| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 264 new25 added10 reduced8 exited | ||||
| ≡ | AMT – AMERICAN TOWER CORP | Reduce 85.00% | −529,738 | −2.82 |
| ≡ | SYK – STRYKER CORPORATION | Buy | 233,119 | 2.55 |
| ≡ | IT – GARTNER INC | Sell | −301,284 | −2.33 |
| ≡ | TYL – TYLER TECHNOLOGIES INC | Add 508.00% | 165,844 | 1.81 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Sell | −773,108 | −1.72 |
| ≡ | APH – AMPHENOL CORP | Add 56.00% | 273,049 | 1.18 |
| ≡ | TTAN – SERVICETITAN INC | Sell | −362,203 | −1.18 |
| ≡ | ARM – ARM HOLDINGS PLC | Add 13.00% | 55,555 | 0.98 |
| ≡ | WDAY – WORKDAY INC | Add 9.00% | 43,566 | −0.91 |
| ≡ | DHR – DANAHER CORP DEL | Reduce 11.00% | −72,257 | −0.90 |
| ≡ | AJG – GALLAGHER ARTHUR J & CO | Add 61.00% | 139,261 | 0.84 |
| ≡ | CGNX – COGNEX CORP | Sell | −692,849 | −0.76 |
| ≡ | NOW – SERVICENOW INC | Sell | −142,676 | −0.67 |
| ≡ | LIN – LINDE PLC | Reduce 6.00% | −14,170 | 0.61 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Add 29.00% | 82,695 | −0.58 |
| ≡ | GOOG – ALPHABET INC | Reduce 7.00% | −54,691 | −0.57 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Add 43.00% | 48,100 | 0.52 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Sell | −270,274 | −0.50 |
| ≡ | PWR – QUANTA SVCS INC | Reduce 6.00% | −5,851 | 0.45 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Add 10.00% | 42,911 | 0.43 |
| ≡ | FROG – JFROG LTD | Add 129.00% | 304,362 | 0.39 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 12.00% | 57,566 | 0.38 |
| ≡ | KLAC – KLA CORP | Reduce 8.00% | −3,640 | 0.38 |
| ≡ | HEI – HEICO CORP NEW | Add 43.00% | 48,896 | 0.36 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Add 28.00% | 62,980 | 0.32 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 17.00% | 50,121 | 0.32 |
| ≡ | SHOP – SHOPIFY INC | Add 45.00% | 171,061 | 0.30 |
| ≡ | NET – CLOUDFLARE INC | Add 29.00% | 30,566 | 0.30 |
| ≡ | LMND – LEMONADE INC | Sell | −130,379 | −0.28 |
| ≡ | MELI – MERCADOLIBRE INC | Add 28.00% | 6,515 | 0.28 |
| ≡ | PEN – PENUMBRA INC | Reduce 36.00% | −39,600 | −0.28 |
| ≡ | SABR – SABRE CORP | Buy | 5,508,444 | 0.27 |
| ≡ | DASH – DOORDASH INC | Add 69.00% | 97,060 | 0.21 |
| ≡ | LRCX – LAM RESEARCH CORP | Reduce 22.00% | −165,786 | 0.21 |
| ≡ | SAIL – SAILPOINT INC | Add 18.00% | 349,426 | −0.20 |
| ≡ | CRM – SALESFORCE INC | Buy | 29,457 | 0.18 |
| ≡ | AAPL – APPLE INC | Reduce 12.00% | −24,396 | −0.18 |
| ≡ | TOST – TOAST INC | Add 14.00% | 178,995 | −0.11 |
| ≡ | AXON – AXON ENTERPRISE INC | Add 35.00% | 19,332 | 0.10 |
| ≡ | MNDY – MONDAY COM LTD | Sell | −16,646 | −0.08 |
| ≡ | IOT – SAMSARA INC | Buy | 51,522 | 0.05 |
| ≡ | HTFL – HEARTFLOW INC | Add 38.00% | 80,445 | 0.05 |
| ≡ | CSGP – COSTAR GROUP INC | Add 61.00% | 268,064 | 0.04 |
| ≡ | IR – INGERSOLL RAND INC | Reduce 8.00% | −74,610 | 0.04 |
| ≡ | FIG – FIGMA INC | Add 52.00% | 93,594 | −0.01 |
| ≡ | SNOW – SNOWFLAKE INC | Add 34.00% | 83,325 | −0.00 |
| ≡ | Z – ZILLOW GROUP INC | Add 51.00% | 198,150 | −0.00 |
| Q4 2025filed Feb 12, 265 new21 added11 reduced4 exited | ||||
| ≡ | FISV – FISERV INC | Sell | −544,102 | −2.15 |
| ≡ | AJG – GALLAGHER ARTHUR J & CO | Buy | 229,704 | 1.82 |
| ≡ | DHR – DANAHER CORPORATION | Add 28.00% | 139,871 | 1.45 |
| ≡ | APH – AMPHENOL CORP NEW | Reduce 45.00% | −396,200 | |
| Q3 2025filed Nov 12, 256 new36 added11 reduced5 exited | ||||
| ≡ | WDAY – WORKDAY INC | Buy | 405,514 | 2.99 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Sell | −1,231,066 | −2.94 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 62.00% | −554,822 | −2.86 |
| ≡ | ADSK – AUTODESK INC | Sell | −202,937 | |
| Q2 2025filed Aug 13, 252 new43 added8 reduced1 exited | ||||
| ≡ | CPRT – COPART INC | Sell | −710,561 | −1.81 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 55.00% | −90,858 | −1.54 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 25.00% | 180,407 | 1.31 |
| ≡ | IR – INGERSOLL RAND INC | Buy | 460,512 | |
| Q1 2025filed May 14, 256 new18 added13 reduced6 exited | ||||
| ≡ | MSFT – MICROSOFT CORP | Reduce 32.00% | −77,396 | −1.56 |
| ≡ | ANSYS INC | Sell | −89,543 | −1.29 |
| ≡ | APH – AMPHENOL CORP NEW | Add 41.00% | 402,630 | 1.19 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Add 76.00% | 73,391 | 1.06 |
| Q4 2024filed Feb 14, 255 new11 added26 reduced4 exited | ||||
| ≡ | MSFT – MICROSOFT CORP | Reduce 32.00% | −115,865 | −1.66 |
