Portfolio Changes
BUZZ · Tracks an index whose constituents are selected by NLP analysis of social-media sentiment.
From
→To
Defensive
9.1%
defensive sector weight
Cash
0.1%
cash & residual
New
0
newly added
Out
0
exited
↑/↓
38/18
weight changes
Portfolio Changes
2026-07-16→2026-07-17
56 changes
| CHANGE | TICKER | COMPANY | TYPE | PREV % | CURR % | Δ ▼ |
|---|---|---|---|---|---|---|
| ▲ UP | ASTS | Ast Spacemobile Inc | Growth | 2.40% | 2.57% | +0.17% |
| ▲ UP | NBIS | Yandex Nv | Growth | 2.56% | 2.70% | +0.14% |
| ▲ UP | IBRX | Immunitybio Inc | Defensive | 2.62% | 2.75% | +0.13% |
| ▲ UP | MSTR | Strategy Inc | Growth | 3.23% | 3.32% | +0.09% |
| ▲ UP | ORCL | Oracle Corp | Growth | 1.76% | 1.82% | +0.06% |
| ▲ UP | GME | Gamestop Corp | Growth | 3.22% | 3.27% | +0.05% |
| ▲ UP | RIVN | Rivian Automotive Inc | Growth | 1.44% | 1.49% | +0.05% |
| ▲ UP | AAPL | Apple Inc | Growth | 2.36% | 2.40% | +0.04% |
| ▲ UP | VG | Venture Global Inc | Defensive | 0.39% | 0.43% | +0.04% |
| ▲ UP | RKLB | Rocket Lab Corp | Defensive | 2.14% | 2.18% | +0.04% |
| ▲ UP | SOFI | Sofi Technologies Inc | Growth | 2.57% | 2.61% | +0.04% |
| ▲ UP | WULF | Terawulf Inc | Growth | 1.00% | 1.03% | +0.03% |
| ▲ UP | ADBE | Adobe Inc | Growth | 1.13% | 1.16% | +0.03% |
| ▲ UP | BE | Bloom Energy Corp | Defensive | 0.64% | 0.67% | +0.03% |
| ▲ UP | BMNR | Bitmine Immersion Technologies Inc | Growth | 0.90% | 0.93% | +0.03% |
| ▲ UP | FIG | Figma Inc | Growth | 0.62% | 0.65% | +0.03% |
| ▲ UP | MU | Micron Technology Inc | Growth | 2.78% | 2.81% | +0.03% |
| ▲ UP | WDC | Western Digital Corp | Growth | 0.29% | 0.31% | +0.02% |
| ▲ UP | CRWV | Coreweave Inc | Growth | 1.25% | 1.27% | +0.02% |
| ▲ UP | NOW | Servicenow Inc | Growth | 2.51% | 2.53% | +0.02% |
| ▲ UP | MRVL | Marvell Technology Inc | Growth | 0.97% | 0.99% | +0.02% |
| ▲ UP | PATH | Uipath Inc | Growth | 0.52% | 0.54% | +0.02% |
| ▲ UP | AMD | Advanced Micro Devices Inc | Growth | 2.47% | 2.49% | +0.02% |
| ▲ UP | QCOM | Qualcomm Inc | Growth | 0.63% | 0.64% | +0.01% |
| ▲ UP | CRM | Salesforce.Com Inc | Growth | 0.55% | 0.56% | +0.01% |
| ▲ UP | CRCL | Circle Internet Group Inc | Growth | 0.50% | 0.51% | +0.01% |
| ▲ UP | S | Sentinelone Inc | Defensive | 0.52% | 0.53% | +0.01% |
| ▲ UP | T | At&T Inc | Growth | 0.27% | 0.28% | +0.01% |
| ▲ UP | TGTX | Tg Therapeutics Inc | Growth | 0.42% | 0.43% | +0.01% |
| ▲ UP | INTU | Intuit Inc | Growth | 0.32% | 0.33% | +0.01% |
| ▲ UP | LLY | Eli Lilly & Co | Growth | 0.28% | 0.29% | +0.01% |
| ▲ UP | AMZN | Amazon.Com Inc | Growth | 1.68% | 1.69% | +0.01% |
| ▲ UP | DKNG | Draftkings Inc | Growth | 0.46% | 0.47% | +0.01% |
| ▲ UP | DELL | Dell Technologies Inc | Growth | 0.37% | 0.38% | +0.01% |
| ▲ UP | CRWD | Crowdstrike Holdings Inc | Growth | 0.24% | 0.25% | +0.01% |
| ▲ UP | PFE | Pfizer Inc | Growth | 0.37% | 0.38% | +0.01% |
| ▲ UP | PLTR | Palantir Technologies Inc | Growth | 3.36% | 3.37% | +0.01% |
| ▲ UP | PYPL | Paypal Holdings Inc | Growth | 0.81% | 0.82% | +0.01% |
| ▼ DN | SMCI | Super Micro Computer Inc | Growth | 2.82% | 2.81% | -0.01% |
| ▼ DN | CELH | Celsius Holdings Inc | Defensive | 0.98% | 0.97% | -0.01% |
| ▼ DN | BBRY | Blackberry Ltd | Unknown | 2.59% | 2.58% | -0.01% |
| ▼ DN | TTD | Trade Desk Inc/The | Growth | 1.03% | 1.02% | -0.01% |
| ▼ DN | HIMS | Hims & Hers Health Inc | Growth | 1.76% | 1.75% | -0.01% |
| ▼ DN | GOOGL | Alphabet Inc | Growth | 1.31% | 1.30% | -0.01% |
| ▼ DN | GLXY | Galaxy Digital Inc | Growth | 0.72% | 0.71% | -0.01% |
| ▼ DN | MSFT | Microsoft Corp | Growth | 3.37% | 3.36% | -0.01% |
| ▼ DN | SNAP | Snap Inc | Growth | 0.88% | 0.86% | -0.02% |
| ▼ DN | QXO | Qxo Inc | Defensive | 0.39% | 0.37% | -0.02% |
| ▼ DN | TSLA | Tesla Inc | Growth | 3.10% | 3.08% | -0.02% |
| ▼ DN | NVDA | Nvidia Corp | Growth | 3.30% | 3.28% | -0.02% |
| ▼ DN | MARA | Mara Holdings Inc | Growth | 0.67% | 0.64% | -0.03% |
| ▼ DN | META | Meta Platforms Inc | Growth | 3.39% | 3.36% | -0.03% |
| ▼ DN | IREN | Iren Ltd | Growth | 2.69% | 2.65% | -0.04% |
| ▼ DN | SNDK | Sandisk Corp/De | Growth | 2.45% | 2.39% | -0.06% |
| ▼ DN | HOOD | Robinhood Markets Inc | Growth | 2.23% | 2.14% | -0.09% |
| ▼ DN | NFLX | Netflix Inc | Growth | 2.59% | 2.45% | -0.14% |