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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	873.04	937.46	3,782,988	-6.87%	-64.42
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,394.33	1447.40	77,677	-3.67%	-53.07
Advanced Micro Devices, Inc. - Common Stock	AMD	539.57	585.30	11,111,986	-7.81%	-45.73
Lumentum Holdings Inc. - Common Stock	LITE	591.34	624.65	955,435	-5.33%	-33.31
Micron Technology	MU	768.43	798.44	6,500,990	-3.76%	-30.01
Dell Technologies Inc. Class C Common Stock	DELL	343.96	371.17	1,799,639	-7.33%	-27.21
Seagate Technology Plc	STX	522.60	545.14	631,109	-4.13%	-22.54
SiTime Corporation - Common Stock	SITM	449.14	470.55	81,427	-4.55%	-21.41
Fabrinet Ordinary Shares	FN	333.15	353.83	70,612	-5.84%	-20.68
Equinix, Inc. - Common Stock	EQIX	1,052.42	1072.77	24,101	-1.90%	-20.35
Elbit Systems Ltd. - Ordinary Shares	ESLT	703.57	723.00	14,892	-2.69%	-19.43
GE Vernova Inc. Common Stock	GEV	799.66	818.49	595,299	-2.30%	-18.83
Broadcom Inc. - Common Stock	AVGO	345.57	364.36	6,788,375	-5.16%	-18.79
Applied Materials	AMAT	363.50	380.95	2,310,966	-4.58%	-17.45
Western Digital	WDC	294.12	311.21	760,390	-5.49%	-17.09
ASML Holding N.V. - New York Registry Shares	ASML	1,480.52	1497.12	297,004	-1.11%	-16.60
Coherent Corp. - Common Stock	COHR	215.90	232.08	1,627,719	-6.97%	-16.18
argenx SE - American Depositary Shares	ARGX	965.53	981.33	31,829	-1.61%	-15.80
Nebius Group N.V. - Class A Ordinary Shares	NBIS	113.67	128.64	14,857,524	-11.64%	-14.97
Ciena Corporation Common Stock	CIEN	279.34	293.99	190,253	-4.98%	-14.65
MACOM Technology Solutions Holdings, Inc. - Common Stock	MTSI	233.48	245.76	113,552	-5.00%	-12.28
Teradyne, Inc. - Common Stock	TER	251.62	263.75	343,758	-4.60%	-12.13
Marathon Petroleum	MPC	400.79	412.85	230,917	-2.92%	-12.06
Ubiquiti Inc. Common Stock	UI	671.20	683.21	12,414	-1.76%	-12.01
Celestica	CLS	242.22	254.03	778,879	-4.65%	-11.81
W.W Grainger	GWW	1,491.19	1502.61	112,442	-0.76%	-11.42
Analog Devices	ADI	397.93	409.29	275,240	-2.78%	-11.36
Bloom Energy Corporation Class A Common Stock	BE	191.14	201.93	3,473,498	-5.34%	-10.79
Texas Instruments	TXN	301.83	312.48	574,698	-3.41%	-10.65
Tower Semiconductor Ltd. - Ordinary Shares	TSEM	147.24	157.86	354,664	-6.73%	-10.62

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Losers ($ change)

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