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Company Name Symbol Price Prev. Close Volume % Change Change
Lumentum Holdings Inc. - Common Stock  LITE 952.46 820.59 8,667,034
+16.07%
+131.87
Sandisk Corporation - Common Stock When-Issued  SNDK 1,375.24 1271.05 8,242,297
+8.20%
+104.19
Comfort Systems USA, Inc. Common Stock  FIX 1,752.61 1688.05 123,343
+3.82%
+64.56
Micron Technology  MU 932.33 868.52 24,125,497
+7.35%
+63.81
Fabrinet Ordinary Shares  FN 585.48 525.88 383,824
+11.33%
+59.60
Seagate Technology Plc  STX 878.05 820.52 2,710,271
+7.01%
+57.53
Biglari Holdings Inc Cl A  BH-A 1,960.24 1904.76 16,963
+2.91%
+55.48
Nebius Group N.V. - Class A Ordinary Shares  NBIS 248.55 193.23 42,489,495
+28.63%
+55.32
Ciena Corporation Common Stock  CIEN 442.62 387.53 2,267,478
+14.22%
+55.10
Seaboard Corporation Common Stock  SEB 4,224.42 4169.64 11,069
+1.31%
+54.78
Monolithic Power Systems, Inc. - Common Stock  MPWR 1,439.02 1402.11 204,351
+2.63%
+36.91
Coherent Corp. - Common Stock  COHR 359.98 328.57 6,140,289
+9.56%
+31.41
Equinix, Inc. - Common Stock  EQIX 1,063.18 1032.40 160,759
+2.98%
+30.78
Dell Technologies Inc. Class C Common Stock  DELL 471.40 440.97 2,651,581
+6.90%
+30.43
GE Vernova Inc. Common Stock  GEV 1,042.00 1011.88 824,007
+2.98%
+30.12
Cerebras Systems Inc. - Class A Common Stock  CBRS 264.10 234.76 5,366,227
+12.50%
+29.34
Credo Technology Group Holding Ltd - Ordinary Shares  CRDO 276.55 247.69 2,754,339
+11.65%
+28.86
Brinker International, Inc. Common Stock  EAT 249.91 221.38 1,368,188
+12.89%
+28.53
SiTime Corporation - Common Stock  SITM 694.88 667.10 240,439
+4.16%
+27.78
Bloom Energy Corporation Class A Common Stock  BE 238.25 211.21 11,355,206
+12.80%
+27.04
Applied Materials  AMAT 552.16 525.61 3,232,723
+5.05%
+26.55
Celestica   CLS 336.59 310.38 2,096,473
+8.44%
+26.21
Teradyne, Inc. - Common Stock  TER 404.99 379.56 1,163,403
+6.70%
+25.43
ASML Holding N.V. - New York Registry Shares  ASML 1,824.01 1799.38 861,635
+1.37%
+24.63
Caterpillar  CAT 867.36 843.37 1,488,787
+2.84%
+23.99
Silicon Motion Technology Corporation - American Depositary Shares  SIMO 247.46 224.00 1,353,370
+10.47%
+23.46
Western Digital  WDC 460.36 437.93 3,634,774
+5.12%
+22.43
Astera Labs, Inc. - Common Stock  ALAB 334.14 311.99 1,709,909
+7.10%
+22.15
EMCOR Group, Inc. Common Stock  EME 838.75 816.86 147,030
+2.68%
+21.88
Sterling Infrastructure, Inc. - Common Stock  STRL 553.58 532.76 366,147
+3.91%
+20.82
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