| AppleAAPL |
$348.51 |
−0.62% |
$5,064,611M |
38.8x |
0.3% |
Hold |
| NvidiaNVDA |
$168.89 |
−5.47% |
$4,078,187M |
21.4x |
0.2% |
Buy |
| Microsoft Corp.MSFT |
$533.16 |
−2.20% |
$3,959,350M |
27.8x |
0.7% |
Buy |
| BroadcomAVGO |
$331.98 |
+3.91% |
$1,584,750M |
42.4x |
0.8% |
Buy |
| Advanced Micro DevicesAMD |
$515.21 |
+1.30% |
$844,989M |
110.1x |
n/a |
Buy |
| Micron TechnologyMU |
$725.11 |
−1.10% |
$820,406M |
9.8x |
0.1% |
Buy |
| ASML HoldingASML.AS |
€1,403.40 |
+3.12% |
€540,895M |
40.1x |
0.5% |
Buy |
| Palantir TechnologiesPLTR |
$168.82 |
−0.22% |
$406,771M |
118.9x |
n/a |
Buy |
| CiscoCSCO |
$98.15 |
−0.51% |
$386,965M |
29.5x |
1.7% |
Buy |
| OracleORCL |
$117.98 |
−1.51% |
$367,827M |
18.5x |
1.7% |
Buy |
| IntelINTC |
$58.13 |
−2.09% |
$308,961M |
n/a |
n/a |
Hold |
| Applied MaterialsAMAT |
$372.53 |
+0.53% |
$295,639M |
32.1x |
0.5% |
Buy |
| Lam ResearchLRCX |
$222.39 |
+0.49% |
$277,803M |
33.1x |
0.5% |
Buy |
| Texas InstrumentsTXN |
$300.52 |
+1.62% |
$274,750M |
39.0x |
1.9% |
Buy |
| Palo Alto NetworksPANW |
$326.36 |
−1.37% |
$267,107M |
815.9x |
n/a |
Buy |
| SAPSAP.DE |
€208.90 |
−0.50% |
€241,113M |
30.5x |
1.2% |
Buy |
| Arista NetworksANET |
$185.02 |
−0.62% |
$233,755M |
49.6x |
n/a |
Buy |
| CrowdStrikeCRWD |
$225.76 |
−1.23% |
$231,164M |
3,762.7x |
n/a |
Buy |
| IBMIBM |
$244.53 |
+0.05% |
$231,110M |
20.9x |
2.8% |
Hold |
| Dell TechnologiesDELL |
$334.38 |
−3.44% |
$212,603M |
19.4x |
0.7% |
Buy |
| KLAKLAC |
$152.99 |
+1.06% |
$199,340M |
38.3x |
0.5% |
Buy |
| AmphenolAPH |
$79.95 |
−0.94% |
$197,417M |
34.6x |
0.6% |
Buy |
| Analog DevicesADI |
$393.30 |
−0.34% |
$190,580M |
46.7x |
1.1% |
Buy |
| QualcommQCOM |
$173.53 |
+1.20% |
$185,677M |
13.7x |
2.1% |
Hold |
| SalesforceCRM |
$213.48 |
−0.68% |
$175,694M |
19.5x |
0.8% |
Buy |
| AccentureACN |
$258.51 |
+1.63% |
$152,712M |
19.1x |
2.6% |
Hold |
| UberUBER |
$70.05 |
−1.57% |
$143,035M |
41.2x |
n/a |
Buy |
| Marvell TechnologyMRVL |
$154.39 |
−0.14% |
$138,915M |
50.8x |
0.2% |
Buy |
| SandiskSNDK |
$859.99 |
−2.99% |
$122,367M |
6.9x |
n/a |
Buy |
| Automatic Data ProcessingADP |
$305.44 |
+1.12% |
$120,575M |
27.1x |
2.2% |
Hold |
| Seagate TechnologySTX |
$501.62 |
−0.89% |
$115,152M |
26.3x |
0.6% |
Buy |
| Western DigitalWDC |
$289.20 |
−0.20% |
$108,254M |
10.2x |
0.2% |
Buy |
| ServiceNowNOW |
$99.61 |
−3.07% |
$103,387M |
71.7x |
