Full Holdings
AMOM · Qraft's momentum AI selects roughly 50 US large caps showing the strongest price momentum.
As of
2026-07-17
Total
50
Growth
32
Defensive
18
AMOM · 50 holdings
#1 CSCO
4.840%CISCO SYSTEMS INC
GrowthInformation Technology$1.2M
#2 MU
4.430%MICRON TECHNOLOGY INC
GrowthInformation Technology$1.1M
#3 CAT
4.310%CATERPILLAR INC
DefensiveIndustrials$1.0M
#4 PANW
4.250%PALO ALTO NETWORKS INC.
GrowthInformation Technology$1.0M
#5 AMD
4.150%ADVANCED MICRO DEVICES
GrowthInformation Technology$1.0M
#6 GEV
3.850%GE VERNOVA INC
DefensiveIndustrials$0.9M
#7 STX
2.960%SEAGATE TECHNOLOGY
GrowthInformation Technology$0.7M
#8 FTNT
2.890%FORTINET INC
GrowthInformation Technology$0.7M
#9 MPC
2.840%MARATHON PETROLEUM CORP.
DefensiveEnergy$0.7M
#10 VLO
2.800%VALERO ENERGY CORP
DefensiveEnergy$0.7M
#11 DELL
2.760%DELL TECHNOLOGIES INC - C
GrowthInformation Technology$0.7M
#12 WDC
2.720%WESTERN DIGITAL CORP
GrowthInformation Technology$0.7M
#13 INTC
2.690%INTEL CORP
GrowthInformation Technology$0.7M
#14 AMAT
2.500%APPLIED MATERIALS INC
GrowthInformation Technology$0.6M
#15 LRCX
2.360%LAM RESEARCH CORP
GrowthInformation Technology$0.6M
#16 PWR
2.350%QUANTA SERVICES INC
DefensiveIndustrials$0.6M
#17 FDX
2.320%FEDEX CORP
DefensiveIndustrials$0.6M
#18 TRGP
2.210%TARGA RESOURCES CORP
DefensiveEnergy$0.5M
#19 GLW
2.210%CORNING INC
GrowthInformation Technology$0.5M
#20 HPE
2.160%HEWLETT PACKARD ENTERPRISE COMPANY
GrowthInformation Technology$0.5M
#21 KEYS
1.920%KEYSIGHT TECHNOLOGIES IN
GrowthInformation Technology$0.5M
#22 KLAC
1.790%KLA CORP
GrowthInformation Technology$0.4M
#23 STLD
1.750%STEEL DYNAMICS INC
DefensiveMaterials$0.4M
#24 CNC
1.740%CENTENE CORP
GrowthHealth Care$0.4M
#25 TXN
1.720%TEXAS INSTRUMENTS INC
GrowthInformation Technology$0.4M
#26 CIEN
1.720%CIENA CORP
GrowthInformation Technology$0.4M
#27 FTI
1.710%TECHNIPFMC PLC
DefensiveEnergy$0.4M
#28 JBHT
1.600%J.B. HUNT TRANSPORT SERVICES
DefensiveIndustrials$0.4M
#29 DINO
1.570%HF SINCLAIR CORP
DefensiveEnergy$0.4M
#30 TPL
1.560%TEXAS PACIFIC LAND CORPORATION
DefensiveEnergy$0.4M
#31 CF
1.510%CF INDUSTRIES HOLDINGS INC
DefensiveMaterials$0.4M
#32 ATI
1.490%ATI INC
DefensiveIndustrials$0.4M
#33 FFIV
1.480%F5, INC.
