PLTRPalantir
80.5506.340+8.54%280.83M21.77B72.64074.21080.66071.500183.49B165.83B2.28B2.06B+5.89%+5.51%+31.27%+117.12%+211.85%+362.67%+369.13%--13.64%402.75895.0012.34%Software - Infrastructure
PATHUiPath
13.2500.510+4.00%14.15M184.55M12.64012.74013.29512.5107.28B5.76B549.60M434.70M-5.42%-10.53%-3.14%+5.24%+2.24%-47.86%-46.66%--3.26%LossLoss6.16%Software - Infrastructure
VRTVertiv Holdings
120.0404.600+3.98%8.72M1.04B114.200115.440121.000112.58045.06B43.98B375.34M366.37M-4.56%-10.32%-15.13%+19.34%+36.49%+146.38%+150.23%0.08%2.38%80.03100.877.29%Electrical Equipment & Parts
MUMicron Technology
90.1203.030+3.48%49.44M4.32B85.40687.09090.25083.540100.41B97.96B1.11B1.09B-12.08%-10.92%-12.30%-17.90%-31.91%+4.67%+5.94%0.51%4.55%25.82128.747.71%Semiconductors
ANETArista Networks
112.8103.740+3.43%10.43M1.17B107.820109.070114.400107.000142.11B116.55B1.26B1.03B+0.39%+4.21%+11.43%+16.81%+26.39%+89.39%+91.60%--1.01%54.1668.586.79%Computer Hardware
DELLDell Technologies
115.7703.810+3.40%12.22M1.41B110.170111.960116.460110.17081.09B36.01B700.46M311.07M-2.26%-6.18%-16.66%-8.15%-18.74%+55.28%+53.68%1.47%3.93%20.4926.555.62%Computer Hardware
CRWDCrowdStrike
362.29011.260+3.21%5.22M1.88B347.000351.030365.440345.05089.24B83.60B246.31M230.77M-1.56%-0.92%+1.33%+28.71%-5.91%+41.72%+41.90%--2.26%710.37979.165.81%Software - Infrastructure
NVDANVIDIA
134.7004.020+3.08%305.62M41.56B129.810130.680135.280128.2203.30T3.17T24.49B23.50B+0.34%-5.43%-8.15%+8.60%+9.82%+175.94%+172.08%0.02%1.30%53.18112.915.40%Semiconductors
CARRCarrier Global
68.4902.025+3.05%11.23M768.86M66.69066.46569.12566.69061.45B57.29B897.23M836.49M-5.87%-6.72%-9.59%-13.63%+9.67%+21.41%+20.67%1.10%1.34%17.8843.353.66%Building Products & Equipment
MRVLMarvell Technology
111.9002.790+2.56%28.79M3.21B107.980109.110114.370107.37096.83B96.47B865.30M862.11M-7.34%-1.42%+20.40%+52.48%+56.55%+86.39%+86.21%0.21%3.34%LossLoss6.42%Semiconductors
AIC3.ai
36.3400.890+2.51%13.08M470.22M35.01035.45036.89034.1304.69B4.01B129.07M110.21M-7.91%-10.32%+3.86%+49.12%+29.37%+26.44%+26.58%--11.87%LossLoss7.79%Software - Application
INTCIntel
19.5200.460+2.41%108.17M2.10B18.97019.06019.76018.90084.19B83.33B4.31B4.27B-4.03%-6.69%-20.13%-18.39%-36.78%-58.79%-60.63%2.56%2.53%Loss48.804.51%Semiconductors
ADBEAdobe
447.1709.780+2.24%8.20M3.65B433.015437.390451.420432.470196.84B196.32B440.20M439.04M-3.98%-19.13%-11.35%-13.23%-21.23%-25.32%-25.05%--1.87%37.8637.834.33%Software - Infrastructure
CRMSalesforce
343.6507.420+2.21%14.93M5.12B332.740336.230346.450331.140328.87B319.31B957.00M929.16M-2.90%-4.96%+2.46%+24.76%+34.71%+29.75%+31.33%0.35%1.61%56.6181.824.55%Software - Application
GEGE Aerospace
168.3703.570+2.17%9.27M1.55B163.970164.800169.080163.160182.23B181.85B1.08B1.08B+1.42%-4.11%-5.78%-8.79%+4.62%+67.57%+66.23%0.55%0.86%29.6420.143.59%Aerospace & Defense
FTVFortive
