Follow-The-Filings

Cross-manager

Summary

137 of 137 filed constant set 136 2025 Q4 → 2026 Q1 dollar-sum holdings as of 31 Mar 2026 as of today

grid activity managers

2026 Q1

137 of 137 filed

sectors · dollar-sum

?

Quarter-aligned featured master book. Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.

Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.

Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.

mapped 92.7%
include sector mix
Communication Services 9.5%
Consumer Discretionary 9.4%
Consumer Staples 5.5%
Energy 6.7%
Financials 21.4%
Health Care 10.4%
Industrials 11.7%
Information Technology 19.8%
Materials 2.8%
Real Estate 1.8%
Utilities 1.0%

92.7% of full AUM is mapped unmapped 0.70% all names

2025 Q4 → 2026 Q1 up down

1 not in 2026 Q1

excluded from Δ: Tom Bancroft - Makaira Partners.

sector 2025 Q4 2026 Q1 Δ $ 2026 Q1
Communication Services 9.1% 9.5% +0.42% $130.3B
Consumer Discretionary 10.0% 9.4% −0.68% $128.3B
Consumer Staples 5.1% 5.5% +0.44% $75.5B
Energy 5.2% 6.7% +1.51% $92.4B
Financials 22.8% 21.4% −1.41% $293.4B
Health Care 10.5% 10.4% −0.05% $142.8B
Industrials 10.8% 11.7% +0.86% $160.1B
Information Technology 21.1% 19.8% −1.29% $271.2B
Materials 2.5% 2.8% +0.34% $39.1B
Real Estate 1.9% 1.8% −0.04% $24.9B
Utilities 1.1% 1.0% −0.09% $13.7B
?

Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Names lead with |Δ|. Among owners is holders only. Dollars across the constant set. GOOG / GOOGL is one name; holders stay per class. Add/Reduce on a grouped row is —. Check sectors to mix names.

Dimmed counts are split-suspect.