GrowthInformation Technology$0.4M
#34 JBL
1.430%JABIL INC
GrowthInformation Technology$0.3M
#35 MRNA
1.410%MODERNA INC
GrowthHealth Care$0.3M
#36 AKAM
1.380%AKAMAI TECHNOLOGIES INC
GrowthInformation Technology$0.3M
#37 DVA
1.370%DAVITA INC
GrowthHealth Care$0.3M
#38 APA
1.300%APA CORPORATION
DefensiveEnergy$0.3M
#39 ADI
1.190%ANALOG DEVICES INC
GrowthInformation Technology$0.3M
#40 R
1.190%RYDER SYSTEM INC
DefensiveIndustrials$0.3M
#41 BWA
1.190%BORGWARNER INC
GrowthConsumer Discretionary$0.3M
#42 TKR
1.090%TIMKEN CO
DefensiveIndustrials$0.3M
#43 GNRC
1.000%GENERAC HOLDINGS INC
DefensiveIndustrials$0.2M
#44 SANM
0.980%SANMINA CORP
GrowthInformation Technology$0.2M
#45 VIAV
0.960%VIAVI SOLUTIONS INC
GrowthInformation Technology$0.2M
#46 CRWD
0.920%CROWDSTRIKE HOLDINGS, INC.
GrowthInformation Technology$0.2M
#47 IPGP
0.840%IPG PHOTONICS CORP
GrowthInformation Technology$0.2M
#48 TER
0.100%TERADYNE INC
GrowthInformation Technology$0.0M
#49 MPWR
0.030%MONOLITHIC POWER SYSTEMS INC
GrowthInformation Technology$0.0M
#50 ON
0.010%ON SEMICONDUCTOR CORP
GrowthInformation Technology$0.0M
| # | Ticker | Company | Category | Sector | Weight %↓ | Shares | Mkt Value |
|---|---|---|---|---|---|---|---|
| 1 | CSCO | CISCO SYSTEMS INC | Growth | Information Technology | 4.8400% | 10,490 | $1.2M |
| 2 | MU | MICRON TECHNOLOGY INC | Growth | Information Technology | 4.4300% | 1,266 | $1.1M |
| 3 | CAT | CATERPILLAR INC | Defensive | Industrials | 4.3100% | 1,188 | $1.0M |
| 4 | PANW | PALO ALTO NETWORKS INC. | Growth | Information Technology | 4.2500% | 2,876 | $1.0M |
| 5 | AMD | ADVANCED MICRO DEVICES | Growth | Information Technology | 4.1500% | 2,033 | $1.0M |
| 6 | GEV | GE VERNOVA INC | Defensive | Industrials | 3.8500% | 883 | $0.9M |
| 7 | STX | SEAGATE TECHNOLOGY | Growth | Information Technology | 2.9600% | 913 | $0.7M |
| 8 | FTNT | FORTINET INC | Growth | Information Technology | 2.8900% | 4,333 | $0.7M |
| 9 | MPC | MARATHON PETROLEUM CORP. | Defensive | Energy | 2.8400% | 2,203 | $0.7M |
| 10 | VLO | VALERO ENERGY CORP | Defensive | Energy | 2.8000% | 2,196 | $0.7M |
| 11 | DELL | DELL TECHNOLOGIES INC - C | Growth | Information Technology | 2.7600% | 1,692 | $0.7M |
| 12 | WDC | WESTERN DIGITAL CORP | Growth | Information Technology | 2.7200% | 1,384 | $0.7M |
| 13 | INTC | INTEL CORP | Growth | Information Technology | 2.6900% | 6,873 | $0.7M |
| 14 | AMAT | APPLIED MATERIALS INC | Growth | Information Technology | 2.5000% | 1,147 | $0.6M |
| 15 | LRCX | LAM RESEARCH CORP | Growth | Information Technology | 2.3600% | 1,827 | $0.6M |
| 16 | PWR | QUANTA SERVICES INC | Defensive | Industrials | 2.3500% | 907 | $0.6M |
| 17 | FDX | FEDEX CORP | Defensive | Industrials | 2.3200% | 1,801 | $0.6M |
| 18 | TRGP | TARGA RESOURCES CORP | Defensive | Energy | 2.2100% | 1,897 | $0.5M |