74.4501.210+1.65%8.67M641.74M72.91073.24074.54072.91025.83B25.72B346.95M345.42M-3.14%-5.63%-3.15%-5.16%+3.19%+2.56%+1.53%0.43%2.51%29.7830.642.23%Scientific & Technical Instruments
GOOGLAlphabet-A
191.4102.900+1.54%63.35M12.06B185.780188.510192.890185.2202.34T2.09T12.24B10.94B+0.84%+9.68%+14.32%+17.76%+3.59%+35.77%+37.52%0.21%0.58%25.3933.004.07%Internet Content & Information
NOWServiceNow
1091.25016.380+1.52%2.02M2.20B1060.0001074.8701102.8701055.000225.14B223.08B206.32M204.43M-2.66%-2.94%+4.22%+23.32%+37.42%+56.44%+54.46%--0.99%169.98129.604.45%Software - Application
EMREmerson Electric
124.0901.740+1.42%10.50M1.30B121.250122.350124.755121.09070.67B70.35B569.53M566.96M-4.69%-5.26%-3.26%+14.42%+14.61%+31.10%+29.90%1.69%1.85%36.1836.183.00%Specialty Industrial Machinery
AMATApplied Materials
163.5902.150+1.33%15.30M2.49B159.980161.440164.730158.958133.11B132.63B813.68M810.73M-3.40%-5.45%-6.92%-21.77%-31.79%+1.74%+1.73%0.88%1.89%19.0019.003.58%Semiconductor Equipment & Materials
TSMTaiwan Semiconductor
197.2102.570+1.32%16.16M3.16B192.600194.640198.080191.9801.02T921.37B5.19B4.67B-1.88%-2.55%+3.45%+5.89%+13.02%+93.88%+92.30%1.11%0.35%31.8239.253.13%Semiconductors
ANSSAnsys
338.3803.900+1.17%1.36M458.62M331.470334.480340.490331.47029.59B29.47B87.45M87.09M-0.55%-2.00%-3.03%+4.17%+3.45%-5.48%-6.75%--1.56%52.1459.052.70%Software - Application
KLACKLA Corp
629.3707.190+1.16%2.65M1.68B616.430622.180641.055613.40084.18B83.99B133.76M133.45M-3.73%-2.93%-0.60%-21.56%-24.65%+8.98%+9.24%0.92%1.99%28.7631.034.45%Semiconductor Equipment & Materials
AVGOBroadcom
220.7902.470+1.13%131.76M29.65B220.360218.320230.290218.9101.03T1.02T4.67B4.61B-1.78%+22.98%+34.68%+23.98%+33.65%+98.91%+99.94%0.95%2.86%179.50179.505.21%Semiconductors
SMCISuper Micro Computer
31.5900.350+1.12%85.60M2.75B30.95031.24033.47030.51018.50B15.81B585.57M500.62M-13.33%-28.09%+6.36%-21.50%-62.27%+9.04%+11.13%--17.10%15.7215.729.48%Computer Hardware
ASXASE Technology
10.0000.090+0.91%15.32M153.81M9.8109.91010.1309.81021.59B15.36B2.16B1.54B-1.57%-1.86%+1.94%-5.12%-9.26%+12.30%+9.32%3.24%1.00%20.0420.333.23%Semiconductors
LRCXLam Research
71.7900.580+0.81%29.40M2.12B70.54071.21073.47570.30092.37B92.01B1.29B1.28B-5.86%-5.98%-1.53%-15.03%-32.67%-7.02%-7.41%1.16%2.29%23.2324.764.46%Semiconductor Equipment & Materials
ABLZFABB LTD
55.6940.422+0.76%5.73K311.28K53.74255.27255.69453.742102.40B102.40B1.84B1.84B-2.58%-3.71%-1.78%-6.88%+0.99%+32.41%+29.01%1.73%0.00%26.6527.713.53%--
ETNEaton
338.1202.480+0.74%4.86M1.65B333.280335.640342.010332.120133.63B133.23B395.20M394.04M-5.03%-8.92%-8.85%+1.82%+8.60%+43.44%+42.14%1.09%1.23%35.9742.162.95%Specialty Industrial Machinery
AMZNAmazon
224.9201.630+0.73%88.03M19.68B219.840223.290226.210218.7302.37T2.11T10.52B9.38B-1.12%-0.93%+13.38%+17.66%+12.46%+46.60%+48.03%--0.94%48.0677.563.35%Internet Retail
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Junius Falcon : Countless W's, as I called them the butts on a hill in contrast to head and shoulders