Information Technology · 308 shown · 137 of 137 filed · dollar-sum

ticker issuer owners weight among owners Δ weight new add reduce exit
MSFT Microsoft Corp.
60
1.6% 4.0% −1.40% 2 23 33 7
AAPL Apple Inc.
31
4.7% 3.5% −0.19% 3 6 14 2
APP Applovin Corp.
12
0.21% 4.8% −0.15% 4 2 5 1
FLUT Flutter Entmt PLC
4
0.02% 0.52% −0.14% 0 1 2 5
NVDA Nvidia Corporation
45
1.0% 4.7% +0.13% 5 15 20 1
ORCL Oracle Corp.
17
0.17% 1.1% −0.12% 4 — — 4
ROP Roper Technologies, Inc.
4
0.16% 2.2% +0.12% 2 1 1 1
CRM Salesforce Inc.
17
0.45% 2.5% −0.09% 2 7 6 3
ASML Asml Hldg NV
18
0.20% 4.2% +0.09% 5 7 5 2
FIS Fidelity National Information Services, Inc.
5
0.17% 1.5% −0.09% 0 2 3 2
INTU Intuit
15
0.04% 1.5% −0.08% 5 — — 4
LRCX Lam Research Corp.
10
0.25% 1.9% +0.08% 3 3 3 3
SNDK Sandisk Corp.
6
0.10% 2.7% +0.07% 3 1 2 0
AVGO Broadcom Inc.
30
0.46% 2.3% −0.06% 4 14 10 3
SNOW Snowflake Inc.
9
0.03% 1.2% −0.06% 2 4 3 4
GLW Corning Inc.
15
0.10% 1.3% +0.06% 6 — — 0
AMD Advanced Micro Devices Inc.
12
0.07% 2.2% −0.06% 3 4 4 3
TSM Taiwan Semiconductor Manufac
45
1.6% 4.1% +0.05% 4 10 25 2
STX Seagate Technology Hldngs Pl
5
0.38% 1.9% +0.05% 1 2 1 1
FICO Fair Isaac Corp.
8
0.11% 5.3% −0.05% 0 4 3 1
SNPS Synopsys Inc.
10
0.08% 0.73% −0.05% 2 3 3 2
CRWV Coreweave Inc.
7
0.13% 2.4% +0.05% 2 5 0 1
WDC Western Digital Corp.
3
0.05% 1.2% +0.04% 2 0 0 0
CTSH Cognizant Technology Solutio
5
0.16% 1.6% −0.04% 0 2 3 0
TXN Texas Instrs Inc.
15
0.16% 1.5% +0.04% 1 3 9 1
MDB Mongodb Inc.
3
0.02% 2.8% −0.04% 1 0 2 2
APH Amphenol Corp.
10
0.05% 0.91% −0.03% 1 1 6 0
SSNC SS&C Tech Hldgs
5
0.08% 1.6% −0.03% 0 1 4 1
SHOP Shopify Inc.
8
0.14% 6.0% −0.03% 2 3 2 2
TEL Te Connectivity PLC
7
0.28% 1.2% −0.03% 1 0 6 1
TER Teradyne Inc.
2
0.06% 3.6% +0.03% 1 0 1 1
NXPI Nxp Semiconductors NV
7
0.04% 1.3% +0.03% 2 3 1 0
ADBE Adobe, Inc.
12
0.10% 0.81% −0.03% 3 5 3 3
AEIS Advanced Energy Inds
4
0.03% 1.5% +0.03% 2 0 2 0
INTC Intel Corp.
19
0.04% 1.1% +0.03% 8 — — 1
Q Qnity Electronics Inc.
6
0.05% 1.9% +0.02% 3 2 1 4
ADSK Autodesk Inc.
5
<0.01% 0.17% −0.02% 2 0 2 3
NBIS Nebius Group N.v.
3
0.04% 1.0% +0.02% 2 1 0 0
BILL Bill Holdings Inc.
3
0.02% 3.5% −0.02% 1 0 1 2
FIG Figma Inc.
5
0.02% 5.8% −0.02% 0 3 0 3
MKSI Mks Inc.
3
0.02% 3.1% +0.02% 2 1 0 1
CWAN Clearwater Analytics Hldgs I
3
0.01% 1.2% −0.02% 0 1 2 2
XYZ Block Inc.
5
0.05% 2.1% −0.02% 0 1 4 0