| ≡ | KLAC – KLA CORP | Reduce 43.00% | −47,904 | −1.66 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Reduce 77.00% | −200,308 | −1.35 |
| ≡ | ANSYS INC | Buy | 89,543 | 1.29 |
| Q3 2024filed Nov 14, 243 new18 added9 reduced3 exited | ||||
| ≡ | NFLX – NETFLIX INC | Reduce 80.00% | −77,969 | −2.16 |
| ≡ | AMT – AMERICAN TOWER CORP NEW | Buy | 170,340 | 1.54 |
| ≡ | ADSK – AUTODESK INC | Add 104.00% | 97,384 | 1.10 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Add 92.00% | 54,558 | |
| Q2 2024filed Aug 14, 249 new19 added6 reduced5 exited | ||||
| ≡ | WDAY – WORKDAY INC | Sell | −323,323 | −3.66 |
| ≡ | SUI – SUN CMNTYS INC | Sell | −353,031 | −1.88 |
| ≡ | APH – AMPHENOL CORP NEW | Add 6.00% | 46,545 | −1.53 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Buy | 59,291 | |
| Q1 2024filed May 15, 243 new33 added9 reduced4 exited | ||||
| ≡ | ANSYS INC | Sell | −110,821 | −2.12 |
| ≡ | NFLX – NETFLIX INC | Add 667.00% | 75,832 | 1.91 |
| ≡ | NOW – SERVICENOW INC | Reduce 78.00% | −31,084 | −1.21 |
| ≡ | AAPL – APPLE INC | Reduce 20.00% | −46,778 | −1.04 |
| Q4 2023filed Feb 14, 244 new23 added18 reduced14 exited | ||||
| ≡ | TMUS – T-MOBILE US INC | Sell | −328,701 | −2.48 |
| ≡ | BALL – BALL CORP | Sell | −658,101 | −1.76 |
| ≡ | NEE – NEXTERA ENERGY INC | Sell | −510,108 | −1.57 |
| ≡ | ADSK – AUTODESK INC | Sell | −124,111 | |
| Q3 2023filed Nov 14, 233 new13 added17 reduced2 exited | ||||
| ≡ | APH – AMPHENOL CORP NEW | Add 122.00% | 402,057 | 1.91 |
| ≡ | GOOG – ALPHABET INC | Add 14.00% | 101,764 | 1.46 |
| ≡ | ANSYS INC | Buy | 81,529 | 1.31 |
| ≡ | CRM – SALESFORCE INC | Reduce 56.00% | −113,469 | −1.17 |
| Q2 2023filed Aug 11, 233 new15 added20 reduced4 exited | ||||
| ≡ | CRM – SALESFORCE INC | Reduce 46.00% | −175,720 | −1.86 |
| ≡ | MSFT – MICROSOFT CORP | Add 8.00% | 31,637 | 1.26 |
| ≡ | PYPL – PAYPAL HLDGS INC | Sell | −285,689 | −1.15 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 11.00% | −20,459 | |
| −1.33 |
| ≡ | GOOG – ALPHABET INC | Reduce 9.00% | −75,904 | 1.20 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Reduce 8.00% | −42,887 | −1.01 |
| ≡ | SHOP – SHOPIFY INC | Reduce 40.00% | −252,069 | −1.00 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Sell | −660,172 | −0.79 |
| ≡ | AMT – AMERICAN TOWER CORP NEW | Add 41.00% | 181,364 | 0.75 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Add 48.00% | 62,652 | 0.62 |
| ≡ | CRM – SALESFORCE INC | Sell | −80,846 | −0.59 |
| ≡ | ARM – ARM HOLDINGS PLC | Reduce 8.00% | −36,207 | −0.56 |
| ≡ | PGR – PROGRESSIVE CORP | Reduce 6.00% | −32,232 | −0.51 |
| ≡ | LRCX – LAM RESEARCH CORP | Reduce 31.00% | −331,513 | −0.51 |
| ≡ | AAPL – APPLE INC | Add 30.00% | 47,683 | 0.48 |
| ≡ | TYL – TYLER TECHNOLOGIES INC | Buy | 32,620 | 0.45 |
| ≡ | FROG – JFROG LTD | Buy | 236,247 | 0.45 |
| ≡ | LIN – LINDE PLC | Add 27.00% | 52,596 | 0.41 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Add 34.00% | 72,423 | 0.38 |
| ≡ | PEN – PENUMBRA INC | Add 25.00% | 21,602 | 0.36 |
| ≡ | AXON – AXON ENTERPRISE INC | Add 93.00% | 26,362 | 0.33 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Add 46.00% | 228,487 | 0.33 |
| ≡ | MNDY – MONDAY COM LTD | Reduce 74.00% | −48,441 | −0.31 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Reduce 18.00% | −119,823 | −0.26 |
| ≡ | IT – GARTNER INC | Add 17.00% | 43,246 | 0.25 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 13.00% | −42,393 | −0.24 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Reduce 19.00% | −96,974 | −0.24 |
| ≡ | WDAY – WORKDAY INC | Add 20.00% | 83,062 | 0.23 |
| ≡ | NFLX – NETFLIX INC | Sell | −6,107 | −0.22 |
| ≡ | ADI – ANALOG DEVICES INC | Add 41.00% | 19,965 | 0.20 |
| ≡ | HTFL – HEARTFLOW INC | Buy | 209,688 | 0.19 |
| ≡ | TTAN – SERVICETITAN INC | Add 6.00% | 20,456 | 0.13 |
| ≡ | IR – INGERSOLL RAND INC | Add 10.00% | 89,110 | 0.13 |
| ≡ | SPOTIFY TECHNOLOGY S A | Buy | 6,019 | 0.11 |
| ≡ | MELI – MERCADOLIBRE INC | Add 9.00% | 1,826 | −0.10 |
| ≡ | NOW – SERVICENOW INC | Add 439.00% | 116,191 | −0.08 |
| ≡ | DASH – DOORDASH INC | Add 30.00% | 32,436 | 0.08 |
| ≡ | CSGP – COSTAR GROUP INC | Add 18.00% | 67,930 | −0.05 |
| ≡ | Z – ZILLOW GROUP INC | Add 20.00% | 63,930 | 0.05 |
| ≡ | FIG – FIGMA INC | Add 15.00% | 22,955 | −0.04 |
| ≡ | SAIL – SAILPOINT INC | Add 12.00% | 212,489 | 0.03 |
| −2.14 |
| ≡ | IT – GARTNER INC | Buy | 258,038 | 2.08 |
| ≡ | CYBERARK SOFTWARE LTD | Sell | −116,707 | −1.61 |
