,6x
n/a
Acquista
Gartner IT
188,92 $
−1,10%
11.917 mln $
13,5x
n/a
Mantieni
Indra IDR.MC
59,92 €
−0,20%
10.470 mln €
18,3x
n/a
Acquista
Nexi NEXI.MI
4,48 €
−0,99%
5.262 mln €
n/a
6,7%
Mantieni