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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,459.82	1615.00	3,036,649	-9.61%	-155.18
Comfort Systems USA, Inc. Common Stock	FIX	1,651.97	1736.70	31,269	-4.88%	-84.73
Seagate Technology Plc	STX	761.00	828.30	630,723	-8.12%	-67.30
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,298.56	1352.66	22,406	-4.00%	-54.10
Micron Technology	MU	855.76	904.28	7,917,310	-5.37%	-48.51
Goldman Sachs Group	GS	1,110.07	1152.07	256,117	-3.65%	-42.00
Western Digital	WDC	472.40	513.84	1,575,665	-8.06%	-41.44
GE Vernova Inc. Common Stock	GEV	1,019.78	1055.28	205,027	-3.36%	-35.50
Argan, Inc. Common Stock	AGX	574.48	609.24	25,919	-5.71%	-34.76
ASML Holding N.V. - New York Registry Shares	ASML	1,786.84	1815.27	375,512	-1.57%	-28.43
Caterpillar	CAT	888.11	914.30	230,374	-2.86%	-26.19
Sterling Infrastructure, Inc. - Common Stock	STRL	643.84	668.82	31,773	-3.74%	-24.99
SiTime Corporation - Common Stock	SITM	587.76	612.38	13,771	-4.02%	-24.62
Curtiss-Wright Corporation Common Stock	CW	727.46	751.64	26,161	-3.22%	-24.18
Astera Labs, Inc. - Common Stock	ALAB	326.63	350.62	369,127	-6.84%	-23.99
Vicor Corporation - Common Stock	VICR	238.44	260.20	61,935	-8.36%	-21.76
Fabrinet Ordinary Shares	FN	465.00	486.65	28,472	-4.45%	-21.65
Ciena Corporation Common Stock	CIEN	397.74	418.46	197,794	-4.95%	-20.72
Bloom Energy Corporation Class A Common Stock	BE	219.40	239.38	1,634,854	-8.35%	-19.98
Onto Innovation Inc. Common Stock	ONTO	284.84	304.73	86,331	-6.53%	-19.89
Arm Holdings plc - American Depositary Shares	ARM	257.13	277.01	1,218,116	-7.18%	-19.88
Advanced Micro Devices, Inc. - Common Stock	AMD	509.43	529.14	3,164,203	-3.72%	-19.71
Celestica	CLS	315.89	334.77	130,890	-5.64%	-18.88
Teradyne, Inc. - Common Stock	TER	323.42	342.12	339,640	-5.47%	-18.70
Nova Ltd. - Ordinary Shares	NVMI	453.94	472.48	87,593	-3.92%	-18.54
EMCOR Group, Inc. Common Stock	EME	751.82	769.72	23,037	-2.33%	-17.90
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	276.24	293.40	107,790	-5.85%	-17.16
Quanta Services	PWR	631.72	648.84	54,992	-2.64%	-17.12
MKS Inc. - Common Stock	MKSI	339.67	353.80	47,787	-3.99%	-14.13
Berkshire Hathaway	BRK-A	734,988.94	733180.00	15	+0.25%	+1808.94

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