Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Conviction funds buying — top 20%Share of the companies whose stake the largest active managers raised in their latest 13F.
Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Share of the companies whose revenue growth is faster than a quarter earlier.
Share of the companies whose operating margin is up over 3 years.
Margins improving — top 20%Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Fastest expected growth — top 20%Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Select up to 4 to compare their medians side by side, like companies.
Ticker | Company | Industry | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|---|
| TTMI | TTM TECHNOLOGIES INC | Semiconductors & Electronic Components | 5/6 | 37.4% | +2.9 pp | 12.5% | 2 | $1.64M |
| AME | AMETEK INC/ | Measuring & Laboratory Instruments | 6/6 | 15.0% | +0.9 pp | 13.2% | 1 | $1.02M |
| CRM | Salesforce, Inc. | Software | 5/6 | 10.8% | +11.7 pp | 9.8% | 1 | $999.44K |
| CXM | Sprinklr, Inc. | Software | 5/6 | 0.8% | +5.9 pp | 5.6% | 1 | $850.5K |
| DBD | DIEBOLD NIXDORF, Inc | Computers & Peripherals | 5/5 | 1.7% | +7.6 pp | 10.8% | 1 | $50.6K |
| VRSN | VERISIGN INC/CA | IT Services & Data Processing | 5/5 | 6.0% | +1.4 pp | — | 1 | $5.67K |
| BMI | BADGER METER INC | Measuring & Laboratory Instruments | 4/4 | -6.6% | +2.6 pp | — | 1 | $101.57K |
| HUBS | HUBSPOT INC | Software | 4/4 | 19.8% | +14.0 pp | — | 1 | $199.74K |
| MIR | Mirion Technologies, Inc. | Measuring & Laboratory Instruments | 4/6 | 19.7% | +33.5 pp | 2.5% | 1 | $312K |
| PSN | PARSONS CORP | IT Services & Data Processing | 3/6 | -0.5% | −0.2 pp | 6.4% | 1 | $959.4K |
| SAIC | Science Applications International Corp | IT Services & Data Processing | 3/6 | 6.3% | −2.0 pp | 13.0% | 1 | $132.5K |
| INTC | INTEL CORP | Semiconductors & Electronic Components | 2/5 | 25.4% | +6.9 pp | -0.1% | 1 | $10M |
| IPGP | IPG PHOTONICS CORP | Semiconductors & Electronic Components | 1/4 | 11.1% | −10.4 pp | — | 1 | $199.4K |
| Q | Qnity Electronics, Inc. | Semiconductors & Electronic Components | 1/1 | 22.1% | — | — | 1 | $138.14K |
| AAPL | Apple Inc. | Computers & Peripherals | 6/6 | 16.4% | +3.9 pp | 84.1% | — | — |
| ACIW | ACI WORLDWIDE, INC. | Software | 6/6 | 7.3% | +8.6 pp | 11.6% | — | — |
| ADBE | ADOBE INC. | Software | 6/6 | 12.9% | +1.8 pp | 59.8% | — | — |
| ADI | ANALOG DEVICES INC | Semiconductors & Electronic Components | 6/6 | 39.6% | +2.1 pp | 10.7% | — | — |
| ADP | AUTOMATIC DATA PROCESSING INC | IT Services & Data Processing | 6/6 | 6.8% | +0.6 pp | 60.6% | — | — |
| ADSK | Autodesk, Inc. | Software | 6/6 | 16.1% | +6.8 pp | 57.3% | — | — |
| ALRM | Alarm.com Holdings, Inc. | Software | 6/6 | 9.2% | +6.3 pp | 11.6% | — | — |
| ANET | Arista Networks, Inc. | Computers & Peripherals | 6/6 | 37.7% | +7.0 pp | 29.5% | — | — |
| APH | AMPHENOL CORP /DE/ | Semiconductors & Electronic Components | 6/6 | 55.0% | +6.7 pp | 18.8% | — | — |
