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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Sandisk Corporation - Common Stock When-Issued	SNDK	1,673.97	1915.92	13,905,957	-12.63%	-241.95
ASML Holding N.V. - New York Registry Shares	ASML	1,726.04	1797.32	1,419,849	-3.97%	-71.28
Applovin Corporation - Class A Common Stock	APP	442.85	506.98	10,345,872	-12.65%	-64.13
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,291.38	1352.74	827,270	-4.54%	-61.36
Transdigm Group Incorporated Common Stock	TDG	1,235.00	1291.35	528,585	-4.36%	-56.35
Astera Labs, Inc. - Common Stock	ALAB	362.05	412.97	6,287,705	-12.33%	-50.92
Seagate Technology Plc	STX	860.66	910.34	4,143,467	-5.46%	-49.68
GE Vernova Inc. Common Stock	GEV	1,042.60	1091.57	2,258,471	-4.49%	-48.97
Micron Technology	MU	937.00	979.30	35,789,778	-4.32%	-42.30
NVR, Inc. Common Stock	NVR	6,437.99	6479.39	27,540	-0.64%	-41.40
Lumentum Holdings Inc. - Common Stock	LITE	768.15	802.01	3,694,448	-4.22%	-33.86
Argan, Inc. Common Stock	AGX	599.74	630.32	307,160	-4.85%	-30.58
Applied Materials	AMAT	575.39	602.50	7,561,771	-4.50%	-27.11
Western Digital	WDC	555.55	582.58	4,780,859	-4.64%	-27.03
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	299.51	326.35	527,215	-8.22%	-26.84
SiTime Corporation - Common Stock	SITM	602.55	628.94	266,042	-4.20%	-26.39
Arm Holdings plc - American Depositary Shares	ARM	298.99	323.39	5,301,176	-7.55%	-24.40
Comfort Systems USA, Inc. Common Stock	FIX	1,732.03	1756.09	318,095	-1.37%	-24.06
Nova Ltd. - Ordinary Shares	NVMI	452.73	475.90	462,202	-4.87%	-23.17
IES Holdings, Inc. - Common Stock	IESC	602.91	625.54	172,737	-3.62%	-22.63
Sterling Infrastructure, Inc. - Common Stock	STRL	660.04	682.29	405,737	-3.26%	-22.25
Credo Technology Group Holding Ltd - Ordinary Shares	CRDO	236.88	257.79	6,736,635	-8.11%	-20.91
Ralph Lauren Corp	RL	374.49	394.90	908,825	-5.17%	-20.41
Lam Research	LRCX	329.92	350.33	9,770,513	-5.83%	-20.41
Vicor Corporation - Common Stock	VICR	252.16	272.05	504,665	-7.31%	-19.89
Sezzle Inc. - Common Stock	SEZL	160.25	179.38	858,829	-10.66%	-19.13
Axon Enterprise, Inc. - Common Stock	AXON	547.03	565.80	1,001,103	-3.32%	-18.77
Teradyne, Inc. - Common Stock	TER	341.11	359.60	3,104,955	-5.14%	-18.49
Marvell Technology, Inc. - Common Stock	MRVL	217.53	235.81	25,615,908	-7.75%	-18.28
FTAI Aviation Ltd. - Common Stock	FTAI	209.88	227.35	1,329,086	-7.68%	-17.47

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Losers ($ change)

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