All stocks shown can be considered to have "increased" interest from 13F filers during the quarter, even those with a color closer to blue than red (hot).

Results based on 13F activity

1. Intel Corp (INTC)
2. Western Digital Corp (WDC)
3. Applied Materials Inc (AMAT)
4. Micron Technology, Inc (MU)
5. Revolution Medicines, Inc (RVMD)
6. Snowflake, Inc (SNOW)
7. CoreWeave Inc. (CRWV)
8. Analog Devices Inc (ADI)
9. TTM Technologies Inc (TTMI)
10. Lilly(Eli) & Co (LLY)
11. Dell Technologies Inc (DELL)
12. Palo Alto Networks Inc (PANW)
13. Sandisk Corp (SNDK)
14. Alkermes Plc (ALKS)
15. American Express Co (AXP)
16. AbbVie Inc (ABBV)
17. Marvell Technology Inc (MRVL)
18. Seagate Technology Holdings Plc (STX)
19. Invesco QQQ Trust, Series 1 (QQQ)
20. KLA Corp (KLAC)
21. Nu Holdings Ltd (NU)
22. Abivax (ABVX)
23. Lam Research Corp (LRCX)
24. Eldorado Gold Corp (EGO)
25. Equinox Gold Corp (EQX)
26. Transdigm Group Incorporated (TDG)
27. Johnson & Johnson (JNJ)
28. MercadoLibre Inc (MELI)
29. Bloom Energy Corp (BE)
30. Invesco S&P 500 Equal Weight ETF (RSP)
31. Vanguard S&P 500 ETF (VOO)
32. Full Truck Alliance Co Ltd (YMM)
33. Alphabet Inc. Class C (GOOG)
34. Trevi Therapeutics Inc (TRVI)
35. VanEck Semiconductor ETF (SMH)
36. Expand Energy Corp (EXE)
37. Nebius Group NV (NBIS)
38. Vanguard FTSE Developed Markets ETF (VEA)
39. Berkshire Hathaway Inc Class B (BRK.B)
40. Uber Technologies Inc (UBER)
41. Berkshire Hathaway Inc Class A (BRK.A)
42. Cloudflare Inc (NET)
43. PDD Holdings Inc (PDD)
44. Morgan Stanley (MS)
45. Insmed Inc (INSM)
46. Taiwan Semiconductor Manufacturing (TSM)
47. Sea Ltd (SE)
48. Ciena Corp (CIEN)
49. Space Exploration Technologies Corp. (SPCX)
50. Cerebras Systems Inc (CBRS)
51. Astera Labs Inc (ALAB)
52. Silicon Motion Technology Corp (SIMO)
53. Datadog Inc (DDOG)
54. Onto Innovation Inc (ONTO)
55. Citigroup, Inc (C)
56. Vishay Intertechnology, Inc (VSH)
57. STMicroelectronics N.V. ADS ADR (STM)
58. Coherent Corp (COHR)
59. Advanced Micro Devices Inc (AMD)
60. DoorDash, Inc (DASH)
61. Carvana Co (CVNA)
62. Goldman Sachs Group Inc (GS)
63. Tesla Inc (TSLA)
64. Booking Holdings Inc (BKNG)
65. GE Aerospace (GE)
66. Applovin Corp (APP)
67. iShares Core S&P 500 ETF (IVV)
68. JPMorgan Chase & Co. (JPM)
69. Mastercard Inc (MA)
70. Brookfield Corporation (BN)
71. Broadcom Inc (AVGO)
72. ASML Holding NV (ASML)
73. Corning Inc (GLW)
74. Alphabet Inc. Class A (GOOGL)
75. NVIDIA Corp (NVDA)
76. Teradyne Inc (TER)
77. Vertiv Holdings Co (VRT)
78. Apple Inc (AAPL)
79. Crowdstrike Holdings Inc (CRWD)
80. Meta Platforms Inc (META)
81. Microsoft Corporation (MSFT)
82. GE Vernova Inc (GEV)
83. SPDR Gold Shares (GLD)
84. Amazon.com Inc (AMZN)
85. Costco Co (COST)
86. Palantir Technologies Inc (PLTR)
87. MKS Inc. (MKSI)
88. Union Pacific Corp (UNP)
89. VISA Inc (V)
90. Walmart Inc (WMT)
91. Arm Holdings plc (ARM)
92. Vanguard Morningstar Total Stock Market ETF (VTI)
93. Lumentum Holdings Inc (LITE)
94. Tower Semiconductor Ltd (TSEM)
95. iShares Semiconductor ETF (SOXX)
96. State Street SPDR S&P 500 ETF Trust (SPY)
97. NextEra Energy Inc (NEE)
98. Verizon Communications Inc (VZ)