n/a |
Buy |
| CorningGLW |
$112.13 |
−3.29% |
$96,589M |
45.4x |
1.0% |
Buy |
| AdobeADBE |
$236.70 |
−0.26% |
$92,124M |
13.2x |
n/a |
Hold |
| Cadence Design SystemsCDNS |
$331.64 |
−1.45% |
$90,995M |
65.9x |
n/a |
Buy |
| IntuitINTU |
$340.44 |
+0.65% |
$90,978M |
20.7x |
1.4% |
Buy |
| FortinetFTNT |
$123.57 |
+0.90% |
$90,788M |
40.4x |
n/a |
Hold |
| SynopsysSNPS |
$459.95 |
−1.50% |
$88,143M |
81.3x |
n/a |
Buy |
| Motorola SolutionsMSI |
$527.38 |
−0.11% |
$87,194M |
42.4x |
0.9% |
Buy |
| Infineon TechnologiesIFX.DE |
€52.96 |
+7.97% |
€68,883M |
56.9x |
0.7% |
Buy |
| Monolithic Power SystemsMPWR |
$1,357.60 |
−2.19% |
$66,207M |
74.4x |
0.6% |
Buy |
| NXP SemiconductorsNXPI |
$261.56 |
+2.00% |
$65,927M |
20.6x |
1.6% |
Buy |
| DatadogDDOG |
$178.40 |
−0.68% |
$64,410M |
247.8x |
n/a |
Buy |
| Hewlett Packard EnterpriseHPE |
$47.93 |
+0.82% |
$63,625M |
24.7x |
1.2% |
Buy |
| TE ConnectivityTEL |
$217.76 |
−0.45% |
$62,431M |
19.7x |
1.4% |
Buy |
| GarminGRMN |
$288.66 |
−1.08% |
$55,623M |
27.7x |
1.5% |
Hold |
| AutodeskADSK |
$260.11 |
−1.23% |
$54,363M |
33.7x |
n/a |
Buy |
| LumentumLITE |
$585.57 |
−1.78% |
$53,102M |
n/a |
n/a |
Buy |
| BlockXYZ |
$85.58 |
−3.37% |
$51,735M |
112.6x |
n/a |
Buy |
| Keysight TechnologiesKEYS |
$291.46 |
+0.86% |
$49,620M |
39.4x |
n/a |
Buy |
| Roper TechnologiesROP |
$474.47 |
+0.60% |
$46,990M |
18.8x |
0.8% |
Hold |
| WorkdayWDAY |
$188.89 |
−0.69% |
$45,522M |
38.5x |
n/a |
Hold |
| NokiaNOKIA.HE |
€7.73 |
+3.87% |
€43,721M |
55.2x |
1.8% |
Hold |
| CoherentCOHR |
$214.66 |
−4.68% |
$42,279M |
44.4x |
n/a |
Buy |
| PaychexPAYX |
$116.20 |
+1.25% |
$41,365M |
23.1x |
3.9% |
Hold |
| CienaCIEN |
$272.10 |
+1.03% |
$38,586M |
60.9x |
n/a |
Buy |
| TeradyneTER |
$245.40 |
−0.24% |
$38,313M |
28.2x |
0.2% |
Buy |
| STMicroelectronicsSTMPA.PA |
€42.15 |
+5.09% |
€37,659M |
86.0x |
0.9% |
Buy |
| STMicroelectronicsSTMMI.MI |
€42.06 |
+4.84% |
€37,583M |
85.8x |
0.9% |
n/d |
| NetAppNTAP |
$175.99 |
−0.05% |
$34,568M |
24.8x |
1.2% |
Hold |
| EverpureP |
$101.98 |
−0.84% |
$33,983M |
139.7x |
n/a |
Buy |
| Dassault SystèmesDSY.PA |
€25.42 |
+0.63% |
€33,408M |
25.7x |
n/a |
Hold |
| TwilioTWLO |
$214.21 |
+3.66% |
$33,146M |
26.9x |
n/a |
Buy |
| Microchip TechnologyMCHP |
$60.33 |
−1.89% |
$32,833M |
45.4x |
3.0% |
Buy |
| OktaOKTA |
$178.36 |
+0.44% |
$31,181M |
107.4x |
n/a |
Buy |
