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Company Name Symbol Price Prev. Close Volume % Change Change
Lumentum Holdings Inc. - Common Stock  LITE 952.47 820.59 8,648,995
+16.07%
+131.88
Sandisk Corporation - Common Stock When-Issued  SNDK 1,375.49 1271.05 8,232,494
+8.22%
+104.44
Comfort Systems USA, Inc. Common Stock  FIX 1,751.55 1688.05 122,789
+3.76%
+63.50
Fabrinet Ordinary Shares  FN 585.40 525.88 382,796
+11.32%
+59.52
Seaboard Corporation Common Stock  SEB 4,228.07 4169.64 11,011
+1.40%
+58.43
Seagate Technology Plc  STX 878.23 820.52 2,692,385
+7.03%
+57.71
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 248.62 193.23 42,392,084
+28.66%
+55.39
Ciena Corporation Common Stock  CIEN 442.65 387.53 2,263,286
+14.22%
+55.12
Monolithic Power Systems, Inc. - Common Stock  MPWR 1,440.20 1402.11 204,232
+2.72%
+38.09
Coherent Corp. - Common Stock  COHR 359.75 328.57 6,124,735
+9.49%
+31.18
Cerebras Systems Inc. - Class A Common Stock  CBRS 265.40 234.76 5,353,699
+13.05%
+30.64
Dell Technologies Inc. Class C Common Stock  DELL 470.80 440.97 2,635,997
+6.76%
+29.83
Equinix, Inc. - Common Stock  EQIX 1,062.23 1032.40 160,031
+2.89%
+29.83
GE Vernova Inc. Common Stock  GEV 1,041.26 1011.88 822,978
+2.90%
+29.38
SiTime Corporation - Common Stock  SITM 696.26 667.10 240,181
+4.37%
+29.16
Credo Technology Group Holding Ltd - Ordinary Shares  CRDO 276.57 247.69 2,727,707
+11.66%
+28.88
Bloom Energy Corporation Class A Common Stock  BE 239.17 211.21 11,323,768
+13.24%
+27.96
Brinker International, Inc. Common Stock  EAT 249.28 221.38 1,363,815
+12.60%
+27.90
Applied Materials  AMAT 552.43 525.61 3,226,910
+5.10%
+26.82
Celestica   CLS 336.84 310.38 2,094,528
+8.53%
+26.46
Caterpillar  CAT 868.97 843.37 1,479,149
+3.04%
+25.60
Teradyne, Inc. - Common Stock  TER 404.75 379.56 1,157,688
+6.64%
+25.19
ASML Holding N.V. - New York Registry Shares  ASML 1,823.94 1799.38 860,665
+1.36%
+24.56
Silicon Motion Technology Corporation - American Depositary Shares  SIMO 247.01 224.00 1,351,202
+10.27%
+23.01
Western Digital  WDC 460.57 437.93 3,629,845
+5.17%
+22.64
EMCOR Group, Inc. Common Stock  EME 839.02 816.86 146,627
+2.71%
+22.16
Astera Labs, Inc. - Common Stock  ALAB 333.98 311.99 1,707,087
+7.05%
+21.99
Sterling Infrastructure, Inc. - Common Stock  STRL 553.58 532.76 366,011
+3.91%
+20.82
Tower Semiconductor Ltd. - Ordinary Shares  TSEM 269.69 249.58 1,327,873
+8.06%
+20.11
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