| 1 | NVDA | NVIDIA Corporation | 5.39% |
| 2 | SNDK | Sandisk Corporation | 5.09% |
| 3 | CIFR | Cipher Mining Inc. | 4.76% |
| 4 | LITE | Lumentum Holdings Inc. | 4.70% |
| 5 | ONDS | Ondas Holdings Inc. | 4.42% |
| 6 | AVGO | Broadcom Inc. | 4.35% |
| 7 | OPEN | Opendoor Technologies Inc. | 3.96% |
| 8 | WULF | TeraWulf Inc. | 3.66% |
| 9 | KLAC | KLA Corporation | 3.52% |
| 10 | CIEN | Ciena Corporation | 3.42% |
| 11 | WDC | Western Digital Corporation | 3.41% |
| 12 | COMM | CommScope Holding Company, Inc. | 3.39% |
| 13 | STX | Seagate Technology Holdings plc | 2.98% |
| 14 | LRCX | Lam Research Corporation | 2.86% |
| 15 | ANET | Arista Networks Inc | 2.85% |
| 16 | RGTI | Rigetti Computing, Inc. | 2.81% |
| 17 | CDNS | Cadence Design Systems, Inc. | 2.70% |
| 18 | RDDT | Reddit, Inc. | 2.59% |
| 19 | CRDO | Credo Technology Group Holding Ltd | 2.58% |
| 20 | BMNR | Bitmine Immersion Technologies, Inc. | 2.57% |
| 21 | SITM | SiTime Corporation | 2.41% |
| 22 | META | Meta Platforms, Inc. | 2.35% |
| 23 | NET | Cloudflare, Inc. | 2.25% |
| 24 | VSAT | Viasat, Inc. | 2.24% |
| 25 | IDCC | InterDigital, Inc. | 2.21% |
| View PTF holdings |