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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
ASML Holding N.V. - New York Registry Shares	ASML	1,514.03	1584.51	685,482	-4.45%	-70.48
Comfort Systems USA, Inc. Common Stock	FIX	1,973.88	2041.56	99,468	-3.32%	-67.69
KLA-Tencor Corp	KLAC	1,828.44	1892.94	248,929	-3.41%	-64.50
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,560.03	1613.97	120,631	-3.34%	-53.94
NVR, Inc. Common Stock	NVR	5,630.25	5680.61	5,096	-0.89%	-50.36
Lumentum Holdings Inc. - Common Stock	LITE	954.61	1001.81	1,974,107	-4.71%	-47.20
SiTime Corporation - Common Stock	SITM	777.31	820.21	201,500	-5.23%	-42.90
Fabrinet Ordinary Shares	FN	706.08	746.47	194,810	-5.41%	-40.39
GE Vernova Inc. Common Stock	GEV	1,050.19	1090.53	827,866	-3.70%	-40.34
Micron Technology	MU	738.89	776.01	20,833,398	-4.78%	-37.12
Caterpillar	CAT	884.46	920.22	888,303	-3.89%	-35.76
Sterling Infrastructure, Inc. - Common Stock	STRL	853.34	889.03	101,587	-4.02%	-35.69
MercadoLibre, Inc. - Common Stock	MELI	1,573.14	1607.37	126,294	-2.13%	-34.23
Nova Ltd. - Ordinary Shares	NVMI	527.24	556.11	55,201	-5.19%	-28.87
Argan, Inc. Common Stock	AGX	715.55	740.91	73,666	-3.42%	-25.36
Coherent Corp. - Common Stock	COHR	381.51	404.94	2,615,542	-5.79%	-23.43
Seagate Technology Plc	STX	781.84	804.76	798,745	-2.85%	-22.92
Ciena Corporation Common Stock	CIEN	569.75	591.57	479,504	-3.69%	-21.82
W.W Grainger	GWW	1,264.21	1284.19	37,106	-1.56%	-19.98
Celestica	CLS	361.87	381.59	505,934	-5.17%	-19.72
Bloom Energy Corporation Class A Common Stock	BE	284.10	303.41	3,718,048	-6.36%	-19.31
Ubiquiti Inc. Common Stock	UI	641.22	660.01	18,047	-2.85%	-18.79
Cummins	CMI	698.01	716.45	167,491	-2.57%	-18.44
EMCOR Group, Inc. Common Stock	EME	911.63	930.03	41,860	-1.98%	-18.40
Curtiss-Wright Corporation Common Stock	CW	732.59	750.84	23,412	-2.43%	-18.25
Equinix, Inc. - Common Stock	EQIX	1,063.14	1079.68	66,233	-1.53%	-16.54
Cerebras Systems Inc. - Class A Common Stock	CBRS	295.04	311.07	9,236,015	-5.15%	-16.03
Advanced Micro Devices, Inc. - Common Stock	AMD	434.03	449.70	9,868,811	-3.48%	-15.67
Tesla, Inc.	TSLA	427.67	443.30	16,761,280	-3.53%	-15.63
Advanced Energy Industries, Inc. - Common Stock	AEIS	330.47	344.60	152,917	-4.10%	-14.13

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