| APPF | APPFOLIO INC | Software | 6/6 | 19.3% | +27.9 pp | 49.0% | — | — |
| CDNS | CADENCE DESIGN SYSTEMS INC | Software | 6/6 | 24.2% | +1.6 pp | 16.9% | — | — |
| CGNX | COGNEX CORP | Measuring & Laboratory Instruments | 6/6 | 16.9% | +1.5 pp | 12.2% | — | — |
| CIEN | CIENA CORP | Communications Equipment | 6/6 | 37.0% | +4.2 pp | 17.3% | — | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | IT Services & Data Processing | 6/6 | 4.5% | +1.6 pp | 14.5% | — | — |
| CVLT | COMMVAULT SYSTEMS INC | Software | 6/6 | 11.4% | +6.8 pp | 1263.3% | — | — |
| DUOL | Duolingo, Inc. | Software | 6/6 | 18.3% | +25.4 pp | 68.6% | — | — |
| FFIV | F5, INC. | Computers & Peripherals | 6/6 | 10.8% | +10.0 pp | 30.7% | — | — |
| FLEX | FLEX LTD. | Semiconductors & Electronic Components | 6/6 | 20.6% | +1.5 pp | 14.5% | — | — |
| FSLR | FIRST SOLAR, INC. | Semiconductors & Electronic Components | 6/6 | -3.7% | +31.2 pp | 20.0% | — | — |
| GEN | Gen Digital Inc. | Software | 6/6 | 6.3% | +5.0 pp | 14.2% | — | — |
| INTU | INTUIT INC. | Software | 6/6 | 13.7% | +5.6 pp | 20.3% | — | — |
| ITRI | ITRON, INC. | Measuring & Laboratory Instruments | 6/6 | -7.2% | +10.9 pp | 10.4% | — | — |
| LDOS | Leidos Holdings, Inc. | IT Services & Data Processing | 6/6 | 7.2% | +3.8 pp | 14.9% | — | — |
| MSI | Motorola Solutions, Inc. | Communications Equipment | 6/6 | 13.3% | +4.4 pp | 21.4% | — | — |
| NATL | NCR Atleos Corp | Computers & Peripherals | 6/6 | 0.1% | +3.5 pp | 15.7% | — | — |
| NTAP | NetApp, Inc. | Computers & Peripherals | 6/6 | 30.1% | +10.6 pp | 59.5% | — | — |
| NXPI | NXP Semiconductors N.V. | Semiconductors & Electronic Components | 6/6 | 19.5% | +3.5 pp | 17.7% | — | — |
| OSIS | OSI SYSTEMS INC | Semiconductors & Electronic Components | 6/6 | -4.1% | +1.7 pp | 11.9% | — | — |
| PAYC | Paycom Software, Inc. | Software | 6/6 | 9.8% | +2.8 pp | 36.3% | — | — |
| PCTY | Paylocity Holding Corp | Software | 6/6 | 11.0% | +8.6 pp | 26.1% | — | — |
| RNG | RingCentral, Inc. | IT Services & Data Processing | 6/6 | 5.9% | +32.2 pp | 39.6% | — | — |
| UPWK | UPWORK, INC | IT Services & Data Processing | 6/6 | -1.7% | +27.0 pp | 17.5% | — | — |
| VRT | Vertiv Holdings Co | Semiconductors & Electronic Components | 6/6 | 24.1% | +9.9 pp | 36.5% | — | — |
| AGYS | AGILYSYS INC | IT Services & Data Processing | 5/6 | 14.3% | +9.4 pp | 17.7% | — | — |
| AMAT | APPLIED MATERIALS INC /DE | Semiconductors & Electronic Components | 5/6 | 24.8% | +0.7 pp | 30.0% | — | — |
| APP | AppLovin Corp | IT Services & Data Processing | 5/5 | 52.8% | +69.8 pp | 123.5% | — | — |
| ATEN | A10 Networks, Inc. | Computers & Peripherals | 5/6 | 15.5% | −2.3 pp | 21.6% | — | — |
| AVGO | Broadcom Inc. | Semiconductors & Electronic Components | 5/6 | 85.5% | +3.0 pp | 29.6% | — | — |
| BLKB | BLACKBAUD INC | Software | 5/6 | 3.0% | +22.8 pp | 16.9% | — | — |
| BOX | BOX INC | Software | 5/5 | 9.2% | +4.4 pp | — | — | — |
