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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
ASML Holding N.V. - New York Registry Shares	ASML	1,512.78	1584.51	695,386	-4.53%	-71.73
NVR, Inc. Common Stock	NVR	5,610.90	5680.61	5,152	-1.23%	-69.71
Comfort Systems USA, Inc. Common Stock	FIX	1,972.81	2041.56	100,595	-3.37%	-68.75
KLA-Tencor Corp	KLAC	1,825.26	1892.94	253,924	-3.58%	-67.68
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,560.07	1613.97	122,763	-3.34%	-53.90
SiTime Corporation - Common Stock	SITM	773.78	820.21	205,677	-5.66%	-46.43
Lumentum Holdings Inc. - Common Stock	LITE	957.30	1001.81	2,013,821	-4.44%	-44.51
Fabrinet Ordinary Shares	FN	704.00	746.47	198,940	-5.69%	-42.47
GE Vernova Inc. Common Stock	GEV	1,048.62	1090.53	837,635	-3.84%	-41.91
Sterling Infrastructure, Inc. - Common Stock	STRL	849.80	889.03	103,534	-4.41%	-39.23
Micron Technology	MU	738.57	776.01	21,191,749	-4.82%	-37.44
Caterpillar	CAT	883.83	920.22	897,343	-3.95%	-36.39
Nova Ltd. - Ordinary Shares	NVMI	525.82	556.11	61,871	-5.45%	-30.29
Argan, Inc. Common Stock	AGX	711.79	740.91	78,705	-3.93%	-29.12
Seagate Technology Plc	STX	780.13	804.76	815,407	-3.06%	-24.63
Coherent Corp. - Common Stock	COHR	381.71	404.94	2,643,016	-5.74%	-23.23
W.W Grainger	GWW	1,262.87	1284.19	38,360	-1.66%	-21.32
Ciena Corporation Common Stock	CIEN	570.76	591.57	486,169	-3.52%	-20.81
Celestica	CLS	360.89	381.59	514,473	-5.42%	-20.70
Bloom Energy Corporation Class A Common Stock	BE	283.77	303.41	3,748,913	-6.47%	-19.64
EMCOR Group, Inc. Common Stock	EME	910.58	930.03	42,014	-2.09%	-19.45
Ubiquiti Inc. Common Stock	UI	641.42	660.01	18,151	-2.82%	-18.59
Cummins	CMI	698.07	716.45	170,900	-2.57%	-18.38
Curtiss-Wright Corporation Common Stock	CW	733.90	750.84	24,059	-2.26%	-16.94
Advanced Energy Industries, Inc. - Common Stock	AEIS	327.87	344.60	156,945	-4.85%	-16.73
IES Holdings, Inc. - Common Stock	IESC	680.54	697.21	23,377	-2.39%	-16.67
Littelfuse, Inc. - Common Stock	LFUS	443.87	459.99	151,291	-3.51%	-16.12
Cerebras Systems Inc. - Class A Common Stock	CBRS	295.11	311.07	9,311,030	-5.13%	-15.96
Arm Holdings plc - American Depositary Shares	ARM	212.70	228.50	3,870,709	-6.91%	-15.80
Talen Energy Corporation - Common Stock	TLN	337.60	352.88	113,971	-4.33%	-15.28

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