| ≡ | SNPS – SYNOPSYS INC | Buy | 94,849 | 1.43 |
| ≡ | NET – CLOUDFLARE INC | Reduce 65.00% | −194,752 | −1.31 |
| ≡ | APH – AMPHENOL CORP NEW | Reduce 33.00% | −440,817 | −1.10 |
| ≡ | IR – INGERSOLL RAND INC | Add 94.00% | 432,869 | 0.96 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Reduce 26.00% | −44,641 | −0.92 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Sell | −445,379 | −0.79 |
| ≡ | GOOG – ALPHABET INC | Reduce 9.00% | −84,586 | 0.76 |
| ≡ | MPWR – MONOLITHIC PWR SYS INC | Buy | 26,000 | 0.73 |
| ≡ | SAIL – SAILPOINT INC | Add 187.00% | 1,137,643 | 0.71 |
| ≡ | NOW – SERVICENOW INC | Add 446.00% | 21,632 | 0.58 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Add 50.00% | 73,113 | 0.53 |
| ≡ | PWR – QUANTA SVCS INC | Add 72.00% | 42,605 | 0.53 |
| ≡ | AAPL – APPLE INC | Add 43.00% | 48,171 | 0.47 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Add 6.00% | 38,115 | 0.45 |
| ≡ | DHR – DANAHER CORPORATION | Add 28.00% | 107,161 | 0.40 |
| ≡ | TOST – TOAST INC | Add 6.00% | 74,047 | −0.39 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Add 8.00% | 47,967 | −0.38 |
| ≡ | NU HLDGS LTD | Add 27.00% | 637,442 | 0.37 |
| ≡ | ADI – ANALOG DEVICES INC | Buy | 48,914 | 0.37 |
| ≡ | FISV – FISERV INC | Add 28.00% | 118,053 | −0.35 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Add 6.00% | 11,219 | −0.35 |
| ≡ | LIN – LINDE PLC | Add 25.00% | 38,490 | 0.35 |
| ≡ | THO – THOR INDS INC | Sell | −112,845 | −0.34 |
| ≡ | COIN – COINBASE GLOBAL INC | Reduce 14.00% | −13,578 | −0.29 |
| ≡ | TXN – TEXAS INSTRS INC | Add 14.00% | 63,023 | −0.27 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Add 39.00% | 268,328 | 0.26 |
| ≡ | MNDY – MONDAY COM LTD | Add 415.00% | 52,459 | 0.25 |
| ≡ | FIG – FIGMA INC | Buy | 155,582 | 0.25 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Add 61.00% | 41,708 | 0.25 |
| ≡ | TTAN – SERVICETITAN INC | Add 45.00% | 105,944 | 0.20 |
| ≡ | RGEN – REPLIGEN CORP | Add 35.00% | 51,483 | 0.19 |
| ≡ | KLAC – KLA CORP | Reduce 16.00% | −9,189 | −0.16 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Add 51.00% | 89,997 | 0.15 |
| ≡ | DASH – DOORDASH INC | Add 19.00% | 17,402 | 0.14 |
| ≡ | RDDT – REDDIT INC | Reduce 8.00% | −8,096 | 0.14 |
| ≡ | AXON – AXON ENTERPRISE INC | Add 6.00% | 1,652 | −0.13 |
| ≡ | AFRM – AFFIRM HLDGS INC | Reduce 6.00% | −21,404 | −0.09 |
| ≡ | ARM – ARM HOLDINGS PLC | Add 33.00% | 110,765 | 0.09 |
| ≡ | CGNX – COGNEX CORP | Reduce 29.00% | −276,308 | −0.09 |
| ≡ | PGR – PROGRESSIVE CORP | Add 23.00% | 92,231 | 0.08 |
| ≡ | AMT – AMERICAN TOWER CORP NEW | Add 32.00% | 105,789 | 0.08 |
| ≡ | HEI.A – HEICO CORP NEW | Add 8.00% | 14,360 | −0.07 |
| ≡ | SNOW – SNOWFLAKE INC | Add 6.00% | 13,604 | −0.07 |
| ≡ | PEN – PENUMBRA INC | Add 25.00% | 17,355 | 0.07 |
| ≡ | URI – UNITED RENTALS INC | Reduce 14.00% | −15,300 | −0.05 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Add 6.00% | 28,378 | 0.05 |
| ≡ | Z – ZILLOW GROUP INC | Add 7.00% | 20,373 | 0.04 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Add 48.00% | 3,299 | 0.03 |
| ≡ | LMND – LEMONADE INC | Add 8.00% | 9,376 | 0.03 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Add 6.00% | 30,113 | 0.01 |
| ≡ | CRM – SALESFORCE INC | Add 26.00% | 16,593 | −0.01 |
| ≡ | CSGP – COSTAR GROUP INC | Add 7.00% | 22,905 | 0.01 |
| 1.30 |
| ≡ | FISV – FISERV INC | Add 19.00% | 68,732 | −1.06 |
| ≡ | ARM – ARM HOLDINGS PLC | Add 76.00% | 145,859 | 0.93 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Add 7.00% | 9,794 | −0.81 |
| ≡ | PWR – QUANTA SVCS INC | Buy | 59,468 | 0.76 |
| ≡ | COIN – COINBASE GLOBAL INC | Add 77.00% | 42,561 | 0.74 |
| ≡ | PGR – PROGRESSIVE CORP | Add 21.00% | 70,244 | −0.61 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Add 15.00% | 160,824 | 0.61 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Add 78.00% | 213,820 | 0.52 |
| ≡ | DASH – DOORDASH INC | Reduce 39.00% | −58,243 | −0.47 |
| ≡ | CSGP – COSTAR GROUP INC | Reduce 12.00% | −45,781 | −0.46 |
| ≡ | LRCX – LAM RESEARCH CORP | Add 13.00% | 123,118 | 0.44 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 18.00% | 80,702 | 0.40 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Reduce 18.00% | −104,525 | −0.40 |
| ≡ | SAIL – SAILPOINT INC | Add 562.00% | 517,474 | 0.40 |
| ≡ | AXON – AXON ENTERPRISE INC | Reduce 45.00% | −21,638 | −0.39 |
| ≡ | SNOW – SNOWFLAKE INC | Add 11.00% | 22,435 | 0.38 |