| BSY | BENTLEY SYSTEMS INC | Software | 5/5 | 12.8% | +5.1 pp | 12.9% | — | — |
| DELL | Dell Technologies Inc. | Computers & Peripherals | 5/6 | 57.8% | +3.8 pp | 54.7% | — | — |
| DOCN | DigitalOcean Holdings, Inc. | IT Services & Data Processing | 5/6 | 28.6% | +20.8 pp | 13.8% | — | — |
| EPAM | EPAM Systems, Inc. | IT Services & Data Processing | 5/6 | 4.5% | −2.7 pp | 15.0% | — | — |
| FDS | FACTSET RESEARCH SYSTEMS INC | IT Services & Data Processing | 5/6 | 6.3% | −1.9 pp | 18.3% | — | — |
| FORM | FORMFACTOR INC | Semiconductors & Electronic Components | 5/6 | 31.9% | +14.8 pp | 9.9% | — | — |
| FRSH | Freshworks Inc. | Software | 5/6 | 16.0% | +42.0 pp | 7.5% | — | — |
| FTNT | Fortinet, Inc. | Computers & Peripherals | 5/5 | 25.6% | +8.9 pp | — | — | — |
| GDDY | GoDaddy Inc. | IT Services & Data Processing | 5/5 | 6.6% | +13.9 pp | 37.9% | — | — |
| GWRE | Guidewire Software, Inc. | Software | 5/6 | 15.3% | +26.7 pp | 8.5% | — | — |
| HPE | Hewlett Packard Enterprise Co | Computers & Peripherals | 5/6 | 33.7% | +2.0 pp | 6.4% | — | — |
| HPQ | HP INC | Computers & Peripherals | 5/6 | 12.5% | −0.4 pp | 57.2% | — | — |
| HUBB | HUBBELL INC | Semiconductors & Electronic Components | 5/6 | 15.3% | +2.6 pp | 11.3% | — | — |
| JBL | JABIL INC | Semiconductors & Electronic Components | 5/6 | 11.8% | +0.0 pp | 31.8% | — | — |
| JKHY | JACK HENRY & ASSOCIATES INC | IT Services & Data Processing | 5/5 | 4.7% | +1.8 pp | 23.5% | — | — |
| KEYS | Keysight Technologies, Inc. | Measuring & Laboratory Instruments | 5/6 | 36.5% | −5.1 pp | 18.6% | — | — |
| MANH | MANHATTAN ASSOCIATES INC | Software | 5/5 | 9.3% | +3.2 pp | — | — | — |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | Semiconductors & Electronic Components | 5/6 | 47.6% | +0.3 pp | 26.5% | — | — |
| MSFT | MICROSOFT CORP | Software | 5/6 | 17.8% | +5.0 pp | 27.1% | — | — |
| MU | MICRON TECHNOLOGY INC | Semiconductors & Electronic Components | 5/6 | 379.3% | +111.6 pp | 80.5% | — | — |
| NOW | ServiceNow, Inc. | Software | 5/6 | 24.0% | +5.1 pp | 6.8% | — | — |
| NVDA | NVIDIA CORP | Semiconductors & Electronic Components | 5/6 | 105.8% | +32.2 pp | 69.1% | — | — |
| OMCL | OMNICELL, INC. | Computers & Peripherals | 5/6 | 7.4% | +7.5 pp | 3.2% | — | — |
| PBI | PITNEY BOWES INC /DE/ | Computers & Peripherals | 5/6 | -2.3% | +45.7 pp | 20.7% | — | — |
| PTC | PTC INC. | Software | 5/6 | -6.8% | +14.3 pp | 19.7% | — | — |
| QCOM | QUALCOMM INC/DE | Communications Equipment | 5/6 | -4.0% | −2.8 pp | 23.2% | — | — |
| ROK | ROCKWELL AUTOMATION, INC | Measuring & Laboratory Instruments | 5/5 | 7.9% | — | 26.9% | — | — |
| SANM | SANMINA CORP | Semiconductors & Electronic Components | 5/6 | 69.7% | −0.9 pp | 12.3% | — | — |
| STX | Seagate Technology Holdings plc | Computers & Peripherals | 5/6 | 48.5% | +38.2 pp | 86.9% | — | — |
| TYL | TYLER TECHNOLOGIES INC | Software | 5/6 | 8.2% | +4.2 pp | 8.0% | — | — |
