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Company Name Symbol Price Prev. Close Volume % Change Change
Lumentum Holdings Inc. - Common Stock  LITE 978.53 881.26 7,388,067
+11.04%
+97.27
Seagate Technology Plc  STX 904.38 849.28 5,184,480
+6.49%
+55.10
ASML Holding N.V. - New York Registry Shares  ASML 1,764.85 1714.88 1,353,558
+2.91%
+49.97
Comfort Systems USA, Inc. Common Stock  FIX 1,648.47 1610.34 352,478
+2.37%
+38.13
GE Vernova Inc. Common Stock  GEV 971.31 941.95 1,700,234
+3.12%
+29.36
Advanced Micro Devices, Inc. - Common Stock  AMD 505.74 477.57 28,265,957
+5.90%
+28.17
Bloom Energy Corporation Class A Common Stock  BE 277.22 252.87 27,504,516
+9.63%
+24.35
Ciena Corporation Common Stock  CIEN 341.29 321.00 3,225,239
+6.32%
+20.29
IES Holdings, Inc. - Common Stock  IESC 342.80 322.57 265,492
+6.27%
+20.23
Coherent Corp. - Common Stock  COHR 301.88 281.86 8,696,308
+7.10%
+20.02
Texas Pacific Land Corporation Common Stock  TPL 381.90 362.42 332,177
+5.37%
+19.48
Argan, Inc. Common Stock  AGX 436.78 417.99 470,403
+4.50%
+18.79
Applied Materials  AMAT 472.79 454.71 6,312,788
+3.98%
+18.08
Celestica   CLS 329.97 312.35 2,983,166
+5.64%
+17.62
Nebius Group N.V. - Class A Ordinary Shares  NBIS 243.88 226.39 26,922,518
+7.73%
+17.49
Silicon Motion Technology Corporation - American Depositary Shares  SIMO 272.02 256.21 1,207,830
+6.17%
+15.81
Sterling Infrastructure, Inc. - Common Stock  STRL 502.20 486.49 723,035
+3.23%
+15.71
Teradyne, Inc. - Common Stock  TER 372.06 357.03 2,791,035
+4.21%
+15.03
Semtech Corporation - Common Stock  SMTC 162.62 147.88 4,860,185
+9.96%
+14.74
Quanta Services  PWR 639.05 624.41 831,946
+2.34%
+14.64
DigitalOcean Holdings, Inc. Common Stock  DOCN 126.69 112.47 4,377,361
+12.64%
+14.22
Tesla, Inc.  TSLA 368.16 354.08 51,063,964
+3.98%
+14.08
Preformed Line Products Company - Common Stock  PLPC 411.71 398.45 75,053
+3.33%
+13.26
Onto Innovation Inc. Common Stock  ONTO 281.11 268.01 1,324,238
+4.89%
+13.10
Lam Research  LRCX 320.42 307.65 8,934,901
+4.15%
+12.77
Valero Energy  VLO 382.85 370.72 2,741,636
+3.27%
+12.13
Corning  GLW 165.96 154.30 13,827,684
+7.56%
+11.66
Centrus Energy Corp. Class A Common Stock  LEU 185.53 173.89 735,261
+6.69%
+11.64
Materion Corporation  MTRN 255.69 244.24 276,705
+4.69%
+11.45
Lockheed Martin  LMT 536.15 525.28 1,692,349
+2.07%
+10.87
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