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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,632.50	1759.68	2,574,850	-7.23%	-127.18
KLA-Tencor Corp	KLAC	2,006.48	2131.10	130,393	-5.85%	-124.62
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,558.82	1652.60	60,389	-5.67%	-93.78
Sterling Infrastructure, Inc. - Common Stock	STRL	919.49	993.74	79,041	-7.47%	-74.25
ASML Holding N.V. - New York Registry Shares	ASML	1,692.81	1757.47	443,537	-3.68%	-64.66
Micron Technology	MU	931.55	996.00	11,578,615	-6.47%	-64.45
NVR, Inc. Common Stock	NVR	6,125.06	6177.27	932	-0.85%	-52.21
Seagate Technology Plc	STX	879.66	925.99	492,403	-5.00%	-46.33
Fabrinet Ordinary Shares	FN	670.01	714.78	71,285	-6.26%	-44.77
Western Digital	WDC	532.40	575.50	1,150,502	-7.49%	-43.10
Ciena Corporation Common Stock	CIEN	494.79	535.63	748,945	-7.63%	-40.84
Lumentum Holdings Inc. - Common Stock	LITE	908.17	945.08	878,927	-3.91%	-36.91
SiTime Corporation - Common Stock	SITM	671.11	706.98	54,924	-5.07%	-35.88
Arm Holdings plc - American Depositary Shares	ARM	359.79	393.44	2,796,589	-8.55%	-33.65
IES Holdings, Inc. - Common Stock	IESC	710.26	742.09	37,031	-4.29%	-31.83
Advanced Micro Devices, Inc. - Common Stock	AMD	491.57	523.20	5,898,555	-6.05%	-31.63
Comfort Systems USA, Inc. Common Stock	FIX	1,884.09	1914.65	48,420	-1.60%	-30.56
Coherent Corp. - Common Stock	COHR	393.22	421.90	1,011,471	-6.80%	-28.68
CrowdStrike Holdings, Inc. - Class A Common Stock	CRWD	690.45	719.09	879,490	-3.98%	-28.64
Applied Materials	AMAT	476.06	501.70	827,640	-5.11%	-25.64
Vicor Corporation - Common Stock	VICR	280.68	306.12	162,260	-8.31%	-25.44
Marvell Technology, Inc. - Common Stock	MRVL	291.24	316.43	11,837,001	-7.96%	-25.19
Teradyne, Inc. - Common Stock	TER	382.55	406.86	287,683	-5.98%	-24.31
Nova Ltd. - Ordinary Shares	NVMI	496.38	520.40	37,965	-4.62%	-24.02
Nebius Group N.V. - Class A Ordinary Shares	NBIS	236.35	259.67	3,256,497	-8.98%	-23.32
Celestica	CLS	402.06	425.36	345,368	-5.48%	-23.30
Mettler-Toledo International, Inc. Common Stock	MTD	1,157.75	1180.48	8,170	-1.93%	-22.73
First Solar	FSLR	293.52	314.95	401,602	-6.80%	-21.43
Astera Labs, Inc. - Common Stock	ALAB	336.95	358.05	601,709	-5.89%	-21.10
Quanta Services	PWR	698.88	719.17	107,402	-2.82%	-20.28

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