AFRM Affirm Hldgs Inc.
5
0.03% 0.92% −0.02% 1 2 2 2
MU Micron Technology Inc.
13
0.07% 1.5% +0.02% 8 2 1 1
ADI Analog Devices Inc.
13
0.14% 2.1% −0.02% 2 1 9 1
SMTC Semtech Corp.
2
<0.01% 0.42% −0.02% 1 0 1 1
PSTG Everpure Inc.
1
<0.01% 0.20% −0.02% 0 1 0 1
ACN Accenture PLC Ireland
12
0.26% 1.1% −0.02% 1 7 3 2
WDAY Workday Inc.
4
0.08% 2.6% −0.02% 0 4 0 2
FTV Fortive Corp.
6
0.25% 1.2% +0.02% 0 3 3 0
SNX Td Synnex Corporation
5
0.09% 9.2% +0.02% 0 3 2 0
GTLB Gitlab Inc.
2
<0.01% 2.4% −0.01% 0 1 1 3
IPGP Ipg Photonics Corp.
1
0.04% 0.70% +0.01% 0 1 0 0
GPN Global Pmts Inc.
6
0.15% 3.9% −0.01% 0 5 1 1
GEN Gen Digital Inc.
2
0.02% 2.8% −0.01% 0 0 2 1
WIX Wix Com Ltd
7
0.03% 1.7% +0.01% 4 1 2 3
INFQ Infleqtion Inc.
1
0.01% 2.3% +0.01% 1 0 0 0
CRDO Credo Technology Group Holdi
4
0.02% 2.4% +0.01% 2 2 0 2
HPE Hewlett Packard Enterprise C
4
0.05% 0.93% +0.01% 0 2 2 1
CDW Cdw Corp.
5
0.06% 1.1% +0.01% 1 1 3 0
TSEM Tower Semiconductor Ltd
4
0.02% 4.9% +0.01% 2 0 2 1
GWRE Guidewire Software Inc.
3
0.07% 4.8% −0.01% 0 2 1 1
TTAN Servicetitan Inc.
2
<0.01% 1.2% −0.01% 0 1 0 2
AMAT Applied Matls Inc.
17
0.43% 2.2% −0.01% 1 4 8 2
IT Gartner Inc.
3
0.10% 1.2% +0.01% 0 2 1 2
FN Fabrinet
5
0.03% 1.2% +0.01% 2 1 2 0
DSGX Descartes Sys Group Inc.
0
<0.01% — −0.01% 0 0 0 1
GDS Gds Hldgs Ltd
6
0.05% 2.6% +0.01% 2 2 1 0
CIEN Ciena Corp.
5
0.05% 1.8% +0.01% 1 0 4 0
SAP Sap Se
5
0.02% 0.68% +0.01% 1 3 1 1
GLOB Globant S A
1
<0.01% 0.44% +0.01% 1 0 0 1
MTSI Macom Tech Solutions Hldgs I
2
0.02% 1.7% +0.01% 1 1 0 0
INFY Infosys Ltd
1
<0.01% 0.31% −0.01% 0 0 1 3
PCOR Procore Technologies Inc.
4
0.03% 2.8% −0.01% 0 1 2 0
AKAM Akamai Technologies Inc.
4
<0.01% 1.1% +0.01% 3 0 1 0
VIAV Viavi Solutions Inc.
2
<0.01% 0.76% +0.01% 1 0 1 0
KD Kyndryl Holdings, Inc.
1
<0.01% 1.8% −0.01% 0 1 0 2
MRVL Marvell Technology, Inc.
3
0.01% 4.9% −0.01% 1 2 0 2
ARW Arrow Electronics Inc. (ARW)
4
0.03% 1.9% +0.01% 0 1 3 0
COIN Coinbase Global Inc.
2
0.03% 3.0% −0.01% 0 1 1 2
ZS Zscaler Inc.
3
0.02% 3.8% −0.01% 1 0 1 0
DOX Amdocs Ltd
2
0.06% 1.4% −0.01% 0 2 0 0
AAOI Applied Optoelectronics Inc.
3
<0.01% 0.18% +0.01% 3 0 0 1
PI Impinj Inc.
3
<0.01% 0.18% −0.01% 1 0 1 0
RAL Ralliant Corp.
3
0.05% 0.67% −0.01% 0 2 1 1
GLBE Global E Online Ltd
1
0.02% 11.4% −0.01% 0 0 1 1
QRVO Qorvo Inc.
2
0.04% 6.6% −0.01% 0 0 1 0
ZM Zoom Communications Inc.
