RCQD — démo PWA

T1A 35% PEA 11% T1B 24% Future 15% Géo/Watch 13% Cash 7%

🏆 Tier 1A — Core conviction4 détenus / 8 cibles

Micron Technology

12 708€

+4 659 €

Poids actuel / cible4.6% / 4.5%

Performance 1 an+542%/an

ActionCONSERVER

LRCX

Lam Research

8 906€

+3 913 €

Poids actuel / cible3.2% / 4.0%

Performance 1 an+296%/an

ActionCONSERVER

AMD

8 898€

+2 496 €

Poids actuel / cible3.2% / 4.5%

Performance 1 an+195%/an

ActionRENFORCER (+3,601€)

FCX

Freeport McMoRan

5 727€

+116 €

Poids actuel / cible2.1% / 3.5%

Performance 1 an+110%/an

ActionRENFORCER (+3,995€)

AVGO À ACHETER

Broadcom Inc.

~12 499€

Poids cible4.5%

Performance 1 an+129%

AMAT À ACHETER

Applied Materials, Inc.

~11 110€

Poids cible4.0%

Performance 1 an+176%

KLAC À ACHETER

KLA Corporation

~9 722€

Poids cible3.5%

Performance 1 an+169%

BE À ACHETER

Bloom Energy Corporation

~9 722€

Poids cible3.5%

Performance 1 an+1260%

🇪🇺 Tier 1A PEA EU0 détenus / 4 cibles

ASML À ACHETER

ASML Holding N.V.

~0€

Poids cible0.0%

Performance 1 an+115%

ASMIY À ACHETER

ASM International NV

~0€

Poids cible0.0%

Performance 1 an-

NVO À ACHETER

Novo Nordisk A/S

~0€

Poids cible0.0%

Performance 1 an-

E À ACHETER

Eni S.p.A.

~0€

Poids cible0.0%

Performance 1 an-

⚡ Tier 1B — Diversification7 détenus / 10 cibles

AAPL

Apple Inc.

11 558€

+707 €

Poids actuel / cible4.2% / 2.5%

Performance 1 an+34%/an

ActionRÉDUIRE (-4,614€)

IONQ

IonQ Inc.

11 067€

-2 096 €

Poids actuel / cible4.0% / 0.0%

Performance 1 an+81%/an

ActionRÉDUIRE (-11,067€)

ACMR

ACM Research

10 764€

+1 325 €

Poids actuel / cible3.9% / 1.5%

Performance 1 an+179%/an

ActionRÉDUIRE (-6,598€)

6871.T

Micronics Japan

10 471€

+3 294 €

Poids actuel / cible3.8% / 1.5%

Performance 1 an+157%/an

ActionRÉDUIRE (-6,304€)

6324.T

Harmonic Drive Systems

5 793€

+580 €

Poids actuel / cible2.1% / 1.0%

Performance 1 an+73%/an

ActionRÉDUIRE (-3,015€)

3692.HK

Hansoh Pharmaceutical

5 637€

+635 €

Poids actuel / cible2.0% / 0.0%

Performance 1 an+63%/an

ActionRÉDUIRE (-5,637€)

1347.HK

Hua Hong Semiconductor

5 118€

+114 €

Poids actuel / cible1.8% / 0.0%

Performance 1 an+255%/an

ActionRÉDUIRE (-5,118€)

TSM À ACHETER

Taiwan Semiconductor Manufacturing Company Limited

~8 333€

Poids cible3.0%

Performance 1 an+120%

AAOI À ACHETER

Applied Optoelectronics, Inc.

~0€

Poids cible0.0%

Performance 1 an+1296%

AMPX À ACHETER

Amprius Technologies, Inc.

~0€

Poids cible0.0%

Performance 1 an+779%

🚀 Future Leaders0 détenus / 5 cibles

COHR À ACHETER

Coherent Corp.

~6 944€

Poids cible2.5%

Performance 1 an+510%

WDC À ACHETER

Western Digital Corporation

~6 944€

Poids cible2.5%

Performance 1 an+941%

VICR À ACHETER

Vicor Corporation

~5 555€

Poids cible2.0%

Performance 1 an+470%

SYM À ACHETER

Symbotic Inc., an automation technology company

~0€

Poids cible0.0%

Performance 1 an+204%

CAMT À ACHETER

Camtek Ltd.