| ≡ | HEI – HEICO CORP NEW | Reduce 17.00% | −23,030 | −0.38 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Reduce 21.00% | −47,586 | −0.36 |
| ≡ | AFRM – AFFIRM HLDGS INC | Add 36.00% | 100,735 | 0.32 |
| ≡ | CYBERARK SOFTWARE LTD | Add 28.00% | 25,526 | 0.22 |
| ≡ | TTAN – SERVICETITAN INC | Add 59.00% | 87,467 | 0.22 |
| ≡ | RDDT – REDDIT INC | Add 56.00% | 36,211 | 0.21 |
| ≡ | NU HLDGS LTD | Add 20.00% | 399,220 | 0.20 |
| ≡ | NFLX – NETFLIX INC | Reduce 46.00% | −5,138 | −0.19 |
| ≡ | TXN – TEXAS INSTRS INC | Add 8.00% | 33,885 | −0.18 |
| ≡ | MELI – MERCADOLIBRE INC | Add 9.00% | 1,686 | 0.17 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Add 16.00% | 96,004 | −0.16 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Add 37.00% | 166,788 | 0.16 |
| ≡ | PEN – PENUMBRA INC | Add 10.00% | 6,125 | −0.16 |
| ≡ | CGNX – COGNEX CORP | Add 8.00% | 74,734 | −0.16 |
| ≡ | TOST – TOAST INC | Add 8.00% | 92,347 | 0.15 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Add 39.00% | 211,825 | 0.14 |
| ≡ | RGEN – REPLIGEN CORP | Add 10.00% | 13,372 | −0.14 |
| ≡ | Z – ZILLOW GROUP INC | Add 9.00% | 24,536 | −0.14 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Add 9.00% | 5,632 | −0.14 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Add 26.00% | 41,826 | −0.13 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Add 28.00% | 140,257 | −0.11 |
| ≡ | AAPL – APPLE INC | Add 26.00% | 23,257 | −0.11 |
| ≡ | LIN – LINDE PLC | Add 27.00% | 32,213 | −0.10 |
| ≡ | SHOP – SHOPIFY INC | Add 15.00% | 77,115 | 0.10 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Add 13.00% | 52,715 | 0.07 |
| ≡ | CRM – SALESFORCE INC | Add 45.00% | 19,861 | 0.06 |
| ≡ | ADSK – AUTODESK INC | Add 15.00% | 26,534 | 0.05 |
| ≡ | DHR – DANAHER CORPORATION | Add 35.00% | 100,083 | −0.05 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Add 35.00% | 1,755 | 0.04 |
| ≡ | HEI.A – HEICO CORP NEW | Add 10.00% | 16,491 | 0.03 |
| ≡ | LMND – LEMONADE INC | Add 10.00% | 10,738 | 0.02 |
| ≡ | AMT – AMERICAN TOWER CORP NEW | Add 29.00% | 76,107 | −0.02 |
| ≡ | THO – THOR INDS INC | Add 10.00% | 10,105 | −0.01 |
| ≡ | URI – UNITED RENTALS INC | Add 11.00% | 10,759 | 0.01 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 68.00% | 288,950 | 1.06 |
| ≡ | AAPL – APPLE INC | Reduce 44.00% | −72,006 | −0.83 |
| ≡ | TTD – THE TRADE DESK INC | Sell | −153,998 | −0.77 |
| ≡ | MRVL – MARVELL TECHNOLOGY INC | Buy | 275,133 | 0.76 |
| ≡ | CHART INDS INC | Sell | −92,644 | −0.75 |
| ≡ | CCJ – CAMECO CORP | Sell | −330,981 | −0.72 |
| ≡ | DHR – DANAHER CORPORATION | Reduce 16.00% | −54,622 | −0.68 |
| ≡ | FISV – FISERV INC | Reduce 26.00% | −122,771 | −0.64 |
| ≡ | LIN – LINDE PLC | Reduce 32.00% | −57,003 | −0.63 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 26.00% | 93,050 | 0.60 |
| ≡ | SNOW – SNOWFLAKE INC | Add 51.00% | 71,627 | 0.47 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Add 56.00% | 56,732 | 0.46 |
| ≡ | CYBERARK SOFTWARE LTD | Add 28.00% | 19,760 | 0.38 |
| ≡ | CDW – CDW CORP | Sell | −47,573 | −0.35 |
| ≡ | URI – UNITED RENTALS INC | Add 21.00% | 17,418 | 0.35 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Add 36.00% | 142,794 | 0.34 |
| ≡ | RDDT – REDDIT INC | Buy | 65,180 | 0.31 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Sell | −58,498 | −0.30 |
| ≡ | NU HLDGS LTD | Add 31.00% | 472,684 | 0.25 |
| ≡ | NET – CLOUDFLARE INC | Add 8.00% | 21,744 | 0.25 |
| ≡ | PGR – PROGRESSIVE CORP | Reduce 16.00% | −62,229 | 0.23 |
| ≡ | ARM – ARM HOLDINGS PLC | Add 41.00% | 55,797 | 0.21 |
| ≡ | AXON – AXON ENTERPRISE INC | Add 26.00% | 10,094 | 0.18 |
| ≡ | CPRT – COPART INC | Add 6.00% | 40,112 | 0.18 |
| ≡ | HEI – HEICO CORP NEW | Reduce 7.00% | −10,426 | 0.16 |
| ≡ | LMND – LEMONADE INC | Buy | 108,970 | 0.15 |
| ≡ | MNDY – MONDAY COM LTD | Buy | 12,247 | 0.13 |
| ≡ | MELI – MERCADOLIBRE INC | Reduce 12.00% | −2,663 | 0.11 |
| ≡ | NOW – SERVICENOW INC | Reduce 24.00% | −1,492 | −0.11 |
| ≡ | KLAC – KLA CORP | Reduce 7.00% | −4,335 | 0.11 |
| ≡ | CSGP – COSTAR GROUP INC | Reduce 9.00% | −37,192 | 0.09 |
| ≡ | COIN – COINBASE GLOBAL INC | Add 72.00% | 23,150 | 0.09 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Buy | 5,057 | 0.08 |
| ≡ | DASH – DOORDASH INC | Reduce 19.00% | −33,964 | −0.08 |
| ≡ | SAIL – SAILPOINT INC | Buy | 92,044 | 0.08 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Add 34.00% | 148,036 | −0.07 |