2
<0.01% 1.7% +0.01% 2 0 0 1
TDY Teledyne Technologies, Inc.
4
0.07% 0.20% +0.01% 0 2 1 1
PANW Palo Alto Networks Inc.
6
0.02% 1.3% +0.01% 3 2 1 1
ARM Arm Holdings PLC
3
0.02% 2.0% +0.01% 3 0 0 1
FROG Jfrog Ltd
6
0.02% 1.6% −0.01% 0 4 2 0
INTA Intapp Inc.
1
<0.01% 0.17% −0.01% 0 0 1 0
CLS Celestica Inc.
8
0.10% 1.7% +0.01% 3 1 4 0
SAIL Sailpoint Inc.
2
<0.01% 1.8% −0.01% 0 0 1 2
ON On Semiconductor Corp.
2
<0.01% 2.0% +0.01% 1 0 1 2
PLTR Palantir Technologies Inc.
6
0.03% 1.1% −0.01% 3 1 1 1
CLSK Cleanspark Inc.
1
<0.01% 0.76% +0.01% 0 1 0 0
TEAM Atlassian Corporation
3
0.02% 3.1% −0.01% 0 2 1 3
CHKP Check Point Software Technologies Ltd.
3
<0.01% 0.89% −0.01% 0 2 0 1
SWKS Skyworks Solutions Inc.
1
0.06% 2.8% +0.01% 0 1 0 0
DDOG Datadog Inc.
5
<0.01% 0.50% −0.01% 1 2 1 1
U Unity Software Inc.
3
0.02% 2.2% −0.01% 1 2 0 6
SRAD Sportradar Group AG
2
<0.01% 0.87% −0.01% 2 0 0 1
FISV Fiserv, Inc.
14
0.33% 2.7% −0.01% 2 9 1 2
COHR Coherent Corp.
13
0.08% 2.4% −0.01% 4 1 8 2
AVT Avnet Inc.
2
0.04% 2.6% +0.01% 0 0 2 0
DOCU Docusign Inc.
1
<0.01% <0.01% −0.01% 0 0 0 2
TOST Toast Inc.
4
0.03% 3.4% +0.01% 2 1 1 1
NOW Servicenow Inc.
11
0.08% 1.3% −0.01% 5 2 3 0
APLD Applied Digital Corp.
3
0.03% 1.2% +0.01% 1 2 0 0
VRSN Verisign Inc.
4
0.15% 0.47% +0.01% 0 0 3 0
STM Stmicroelectronics N V
1
<0.01% 2.7% +0.00% 0 1 0 0
QCOM Qualcomm Inc.
9
0.03% 1.1% −0.00% 1 2 5 2
NOK Nokia Corp.
4
0.04% 0.89% −0.00% 2 0 2 0
LFUS Littelfuse Inc.
7
0.03% 0.73% +0.00% 3 0 4 0
LITE Lumentum Hldgs Inc.
10
0.07% 1.9% +0.00% 6 1 3 1
Navitas Semiconductor Navitas Semiconductor Corp. Com
0
<0.01% — −0.00% 0 0 0 1
OKTA Okta Inc.
1
<0.01% 16.6% −0.00% 0 0 1 1
ENTG Entegris Inc.
8
0.06% 0.97% +0.00% 3 1 4 2
TWLO Twilio Inc.
5
0.03% 2.0% −0.00% 2 1 1 1
NICE Nice Ltd
3
<0.01% 0.66% +0.00% 1 2 0 0
RPD Rapid7 Inc.
2
<0.01% 1.2% −0.00% 0 0 1 0
ANET Arista Networks Inc.
4
<0.01% 1.6% −0.00% 1 2 1 1
DOCN Digitalocean Hldgs Inc.
3
<0.01% 0.21% −0.00% 2 0 1 0
QLYS Qualys Inc.
3
<0.01% 0.32% −0.00% 1 1 1 0
TTMI Ttm Technologies Inc.
2
0.02% 2.2% +0.00% 0 0 2 0
MSI Motorola Solutions Inc.
8
0.03% 1.5% +0.00% 0 1 3 0
HNGE Hinge Health Inc.
4
<0.01% 1.4% −0.00% 1 3 0 1
NSSC Napco Sec Technologies Inc.
1
<0.01% 0.12% −0.00% 0 0 1 1
HPQ Hp, Inc.
3
0.05% 0.23% +0.00% 1 2 0 0
GFS Globalfoundries Inc.
4
<0.01% 0.19% +0.00% 4 0 0 0