~0€

Poids cible0.0%

Performance 1 an+198%

🌍 Géo / Refuge2 détenus / 2 cibles

BYDDY

BYD Company

32 340€

-3 682 €

Poids actuel / cible11.6% / 3.0%

Performance 1 an-

ActionRÉDUIRE (-24,007€)

XAU

Or papier

46 503€

Poids actuel / cible16.7% / 5.0%

Performance 1 an-

ActionRÉDUIRE (-32,615€)

👀 Watch1 détenus / 1 cibles

BTC

Bitcoin

19 255€

-146 €

Poids actuel / cible6.9% / 3.0%

Performance 1 an-

ActionRÉDUIRE (-10,923€)

⚠ Hors stratégie10 positions à céder/auditer

SU.PA AUDITER

Schneider Electric (Paris)

17 388€

Hors shortlist6.3%

ENI.MI AUDITER

Eni SpA (Milan)

14 504€

Hors shortlist5.2%

ASM.AS AUDITER

ASM International (Amsterdam)

11 276€

Hors shortlist4.1%

SWAN.V CÉDER opp.

Black Swan Graphene

9 898€

-1 539€

Sous-perf, sortir sur rebond3.6%

ASML.AS AUDITER

ASML Holding (Amsterdam)

6 248€

Hors shortlist2.2%

NOVO-B.CO AUDITER

Novo Nordisk B (Copenhagen)

5 621€

Hors shortlist2.0%

9888.HK AUDITER

Baidu (Hong Kong listing 9888.HK)

5 341€

+0€

Hors shortlist1.9%

COPPER CÉDER

Copper USD ETF (fixed value)

4 953€

Doublon FCX1.8%

BRN.AX CÉDER

Brainchip Holdings

3 924€

-1 094€

Zombie op -1125%1.4%

LBIRD.PA AUDITER

Lumibird (Paris)

2 800€

+0€

Hors shortlist1.0%

🏆 Tier 1A — Core conviction8 briefs

AMAT

Applied Materials, Inc.

1:46

AMD

Advanced Micro Devices, Inc.

1:46

AVGO

Broadcom Inc.

1:43

Bloom Energy Corporation

1:50

FCX

Freeport-McMoRan Inc.

1:40

KLAC

KLA Corporation

1:43

LRCX

Lam Research Corporation

1:40

Micron Technology, Inc.

1:38

🇪🇺 PEA EU4 briefs

ASMIY

ASM International NV

1:48

ASML

ASML Holding N.V.

1:50

Eni S.p.A.

1:55

NVO

Novo Nordisk A/S

1:51

⚡ Tier 1B — Diversification10 briefs

1347.HK

Hua Hong Semiconductor Limited, an investment

1:40

3692.HK

Hansoh Pharmaceutical Group Company Limited,

1:37

6324.T

Harmonic Drive Systems Inc.

1:37

6871.T

Micronics Japan Co., Ltd.

1:36

AAOI

Applied Optoelectronics, Inc.

1:38

AAPL

Apple Inc.

1:36

ACMR

ACM Research, Inc.

1:34

AMPX

Amprius Technologies, Inc.

1:33

IONQ

IonQ, Inc.

1:40

TSM

Taiwan Semiconductor Manufacturing Company Li

1:38

🇯🇵 Tier 1 — Semis JP10 briefs

5713.T

Sumitomo Metal Mining Co., Ltd.

1:41

6146.T

Disco Corporation

1:39

6323.T

Rorze Corporation

1:39

6723.T

Renesas Electronics Corporation

1:38

6762.T

TDK Corporation

1:48

6855.T

Japan Electronic Materials Corporation

1:41

6857.T

Advantest Corporation

1:46

6920.T

Lasertec Corporation

1:37

6954.T

Fanuc Corporation

1:40

8035.T

Tokyo Electron Limited

1:39

🇯🇵 Tier 1B — Diversif JP10 briefs

3436.T

Sumco Corporation

1:47

5631.T

The Japan Steel Works, Ltd.

1:47

6361.T

Ebara Corporation

1:52

6506.T

YASKAWA Electric Corporation

1:50

6752.T

Panasonic Holdings Corporation

1:57

7011.T

Mitsubishi Heavy Industries, Ltd.

1:47

7013.T

IHI Corporation

1:55

7261.T

Mazda Motor Corporation

1:53

8053.T

Sumitomo Corporation

2:02

9501.T

Tokyo Electric Power Company Holdings, Incorp

1:50

🚀 Future Leaders4 briefs

COHR

Coherent Corp.

