Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), ASML Holding N.V. (NASDAQ:ASML), Broadcom Ltd (NASDAQ:AVGO), Advanced Micro Devices, Inc. (NASDAQ:AMD), Micron Technology, Inc. (NASDAQ:MU), SanDisk Corporation (NASDAQ:SNDK), Western Digital Corporation (NASDAQ:WDC), Seagate Technology. (NASDAQ:STX), Infineon Technologies AG (OTCMKTS:IFNNY), ON Semiconductor Corp. (NASDAQ:ON), Texas Instruments Incorporated (NASDAQ:TXN), Analog Devices, Inc. (NASDAQ:ADI), GE Vernova Inc. (NYSE:GEV), Alphabet Inc (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), Meta Platforms Inc. (NASDAQ:META), Cerebras Systems, Inc. (NASDAQ:CBRS), Intel Corporation (NASDAQ:INTC), Lam Research Corporation (NASDAQ:LRCX), Applied Materials, Inc. (NASDAQ:AMAT), QUALCOMM Incorporated (NASDAQ:QCOM), CoreWeave, Inc. (NASDAQ:CRWV), NETGEAR, Inc. (NASDAQ:NTGR), Apple Inc. (NASDAQ:AAPL), Braze Inc. (NASDAQ:BRZE), Bill.com Holdings (NYSE:BILL), Amplitude Inc. (NASDAQ:AMPL), Workday, Inc. (NYSE:WDAY), Salesforce.com Inc (NYSE:CRM), DocuSign (NASDAQ:DOCU), Adobe Systems Incorporated (NASDAQ:ADBE), Oracle Corporation (NYSE:ORCL), UiPath Inc. (NYSE:PATH), SPS Commerce, Inc. (NASDAQ:SPSC), Paylocity Holding Corporation (NASDAQ:PCTY), Klaviyo, Inc. (NYSE:KVYO), Zeta Global Holdings Corp. (NYSE:ZETA), Cadence Design Systems, Inc. (NASDAQ:CDNS), PTC Inc. (NASDAQ:PTC), Autodesk, Inc. (NASDAQ:ADSK), Bentley Systems Inc. (NASDAQ:BSY), ANSYS, Inc. (NASDAQ:ANSS), Synopsys, Inc. (NASDAQ:SNPS), Arbe Robotics Ltd. (NASDAQ:ARBE), DHI Group Inc. (NYSE:DHX), Foresight Autonomous Holdings Ltd. (NASDAQ:FRSX), ReposiTrak Inc. (NYSE:TRAK), SS Innovations International, Inc. (NASDAQ:SSII), Wetour Robotics Ltd. (NASDAQ:WETO)
Companies covered: Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), NXP Semiconductors N.V. (NASDAQ:NXPI), NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology Group Ltd. (NASDAQ:MRVL), Credo Technology Group Holding Ltd. (NASDAQ:CRDO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Semtech Corporation (NASDAQ:SMTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Analog Devices, Inc. (NASDAQ:ADI), ON Semiconductor Corp. (NASDAQ:ON), Astera Labs Inc. (NASDAQ:ALAB), Adobe Systems Incorporated (NASDAQ:ADBE), Autodesk, Inc. (NASDAQ:ADSK), Microsoft Corporation (NASDAQ:MSFT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Synopsys, Inc. (NASDAQ:SNPS), Siemens AG (OTCMKTS:SIEGY), ANSYS, Inc. (NASDAQ:ANSS), Bentley Systems Inc. (NASDAQ:BSY), Dassault Systemes SE (OTCMKTS:DASTY), Intel Corporation (NASDAQ:INTC), QUALCOMM Incorporated (NASDAQ:QCOM), Broadcom Ltd (NASDAQ:AVGO), Applied Materials, Inc. (NASDAQ:AMAT), Lam Research Corporation (NASDAQ:LRCX), Foxconn Technology Co. Ltd. (OTCMKTS:FXCOF), Semiconductor Manufacturing International Corporation (HKG:0981), ASML Holding N.V. (NASDAQ:ASML), Tokyo Electron Ltd. (OTCMKTS:TOELY), KLA-Tencor Corporation (NASDAQ:KLAC), Guidewire Software, Inc. (NYSE:GWRE), CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCCS), ServiceTitan, Inc. (NASDAQ:TTAN), Manhattan Associates, Inc. (NASDAQ:MANH), SPS Commerce, Inc. (NASDAQ:SPSC), Procore Technologies, Inc. (NYSE:PCOR), Blend Labs, Inc. (NYSE:BLND), Veeva Systems Inc. (NYSE:VEEV), Samsara Inc. (NYSE:IOT), Clearwater Analytics Holdings, Inc. (NYSE:CWAN), Monday.com Ltd. (NASDAQ:MNDY), Salesforce.com Inc (NYSE:CRM), Five9, Inc. (NASDAQ:FIVN), Workday, Inc. (NYSE:WDAY), Bill.com Holdings (NYSE:BILL), Global-E Online Ltd. (NASDAQ:GLBE), Duos Technologies Group Inc. (NASDAQ:DUOT), inTest Corporation (NYSEAMERICAN:INTT), Porch Group Inc. (NASDAQ:PRCH), Silvaco Group Inc. (NASDAQ:SVCO)
