| MUMicron Technology | Semiconductors, equipment & EDA | -18.8% | +126.0% | +759.9% | -41.2% | 69.3% | QQQ +733.3%SPY +740.1% |
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| INTCIntel | Semiconductors, equipment & EDA | -26.1% | +121.9% | +420.8% | -55.6% | 72.8% | QQQ +394.2%SPY +401.0% |
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| NBISNebius Group | AI cloud, platforms & infrastructure | -23.8% | +147.1% | +286.8% | -36.0% | 87.1% | QQQ +260.2%SPY +266.9% |
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| LRCXLam Research | Semiconductors, equipment & EDA | -23.9% | +41.6% | +249.8% | -32.1% | 46.7% | QQQ +223.2%SPY +230.0% |
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| DELLDell Technologies | Data center, power & networking | -1.0% | +274.4% | +225.4% | -34.0% | 57.9% | QQQ +198.9%SPY +205.6% |
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| AMATApplied Materials | Semiconductors, equipment & EDA | -20.4% | +79.0% | +221.9% | -38.1% | 48.0% | QQQ +195.3%SPY +202.1% |
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| AMDAdvanced Micro Devices | Semiconductors, equipment & EDA | -8.0% | +125.7% | +203.1% | -49.4% | 62.1% | QQQ +176.5%SPY +183.3% |
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| MRVLMarvell Technology | Semiconductors, equipment & EDA | -27.0% | +175.8% | +171.2% | -48.2% | 64.4% | QQQ +144.7%SPY +151.4% |
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| ALABAstera Labs | Semiconductors, equipment & EDA | -25.0% | +140.4% | +164.8% | -54.9% | 91.6% | QQQ +138.2%SPY +145.0% |
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| KLACKLA | Semiconductors, equipment & EDA | -26.3% | +56.0% | +154.5% | -26.3% | 43.7% | QQQ +127.9%SPY +134.6% |
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| ASMLASML | Semiconductors, equipment & EDA | -13.2% | +21.7% | +149.8% | -34.8% | 38.7% | QQQ +123.2%SPY +129.9% |
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| HPEHewlett Packard Enterprise | Data center, power & networking | +4.7% | +121.6% | +133.1% | -27.1% | 40.3% | QQQ +106.5%SPY +113.2% |
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| CRDOCredo Technology Group | AI memory, interconnect & storage | -12.9% | +89.1% | +112.4% | -50.0% | 78.3% | QQQ +85.8%SPY +92.5% |
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| ARMArm Holdings | Semiconductors, equipment & EDA | -15.7% | +183.8% | +111.5% | -38.0% | 76.6% | QQQ +84.9%SPY +91.6% |
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| VRTVertiv | Data center, power & networking | -8.6% | +64.4% | +110.3% | -43.4% | 51.9% | QQQ +83.7%SPY +90.5% |
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| DDOGDatadog | Enterprise AI software | -0.0% | +101.2% | +85.9% | -35.1% | 52.3% | QQQ +59.3%SPY +66.1% |
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| GOOGLAlphabet | Cloud and AI platforms | -1.4% | +4.4% | +84.2% | -24.1% | 31.6% | QQQ +57.6%SPY +64.4% |
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| CSCOCisco Systems | Data center, power & networking | +1.9% | +53.7% | +78.8% | -9.4% | 23.0% | QQQ +52.2%SPY +59.0% |
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| TSMTaiwan Semiconductor Manufacturing | Semiconductors, equipment & EDA | -11.7% | +28.2% | +76.4% | -20.4% | 30.4% | QQQ +49.8%SPY +56.6% |
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| CLSCelestica | AI memory, interconnect & storage | -5.4% | +22.8% | +72.7% | -36.2% | 59.5% | QQQ +46.1%SPY +52.9% |
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| GEVGE Vernova | Data center, power & networking | -11.3% | +43.7% | +58.3% | -18.1% | 39.4% | QQQ +31.7%SPY +38.4% |
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| ANETArista Networks | Data center, power & networking | +6.6% | +27.8% | +47.0% | -32.8% | 40.6% | QQQ +20.4%SPY +27.2% |
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| MDBMongoDB | Enterprise AI software | +0.6% | -9.0% | +42.1% | -61.5% | 63.9% | QQQ +15.5%SPY +22.2% |