1:57

SYM

Symbotic Inc., an automation technology compa

1:58

VICR

Vicor Corporation

1:59

WDC

Western Digital Corporation

2:01

🌍 Géo / Refuge1 briefs

BYDDY

BYD Company Limited

1:49

👀 Watch1 briefs

BTC

1:47

Autres28 briefs

📊 Plan TRapport mensuel 4 000€

VENDRE Brainchip (BRN.AX)

Zombie op -1125%

+3 975€

VENDRE Baidu (9888.HK)

Déclin tech Chine

+5 343€

VENDRE Copper USD ETF

Doublon thématique FCX

+4 953€

ACHETER AVGO (Tier 1A)

Broadcom — ASIC hyperscalers (4.5%)

~12 500€

ACHETER KLAC (Tier 1A)

KLA process control (3.5%)

~9 700€

ACHETER AMAT (Tier 1A)

Applied Materials (4%)

~11 100€

ACHETER 6857.T Advantest (Tier 1 JP)

Semis test HBM monopole, ×4.5 sur 1 an, op +41% (3.5%)

~9 700€

ACHETER 6920.T Lasertec (Tier 1 JP)

EUV mask inspection monopole (3%)

~8 300€

ACHETER 6146.T Disco (Tier 1 JP)

Dicing wafers HBM packaging, op +44% (2.5%)

~6 900€

ACHETER STMPA.PA STMicro / IFX.DE Infineon (Tier 1B EU)

Semis EU power/auto (1.5% chacun)

~8 300€ total

Cash mois 1 : ~14 K€ cessions + 4 K€ apport = 18 K€. Achats prio Tier 1A US (AVGO/AMAT/KLAC) ~33 K€ + Tier 1 JP semis test (Advantest/Lasertec/Disco) ~25 K€ + EU semis (STMPA/IFX) ~8 K€ = ~66 K€ → étalement 3-4 mois.

🇪🇺 Plan PEA56 037€ + 1 000€ cash

CÉDER ENI.MI (14 504€)

Op +4% faible, low growth — pas de moat AI

+14 504€

CÉDER NOVO-B.CO Novo Nordisk (5 621€)

Causal loser m252 -39%, m60 -31% (Ozempic deflate)

+5 621€

ACHETER RMS.PA Hermès (3% cible ~8K)

Tier 1A PEA — moat marque inattaquable, op +41%, m252 modéré (substitut growth EU)

~8 000€

RENFORCER SU.PA Schneider (cible 3% ~8K)

Pure-play électrification AI datacenters — déjà détenu 17 388€ (overweight)

déjà OK

RENFORCER ASML.AS (cible 3% ~8K)

EUV monopole, m252 +115% (déjà détenu 6 248€, à doubler)

~2 000€

RENFORCER ASM.AS (cible 3% ~8K)

ALD deposition HBM (déjà détenu 11 276€, OK)

déjà OK

ACHETER AI.PA Air Liquide (cible 1% ~3K)

Défensif gaz industriels + optionalité hydrogène vert

~3 000€

Cessions ENI + NOVO = ~20 K€ libérés. Réinvest : RMS.PA Hermès 8K + ASML.AS 2K + AI.PA 3K = 13K. Reste ~8K cash pour renforcement opportuniste. SU.PA et ASM.AS déjà bien dimensionnés.

🥇 Plan OR46 503€ — MV latente -6 949€ (-13%)

⚠ Or papier en moins-value

Avg cost ~53 452€, valeur live 46 503€. PnL latent -6 949€ (-13%)

Option C recommandée : lissage 1/6 par mois

Vendre ~7 750€/mois sur 6 mois → DCA sortie sans timing risk. Cible OR ≤5% du book = ~14 K€ final.

~7 750€/mois

Alternative A : garder + attendre rebond

Pari sur reprise cours or. Risque : MV peut s'aggraver. Coût d'opportunité élevé vs Tier 1A.

Alternative B : couper la perte maintenant

Cristalliser -6 949€, redéployer 46 K€ sur Tier 1A (BE/MU/AVGO/LRCX +50/+1260% YoY). Prix opportunité élevé.

L'or n'a pas de rendement. Ton plan initial supposait PV mais c'est devenu MV. Décision à prendre : a/b/c. Je recommande option C (lissage) pour ne pas timer mais réduire l'expo non-yielding.

🔬 Plan PEA-PME2 800€ — Lumibird

CONSERVER LBIRD.PA Lumibird (115 actions)

Lasers spécialisés FR — petit cap defense/medical. Conserver pour expo PEA-PME thématique. À enrichir fundamentals au prochain cycle.

Position trop petite (2 800€) pour rebalancing actif. Garder pour bénéfice fiscal PEA-PME. Si tu veux ajouter d'autres lignes PME, je peux faire le pipeline RCQD pour les small caps EU.

