| TSM | Taiwan Semiconductor Manufacturing Company Limited Semiconductors | US / NYSE | Technology | $412 | 1.9T | 31.8x | +36.2% | +138.1% | Strong Buy$554 · +34.6% |
| ORCL | Oracle Corporation Software - Infrastructure | US / NYSE | Technology | $196 | 563.6B | 35.2x | +57.6% | +32.5% | Buy$234 · +20.3% |
| IBM | International Business Machines Corporation Information Technology Services | US / NYSE | Technology | $230 | 215.9B | 20.4x | +35.8% | -6.4% | Buy$283 · +22.9% |
| ANET | Arista Networks, Inc. Computer Hardware | US / NYSE | Technology | $142 | 178.5B | 48.7x | +31.5% | +64.0% | Strong Buy$184 · +30.1% |
| DELL | Dell Technologies Inc. Computer Hardware | US / NYSE | Technology | $260 | 169.3B | 30.0x | n/a | +176.1% | Reduce$214 · -17.8% |
| GLW | Corning Incorporated Electronic Components | US / NYSE | Technology | $187 | 160.9B | 90.0x | +16.7% | +323.1% | Sell$68.55 · -63.3% |
| APH | Amphenol Corporation Electronic Components | US / NYSE | Technology | $128 | 157.5B | 36.8x | +36.8% | +59.5% | Hold$138 · +7.6% |
| UBER | Uber Technologies, Inc. Software - Application | US / NYSE | Technology | $75.45 | 153.6B | 18.7x | +35.3% | -9.8% | Strong Buy$120 · +58.7% |
| CRM | Salesforce, Inc. Software - Application | US / NYSE | Technology | $182 | 148.7B | 23.3x | +12.4% | -34.2% | Strong Buy$237 · +30.3% |
| ACN | Accenture plc Information Technology Services | US / NYSE | Technology | $180 | 110.8B | 14.8x | +24.8% | -39.5% | Buy$223 · +23.9% |
| NOW | ServiceNow, Inc. Software - Application | US / NYSE | Technology | $91.18 | 94B | 54.3x | +16.1% | -53.6% | Reduce$78.85 · -13.5% |
| NET | Cloudflare, Inc. Software - Infrastructure | US / NYSE | Technology | $196 | 69.3B | n/a | -5.9% | +61.1% | Sell$76.84 · -60.8% |
| SNOW | Snowflake Inc. Software - Application | US / NYSE | Technology | $152 | 52.6B | n/a | -53.9% | -10.6% | Hold$155 · +1.4% |
| U | Unity Software Inc. Software - Application | US / NYSE | Technology | $28.16 | 12.3B | n/a | -20.1% | +36.3% | Hold$30.19 · +7.2% |
| HUBS | HubSpot, Inc. Software - Application | US / NYSE | Technology | $197 | 10.1B | 104.9x | +5.0% | -69.3% | Sell$47.87 · -75.7% |
| PATH | UiPath, Inc. Software - Infrastructure | US / NYSE | Technology | $10.79 | 5.7B | 20.8x | +14.4% | -10.8% | Hold$10.98 · +1.8% |
| ESTC | Elastic N.V. Software - Application | US / NYSE | Technology | $52.25 | 5.4B | n/a | -10.2% | -38.2% | Strong Buy$118 · +126.2% |
| AI | C3.ai, Inc. Software - Infrastructure | US / NYSE | Technology | $9.87 | 1.4B | n/a | -55.0% | -55.7% | Strong Buy$13.14 · +33.1% |
