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MU,

Micron Technolog...

MU,

Micron Technology, Inc.

ADBE,

ADBE,

AMAT,

Applied Material...

Return: 8.14%

AMAT,

Applied Materials Inc

Return: 8.14%

CCL,

Carnival Corpora...

Return: 16.08%

CCL,

Carnival Corporation Ltd.

Return: 16.08%

CEG,

Constellation En...

CEG,

Constellation Energy Corporation

CMS,

CMS Energy Corpo...

CMS,

CMS Energy Corporation

COST,

Costco Wholesale...

COST,

Costco Wholesale Corporation

CRML,

Critical Metals ...

Return: -2.97%

CRML,

Critical Metals Corp.

Return: -2.97%

DTE,

DTE Energy Company

DTE,

DTE Energy Company

FICO,

Fair Isaac Corpo...

FICO,

Fair Isaac Corporation

GIS,

General Mills Inc.

GIS,

General Mills Inc.

IREN,

IREN,

JOBY,

Joby Aviation, Inc.

JOBY,

Joby Aviation, Inc.

LOW,

Lowe's Companies...

LOW,

Lowe's Companies, Inc.

META,

Meta Platforms I...

META,

Meta Platforms Inc. Class A Common Stock

MP,

MP Materials Corp.

MP,

MP Materials Corp.

NBIS,

Nebius Group N.V...

Return: -8.02%

NBIS,

Nebius Group N.V. Class A Ordinary Shares

Return: -8.02%

NFLX,

Return: -7.54%

NFLX,

Return: -7.54%

PG,

The Procter & Ga...

PG,

The Procter & Gamble Company

PINS,

Pinterest, Inc. ...

Return: 17.07%

PINS,

Pinterest, Inc. Class A Common Stock

Return: 17.07%

PYPL,

PayPal Holdings,...

Return: 6.44%

PYPL,

PayPal Holdings, Inc.

Return: 6.44%

TDOC,

Teladoc Health Inc.

Return: -5.41%

TDOC,

Teladoc Health Inc.

Return: -5.41%

TSM,

Taiwan Semicondu...

TSM,

Taiwan Semiconductor Manufacturing Company...

TSMC,

Taiwan Semicondu...

TSMC,

Taiwan Semiconductor Manufacturing Company...

WM,

Waste Management...

Return: -3.52%

WM,

Waste Management Inc.

Return: -3.52%

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