| 19 | GLW | CORNING INC | Growth | Information Technology | 2.2100% | 3,463 | $0.5M |
| 20 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | Growth | Information Technology | 2.1600% | 11,445 | $0.5M |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES IN | Growth | Information Technology | 1.9200% | 1,474 | $0.5M |
| 22 | KLAC | KLA CORP | Growth | Information Technology | 1.7900% | 2,037 | $0.4M |
| 23 | STLD | STEEL DYNAMICS INC | Defensive | Materials | 1.7500% | 1,802 | $0.4M |
| 24 | CNC | CENTENE CORP | Growth | Health Care | 1.7400% | 6,344 | $0.4M |
| 25 | TXN | TEXAS INSTRUMENTS INC | Growth | Information Technology | 1.7200% | 1,472 | $0.4M |
| 26 | CIEN | CIENA CORP | Growth | Information Technology | 1.7200% | 1,114 | $0.4M |
| 27 | FTI | TECHNIPFMC PLC | Defensive | Energy | 1.7100% | 5,757 | $0.4M |
| 28 | JBHT | J.B. HUNT TRANSPORT SERVICES | Defensive | Industrials | 1.6000% | 1,336 | $0.4M |
| 29 | DINO | HF SINCLAIR CORP | Defensive | Energy | 1.5700% | 4,290 | $0.4M |
| 30 | TPL | TEXAS PACIFIC LAND CORPORATION | Defensive | Energy | 1.5600% | 913 | $0.4M |
| 31 | CF | CF INDUSTRIES HOLDINGS INC | Defensive | Materials | 1.5100% | 3,019 | $0.4M |
| 32 | ATI | ATI INC | Defensive | Industrials | 1.4900% | 1,947 | $0.4M |
| 33 | FFIV | F5, INC. | Growth | Information Technology | 1.4800% | 880 | $0.4M |
| 34 | JBL | JABIL INC | Growth | Information Technology | 1.4300% | 1,155 | $0.3M |
| 35 | MRNA | MODERNA INC | Growth | Health Care | 1.4100% | 5,549 | $0.3M |
| 36 | AKAM | AKAMAI TECHNOLOGIES INC | Growth | Information Technology | 1.3800% | 2,793 | $0.3M |
| 37 | DVA | DAVITA INC | Growth | Health Care | 1.3700% | 1,399 | $0.3M |
| 38 | APA | APA CORPORATION | Defensive | Energy | 1.3000% | 8,935 | $0.3M |
| 39 | ADI | ANALOG DEVICES INC | Growth | Information Technology | 1.1900% | 772 | $0.3M |
| 40 | R | RYDER SYSTEM INC | Defensive | Industrials | 1.1900% | 1,062 | $0.3M |
| 41 | BWA | BORGWARNER INC | Growth | Consumer Discretionary | 1.1900% | 4,614 | $0.3M |
| 42 | TKR | TIMKEN CO | Defensive | Industrials | 1.0900% | 1,926 | $0.3M |
| 43 | GNRC | GENERAC HOLDINGS INC | Defensive | Industrials | 1.0000% | 1,130 | $0.2M |
| 44 | SANM | SANMINA CORP | Growth | Information Technology | 0.9800% | 1,210 | $0.2M |
| 45 | VIAV | VIAVI SOLUTIONS INC | Growth | Information Technology | 0.9600% | 6,135 | $0.2M |
| 46 | CRWD | CROWDSTRIKE HOLDINGS, INC. | Growth | Information Technology | 0.9200% | 1,097 | $0.2M |
| 47 | IPGP | IPG PHOTONICS CORP | Growth | Information Technology | 0.8400% | 1,964 | $0.2M |
| 48 | TER | TERADYNE INC | Growth | Information Technology | 0.1000% | 75 | $0.0M |
| 49 | MPWR | MONOLITHIC POWER SYSTEMS INC | Growth | Information Technology | 0.0300% | 6 | $0.0M |
| 50 | ON | ON SEMICONDUCTOR CORP | Growth | Information Technology | 0.0100% | 28 | $0.0M |