| ≡ | CRM – SALESFORCE INC | Add 26.00% | 9,168 | 0.04 |
| ≡ | CGNX – COGNEX CORP | Add 17.00% | 128,763 | 0.04 |
| ≡ | NFLX – NETFLIX INC | Reduce 12.00% | −1,584 | −0.01 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Buy | 101,403 | 1.05 |
| ≡ | CPRT – COPART INC | Add 118.00% | 362,888 | 1.01 |
| ≡ | MEDP – MEDPACE HLDGS INC | Sell | −70,966 | −0.92 |
| ≡ | SNOW – SNOWFLAKE INC | Buy | 139,391 | 0.92 |
| ≡ | AAPL – APPLE INC | Reduce 43.00% | −122,345 | −0.86 |
| ≡ | AMZN – AMAZON COM INC | Sell | −114,376 | −0.83 |
| ≡ | CRM – SALESFORCE INC | Reduce 72.00% | −88,481 | −0.82 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Add 215.00% | 299,062 | 0.81 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Reduce 36.00% | −53,971 | −0.76 |
| ≡ | GOOG – ALPHABET INC | Reduce 11.00% | −112,835 | 0.73 |
| ≡ | TTAN – SERVICETITAN INC | Buy | 150,506 | 0.66 |
| ≡ | SHOP – SHOPIFY INC | Reduce 7.00% | −42,246 | 0.63 |
| ≡ | APH – AMPHENOL CORP NEW | Add 7.00% | 62,212 | 0.56 |
| ≡ | CCJ – CAMECO CORP | Reduce 52.00% | −354,141 | −0.55 |
| ≡ | MRNA – MODERNA INC | Sell | −196,973 | −0.51 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Sell | −72,153 | −0.49 |
| ≡ | FISV – FISERV INC | Reduce 10.00% | −50,729 | 0.48 |
| ≡ | TXN – TEXAS INSTRS INC | Reduce 11.00% | −54,786 | −0.47 |
| ≡ | NET – CLOUDFLARE INC | Add 7.00% | 17,015 | 0.45 |
| ≡ | CDW – CDW CORP | Reduce 47.00% | −42,998 | −0.45 |
| ≡ | TOST – TOAST INC | Reduce 6.00% | −77,460 | 0.42 |
| ≡ | ROP – ROPER TECHNOLOGIES INC | Add 14.00% | 16,477 | 0.41 |
| ≡ | AMT – AMERICAN TOWER CORP NEW | Add 44.00% | 75,364 | 0.37 |
| ≡ | AXON – AXON ENTERPRISE INC | Reduce 56.00% | −47,806 | −0.37 |
| ≡ | COIN – COINBASE GLOBAL INC | Buy | 32,204 | 0.34 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Add 14.00% | 134,913 | −0.33 |
| ≡ | AFRM – AFFIRM HLDGS INC | Add 9.00% | 22,167 | 0.32 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Add 35.00% | 148,947 | 0.23 |
| ≡ | DASH – DOORDASH INC | Reduce 7.00% | −13,258 | 0.22 |
| ≡ | ADSK – AUTODESK INC | Reduce 7.00% | −13,711 | 0.18 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Reduce 13.00% | −61,066 | 0.16 |
| ≡ | CYBERARK SOFTWARE LTD | Reduce 31.00% | −31,790 | −0.16 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Reduce 8.00% | −34,984 | −0.16 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 22.00% | −116,299 | −0.14 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Add 31.00% | 54,327 | 0.13 |
| ≡ | CGNX – COGNEX CORP | Reduce 6.00% | −48,371 | −0.12 |
| ≡ | LRCX – LAM RESEARCH CORP | Add 897.00% | 851,424 | −0.11 |
| ≡ | CHART INDS INC | Reduce 33.00% | −46,349 | 0.08 |
| ≡ | NOW – SERVICENOW INC | Reduce 33.00% | −3,049 | −0.04 |
| ≡ | NFLX – NETFLIX INC | Reduce 32.00% | −6,154 | −0.04 |
| ≡ | Z – ZILLOW GROUP INC | Reduce 18.00% | −62,560 | 0.03 |
| ≡ | TTD – THE TRADE DESK INC | Reduce 17.00% | −31,631 | −0.02 |
| 1.10 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 6.00% | −21,448 | −0.95 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Sell | −49,543 | −0.78 |
| ≡ | AMZN – AMAZON COM INC | Reduce 43.00% | −86,369 | −0.76 |
| ≡ | LRCX – LAM RESEARCH CORP | Add 10.00% | 9,000 | −0.73 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 14.00% | −90,084 | −0.64 |
| ≡ | CPRT – COPART INC | Buy | 307,561 | 0.63 |
| ≡ | GOOG – ALPHABET INC | Add 6.00% | 60,946 | −0.58 |
| ≡ | PEN – PENUMBRA INC | Buy | 62,054 | 0.47 |
| ≡ | CCJ – CAMECO CORP | Add 69.00% | 278,987 | 0.46 |
| ≡ | Z – ZILLOW GROUP INC | Add 45.00% | 106,153 | 0.40 |
| ≡ | AAPL – APPLE INC | Add 12.00% | 29,889 | 0.38 |
| ≡ | DIS – DISNEY WALT CO | Sell | −92,045 | −0.37 |
| ≡ | SOLV – SOLVENTUM CORP | Sell | −156,639 | −0.34 |
| ≡ | DASH – DOORDASH INC | Add 16.00% | 26,615 | 0.34 |
| ≡ | LIN – LINDE PLC | Reduce 11.00% | −20,343 | −0.26 |
| ≡ | CRM – SALESFORCE INC | Add 15.00% | 16,303 | 0.19 |
| ≡ | CDW – CDW CORP | Add 30.00% | 20,975 | 0.16 |
| ≡ | MEDP – MEDPACE HLDGS INC | Add 11.00% | 7,206 | −0.15 |
| ≡ | FISV – FISERV INC | Reduce 16.00% | −98,284 | −0.13 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Add 28.00% | 109,740 | 0.11 |
| ≡ | CGNX – COGNEX CORP | Add 12.00% | 89,514 | −0.10 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 17.00% | 49,622 | −0.09 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Reduce 8.00% | −6,497 | −0.07 |
| ≡ | NU HLDGS LTD | Reduce 6.00% | −95,666 | −0.05 |