Companies covered: IBM (International Business Machines Corp.) (NYSE:IBM), Accenture plc. (NYSE:ACN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Block Inc. (NYSE:XYZ), Global Payments Inc. (NYSE:GPN), Paypal Holdings Inc (NASDAQ:PYPL), Fidelity National Information Services, Inc. (NYSE:FIS), Marqeta Inc. (NASDAQ:MQ), Paymentus Holdings Inc. (NYSE:PAY), Wipro Limited (NYSE:WIT), Fiserv, Inc. (NYSE:FISV), Zillow, Inc. (NASDAQ:Z), CoStar Group, Inc. (NASDAQ:CSGP), AppFolio Inc (NASDAQ:APPF), Peloton Interactive (NASDAQ:PTON), Amazon.com, Inc. (NASDAQ:AMZN), Matterport Inc. (NASDAQ:MTTR), Porch Group Inc. (NASDAQ:PRCH), Adobe Systems Incorporated (NASDAQ:ADBE), Microsoft Corporation (NASDAQ:MSFT), ANSYS, Inc. (NASDAQ:ANSS), Autodesk, Inc. (NASDAQ:ADSK), Cadence Design Systems, Inc. (NASDAQ:CDNS), Dassault Systemes SE (OTCMKTS:DASTY), PTC Inc. (NASDAQ:PTC), Synopsys, Inc. (NASDAQ:SNPS), Bentley Systems Inc. (NASDAQ:BSY), NVIDIA Corporation (NASDAQ:NVDA), Apple Inc. (NASDAQ:AAPL), UiPath Inc. (NYSE:PATH), SAP SE (NYSE:SAP), Oracle Corporation (NYSE:ORCL), Alphabet Inc (NASDAQ:GOOG), Meta Platforms Inc. (NASDAQ:META), Salesforce.com Inc (NYSE:CRM), Iqvia Holdings Inc. (NYSE:IQV), Siemens AG (OTCMKTS:SIEGY), Rubrik Inc. (NYSE:RBRK), Fair Isaac Corporation (NYSE:FICO), Getaround Inc. (NYSE:GETR), Phunware Inc. (NASDAQ:PHUN), Tego Cyber Inc. (OTCMKTS:TGCB)
Companies covered: Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Super Micro Computer, Inc. (NASDAQ:SMCI), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Lattice Semiconductor Corporation (NASDAQ:LSCC), Texas Instruments Incorporated (NASDAQ:TXN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Broadcom Ltd (NASDAQ:AVGO), IBM (International Business Machines Corp.) (NYSE:IBM), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), QUALCOMM Incorporated (NASDAQ:QCOM), Apple Inc. (NASDAQ:AAPL), Hewlett Packard Enterprise Co (NYSE:HPE), Mobileye N.V. (NYSE:MBLY), Arbe Robotics Ltd. (NASDAQ:ARBE), Auddia Inc. (NASDAQ:AUUD), Bridgeline Digital, Inc. (NASDAQ:BLIN), Kopin Corporation (NASDAQ:KOPN), Mobix Labs, Inc. (NASDAQ:MOBX), POET Technologies Inc. (NASDAQ:POET), Presto Automation Inc. (NASDAQ:PRST), SoundHound AI, Inc. (NASDAQ:SOUN)
Companies covered: NVIDIA Corporation (NASDAQ:NVDA), Synopsys, Inc. (NASDAQ:SNPS), Meta Platforms Inc. (NASDAQ:META), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Texas Instruments Incorporated (NASDAQ:TXN), Lam Research Corporation (NASDAQ:LRCX), Tesla Motors, Inc. (NASDAQ:TSLA), Advanced Micro Devices, Inc. (NASDAQ:AMD), Intel Corporation (NASDAQ:INTC), Super Micro Computer, Inc. (NASDAQ:SMCI), Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Celestica, Inc. (NYSE:CLS), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Vertiv Holdings Co. (NYSE:VRT), Samsara Inc. (NYSE:IOT), Infineon Technologies AG (OTCMKTS:IFNNY), Nintendo Co., Ltd (ADR) (OTCMKTS:NTDOY), Micron Technology, Inc. (NASDAQ:MU), ServiceNow, Inc. (NYSE:NOW), Salesforce.com Inc (NYSE:CRM), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG), IBM (International Business Machines Corp.) (NYSE:IBM), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), DexCom, Inc. (NASDAQ:DXCM), Klarna Inc. (NASDAQ:KLAR), Sweetgreen Inc. (NYSE:SG), Moderna (NASDAQ:MRNA), DraftKings Inc. (NASDAQ:DKNG), Eli Lilly and Company (NYSE:LLY), Broadcom Ltd (NASDAQ:AVGO), ASML Holding N.V. (NASDAQ:ASML), KLA-Tencor Corporation (NASDAQ:KLAC), Applied Materials, Inc. (NASDAQ:AMAT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Workday, Inc. (NYSE:WDAY), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP)