📁 Index des fiches126 tickers analysés

1347.HK TIER1B

Hua Hong Semiconductor Limited, an investment hold

+255%

3436.T TIER1BJP

Sumco Corporation

+183%

3692.HK TIER1B

Hansoh Pharmaceutical Group Company Limited, an in

+63%

5631.T TIER1BJP

The Japan Steel Works, Ltd.

+136%

5713.T TIER1JP

Sumitomo Metal Mining Co., Ltd.

+325%

6146.T TIER1JP

Disco Corporation

+210%

6323.T TIER1JP

Rorze Corporation

+252%

6324.T TIER1B

Harmonic Drive Systems Inc.

+73%

6361.T TIER1BJP

Ebara Corporation

+177%

6506.T TIER1BJP

YASKAWA Electric Corporation

+97%

6723.T TIER1JP

Renesas Electronics Corporation

+103%

6752.T TIER1BJP

Panasonic Holdings Corporation

+108%

6762.T TIER1JP

TDK Corporation

+123%

6855.T TIER1JP

Japan Electronic Materials Corporation

+421%

6857.T TIER1JP

Advantest Corporation

+455%

6871.T TIER1B

Micronics Japan Co., Ltd.

+157%

6920.T TIER1JP

Lasertec Corporation

+282%

6954.T TIER1JP

Fanuc Corporation

+100%

7011.T TIER1BJP

Mitsubishi Heavy Industries, Ltd.

+112%

7013.T TIER1BJP

IHI Corporation

+148%

7261.T TIER1BJP

Mazda Motor Corporation

+47%

8035.T TIER1JP

Tokyo Electron Limited

+161%

8053.T TIER1BJP

Sumitomo Corporation

+113%

9501.T TIER1BJP

Tokyo Electric Power Company Holdings, Incorporate

+66%

AAOI TIER1B

Applied Optoelectronics, Inc.

+1296%

AAPL TIER1B

Apple Inc.

+34%

ACMR TIER1B

ACM Research, Inc.

+179%

AMAT TIER1A

Applied Materials, Inc.

+176%

AMD TIER1A

Advanced Micro Devices, Inc.

+195%

AMPX TIER1B

Amprius Technologies, Inc.

+779%

ASMIY PEA

ASM International NV

ASML PEA

ASML Holding N.V.

+115%

AVGO TIER1A

Broadcom Inc.

+129%

BE TIER1A

Bloom Energy Corporation

+1260%

BYDDY GEO

BYD Company Limited

CAMT FUTURE

Camtek Ltd.

+198%

COHR FUTURE

Coherent Corp.

+510%

E PEA

Eni S.p.A.

FCX TIER1A

Freeport-McMoRan Inc.

+110%

IONQ TIER1B

IonQ, Inc.

+81%

KLAC TIER1A

KLA Corporation

+169%

LRCX TIER1A

Lam Research Corporation

+296%

MU TIER1A

Micron Technology, Inc.

+542%

NVO PEA

Novo Nordisk A/S

SYM FUTURE

Symbotic Inc., an automation technology company

+204%

TSM TIER1B

Taiwan Semiconductor Manufacturing Company Limited

+120%

VICR FUTURE

Vicor Corporation

+470%

WDC FUTURE

Western Digital Corporation

+941%

📈 Toutes les données — tri intelligent T/B/M 126 tickers · RCQD 1000 = top de sa région

🟢 UP = m252 > +30% (vrai leader) · 🟡 MOD = +10/+30% · ⚪ FLAT = -10/+10% · 🟠 DOWN = m252 < -10% (causal loser à éviter) · 🔴 MOISI = m20 < 0 ET m60 < -5%