| Teledyne TechnologiesTDY |
$646.13 |
+0.43% |
$29,935M |
29.6x |
n/a |
Buy |
| CorpayCPAY |
$459.64 |
+0.36% |
$29,404M |
25.3x |
n/a |
Buy |
| CognizantCTSH |
$65.00 |
+2.20% |
$29,057M |
11.9x |
2.0% |
Buy |
| FlexFLEX |
$76.09 |
−2.66% |
$28,112M |
27.4x |
n/a |
Buy |
| VerisignVRSN |
$311.12 |
+1.72% |
$27,907M |
33.5x |
1.0% |
Hold |
| AdyenADYEN.AS |
€868.50 |
−0.48% |
€27,416M |
24.4x |
n/a |
Buy |
| ON SemiconductorON |
$69.61 |
+0.72% |
$27,098M |
40.7x |
n/a |
Buy |
| AmadeusAMS.MC |
€61.78 |
+0.26% |
€25,947M |
19.9x |
1.6% |
Buy |
| Qnity ElectronicsQ |
$123.64 |
−1.16% |
$25,846M |
46.5x |
0.2% |
Buy |
| JabilJBL |
$249.82 |
−1.08% |
$25,725M |
25.6x |
0.1% |
Buy |
| HPHPQ |
$28.42 |
+0.60% |
$25,629M |
10.8x |
4.2% |
Hold |
| Broadridge Financial SolutionsBR |
$192.96 |
+0.32% |
$21,825M |
21.4x |
2.1% |
Buy |
| PTCPTC |
$196.55 |
+0.35% |
$21,352M |
22.0x |
n/a |
Hold |
| CDWCDW |
$169.36 |
+2.89% |
$21,138M |
19.8x |
1.5% |
Buy |
| CapgeminiCAP.PA |
€123.55 |
+0.28% |
€20,176M |
15.7x |
2.8% |
Buy |
| FortiveFTV |
$67.73 |
+0.94% |
$20,159M |
32.1x |
0.4% |
Hold |
| First SolarFSLR |
$180.98 |
−5.55% |
$19,452M |
10.5x |
n/a |
Buy |
| Skyworks SolutionsSWKS |
$82.71 |
−0.14% |
$19,451M |
72.6x |
2.6% |
Hold |
| SupermicroSMCI |
$27.79 |
−2.83% |
$18,320M |
5.9x |
n/a |
Hold |
| F5FFIV |
$317.31 |
−0.14% |
$18,027M |
25.3x |
n/a |
Hold |
| Gen DigitalGEN |
$30.01 |
+0.70% |
$17,804M |
15.2x |
1.7% |
Hold |
| Tyler TechnologiesTYL |
$421.66 |
+0.83% |
$16,765M |
52.6x |
n/a |
Buy |
| LeidosLDOS |
$137.24 |
+1.09% |
$16,743M |
12.3x |
1.3% |
Hold |
| Fair IsaacFICO |
$730.66 |
+0.95% |
$15,622M |
20.1x |
n/a |
Hold |
| Zebra TechnologiesZBRA |
$321.38 |
−1.63% |
$15,133M |
26.0x |
n/a |
Buy |
| TechnoprobeTPRO.MI |
€23.52 |
+6.91% |
€15,060M |
73.5x |
n/a |
Buy |
| Fidelity National Information ServicesFIS |
$28.31 |
−0.11% |
$14,593M |
4.2x |
6.1% |
Hold |
| GoDaddyGDDY |
$113.13 |
+1.27% |
$13,720M |
15.6x |
n/a |
Hold |
| TrimbleTRMB |
$54.75 |
+0.13% |
$12,551M |
n/a |
n/a |
Buy |
| Jack Henry & AssociatesJKHY |
$175.19 |
+2.33% |
$12,197M |
24.1x |
1.4% |
Buy |
| Akamai TechnologiesAKAM |
$83.71 |
+4.26% |
$12,073M |
32.6x |
n/a |
Buy |
| GartnerIT |
$188.92 |
−1.10% |
$11,917M |
13.5x |
n/a |
Hold |
| IndraIDR.MC |
€59.92 |
−0.20% |
€10,470M |
18.3x |
n/a |
Buy |
| NexiNEXI.MI |
€4.48 |
−0.99% |
€5,262M |
n/a |
6.7% |
Hold |