| VLTO | Veralto Corp | Measuring & Laboratory Instruments | 5/6 | 7.5% | −0.7 pp | 24.3% | — | — |
| VNT | Vontier Corp | Measuring & Laboratory Instruments | 5/6 | -2.2% | +1.3 pp | 16.1% | — | — |
| VRSK | Verisk Analytics, Inc. | IT Services & Data Processing | 5/6 | 4.4% | −0.4 pp | 38.5% | — | — |
| WDAY | Workday, Inc. | IT Services & Data Processing | 5/5 | 12.8% | +12.2 pp | 12.0% | — | — |
| XYZ | Block, Inc. | Software | 5/6 | 9.3% | +6.3 pp | 2.7% | — | — |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | Semiconductors & Electronic Components | 4/6 | 30.0% | +2.1 pp | 18.2% | — | — |
| AMD | ADVANCED MICRO DEVICES INC | Semiconductors & Electronic Components | 4/5 | 50.1% | +17.4 pp | 8.5% | — | — |
| AMKR | AMKOR TECHNOLOGY, INC. | Semiconductors & Electronic Components | 4/6 | 25.6% | −1.3 pp | 10.1% | — | — |
| BHE | BENCHMARK ELECTRONICS INC | Semiconductors & Electronic Components | 4/6 | 17.7% | +0.0 pp | 6.2% | — | — |
| BL | BLACKLINE, INC. | Software | 4/4 | 9.2% | +7.1 pp | — | — | — |
| CACI | CACI INTERNATIONAL INC /DE/ | IT Services & Data Processing | 4/6 | 17.6% | +1.1 pp | 7.6% | — | — |
| CRUS | CIRRUS LOGIC, INC. | Semiconductors & Electronic Components | 4/4 | 12.9% | +11.4 pp | — | — | — |
| CSCO | CISCO SYSTEMS, INC. | Computers & Peripherals | 4/5 | 17.6% | −2.1 pp | 19.3% | — | — |
| DBX | DROPBOX, INC. | Software | 4/4 | 0.9% | +20.5 pp | — | — | — |
| DHR | DANAHER CORP /DE/ | Measuring & Laboratory Instruments | 4/6 | 8.3% | −3.4 pp | 6.2% | — | — |
| DOCS | Doximity, Inc. | IT Services & Data Processing | 4/5 | 7.3% | −0.9 pp | 22.3% | — | — |
| DOCU | DOCUSIGN, INC. | Software | 4/4 | 9.4% | +12.9 pp | — | — | — |
| DT | Dynatrace, Inc. | Software | 4/4 | 16.2% | +3.3 pp | — | — | — |
| ESE | ESCO TECHNOLOGIES INC | Communications Equipment | 4/6 | 14.4% | +1.6 pp | 8.7% | — | — |
| EXTR | EXTREME NETWORKS INC | Computers & Peripherals | 4/6 | 10.3% | −3.4 pp | 126.5% | — | — |
| FIVN | Five9, Inc. | IT Services & Data Processing | 4/4 | 10.3% | +15.2 pp | — | — | — |
| FTV | Fortive Corp | Measuring & Laboratory Instruments | 4/6 | 7.9% | +0.2 pp | 7.7% | — | — |
| HSTM | HEALTHSTREAM INC | IT Services & Data Processing | 4/4 | 12.6% | +3.5 pp | — | — | — |
| LZ | LEGALZOOM.COM, INC. | IT Services & Data Processing | 4/4 | 6.6% | +4.3 pp | — | — | — |
| MKSI | MKS INC | Measuring & Laboratory Instruments | 4/6 | 28.3% | +52.5 pp | 9.5% | — | — |
| NSSC | NAPCO SECURITY TECHNOLOGIES, INC | Communications Equipment | 4/4 | 10.0% | +4.7 pp | — | — | — |
| NTNX | Nutanix, Inc. | Software | 4/6 | 15.9% | +20.7 pp | 21.5% | — | — |
| ON | ON SEMICONDUCTOR CORP | Semiconductors & Electronic Components | 4/6 | 9.2% | −17.6 pp | 14.3% | — | — |
| ONTO | ONTO INNOVATION INC. | Measuring & Laboratory Instruments | 4/6 | 35.3% | −7.4 pp | 5.3% | — | — |
| ORCL | ORACLE CORP | Software | 4/6 | 29.6% | +5.1 pp | 11.7% | — | — |