ENPH Enphase Energy Inc.
2
<0.01% 0.11% +0.00% 1 0 0 1
NCNO Ncino Inc.
1
<0.01% 0.09% −0.00% 0 0 1 1
NTNX Nutanix Inc.
1
<0.01% 0.17% −0.00% 0 0 1 0
VNET Vnet Group Inc.
1
<0.01% 0.03% −0.00% 0 0 1 0
ALKT Alkami Technology Inc.
3
<0.01% 1.8% −0.00% 1 1 1 0
NTAP Netapp, Inc.
1
0.02% 3.9% −0.00% 0 0 1 1
NIQ Niq Global Intelligence PLC
1
<0.01% 2.2% −0.00% 0 0 0 1
FFIV F5, Inc.
3
0.02% 2.3% +0.00% 1 0 2 0
PAR Par Technology Corp.
2
<0.01% 3.7% −0.00% 0 0 2 0
ROG Rogers Corp.
4
<0.01% 1.1% −0.00% 0 2 2 1
RBRK Rubrik Inc.
4
<0.01% 1.2% −0.00% 0 2 2 1
PONY Pony Ai Inc.
4
<0.01% 0.11% −0.00% 0 2 1 0
KDK Kodiak Ai Inc.
2
<0.01% 0.47% −0.00% 0 1 1 0
AXTI Axt Inc.
2
<0.01% 0.61% −0.00% 1 1 0 1
IOT Samsara Inc.
3
0.01% 2.2% +0.00% 2 1 0 0
Genpact Genpact Ltd
5
<0.01% 0.35% −0.00% 0 0 4 0
SITM Sitime Corp.
3
0.02% 0.90% −0.00% 1 1 1 0
ITRI Itron Inc.
1
<0.01% 0.76% +0.00% 0 1 0 0
LSCC Lattice Semiconductor Corp.
2
<0.01% 0.44% −0.00% 0 1 1 0
ZBRA Zebra Technologies Corporati
1
0.01% 1.8% +0.00% 0 1 0 1
CCC Ccc Intelligent Solutions Hl
3
0.02% 2.8% −0.00% 0 2 0 2
MANH Manhattan Associates Inc.
3
<0.01% 0.05% −0.00% 0 0 1 0
KEYS Keysight Technologies Inc.
4
0.01% 1.1% +0.00% 0 0 3 0
NOVT Novanta Inc.
1
<0.01% 0.33% −0.00% 0 — — 1
KLAC Kla Corporation
10
0.05% 1.2% +0.00% 1 — — 1
RMBS Rambus Inc. Del
3
<0.01% 1.8% +0.00% 3 0 0 0
CGNX Cognex Corp.
3
0.01% 2.9% +0.00% 0 1 2 0
WIT Wipro Ltd
2
<0.01% 0.71% +0.00% 1 0 1 0
CDNS Cadence Design Systems, Inc.
2
0.01% 1.4% −0.00% 0 0 2 0
FSLR First Solar Inc.
3
<0.01% 0.22% −0.00% 0 1 1 1
NET Cloudflare Inc.
4
<0.01% 0.23% +0.00% 2 1 1 0
BLND Blend Labs Inc.
0
<0.01% — −0.00% 0 0 0 1
NTSK Netskope Inc.
3
<0.01% 0.05% −0.00% 0 1 0 0
PATH Uipath Inc.
2
<0.01% 0.05% +0.00% 1 1 0 0
TE T1 Energy Inc.
2
<0.01% 0.16% +0.00% 2 0 0 1
MIR Mirion Technologies Inc.
5
0.02% 1.2% +0.00% 1 2 1 0
NTES Netease, Inc.
3
0.02% 0.18% −0.00% 1 1 1 0
MNDY Monday Com Ltd
2
<0.01% 2.6% −0.00% 1 1 0 3
Nova Nova Ltd
2
<0.01% 0.05% −0.00% 0 0 2 0
ALAB Astera Labs Inc.
5
0.04% 2.6% +0.00% 1 1 2 1
YOU Clear Secure Inc.
2
0.01% 0.76% +0.00% 0 1 1 2
FLEX Flex Ltd
6
0.04% 2.2% +0.00% 1 — — 1
JBL Jabil Inc.
2
<0.01% 0.32% +0.00% 1 0 1 0
EFOR Everforth Inc.
1
<0.01% 0.12% −0.00% 0 0 1 0
DELL Dell Technologies Inc.
3
<0.01% 1.3% +0.00% 0 1 1 0
WRD Weride Inc.
2
<0.01% 0.97% +0.00% 1 1 0 0
BRZE Braze Inc.
