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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Lumentum Holdings Inc. - Common Stock	LITE	821.76	895.40	7,958,883	-8.22%	-73.64
Sterling Infrastructure, Inc. - Common Stock	STRL	842.01	891.86	689,366	-5.59%	-49.85
Coherent Corp. - Common Stock	COHR	355.94	401.93	8,169,371	-11.44%	-45.99
Applovin Corporation - Class A Common Stock	APP	520.84	563.69	4,460,156	-7.60%	-42.85
Seaboard Corporation Common Stock	SEB	5,048.16	5086.70	13,640	-0.76%	-38.54
Fabrinet Ordinary Shares	FN	586.00	623.71	1,017,937	-6.05%	-37.71
Applied Optoelectronics, Inc. - Common Stock	AAOI	162.88	196.64	26,921,675	-17.17%	-33.76
Seagate Technology Plc	STX	846.01	876.77	3,135,013	-3.51%	-30.76
Ciena Corporation Common Stock	CIEN	439.34	466.67	7,933,453	-5.86%	-27.33
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,531.98	1559.18	985,678	-1.74%	-27.20
Marvell Technology, Inc. - Common Stock	MRVL	266.88	288.85	94,613,794	-7.61%	-21.97
Arm Holdings plc - American Depositary Shares	ARM	324.86	346.39	13,418,615	-6.22%	-21.53
Comfort Systems USA, Inc. Common Stock	FIX	1,831.56	1852.03	554,191	-1.11%	-20.47
Dell Technologies Inc. Class C Common Stock	DELL	381.78	400.77	10,462,697	-4.74%	-18.99
White Mountains Insurance Group, Ltd. Common Stock	WTM	2,004.76	2023.70	26,469	-0.94%	-18.94
Primoris Services Corporation - Common Stock	PRIM	103.90	122.82	5,613,383	-15.40%	-18.92
Axon Enterprise, Inc. - Common Stock	AXON	452.51	471.06	965,882	-3.94%	-18.55
Advanced Micro Devices, Inc. - Common Stock	AMD	475.50	490.33	37,793,341	-3.02%	-14.82
Celestica	CLS	371.86	386.50	2,383,773	-3.79%	-14.64
Julong Holding Limited - Class A Ordinary Shares	JLHL	28.60	43.11	97,938	-33.66%	-14.51
Texas Pacific Land Corporation Common Stock	TPL	382.11	396.14	368,576	-3.54%	-14.03
Tower Semiconductor Ltd. - Ordinary Shares	TSEM	228.08	242.04	3,251,652	-5.77%	-13.96
CrowdStrike Holdings, Inc. - Class A Common Stock	CRWD	644.93	658.79	3,738,235	-2.10%	-13.86
GE Vernova Inc. Common Stock	GEV	920.15	933.85	3,842,027	-1.47%	-13.70
Corning	GLW	173.94	187.54	16,648,156	-7.25%	-13.60
MYR Group, Inc. - Common Stock	MYRG	423.44	436.88	264,246	-3.08%	-13.44
Micron Technology	MU	935.89	949.28	73,240,082	-1.41%	-13.39
Goldman Sachs Group	GS	1,032.01	1045.00	2,867,658	-1.24%	-12.99
AXT Inc - Common Stock	AXTI	78.36	90.78	10,665,154	-13.68%	-12.42
Qualcomm, Inc.	QCOM	205.42	217.77	29,890,706	-5.67%	-12.35

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