| PATH | UiPath, Inc. | Software | 4/4 | 13.4% | +29.4 pp | — | — | — |
| PEGA | PEGASYSTEMS INC | IT Services & Data Processing | 4/4 | 3.1% | +12.8 pp | — | — | — |
| PENG | Penguin Solutions, Inc. | Semiconductors & Electronic Components | 4/6 | 67.7% | +9.0 pp | 25.0% | — | — |
| PRGS | PROGRESS SOFTWARE CORP /MA | Software | 4/6 | -1.5% | +0.1 pp | 8.9% | — | — |
| QLYS | QUALYS, INC. | Software | 4/4 | 11.0% | +7.3 pp | — | — | — |
| RMBS | RAMBUS INC | Semiconductors & Electronic Components | 4/4 | 20.4% | +25.5 pp | — | — | — |
| SITM | SITIME Corp | Semiconductors & Electronic Components | 4/6 | 126.5% | +24.4 pp | -4.2% | — | — |
| SPSC | SPS COMMERCE INC | Software | 4/6 | 5.6% | −1.9 pp | 9.6% | — | — |
| TDC | TERADATA CORP /DE/ | Software | 4/6 | 0.5% | −0.7 pp | 55.0% | — | — |
| TENB | Tenable Holdings, Inc. | Software | 4/4 | 8.6% | +11.2 pp | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC. | Measuring & Laboratory Instruments | 4/6 | 10.5% | +2.2 pp | 8.3% | — | — |
| TRIP | TripAdvisor, Inc. | IT Services & Data Processing | 4/6 | -7.2% | −2.5 pp | 2.8% | — | — |
| TRMB | TRIMBLE INC. | Measuring & Laboratory Instruments | 4/5 | 11.0% | +4.7 pp | 8.0% | — | — |
| TT | Trane Technologies plc | Measuring & Laboratory Instruments | 4/4 | 10.6% | +2.1 pp | — | — | — |
| TTD | Trade Desk, Inc. | IT Services & Data Processing | 4/4 | 3.0% | +11.1 pp | — | — | — |
| TWLO | TWILIO INC | Software | 4/5 | 22.0% | +31.9 pp | 3.2% | — | — |
| TXN | TEXAS INSTRUMENTS INC | Semiconductors & Electronic Components | 4/5 | 22.8% | −9.3 pp | 22.4% | — | — |
| VEEV | VEEVA SYSTEMS INC | Software | 4/4 | 17.6% | +12.2 pp | 14.1% | — | — |
| WDC | WESTERN DIGITAL CORP | Computers & Peripherals | 4/5 | 43.8% | +43.2 pp | 50.8% | — | — |
| WK | WORKIVA INC | Software | 4/4 | 18.6% | +22.7 pp | — | — | — |
| ALGM | ALLEGRO MICROSYSTEMS, INC. | Semiconductors & Electronic Components | 3/6 | 27.5% | −20.1 pp | 4.3% | — | — |
| BILL | BILL Holdings, Inc. | Software | 3/4 | 13.8% | +23.5 pp | -1.3% | — | — |
| CERT | Certara, Inc. | Software | 3/5 | 1.0% | −12.3 pp | -0.1% | — | — |
| COHR | COHERENT CORP. | Measuring & Laboratory Instruments | 3/6 | 33.7% | +12.6 pp | 6.1% | — | — |
| CRSR | Corsair Gaming, Inc. | Computers & Peripherals | 3/5 | -1.8% | +2.9 pp | 7.1% | — | — |
| CRWD | CrowdStrike Holdings, Inc. | Software | 3/5 | 25.8% | +3.6 pp | -14.3% | — | — |
| CTS | CTS CORP | Semiconductors & Electronic Components | 3/4 | 7.0% | +1.9 pp | — | — | — |
| DDOG | Datadog, Inc. | Software | 3/6 | 35.6% | +6.9 pp | 0.3% | — | — |
| DGII | DIGI INTERNATIONAL INC | Computers & Peripherals | 3/5 | 29.0% | +1.7 pp | 7.2% | — | — |
| DIOD | DIODES INC /DEL/ | Semiconductors & Electronic Components | 3/6 | 21.7% | −15.0 pp | 4.3% | — | — |
| DV | DoubleVerify Holdings, Inc. | IT Services & Data Processing | 3/4 | 2.5% | −1.8 pp | — | — | — |
| DXC | DXC Technology Co | IT Services & Data Processing | 3/6 | -5.1% | −0.5 pp | 5.4% | — | — |