| ≡ | CHART INDS INC | Add 29.00% | 31,628 | 0.04 |
| ≡ | ARM – ARM HOLDINGS PLC | Add 25.00% | 27,026 | 0.03 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Add 16.00% | 61,132 | 0.02 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Add 9.00% | 11,456 | 0.02 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Reduce 11.00% | −18,660 | −0.00 |
| 1.37 |
| ≡ | HEI – HEICO CORP NEW | Buy | 136,861 | 1.26 |
| ≡ | HEI.A – HEICO CORP NEW | Buy | 156,865 | 1.14 |
| ≡ | DXCM – DEXCOM INC | Sell | −195,307 | −1.12 |
| ≡ | ADSK – AUTODESK INC | Buy | 93,592 | 0.95 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 472.00% | 518,588 | −0.93 |
| ≡ | AAPL – APPLE INC | Add 36.00% | 67,685 | 0.87 |
| ≡ | ARM – ARM HOLDINGS PLC | Buy | 107,382 | 0.72 |
| ≡ | TXN – TEXAS INSTRS INC | Add 9.00% | 40,403 | 0.66 |
| ≡ | CDW – CDW CORP | Buy | 69,596 | 0.64 |
| ≡ | SHOCKWAVE MED INC | Sell | −46,203 | −0.62 |
| ≡ | MEDP – MEDPACE HLDGS INC | Add 99.00% | 31,753 | 0.54 |
| ≡ | NFLX – NETFLIX INC | Add 11.00% | 9,746 | 0.49 |
| ≡ | TDY – TELEDYNE TECHNOLOGIES INC | Sell | −27,174 | −0.48 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Reduce 11.00% | −33,069 | −0.46 |
| ≡ | Z – ZILLOW GROUP INC | Buy | 238,164 | 0.45 |
| ≡ | TTD – THE TRADE DESK INC | Add 99.00% | 91,251 | 0.40 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Add 10.00% | 86,133 | 0.35 |
| ≡ | SOLV – SOLVENTUM CORP | Buy | 156,639 | 0.34 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Reduce 19.00% | −40,036 | −0.32 |
| ≡ | AFRM – AFFIRM HLDGS INC | Buy | 252,162 | 0.31 |
| ≡ | CRM – SALESFORCE INC | Add 55.00% | 38,258 | 0.27 |
| ≡ | MRNA – MODERNA INC | Add 23.00% | 36,231 | 0.25 |
| ≡ | DHR – DANAHER CORPORATION | Add 7.00% | 20,332 | 0.17 |
| ≡ | LIN – LINDE PLC | Add 12.00% | 20,874 | 0.16 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Add 10.00% | 36,045 | −0.15 |
| ≡ | URI – UNITED RENTALS INC | Add 6.00% | 4,423 | −0.14 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Reduce 28.00% | −19,284 | −0.14 |
| ≡ | DIS – DISNEY WALT CO | Add 96.00% | 45,158 | 0.14 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Add 4088.00% | 408,360 | −0.13 |
| ≡ | CYBERARK SOFTWARE LTD | Reduce 9.00% | −10,462 | −0.10 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 6.00% | −23,193 | −0.07 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Add 36.00% | 33,938 | 0.05 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Reduce 7.00% | −5,127 | 0.03 |
| ≡ | NOW – SERVICENOW INC | Add 6.00% | 502 | 0.02 |
| ≡ | RGEN – REPLIGEN CORP | Add 52.00% | 42,700 | 0.02 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 8.00% | −9,801 | 1.00 |
| ≡ | LIN – LINDE PLC | Add 60.00% | 63,892 | 0.98 |
| ≡ | PGR – PROGRESSIVE CORP | Add 26.00% | 82,554 | 0.77 |
| ≡ | CSTM – CONSTELLIUM SE | Sell | −639,609 | −0.67 |
| ≡ | MEDP – MEDPACE HLDGS INC | Buy | 32,007 | 0.54 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Reduce 15.00% | −51,825 | −0.48 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Buy | 83,132 | 0.47 |
| ≡ | TSLA – TESLA INC | Sell | −33,991 | −0.44 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Add 24.00% | 40,921 | 0.44 |
| ≡ | APH – AMPHENOL CORP NEW | Add 23.00% | 151,575 | 0.44 |
| ≡ | PANW – PALO ALTO NETWORKS INC | Sell | −27,100 | −0.42 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Add 40.00% | 116,843 | 0.36 |
| ≡ | MSFT – MICROSOFT CORP | Add 9.00% | 32,066 | −0.31 |
| ≡ | CGNX – COGNEX CORP | Add 67.00% | 278,786 | 0.31 |
| ≡ | URI – UNITED RENTALS INC | Add 16.00% | 10,766 | 0.30 |
| ≡ | NU HLDGS LTD | Add 45.00% | 485,450 | 0.30 |
| ≡ | SHOP – SHOPIFY INC | Add 11.00% | 56,609 | −0.28 |
| ≡ | SHOCKWAVE MED INC | Add 22.00% | 8,450 | 0.25 |
| ≡ | GOOG – ALPHABET INC | Add 22.00% | 182,592 | 0.24 |
| ≡ | NET – CLOUDFLARE INC | Reduce 12.00% | −34,876 | −0.24 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Add 22.00% | 1,802 | 0.22 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Add 37.00% | 234,356 | 0.22 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Reduce 8.00% | −6,940 | −0.21 |
| ≡ | FISV – FISERV INC | Add 11.00% | 61,552 | 0.21 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Reduce 18.00% | −14,624 | −0.21 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Add 34.00% | 94,603 | 0.20 |
| ≡ | DHR – DANAHER CORPORATION | Add 25.00% | 58,502 | 0.18 |
| ≡ | GLBE – GLOBAL E ONLINE LTD | Buy | 93,807 | 0.14 |