Ticker	Nom	Reg	RCQD/1000	Dir	m20	m252	Mcap	OpM
000660.KS	SK hynix Inc. research	ax	1000	🟢↑	+31.0%	+543.3%	866.0T	+71.5%
5713.T	Sumitomo Metal Mining Co., Ltd.	jp	1000	🟢↑	+11.1%	+324.7%	2.6T	+14.6%
AEHR	Aehr Test Systems, Inc.	ia	1000	🟢↑	+185.2%	+1114.0%	3B	-41.0%
AMPX	Amprius Technologies, Inc.	us_smallcap	1000	🟢↑	+19.8%	+778.7%	3B	-11.7%
MU	Micron Technology, Inc.	us	1000	🟢↑	+2.4%	+541.8%	561B	+67.6%
SATL	Satellogic Inc.	us_smallcap	996	🟢↑	-3.6%	+65.5%	884M	-114.2%
AGL	agilon health, inc.	us_smallcap	993	🟠↓	+172.9%	-73.5%	437M	-10.0%
6857.T	Advantest Corporation	jp	992	🟢↑	+16.2%	+454.7%	21.4T	+41.5%
FCX	Freeport-McMoRan Inc.	us	990	🟢↑	+30.9%	+110.4%	88B	+14.4%
SRT3.DE	Sartorius Aktiengesellschaft	eu	990	🟡↗	+8.4%	+11.6%	15B	+17.1%
SOC	Sable Offshore Corp.	us_smallcap	989	🟠↓	-23.9%	-26.4%	2B	+0.0%
NIU	Niu Technologies, through its subsi	ax	988	⚪→	+8.6%	+6.4%	248M	-15.2%
AAOI	Applied Optoelectronics, Inc.	ia	985	🟢↑	+67.1%	+1296.3%	13B	-8.6%
INTC	Intel Corporation	us	985	🟢↑	+48.3%	+237.3%	415B	+6.9%
3436.T	Sumco Corporation	jp	984	🟢↑	+24.5%	+182.6%	784B	-6.4%
IBRX	ImmunityBio, Inc., a biotechnology	us_smallcap	982	🟢↑	+1.3%	+177.9%	8B	-169.0%
PUM.DE	PUMA SE	eu	981	🟢↑	+20.0%	+33.8%	4B	-14.6%
LRCX	Lam Research Corporation	us	980	🟢↑	+14.4%	+296.1%	335B	+35.0%
SLS	SELLAS Life Sciences Group	us_smallcap	979	🟢↑	-9.6%	+241.6%	823M	+0.0%
6855.T	Japan Electronic Materials Corporat	jp	977	🟢↑	-1.9%	+420.6%	93B	+28.4%
HUYA	HUYA Inc., through its subsidiaries	ax	976	🔴✗	-1.6%	+74.0%	692M	-3.7%
BE	Bloom Energy Corporation	us_smallcap	975	🟢↑	+75.8%	+1260.3%	66B	+13.3%
MRVL	Marvell Technology, Inc.	us	975	🟢↑	+56.0%	+167.7%	144B	+18.7%
OKLO	Oklo Inc.	ia	970	🟢↑	+22.2%	+190.5%	13B	+0.0%
5631.T	The Japan Steel Works, Ltd.	jp	969	🔴✗	-8.5%	+135.5%	727B	+8.1%
BKSY	BlackSky Technology Inc.	us_smallcap	968	🟢↑	+21.5%	+374.7%	1B	-16.2%
ATOM	Atomera Incorporated	us_smallcap	964	🟢↑	+129.2%	+128.9%	333M	-9224.0%
ORCL	Oracle Corporation	us	964	🟢↑	+12.6%	+30.5%	498B	+32.7%
1347.HK	Hua Hong Semiconductor Limited, an	ax	963	🟢↑	+24.5%	+255.0%	188B	-6.8%
ASM.AS	ASM International NV	eu	962	🟢↑	+13.8%	+103.7%	42B	+32.2%
6146.T	Disco Corporation	jp	961	🟢↑	+4.8%	+209.8%	7.8T	+44.0%
FLY	Firefly Aerospace Inc.	us_smallcap	961	🟠↓	+32.7%	-41.0%	6B	-98.2%
TSSI	TSS, Inc.	us_smallcap	957	🟢↑	+21.9%	+111.0%	455M	+8.6%
QBTS	D-Wave Quantum Inc.	ia	955	🟢↑	+34.7%	+213.4%	7B	-1266.0%
AMAT	Applied Materials, Inc.	us	954	🟢↑	+11.1%	+176.2%	331B	+29.9%
RXT	Rackspace Technology, Inc.	us_smallcap	954	🟡↗	+33.6%	+12.3%	390M	-0.8%