| ENPH | Enphase Energy, Inc. | Semiconductors & Electronic Components | 3/6 | -19.6% | −14.2 pp | 7.4% | — | — |
| EVTC | EVERTEC, Inc. | IT Services & Data Processing | 3/6 | 19.7% | −4.1 pp | 8.5% | — | — |
| FN | Fabrinet | Communications Equipment | 3/4 | 44.6% | +0.5 pp | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | Computers & Peripherals | 3/3 | 1.1% | — | — | — | — |
| KLIC | KULICKE & SOFFA INDUSTRIES INC | Semiconductors & Electronic Components | 3/4 | 122.6% | +2.6 pp | — | — | — |
| LITE | Lumentum Holdings Inc. | Communications Equipment | 3/5 | 109.3% | +24.0 pp | 9.8% | — | — |
| MRVL | Marvell Technology, Inc. | Semiconductors & Electronic Components | 3/5 | 36.5% | +21.1 pp | 6.3% | — | — |
| MTSI | MACOM Technology Solutions Holdings, Inc. | Semiconductors & Electronic Components | 3/6 | 35.8% | −0.9 pp | 9.9% | — | — |
| NTCT | NETSCOUT SYSTEMS INC | IT Services & Data Processing | 3/4 | 12.7% | +5.9 pp | — | — | — |
| NXT | Nextpower Inc. | Semiconductors & Electronic Components | 3/4 | 8.2% | +8.6 pp | — | — | — |
| OKTA | Okta, Inc. | Software | 3/4 | 10.6% | +40.8 pp | — | — | — |
| OLED | UNIVERSAL DISPLAY CORP \PA\ | Semiconductors & Electronic Components | 3/4 | -11.4% | −8.1 pp | — | — | — |
| PANW | Palo Alto Networks Inc | Computers & Peripherals | 3/4 | 34.5% | +0.4 pp | — | — | — |
| PLAB | PHOTRONICS INC | Semiconductors & Electronic Components | 3/6 | 2.7% | −6.0 pp | 23.1% | — | — |
| PLTR | Palantir Technologies Inc. | Software | 3/4 | 92.8% | +46.0 pp | — | — | — |
| POWI | POWER INTEGRATIONS INC | Semiconductors & Electronic Components | 3/6 | 2.7% | −13.7 pp | 2.5% | — | — |
| QTWO | Q2 Holdings, Inc. | Software | 3/4 | 12.6% | +27.5 pp | — | — | — |
| RAMP | LiveRamp Holdings, Inc. | IT Services & Data Processing | 3/3 | 9.8% | +27.7 pp | — | — | — |
| SMCI | Super Micro Computer, Inc. | Computers & Peripherals | 3/6 | 93.2% | −3.6 pp | 20.1% | — | — |
| SMTC | SEMTECH CORP | Semiconductors & Electronic Components | 3/5 | 32.7% | +48.3 pp | 9.1% | — | — |
| SNDK | Sandisk Corp | Computers & Peripherals | 3/3 | 371.6% | — | 99.2% | — | — |
| SNPS | SYNOPSYS INC | Software | 3/6 | 42.4% | −13.4 pp | 1.8% | — | — |
| SWKS | SKYWORKS SOLUTIONS, INC. | Semiconductors & Electronic Components | 3/6 | -3.1% | −17.8 pp | 5.0% | — | — |
| TER | TERADYNE, INC | Measuring & Laboratory Instruments | 3/4 | 103.9% | +8.2 pp | — | — | — |
| TOST | Toast, Inc. | IT Services & Data Processing | 3/4 | 23.1% | +17.1 pp | — | — | — |
| VICR | VICOR CORP | Semiconductors & Electronic Components | 3/4 | 1.6% | +9.1 pp | — | — | — |
| YOU | Clear Secure, Inc. | Software | 3/4 | 26.6% | +46.5 pp | — | — | — |
| AXTI | AXT INC | Semiconductors & Electronic Components | 2/4 | 164.8% | +10.8 pp | — | — | — |
| FA | FIRST ADVANTAGE CORP | IT Services & Data Processing | 2/6 | 14.9% | −0.0 pp | 3.9% | — | — |
