| 1 | NVDA | NVIDIA Corporation | 5.35% |
| 2 | ONDS | Ondas Holdings Inc. | 4.77% |
| 3 | CIFR | Cipher Mining Inc. | 4.61% |
| 4 | LITE | Lumentum Holdings Inc. | 4.60% |
| 5 | SNDK | Sandisk Corporation | 4.58% |
| 6 | AVGO | Broadcom Inc. | 4.15% |
| 7 | KLAC | KLA Corporation | 3.67% |
| 8 | WULF | TeraWulf Inc. | 3.55% |
| 9 | OPEN | Opendoor Technologies Inc. | 3.52% |
| 10 | WDC | Western Digital Corporation | 3.35% |
| 11 | CIEN | Ciena Corporation | 3.29% |
| 12 | COMM | CommScope Holding Company, Inc. | 3.29% |
| 13 | CRDO | Credo Technology Group Holding Ltd | 2.96% |
| 14 | CDNS | Cadence Design Systems, Inc. | 2.95% |
| 15 | LRCX | Lam Research Corporation | 2.94% |
| 16 | SITM | SiTime Corporation | 2.88% |
| 17 | RGTI | Rigetti Computing, Inc. | 2.85% |
| 18 | ANET | Arista Networks Inc | 2.85% |
| 19 | STX | Seagate Technology Holdings plc | 2.82% |
| 20 | RDDT | Reddit, Inc. | 2.74% |
| 21 | BMNR | Bitmine Immersion Technologies, Inc. | 2.72% |
| 22 | META | Meta Platforms, Inc. | 2.36% |
| 23 | NET | Cloudflare, Inc. | 2.32% |
| 24 | VSAT | Viasat, Inc. | 2.19% |
| 25 | IDCC | InterDigital, Inc. | 2.09% |
| View PTF holdings |