STMPA.PA	STMicroelectronics N.V.	eu	952	🟢↑	+28.2%	+107.4%	39B	+4.4%
LEGN	Legend Biotech Corporation, through	ax	951	🟠↓	+36.6%	-25.5%	4B	-6.7%
LASR	nLIGHT, Inc.	us_smallcap	950	🟢↑	+18.9%	+934.7%	4B	-5.9%
TSLA	Tesla, Inc.	us	949	🟢↑	+5.3%	+58.8%	1.4T	+4.2%
WULF	TeraWulf Inc.	us_smallcap	946	🟢↑	+31.5%	+623.7%	10B	-210.5%
6324.T	Harmonic Drive Systems Inc.	jp	945	🟢↑	+7.1%	+73.2%	397B	+5.1%
MT.AS	ArcelorMittal S.A.	eu	943	🟢↑	+17.2%	+125.0%	38B	-5.1%
VICR	Vicor Corporation	us_smallcap	943	🟢↑	+72.3%	+469.8%	12B	+14.9%
AMD	Advanced Micro Devices, Inc.	us	939	🟢↑	+35.6%	+194.6%	567B	+17.1%
RGTI	Rigetti Computing, Inc., through it	ia	939	🟢↑	+28.6%	+129.8%	5B	-1209.7%
TIGR	UP Fintech Holding Limited	ax	939	⚪→	+11.9%	-0.9%	1B	+34.3%
ZIP	ZipRecruiter, Inc.	us_smallcap	939	🟠↓	+61.2%	-46.1%	251M	+3.9%
6323.T	Rorze Corporation	jp	938	🟢↑	+30.6%	+251.9%	631B	+22.1%
CDXS	Codexis, Inc.	us_smallcap	936	🟡↗	+59.3%	+16.0%	238M	+35.9%
CRDO	Credo Technology Group Holding Ltd	us_smallcap	932	🟢↑	+50.1%	+310.1%	36B	+36.8%
6361.T	Ebara Corporation	jp	930	🟢↑	+3.8%	+177.2%	2.4T	+7.4%
006400.KS	Samsung SDI Co., Ltd.	ax	927	🟢↑	+61.7%	+240.1%	50.4T	-9.8%
KLAC	KLA Corporation	us	924	🟢↑	+18.5%	+168.6%	254B	+41.3%
PLUG	Plug Power Inc.	ia	924	🟢↑	+15.8%	+178.0%	4B	-65.4%
6920.T	Lasertec Corporation	jp	922	🟢↑	+13.9%	+281.7%	4.0T	+48.9%
AEVA	Aeva Technologies, Inc.	us_smallcap	921	🟢↑	+15.1%	+142.4%	1B	-517.6%
MCHP	Microchip Technology Incorporated	us	919	🟢↑	+24.4%	+105.6%	48B	+13.2%
ABSI	Absci Corporation, a clinical-stage	us_smallcap	918	🟡↗	+34.2%	+21.2%	612M	-5452.6%
034020.KS	Doosan Enerbility Co., Ltd.	ax	915	🟢↑	+26.0%	+442.0%	81.2T	+3.4%
6723.T	Renesas Electronics Corporation	jp	914	🟢↑	+11.6%	+102.5%	5.7T	+24.3%
CBK.DE	Commerzbank AG	eu	914	🟢↑	+9.7%	+59.7%	37B	+40.2%
DMRC	Digimarc Corporation	us_smallcap	914	🟠↓	+56.7%	-40.9%	161M	-11.9%
8035.T	Tokyo Electron Limited	jp	906	🟢↑	+11.9%	+160.6%	20.9T	+21.0%
GLE.PA	Société Générale Société anonyme	eu	905	🟢↑	+10.6%	+91.2%	50B	+26.9%
KOPN	Kopin Corporation	us_smallcap	904	🟢↑	+91.5%	+232.9%	659M	-60.0%
ACMR	ACM Research, Inc.	ax	902	🟢↑	+36.2%	+178.6%	4B	+9.4%
6871.T	Micronics Japan Co., Ltd.	jp	898	🟢↑	-20.7%	+157.4%	486B	+19.6%
SABR	Sabre Corporation	us_smallcap	896	🟠↓	+17.3%	-16.5%	719M	+11.3%
QUBT	Quantum Computing Inc., an integrat	ia	894	🟢↑	+33.1%	+40.1%	2B	-11220.2%
AVGO	Broadcom Inc.	us	893	🟢↑	+27.1%	+128.9%	2.0T	+44.9%
6506.T	YASKAWA Electric Corporation	jp	891	🟢↑	+16.9%	+96.6%	1.3T	+9.6%