| GTM | ZoomInfo Technologies Inc. | Software | 2/4 | 1.2% | −54.4 pp | -18.0% | — | — |
| HLIT | HARMONIC INC. | Communications Equipment | 2/4 | 53.5% | +5.1 pp | 9.1% | — | — |
| KD | Kyndryl Holdings, Inc. | IT Services & Data Processing | 2/3 | -3.3% | — | — | — | — |
| KLAC | KLA CORP | Measuring & Laboratory Instruments | 2/3 | 15.2% | — | — | — | — |
| LIF | Life360, Inc. | IT Services & Data Processing | 2/4 | 37.8% | +20.9 pp | — | — | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | Semiconductors & Electronic Components | 2/4 | 62.2% | −22.4 pp | — | — | — |
| MCHP | MICROCHIP TECHNOLOGY INC | Semiconductors & Electronic Components | 2/6 | 38.0% | −22.3 pp | 5.7% | — | — |
| P | Everpure, Inc. | Computers & Peripherals | 2/4 | 37.7% | +5.4 pp | — | — | — |
| PDFS | PDF SOLUTIONS INC | Software | 2/5 | 18.9% | — | 3.8% | — | — |
| PI | IMPINJ INC | Semiconductors & Electronic Components | 2/5 | 10.7% | +2.8 pp | -1.2% | — | — |
| PLXS | PLEXUS CORP | Semiconductors & Electronic Components | 2/4 | 28.1% | +1.1 pp | — | — | — |
| ROP | ROPER TECHNOLOGIES INC | Measuring & Laboratory Instruments | 2/5 | 8.5% | −0.4 pp | 6.6% | — | — |
| SABR | Sabre Corp | IT Services & Data Processing | 2/6 | 3.6% | +16.9 pp | 9.3% | — | — |
| ST | Sensata Technologies Holding plc | Measuring & Laboratory Instruments | 2/6 | 5.0% | −8.9 pp | 2.9% | — | — |
| UCTT | Ultra Clean Holdings, Inc. | Semiconductors & Electronic Components | 2/5 | 24.3% | −2.3 pp | 0.0% | — | — |
| VIAV | VIAVI SOLUTIONS INC. | Semiconductors & Electronic Components | 2/5 | 52.5% | −0.5 pp | 0.0% | — | — |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR Ltd | Semiconductors & Electronic Components | 1/5 | -3.5% | −9.6 pp | -5.5% | — | — |
| COHU | COHU INC | Measuring & Laboratory Instruments | 1/5 | 38.4% | −19.8 pp | -3.4% | — | — |
| ICHR | ICHOR HOLDINGS, LTD. | Semiconductors & Electronic Components | 1/5 | 22.7% | −7.3 pp | -2.6% | — | — |
| PPLI | People Inc | IT Services & Data Processing | 1/5 | -1.5% | −0.7 pp | -2.3% | — | — |
| RDDT | Reddit, Inc. | IT Services & Data Processing | 1/2 | 61.1% | — | — | — | — |
| SLAB | SILICON LABORATORIES INC. | Semiconductors & Electronic Components | 1/3 | 18.3% | −14.0 pp | — | — | — |
| SYNA | SYNAPTICS Inc | Semiconductors & Electronic Components | 1/4 | 8.9% | −17.0 pp | -4.0% | — | — |
| VSH | VISHAY INTERTECHNOLOGY INC | Semiconductors & Electronic Components | 1/6 | 16.6% | −14.0 pp | 1.7% | — | — |
| VYX | NCR Voyix Corp | Computers & Peripherals | 1/6 | -20.8% | −2.4 pp | 1.2% | — | — |
| WAY | Waystar Holding Corp. | IT Services & Data Processing | 1/4 | 18.1% | — | 3.5% | — | — |
| MXL | MAXLINEAR, INC | Semiconductors & Electronic Components | 0/4 | 55.2% | −25.0 pp | -11.3% | — | — |
| RAL | Ralliant Corp | Measuring & Laboratory Instruments | 0/1 | 12.8% | — | -38.2% | — | — |
| SEDG | SOLAREDGE TECHNOLOGIES, INC. | Semiconductors & Electronic Components | 0/3 | 19.6% | −21.8 pp | — | — | — |