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| AVGOBroadcom | Semiconductors, equipment & EDA | +1.7% | +16.3% | +31.7% | -27.6% | 42.8% | QQQ +5.1%SPY +11.9% |
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| NETCloudflare | Enterprise AI software | +9.9% | +52.0% | +29.8% | -32.0% | 48.4% | QQQ +3.2%SPY +9.9% |
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| BIDUBaidu | AI cloud, platforms & infrastructure | -0.8% | -26.0% | +29.0% | -27.3% | 39.1% | QQQ +2.5%SPY +9.2% |
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| QCOMQualcomm | Semiconductors, equipment & EDA | -0.4% | +22.6% | +28.0% | -34.4% | 43.5% | QQQ +1.4%SPY +8.2% |
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| PSTGPure Storage | AI memory, interconnect & storage | -4.4% | +8.4% | +26.6% | -40.2% | 47.0% | QQQ +0.0%SPY +6.8% |
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| SNOWSnowflake | Enterprise AI software | +5.6% | +39.4% | +20.2% | -50.4% | 60.6% | QQQ -6.4%SPY +0.4% |
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| IBMIBM | AI cloud, platforms & infrastructure | +3.2% | -4.1% | +17.6% | -24.7% | 33.8% | QQQ -9.0%SPY -2.3% |
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| NVDANVIDIA | Semiconductors, equipment & EDA | +1.7% | +6.6% | +14.6% | -21.6% | 35.1% | QQQ -12.0%SPY -5.3% |
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| ETNEaton | Data center, power & networking | -5.5% | +15.3% | +5.9% | -27.3% | 29.0% | QQQ -20.6%SPY -13.9% |
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| AMZNAmazon | Cloud and AI platforms | +3.8% | +3.3% | +5.6% | -22.4% | 28.4% | QQQ -20.9%SPY -14.2% |
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| CDNSCadence Design Systems | Semiconductors, equipment & EDA | +0.7% | +27.5% | +3.7% | -23.8% | 28.9% | QQQ -22.9%SPY -16.2% |
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| BABAAlibaba Group | AI cloud, platforms & infrastructure | +17.1% | -33.1% | -6.0% | -45.8% | 43.9% | QQQ -32.6%SPY -25.8% |
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| METAMeta Platforms | Cloud and AI platforms | +16.6% | -8.2% | -14.8% | -26.9% | 34.1% | QQQ -41.4%SPY -34.6% |
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| PLTRPalantir | Enterprise AI software | +11.5% | -11.3% | -17.9% | -41.8% | 55.9% | QQQ -44.5%SPY -37.7% |
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| MSFTMicrosoft | Cloud and AI platforms | +4.8% | -8.7% | -26.1% | -30.2% | 25.1% | QQQ -52.7%SPY -46.0% |
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| CRWVCoreWeave | AI cloud, platforms & infrastructure | -16.3% | -10.6% | -27.0% | -56.1% | 120.6% | QQQ -53.6%SPY -46.8% |
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| SNPSSynopsys | Semiconductors, equipment & EDA | -2.7% | -6.7% | -31.5% | -37.4% | 33.0% | QQQ -58.1%SPY -51.4% |
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| CRMSalesforce | Enterprise AI software | +9.3% | -18.9% | -33.2% | -53.6% | 32.4% | QQQ -59.7%SPY -53.0% |
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| ADBEAdobe | Enterprise AI software | +12.5% | -21.4% | -35.5% | -66.8% | 32.5% | QQQ -62.1%SPY -55.4% |
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| NOWServiceNow | Enterprise AI software | +12.1% | -4.9% | -41.0% | -58.3% | 42.2% | QQQ -67.6%SPY -60.9% |
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| SAPSAP | AI cloud, platforms & infrastructure | +3.8% | -19.0% | -43.2% | -48.4% | 25.7% | QQQ -69.8%SPY -63.1% |
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| ORCLOracle | Cloud and AI platforms | -9.9% | -19.5% | -47.6% | -52.7% | 55.3% | QQQ -74.2%SPY -67.4% |
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| SMCISuper Micro Computer | Data center, power & networking | -5.7% | -5.0% | -53.1% | -77.5% | 89.4% | QQQ -79.7%SPY -72.9% |
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| AIC3.ai | Enterprise AI software | +0.8% | -16.8% | -61.1% | -78.6% | 65.2% | QQQ -87.7%SPY -81.0% |
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