2
<0.01% 4.9% −0.00% 1 0 1 0
WK Workiva Inc.
1
<0.01% 0.44% −0.00% 0 0 1 0
UCTT Ultra Clean Hldgs Inc.
2
<0.01% 0.03% +0.00% 1 1 0 0
SHAZ Sharonai Holdings Inc.
1
<0.01% 0.13% +0.00% 1 0 0 0
UMAC Unusual Machs Inc.
1
<0.01% 0.28% +0.00% 0 1 0 0
TEM Tempus Ai Inc.
5
0.03% 1.0% +0.00% 1 3 1 1
BMI Badger Meter Inc.
3
<0.01% 0.16% +0.00% 1 2 0 0
DT Dynatrace Inc.
2
<0.01% 0.31% +0.00% 0 2 0 0
PLXS Plexus Corp.
2
<0.01% 0.06% +0.00% 1 0 0 0
VYX Ncr Voyix Corporation
1
<0.01% 0.48% −0.00% 0 1 0 0
AMBA Ambarella Inc.
2
<0.01% 0.60% −0.00% 1 0 1 1
RNG Ringcentral Inc.
1
<0.01% 0.05% +0.00% 1 0 0 0
BB Blackberry Ltd
1
<0.01% 5.8% −0.00% 0 0 0 0
KN Knowles Corp.
1
<0.01% 1.1% +0.00% 0 0 1 0
AMPL Amplitude Inc.
1
<0.01% 0.37% −0.00% 0 0 1 0
MCHP Microchip Technology, Inc.
2
0.03% 1.8% +0.00% 0 0 1 1
VRNS Varonis Sys Inc.
1
<0.01% 0.08% −0.00% 0 1 0 0
S Sentinelone Inc.
1
<0.01% 0.07% −0.00% 0 0 1 0
MPWR Monolithic Pwr Sys Inc.
2
<0.01% 0.40% +0.00% 0 0 2 0
AUR Aurora Innovation Inc.
3
<0.01% 0.16% −0.00% 0 1 1 0
BL Blackline Inc.
1
<0.01% 16.7% −0.00% 0 1 0 1
JOYY Joyy Inc.
3
<0.01% 0.24% −0.00% 0 0 2 0
GDDY Godaddy Inc.
0
<0.01% — −0.00% 0 0 0 2
SMRT Smartrent Inc.
1
<0.01% 0.18% −0.00% 0 0 0 1
VIA Via Transn Inc.
1
<0.01% 0.02% −0.00% 0 0 1 1
CSIQ Canadian Solar Inc.
1
<0.01% 2.6% −0.00% 0 0 1 1
GDYN Grid Dynamics Hldgs Inc.
1
<0.01% 0.05% −0.00% 0 0 0 1
INGM Ingram Micro Hldg Corp.
1
<0.01% 0.10% +0.00% 1 0 0 0
COHU Cohu Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
CXM Sprinklr Inc.
1
<0.01% 0.83% −0.00% 0 0 0 0
WOLF Wolfspeed Inc.
2
<0.01% 0.82% +0.00% 1 1 0 1
VECO Veeco Instrs Inc. Del
3
<0.01% 0.06% +0.00% 2 0 1 0
IIIV I3 Verticals Inc.
1
<0.01% 0.01% +0.00% 1 0 0 0
CVLT Commvault Sys Inc.
0
<0.01% — −0.00% 0 0 0 1
FORM Formfactor Inc.
2
<0.01% 0.03% +0.00% 1 0 1 0
ONTO Onto Innovation Inc.
3
<0.01% 1.0% +0.00% 1 1 1 0
FIVN Five9 Inc.
0
<0.01% — −0.00% 0 0 0 1
BHE Benchmark Electrs Inc.
2
<0.01% 0.02% +0.00% 1 1 0 0
Fastly Fastly Inc.
1
<0.01% 0.05% +0.00% 1 0 0 0
CLBT Cellebrite Di Ltd
3
<0.01% 5.4% −0.00% 0 2 1 0
DXC Dxc Technology Co.
1
<0.01% 2.8% −0.00% 0 1 0 0
WB Weibo Corp.
1
<0.01% 0.29% −0.00% 0 0 1 0
SIMO Silicon Motion Technology Co.
2
<0.01% 0.02% +0.00% 1 1 0 0
YMM Full Truck Alliance Co. Ltd., Adr
2
0.02% 0.60% −0.00% 0 1 1 1
AMKR Amkor Technology Inc.
2
<0.01% 1.7% −0.00% 0 1 1 0