9660.HK	Horizon Robotics, an investment hol	ax	890	🟡↗	+7.3%	+19.4%	112B	-76.9%
OUST	Ouster, Inc.	us_smallcap	889	🟢↑	+46.4%	+300.4%	2B	-1.0%
ATYR	aTyr Pharma, Inc., a clinical stage	us_smallcap	886	🟠↓	-0.4%	-77.6%	77M	-40856.3%
IFX.DE	Infineon Technologies AG	eu	886	🟢↑	+22.3%	+82.5%	71B	+10.6%
7013.T	IHI Corporation	jp	883	🔴✗	-17.2%	+148.5%	3.2T	+7.3%
UCTT	Ultra Clean Holdings, Inc.	us_smallcap	882	🟢↑	+27.0%	+302.4%	4B	+2.2%
ASYS	Amtech Systems, Inc.	ia	879	🟢↑	+40.1%	+344.1%	277M	+4.1%
XPEV	XPeng Inc.	ax	878	🔴✗	-5.4%	-4.5%	16B	+0.1%
SEZL	Sezzle Inc.	us_smallcap	875	🟢↑	+16.3%	+81.9%	3B	+60.8%
TWST	Twist Bioscience Corporation	us_smallcap	871	🟢↑	+29.8%	+61.4%	4B	-31.7%
LFMD	LifeMD, Inc.	us_smallcap	868	🟠↓	+17.0%	-20.8%	220M	-2.3%
NOKIA.HE	Nokia Oyj	eu	867	🟢↑	+17.9%	+105.9%	50B	+5.3%
NIO	NIO Inc.	ax	866	🟢↑	+11.7%	+87.6%	16B	+1.5%
BFLY	Butterfly Network, Inc.	us_smallcap	864	🟢↑	+28.6%	+121.4%	1B	-36.1%
WOLF	Wolfspeed, Inc., a semiconductor co	ia	864	🟡↗	+49.8%	+15.7%	1B	-79.0%
6954.T	Fanuc Corporation	jp	859	🟢↑	+4.9%	+100.0%	5.8T	+23.9%
066570.KS	LG Electronics Inc.	ax	854	🟢↑	+12.8%	+66.2%	23.0T	-0.5%
IONQ	IonQ, Inc.	ia	848	🟢↑	+44.5%	+81.5%	16B	-345.7%
UCG.MI	UniCredit S.p.A.	eu	848	🟢↑	+12.4%	+52.5%	96B	+66.0%
ZLAB	Zai Lab Limited, a biopharmaceutica	ax	841	🟠↓	+30.0%	-15.9%	3B	-54.4%
7011.T	Mitsubishi Heavy Industries, Ltd.	jp	836	🔴✗	-9.8%	+112.3%	15.9T	+10.0%
LMB	Limbach Holdings, Inc.	us_smallcap	836	⚪→	+22.2%	+7.9%	1B	+9.5%
ASML.AS	ASML Holding N.V.	eu	829	🟢↑	+4.5%	+123.4%	482B	+36.0%
HIMX	Himax Technologies, Inc., a fabless	ax	829	🟢↑	+44.8%	+88.9%	2B	+3.4%
9501.T	Tokyo Electric Power Company Holdin	jp	828	🔴✗	-4.5%	+65.9%	937B	+2.8%
CVI	CVR Energy, Inc.	us_smallcap	825	🟢↑	-7.6%	+77.4%	3B	-5.2%
6752.T	Panasonic Holdings Corporation	jp	820	🟢↑	+11.4%	+108.1%	6.7T	-0.8%
BBAI	BigBear.ai Holdings, Inc.	ia	818	🟢↑	+3.2%	+49.8%	2B	-76.7%
GERN	Geron Corporation, a commercial-sta	us_smallcap	818	⚪→	-2.3%	+8.3%	961M	-17.7%
BILI	Bilibili Inc.	ax	817	🔴✗	-1.9%	+40.1%	9B	+6.1%
7261.T	Mazda Motor Corporation	jp	805	🟢↑	+1.4%	+47.4%	646B	+2.4%
SE	Sea Limited, through its subsidiari	ax	805	🟠↓	+7.0%	-28.3%	52B	+8.2%
LX	LexinFintech Holdings Ltd.	ax	793	🟠↓	+0.5%	-67.1%	360M	+6.4%
BAYN.DE	Bayer Aktiengesellschaft	eu	790	🟢↑	+4.0%	+97.1%	38B	+29.0%
ENVX	Enovix Corporation	ia	788	🟡↗	+30.3%	+10.1%	1B	-390.5%
6762.T	TDK Corporation	jp	781	🟢↑	+23.0%	+123.0%	5.1T	+12.3%
SIMO	Silicon Motion Technology Corporati	ax	780	🟢↑	+38.0%	+270.3%	5B	+11.4%
WDC	Western Digital Corporation	ia	773	🟢↑	+17.5%	+940.8%	138B	+31.9%