| ≡ | AXON – AXON ENTERPRISE INC | Reduce 7.00% | −6,537 | −0.14 |
| ≡ | CCJ – CAMECO CORP | Add 8.00% | 28,513 | −0.12 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 8.00% | 21,091 | −0.12 |
| ≡ | CHART INDS INC | Add 24.00% | 20,728 | 0.11 |
| ≡ | TXN – TEXAS INSTRS INC | Add 20.00% | 77,214 | −0.10 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Add 22.00% | 30,131 | 0.09 |
| ≡ | CYBERARK SOFTWARE LTD | Add 13.00% | 12,692 | 0.09 |
| ≡ | CSGP – COSTAR GROUP INC | Add 20.00% | 73,970 | 0.08 |
| ≡ | TTD – THE TRADE DESK INC | Add 28.00% | 20,339 | 0.06 |
| ≡ | TDY – TELEDYNE TECHNOLOGIES INC | Add 51.00% | 9,204 | 0.06 |
| ≡ | MELI – MERCADOLIBRE INC | Add 38.00% | 5,666 | 0.06 |
| ≡ | DASH – DOORDASH INC | Reduce 13.00% | −24,483 | −0.04 |
| ≡ | MRNA – MODERNA INC | Add 24.00% | 29,771 | 0.03 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Add 42.00% | 123,934 | −0.02 |
| ≡ | THO – THOR INDS INC | Add 23.00% | 17,764 | −0.02 |
| ≡ | SUI – SUN CMNTYS INC | Add 33.00% | 87,301 | 0.01 |
| ≡ | DXCM – DEXCOM INC | Add 14.00% | 23,665 | 0.00 |
| −1.38 |
| ≡ | URI – UNITED RENTALS INC | Add 128.00% | 37,147 | 1.30 |
| ≡ | ABNB – AIRBNB INC | Sell | −138,990 | −1.03 |
| ≡ | OKTA – OKTA INC | Sell | −228,876 | −1.00 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Add 14.00% | 41,590 | 0.99 |
| ≡ | UBER – UBER TECHNOLOGIES INC | Buy | 292,409 | 0.95 |
| ≡ | FAST – FASTENAL CO | Sell | −303,354 | −0.89 |
| ≡ | NVDA – NVIDIA CORPORATION | Reduce 30.00% | −50,885 | −0.87 |
| ≡ | SHOP – SHOPIFY INC | Add 17.00% | 74,872 | 0.81 |
| ≡ | ANSYS INC | Add 36.00% | 29,292 | 0.81 |
| ≡ | AAPL – APPLE INC | Reduce 32.00% | −109,349 | −0.79 |
| ≡ | SLAB – SILICON LABORATORIES INC | Sell | −126,308 | −0.79 |
| ≡ | TSCO – TRACTOR SUPPLY CO | Sell | −61,466 | −0.67 |
| ≡ | AXON – AXON ENTERPRISE INC | Add 55.00% | 31,755 | 0.60 |
| ≡ | WDAY – WORKDAY INC | Reduce 10.00% | −36,782 | 0.57 |
| ≡ | MU – MICRON TECHNOLOGY INC | Sell | −151,349 | −0.55 |
| ≡ | Z – ZILLOW GROUP INC | Sell | −219,723 | −0.55 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Add 138.00% | 79,050 | 0.52 |
| ≡ | AMZN – AMAZON COM INC | Reduce 35.00% | −105,082 | −0.49 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Add 10.00% | 15,306 | 0.49 |
| ≡ | RGEN – REPLIGEN CORP | Add 122.00% | 45,272 | 0.46 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Add 13.00% | 9,865 | 0.46 |
| ≡ | TOST – TOAST INC | Add 80.00% | 507,322 | 0.46 |
| ≡ | KLAC – KLA CORP | Reduce 8.00% | −10,354 | 0.44 |
| ≡ | PANW – PALO ALTO NETWORKS INC | Buy | 27,100 | 0.42 |
| ≡ | CCJ – CAMECO CORP | Add 89.00% | 173,573 | 0.42 |
| ≡ | CSGP – COSTAR GROUP INC | Add 19.00% | 58,968 | 0.41 |
| ≡ | PGR – PROGRESSIVE CORP | Add 6.00% | 17,140 | 0.41 |
| ≡ | MRNA – MODERNA INC | Add 183.00% | 81,099 | 0.41 |
| ≡ | LRCX – LAM RESEARCH CORP | Reduce 8.00% | −7,406 | 0.40 |
| ≡ | DOCS – DOXIMITY INC | Sell | −351,703 | −0.40 |
| ≡ | SHOCKWAVE MED INC | Buy | 37,753 | 0.38 |
| ≡ | PCOR – PROCORE TECHNOLOGIES INC | Add 36.00% | 91,334 | 0.37 |
| ≡ | CGNX – COGNEX CORP | Add 67.00% | 167,201 | 0.35 |
| ≡ | NET – CLOUDFLARE INC | Add 6.00% | 14,751 | 0.33 |
| ≡ | DXCM – DEXCOM INC | Add 7.00% | 11,177 | 0.32 |
| ≡ | DHR – DANAHER CORPORATION | Add 23.00% | 43,577 | 0.31 |
| ≡ | FISV – FISERV INC | Reduce 6.00% | −36,108 | 0.28 |
| ≡ | TTD – THE TRADE DESK INC | Buy | 71,546 | 0.27 |
| ≡ | DASH – DOORDASH INC | Add 11.00% | 18,638 | 0.26 |
| ≡ | NU HLDGS LTD | Add 81.00% | 478,629 | 0.24 |
| ≡ | BILL – BILL HOLDINGS INC | Sell | −38,454 | −0.22 |
| ≡ | APH – AMPHENOL CORP NEW | Reduce 9.00% | −65,317 | 0.17 |
| ≡ | NOW – SERVICENOW INC | Reduce 11.00% | −5,143 | 0.13 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Add 16.00% | 39,043 | −0.10 |
| ≡ | CYBERARK SOFTWARE LTD | Reduce 30.00% | −41,514 | −0.10 |
| ≡ | TDY – TELEDYNE TECHNOLOGIES INC | Reduce 20.00% | −4,447 | −0.07 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Sell | −14,357 | −0.07 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Reduce 13.00% | −42,566 | −0.06 |
| ≡ | CHART INDS INC | Add 17.00% | 12,639 | −0.05 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Reduce 10.00% | −71,790 | 0.05 |
| ≡ | DIS – DISNEY WALT CO | Reduce 20.00% | −12,090 | −0.03 |
| ≡ | MELI – MERCADOLIBRE INC | Reduce 16.00% | −2,744 | 0.03 |
| ≡ | MSFT – MICROSOFT CORP | Reduce 14.00% | −62,294 | −0.02 |
