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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Berkshire Hathaway	BRK-A	712,500.00	714976.81	142	-0.35%	-2476.81
Fundrise Innovation Fund, LLC Common Shares of Limited Liability Company	VCX	262.00	380.00	1,158,532	-31.05%	-118.00
Comfort Systems USA, Inc. Common Stock	FIX	1,358.66	1470.64	420,458	-7.61%	-111.98
KLA-Tencor Corp	KLAC	1,451.13	1543.82	1,090,204	-6.00%	-92.69
Lumentum Holdings Inc. - Common Stock	LITE	688.80	777.17	6,181,911	-11.37%	-88.37
Sandisk Corporation - Common Stock	SNDK	603.17	677.86	18,742,295	-11.02%	-74.69
ASML Holding N.V. - New York Registry Shares	ASML	1,329.50	1393.89	1,701,441	-4.62%	-64.39
Fabrinet Ordinary Shares	FN	549.70	612.03	604,674	-10.18%	-62.33
Ubiquiti Inc. Common Stock	UI	778.09	839.05	92,468	-7.27%	-60.96
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,058.28	1118.66	546,239	-5.40%	-60.38
Powell Industries, Inc. - Common Stock	POWL	524.39	584.56	252,397	-10.29%	-60.17
GE Vernova Inc. Common Stock	GEV	873.12	923.69	2,985,860	-5.47%	-50.57
Ciena Corporation Common Stock	CIEN	387.99	437.70	3,669,439	-11.36%	-49.71
Meta Platforms, Inc. - Class A Common Stock	META	547.54	594.89	35,452,058	-7.96%	-47.35
Applovin Corporation - Class A Common Stock	APP	391.21	436.69	6,261,359	-10.41%	-45.48
Lennox International, Inc. Common Stock	LII	438.30	481.68	972,471	-9.01%	-43.38
EMCOR Group, Inc. Common Stock	EME	726.31	764.76	334,501	-5.03%	-38.45
Sterling Infrastructure, Inc. - Common Stock	STRL	415.93	452.92	311,725	-8.17%	-36.99
Curtiss-Wright Corporation Common Stock	CW	665.81	702.01	220,058	-5.16%	-36.20
Seagate Technology Plc	STX	378.79	413.22	3,832,758	-8.33%	-34.43
IES Holdings, Inc. - Common Stock	IESC	468.92	501.27	144,990	-6.45%	-32.35
Applied Materials	AMAT	338.55	369.34	9,201,067	-8.34%	-30.79
Advanced Energy Industries, Inc. - Common Stock	AEIS	313.11	342.87	537,808	-8.68%	-29.76
Celestica	CLS	273.38	302.22	1,778,907	-9.54%	-28.84
Coherent Corp. - Common Stock	COHR	243.29	272.04	6,330,035	-10.57%	-28.75
Vicor Corporation - Common Stock	VICR	157.96	186.00	1,010,894	-15.08%	-28.04
Quanta Services	PWR	545.64	573.50	1,263,765	-4.86%	-27.86
Nova Ltd. - Ordinary Shares	NVMI	453.61	481.28	411,880	-5.75%	-27.67
Trane Technologies plc	TT	407.13	434.00	1,771,479	-6.19%	-26.87
Argan, Inc. Common Stock	AGX	410.85	437.48	585,344	-6.09%	-26.63

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