EXTR Extreme Networks
2
<0.01% 1.9% −0.00% 1 0 1 0
CSCO Cisco Sys Inc.
12
0.03% 0.82% +0.00% 1 0 10 1
BSY Bentley Sys Inc.
1
<0.01% 0.08% +0.00% 0 1 0 0
OSIS Osi Systems Inc.
2
<0.01% 0.49% +0.00% 1 0 1 0
BELFB Bel Fuse Inc.
1
<0.01% 0.06% +0.00% 0 1 0 0
VPG Vishay Precision Group Inc.
2
<0.01% <0.01% −0.00% 1 0 1 0
IBM International Business Machines Corp.
6
<0.01% 0.39% −0.00% 0 2 3 2
PTC Ptc Therapeutics Inc.
2
<0.01% 4.8% −0.00% 0 — — 0
CPAY Corpay Inc.
4
0.06% 3.5% −0.00% 1 1 1 0
ACMR Acm Resh Inc.
3
<0.01% 0.57% +0.00% 1 1 1 0
VSH Vishay Intertechnology Inc.
2
<0.01% 0.11% +0.00% 0 1 1 0
TENB Tenable Hldgs Inc.
1
<0.01% 0.03% +0.00% 1 0 0 0
TYL Tyler Technologies
0
<0.01% — −0.00% 0 0 0 1
PL Planet Labs Pbc
1
<0.01% 0.04% +0.00% 0 1 0 0
XNDU Xanadu Quantum Technolo Ltd
1
<0.01% 0.02% +0.00% 1 0 0 0
HUBS Hubspot Inc.
1
<0.01% 1.1% −0.00% 1 0 0 2
Xerox Xerox Holdings Corp.
1
<0.01% <0.01% −0.00% 0 0 1 0
TRMB Trimble Inc.
1
<0.01% 0.63% +0.00% 0 1 0 1
EVER Everquote Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
LASR Nlight Inc.
1
<0.01% 0.04% +0.00% 0 1 0 0
AMBQ Ambiq Micro Inc.
2
<0.01% 0.22% +0.00% 0 2 0 1
ITRN Ituran Location And Control
4
<0.01% 0.82% +0.00% 0 0 3 0
VREX Varex Imaging Corp.
1
<0.01% 0.14% −0.00% 0 1 0 0
BDC Belden Inc.
1
<0.01% 0.02% +0.00% 0 1 0 0
LAW Cs Disco Inc.
0
<0.01% — −0.00% 0 0 0 1
HLIT Harmonic Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
KLIC Kulicke & Soffa Inds Inc.
1
<0.01% 0.88% −0.00% 0 0 1 0
Karooooo Karooooo, Ltd.
1
<0.01% <0.01% −0.00% 0 1 0 1
SANM Sanmina Corporation
0
<0.01% — −0.00% 0 0 0 1
ARLO Arlo Technologies Inc.
2
<0.01% <0.01% +0.00% 2 0 0 0
ARRY Array Technologies Inc.
1
<0.01% 0.02% +0.00% 1 0 0 0
ACIW Aci Worldwide Inc.
1
<0.01% 1.1% −0.00% 0 0 0 0
SHLS Shoals Technologies Group In
1
<0.01% 0.02% +0.00% 1 0 0 0
SOPH Sophia Genetics SA
1
<0.01% 0.30% +0.00% 0 0 0 1
ALGM Allegro Microsystems Inc.
1
<0.01% 0.02% +0.00% 1 0 0 0
VNT Vontier Corporation
2
<0.01% 1.8% −0.00% 0 0 2 0
ACLS Axcelis Technologies Inc.
1
<0.01% 0.01% −0.00% 0 0 1 0
DGII Digi Intl Inc.
2
<0.01% <0.01% +0.00% 0 1 1 0
SCSC Scansource Inc.
1
<0.01% 0.11% −0.00% 0 1 0 0
Ionq Ionq Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
ADEA Adeia Inc.
1
<0.01% 0.01% +0.00% 1 0 0 0
VELO Velo3d Inc.
2
<0.01% <0.01% +0.00% 1 1 0 0
EVLV Evolv Technologies