0241.HK	Alibaba Health Information Technolo	ax	768	🔴✗	-4.2%	-3.4%	74B	+6.7%
COHR	Coherent Corp.	ia	758	🟢↑	+25.2%	+510.2%	63B	+11.8%
2308.TW	Delta Electronics, Inc.	ax	756	🟢↑	+33.9%	+460.9%	5.4T	+16.4%
KER.PA	Kering SA manages the development	eu	752	🟢↑	+4.1%	+52.6%	29B	+11.1%
2269.HK	WuXi Biologics (Cayman) Inc., an in	ax	744	🔴✗	-1.1%	+25.1%	139B	+33.1%
UCB.BR	UCB SA, a biopharmaceutical company	eu	743	🟢↑	+3.9%	+90.0%	45B	+30.4%
LITE	Lumentum Holdings Inc.	ia	742	🟢↑	+1.7%	+869.2%	63B	+10.7%
LKNCY	Luckin Coffee Inc.	ax	732	🔴✗	-3.1%	+6.3%	9B	+6.5%
CAMT	Camtek Ltd.	ia	727	🟢↑	+4.4%	+198.0%	9B	+27.2%
1093.HK	CSPC Pharmaceutical Group Limited,	ax	720	🟢↑	+7.8%	+68.5%	103B	+8.4%
SU.PA	Schneider Electric S.E.	eu	714	🟢↑	+10.0%	+42.1%	155B	+17.6%
SYM	Symbotic Inc., an automation techno	ia	712	🟢↑	+23.2%	+204.3%	36B	+1.9%
FINV	FinVolution Group, an investment ho	ax	707	🟠↓	+4.1%	-37.5%	1B	+34.0%
8053.T	Sumitomo Corporation	jp	703	🟢↑	+5.5%	+113.3%	6.9T	+5.4%
CPNG	Coupang, Inc.	ax	695	⚪→	+11.6%	-6.1%	37B	+0.1%
INSG	Inseego Corp.	us_smallcap	689	🟢↑	+31.2%	+90.1%	244M	+2.7%
1024.HK	Kuaishou Technology, an investment	ax	683	🔴✗	-17.2%	-21.7%	189B	+14.6%
2007.HK	Country Garden Holdings Company Lim	ax	671	🔴✗	-12.5%	-39.8%	12B	-65.1%
IQ	iQIYI, Inc.	ax	659	🟠↓	+13.7%	-35.6%	1B	+0.8%
ADS.DE	adidas AG	eu	648	🟠↓	+6.0%	-25.6%	24B	+3.0%
TRVI	Trevi Therapeutics, Inc., a clinica	us_smallcap	618	🟢↑	+21.4%	+128.5%	2B	+0.0%
SIE.DE	Siemens Aktiengesellschaft, a techn	eu	552	🟢↑	+13.5%	+33.0%	185B	+13.0%
ASML	ASML Holding N.V.	ia	485	🟢↑	+6.8%	+115.3%	562B	+36.0%
BABA	Alibaba Group Holding Limited, thro	ax	476	🟡↗	+4.9%	+10.5%	335B	+7.1%
TSM	Taiwan Semiconductor Manufacturing	ax	354	🟢↑	+9.1%	+119.5%	2.1T	+58.1%
RMS.PA	Hermès International Société en com	eu	343	🔴✗	-5.9%	-23.8%	173B	+41.4%
3692.HK	Hansoh Pharmaceutical Group Company	ax	305	🟢↑	+23.2%	+62.8%	239B	+29.6%
AAPL	Apple Inc.	us	279	🟢↑	+8.5%	+33.9%	4.0T	+35.4%
MC.PA	LVMH Moët Hennessy - Louis Vuitton,	eu	257	⚪→	+6.6%	+4.9%	233B	+21.2%
PDD	PDD Holdings Inc., a multinational	ax	232	🟠↓	+4.0%	-12.0%	139B	+22.4%
OR.PA	L'Oréal S.A., through its subsidiar	eu	219	⚪→	+1.9%	-0.1%	201B	+19.2%
ALV.DE	Allianz SE	eu	57	🟡↗	+8.8%	+17.1%	148B	+13.2%
AI.PA	L'Air Liquide S.A.	eu	19	⚪→	+9.0%	+8.3%	109B	+19.5%
ASMIY	ASM International NV	-	0	-	-	-	50B	+32.2%
BRN.AX	BrainChip Holdings Ltd	-	0	-	-	-	356M	-1125.4%
BYDDY	BYD Company Limited	-	0	-	-	-	118B	+3.7%
E	Eni S.p.A.	-	0	-	-	-	80B	+4.3%
NVO	Novo Nordisk A/S	-	0	-	-	-	183B	+44.5%