| ≡ | CRM – SALESFORCE INC | Reduce 20.00% | −17,829 | 0.02 |
| ≡ | NFLX – NETFLIX INC | Reduce 20.00% | −2,814 | 0.00 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Add 87.00% | 71,370 | 0.89 |
| ≡ | TXN – TEXAS INSTRS INC | Reduce 16.00% | −76,083 | −0.86 |
| ≡ | WDAY – WORKDAY INC | Reduce 18.00% | −82,413 | −0.83 |
| ≡ | AAPL – APPLE INC | Reduce 16.00% | −63,970 | −0.79 |
| ≡ | MCHP – MICROCHIP TECHNOLOGY INC. | Reduce 13.00% | −105,935 | −0.67 |
| ≡ | WOLFSPEED INC | Sell | −238,054 | −0.66 |
| ≡ | FISV – FISERV INC | Reduce 8.00% | −53,154 | −0.47 |
| ≡ | CCJ – CAMECO CORP | Buy | 195,599 | 0.42 |
| ≡ | TMUS – T-MOBILE US INC | Reduce 20.00% | −82,799 | −0.38 |
| ≡ | BALL – BALL CORP | Reduce 10.00% | −75,532 | −0.37 |
| ≡ | AMZN – AMAZON COM INC | Reduce 18.00% | −65,413 | −0.33 |
| ≡ | KLAC – KLA CORP | Reduce 10.00% | −14,449 | −0.29 |
| ≡ | FTCHQ – FARFETCH LTD | Sell | −965,905 | −0.29 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Add 17.00% | 43,158 | 0.29 |
| ≡ | BILL – BILL HOLDINGS INC | Reduce 53.00% | −43,309 | −0.25 |
| ≡ | TDY – TELEDYNE TECHNOLOGIES INC | Add 89.00% | 10,539 | 0.25 |
| ≡ | CRWD – CROWDSTRIKE HLDGS INC | Add 25.00% | 14,841 | 0.23 |
| ≡ | NU HLDGS LTD | Buy | 593,321 | 0.23 |
| ≡ | LIN – LINDE PLC | Reduce 14.00% | −17,148 | −0.22 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Reduce 9.00% | −30,194 | −0.22 |
| ≡ | ISRG – INTUITIVE SURGICAL INC | Reduce 6.00% | −4,670 | −0.19 |
| ≡ | NEE – NEXTERA ENERGY INC | Add 9.00% | 41,571 | −0.17 |
| ≡ | TOST – TOAST INC | Reduce 9.00% | −66,201 | −0.15 |
| ≡ | CHART INDS INC | Add 13.00% | 8,404 | 0.15 |
| ≡ | RGEN – REPLIGEN CORP | Add 30.00% | 8,672 | 0.12 |
| ≡ | ABNB – AIRBNB INC | Reduce 21.00% | −37,908 | −0.11 |
| ≡ | AXON – AXON ENTERPRISE INC | Add 7.00% | 3,771 | 0.09 |
| ≡ | CGNX – COGNEX CORP | Add 7.00% | 16,501 | −0.08 |
| ≡ | FAST – FASTENAL CO | Add 8.00% | 22,893 | 0.06 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Reduce 16.00% | −2,739 | −0.02 |
| ≡ | DXCM – DEXCOM INC | Add 27.00% | 33,818 | −0.01 |
| 0.82 |
| ≡ | AXON – AXON ENTERPRISE INC | Buy | 54,143 | 0.53 |
| ≡ | CSGP – COSTAR GROUP INC | Add 31.00% | 71,813 | 0.51 |
| ≡ | CATALENT INC | Sell | −135,085 | −0.47 |
| ≡ | ON – ON SEMICONDUCTOR CORP | Add 49.00% | 83,046 | 0.46 |
| ≡ | SUI – SUN CMNTYS INC | Reduce 8.00% | −23,444 | −0.42 |
| ≡ | CGNX – COGNEX CORP | Add 158.00% | 143,450 | 0.42 |
| ≡ | OKTA – OKTA INC | Reduce 13.00% | −33,786 | −0.41 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Reduce 12.00% | −46,951 | −0.32 |
| ≡ | NEE – NEXTERA ENERGY INC | Reduce 7.00% | −34,453 | −0.31 |
| ≡ | DASH – DOORDASH INC | Add 57.00% | 63,392 | 0.29 |
| ≡ | AMZN – AMAZON COM INC | Reduce 25.00% | −121,071 | −0.28 |
| ≡ | BILL – BILL HOLDINGS INC | Add 70.00% | 33,807 | 0.27 |
| ≡ | LIN – LINDE PLC | Reduce 11.00% | −15,379 | −0.26 |
| ≡ | TDY – TELEDYNE TECHNOLOGIES INC | Buy | 11,878 | 0.24 |
| ≡ | TOST – TOAST INC | Add 20.00% | 115,086 | 0.24 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Reduce 18.00% | −71,873 | −0.21 |
| ≡ | RGEN – REPLIGEN CORP | Buy | 28,532 | 0.20 |
| ≡ | BALL – BALL CORP | Reduce 7.00% | −58,224 | −0.18 |
| ≡ | ZS – ZSCALER INC | Sell | −27,234 | −0.17 |
| ≡ | CYBERARK SOFTWARE LTD | Reduce 12.00% | −20,109 | −0.16 |
| ≡ | TSCO – TRACTOR SUPPLY CO | Reduce 9.00% | −5,834 | −0.16 |
| ≡ | CHART INDS INC | Add 18.00% | 9,672 | 0.15 |
| ≡ | FND – FLOOR & DECOR HLDGS INC | Add 58.00% | 20,432 | 0.11 |
| ≡ | DOCS – DOXIMITY INC | Add 19.00% | 57,675 | 0.09 |
| ≡ | NCNO – NCINO INC | Sell | −67,388 | −0.09 |
| ≡ | LSCC – LATTICE SEMICONDUCTOR CORP | Add 14.00% | 29,360 | 0.09 |
| ≡ | CMG – CHIPOTLE MEXICAN GRILL INC | Reduce 7.00% | −658 | 0.08 |
| ≡ | SLAB – SILICON LABORATORIES INC | Add 10.00% | 11,122 | −0.07 |
| ≡ | THO – THOR INDS INC | Reduce 7.00% | −6,203 | 0.05 |
| ≡ | TT – TRANE TECHNOLOGIES PLC | Add 8.00% | 6,419 | 0.05 |
| ≡ | TSLA – TESLA INC | Reduce 7.00% | −2,637 | 0.04 |
| ≡ | FAST – FASTENAL CO | Reduce 7.00% | −21,686 | −0.04 |
| ≡ | MRNA – MODERNA INC | Add 20.00% | 7,459 | −0.03 |
| ≡ | ADSK – AUTODESK INC | Add 10.00% | 11,151 | 0.02 |
| ≡ | CSTM – CONSTELLIUM SE | Reduce 10.00% | −70,244 | −0.02 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Reduce 20.00% | −4,398 | −0.02 |
| ≡ | LRCX – LAM RESEARCH CORP | Reduce 12.00% | −14,085 | 0.01 |
| ≡ | URI – UNITED RENTALS INC | Reduce 6.00% | −1,709 | 0.00 |