1
<0.01% 0.31% +0.00% 0 1 0 1
Ichor Ichor Holdings
1
<0.01% 0.01% +0.00% 1 0 0 0
FTNT Fortinet Inc.
1
0.03% 3.9% +0.00% 0 0 1 0
AVNW Aviat Networks Inc.
1
<0.01% <0.01% −0.00% 0 0 1 0
LPSN Liveperson Inc.
1
<0.01% 0.02% −0.00% 0 0 1 0
MITK Mitek Sys Inc.
2
<0.01% <0.01% +0.00% 2 0 0 0
CXT Crane Nxt Co.
1
<0.01% 0.01% +0.00% 1 0 0 0
INDI Indie Semiconductor Inc.
1
<0.01% 0.23% +0.00% 0 1 0 0
NTCT Netscout Sys Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
MRLN Merlin Inc.
1
<0.01% 0.55% +0.00% 1 0 0 0
BKSY Blacksky Technology Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
PENG Penguin Solutions Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
AGYS Agilysys Inc.
1
<0.01% 0.04% +0.00% 0 1 0 0
LIF Life360 Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
SLP Simulations Plus Inc.
1
<0.01% 0.01% +0.00% 0 1 0 0
MGNI Magnite Inc.
1
<0.01% <0.01% +0.00% 0 1 0 0
PLTK Playtika Holding Corp.
1
<0.01% 0.01% −0.00% 0 1 0 0
LPTH Lightpath Technologies Inc.
2
<0.01% 0.07% +0.00% 1 0 1 0
MSTR Strategy Inc.
2
<0.01% 0.95% −0.00% 0 — — 0
MTLS Materialise NV
1
<0.01% 0.02% −0.00% 0 0 1 0
INOD Innodata Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
APPN Appian Corp.
0
<0.01% — −0.00% 0 0 0 1
CCSI Consensus Cloud
0
<0.01% — −0.00% 0 0 0 1
AIRG Airgain Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
CRWD Crowdstrike Hldgs Inc.
3
<0.01% 0.16% −0.00% 1 1 1 0
IDCC Interdigital Inc.
1
<0.01% 3.1% −0.00% 0 1 0 0
VSAT Viasat Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
SNAP Snap Inc.
1
<0.01% <0.01% +0.00% 1 0 0 0
DDD 3D Systems Corp.
2
<0.01% <0.01% +0.00% 0 0 1 0
CLVT Clarivate PLC
1
<0.01% 0.02% −0.00% 0 0 0 0
ERII Energy Recovery Inc.
1
<0.01% <0.01% −0.00% 0 1 0 0
NNDM Nano Dimension Ltd
1
<0.01% 0.02% −0.00% 0 0 1 0
TRVG Trivago N V
1
<0.01% <0.01% −0.00% 0 0 1 0
MBLY Mobileye Global Inc.
1
<0.01% 0.01% −0.00% 0 1 0 0
CRUS Cirrus Logic Inc.
1
<0.01% <0.01% +0.00% 0 0 1 0
NVEC Nve Corp.
1
<0.01% <0.01% +0.00% 0 0 0 0
ZDGE Zedge Inc.
1
<0.01% 0.04% −0.00% 0 0 1 0
RSSS Research Solutions Inc.
1
<0.01% 0.06% −0.00% 0 0 0 0
Hewlett Packard Hewlett Packard Ent Ser C Conv
1
<0.01% 3.5% −0.00% 0 1 0 0
SEDG Solar Edge Technologies, Inc.
1
<0.01% <0.01% +0.00% 0 0 0 0
KOPN Kopin Corp.
1
<0.01% 0.11% −0.00% 0 0 0 0
DJT Trump Media & Technology Group
1
<0.01% <0.01% −0.00% 0 0 0 0