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Company Name Symbol Price Prev. Close Volume % Change Change
Comfort Systems USA, Inc. Common Stock  FIX 1,350.20 1269.63 72,862
+6.35%
+80.57
KLA-Tencor Corp  KLAC 1,495.00 1430.84 94,269
+4.48%
+64.16
Sandisk Corporation - Common Stock  SNDK 595.62 541.64 4,139,650
+9.97%
+53.99
Vertiv Holdings, LLC Class A Common Stock  VRT 247.17 199.62 5,501,672
+23.82%
+47.55
Monolithic Power Systems, Inc. - Common Stock  MPWR 1,181.00 1142.02 35,019
+3.41%
+38.98
GE Vernova Inc. Common Stock  GEV 826.83 790.79 381,605
+4.56%
+36.04
ASML Holding N.V. - New York Registry Shares  ASML 1,448.97 1413.62 159,520
+2.50%
+35.35
Caterpillar  CAT 773.94 742.37 358,485
+4.25%
+31.57
EMCOR Group, Inc. Common Stock  EME 810.46 779.09 25,330
+4.03%
+31.37
Advanced Energy Industries, Inc. - Common Stock  AEIS 308.46 279.04 139,923
+10.54%
+29.42
IES Holdings, Inc. - Common Stock  IESC 528.29 499.78 16,985
+5.71%
+28.51
Micron Technology  MU 400.31 373.25 8,919,573
+7.25%
+27.06
Powell Industries, Inc. - Common Stock  POWL 595.10 570.26 23,030
+4.36%
+24.84
Biglari Holdings Inc Cl A  BH-A 2,122.00 2098.95 325
+1.10%
+23.05
Eaton Corp Plc  ETN 399.68 377.47 433,291
+5.88%
+22.21
Generac Holdlings Inc. Common Stock  GNRC 204.26 182.30 330,966
+12.05%
+21.96
Lumentum Holdings Inc. - Common Stock  LITE 582.44 561.13 646,836
+3.80%
+21.31
Spotify Technology S.A. Ordinary Shares  SPOT 495.00 476.02 978,112
+3.99%
+18.98
Cloudflare, Inc. Class A Common Stock  NET 198.29 179.98 3,084,516
+10.17%
+18.31
Saia, Inc. - Common Stock  SAIA 399.44 381.64 49,784
+4.67%
+17.81
Fabrinet Ordinary Shares  FN 483.06 466.29 24,474
+3.60%
+16.77
Diodes Incorporated - Common Stock  DIOD 78.45 61.70 154,834
+27.15%
+16.75
Sterling Infrastructure, Inc. - Common Stock  STRL 431.58 415.19 51,866
+3.95%
+16.39
Cummins  CMI 603.73 588.07 67,903
+2.66%
+15.66
Ferrari N.V. Common Shares  RACE 378.80 363.22 233,171
+4.29%
+15.58
United Rentals  URI 889.04 874.61 27,313
+1.65%
+14.43
Texas Pacific Land Corporation Common Stock  TPL 415.50 401.62 36,712
+3.46%
+13.88
First Citizens BancShares, Inc. - Class A Common Stock  FCNCA 2,169.72 2156.13 3,324
+0.63%
+13.59
W.W Grainger  GWW 1,200.49 1188.03 13,128
+1.05%
+12.46
Berkshire Hathaway  BRK-A 750,000.00 750020.00 45
-0.00%
-20.00
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