Last refreshed: October 26, 2026 (US ET)

Full Holdings

AMOM · Qraft's momentum AI selects roughly 50 US large caps showing the strongest price momentum.

As of

2026-10-16

Total

52

Growth

38

Defensive

14

AMOM · 52 holdings

#1 NVDA
8.410%
NVIDIA CORP
GrowthInformation Technology$1.8M
#2 LLY
5.790%
ELI LILLY & CO
GrowthHealth Care$1.2M
#3 AVGO
4.150%
BROADCOM INC
GrowthInformation Technology$0.9M
#4 PLTR
3.480%
PALANTIR TECHNOLOGIES INC-A
GrowthInformation Technology$0.7M
#5 GE
3.110%
GENERAL ELECTRIC
DefensiveIndustrials$0.7M
#6 CAT
2.960%
CATERPILLAR INC
DefensiveIndustrials$0.6M
#7 MU
2.890%
MICRON TECHNOLOGY INC
GrowthInformation Technology$0.6M
#8 PANW
2.670%
PALO ALTO NETWORKS INC.
GrowthInformation Technology$0.6M
#9 AMD
2.630%
ADVANCED MICRO DEVICES
GrowthInformation Technology$0.6M
#10 CRWD
2.460%
CROWDSTRIKE HOLDINGS INC - A
GrowthInformation Technology$0.5M
#11 ANET
2.430%
ARISTA NETWORKS INC
GrowthInformation Technology$0.5M
#12 APH
2.410%
AMPHENOL CORP A
GrowthInformation Technology$0.5M
#13 MPC
2.400%
MARATHON PETROLEUM CORP.
DefensiveEnergy$0.5M
#14 VLO
2.280%
VALERO ENERGY CORP
DefensiveEnergy$0.5M
#15 PSX
2.200%
PHILLIPS 66
DefensiveEnergy$0.5M
#16 SNDK
2.080%
SANDISK CORP.
GrowthInformation Technology$0.4M
#17 FTNT
2.000%
FORTINET INC
GrowthInformation Technology$0.4M
#18 DELL
1.980%
DELL TECHNOLOGIES INC - C
GrowthInformation Technology$0.4M
#19 PWR
1.830%
QUANTA SERVICES INC
DefensiveIndustrials$0.4M
#20 GLW
1.830%
CORNING INC
GrowthInformation Technology$0.4M
#21 STX
1.790%
SEAGATE TECHNOLOGY
GrowthInformation Technology$0.4M
#22 HWM
1.790%
HOWMET AEROSPACE INC.
DefensiveIndustrials$0.4M
#23 WDC
1.700%
WESTERN DIGITAL CORP
GrowthInformation Technology$0.4M
#24 TRGP
1.690%
TARGA RESOURCES CORP
DefensiveEnergy$0.4M
#25 APP
1.660%
APPLOVIN CORPORATION CLASS A
GrowthCommunication Services$0.4M
#26 DDOG
1.660%
DATADOG, INC.
GrowthInformation Technology$0.3M
#27 HOOD
1.600%
ROBINHOOD MARKETS INC A
GrowthFinancials$0.3M
#28 VRT
1.580%
VERTIV HOLDINGS CO
DefensiveIndustrials$0.3M
#29 VST
1.570%
VISTRA CORP
DefensiveUtilities$0.3M
#30 INTC
1.560%
INTEL CORP
GrowthInformation Technology$0.3M
#31 HUM
1.550%
HUMANA INC
GrowthHealth Care$0.3M
#32 HPE
1.540%
HEWLETT PACKARD ENTERPRISE COMPANY
GrowthInformation Technology$0.3M
#33 LITE
1.530%
LUMENTUM HOLDINGS INC
GrowthInformation Technology$0.3M
#34 BE
1.410%
BLOOM ENERGY CORP
DefensiveIndustrials$0.3M
#35 CIEN
1.390%
CIENA CORP
GrowthInformation Technology$0.3M
#36 STLD
1.360%
STEEL DYNAMICS INC
DefensiveMaterials$0.3M
#37 FIX
1.350%
COMFORT SYSTEMS USA INC
DefensiveIndustrials$0.3M
#38 NTAP
1.330%
NETAPP INC
GrowthInformation Technology$0.3M
#39 P
1.320%
EVERPURE INC.
GrowthInformation Technology$0.3M
#40 IBKR
1.290%
INTERACTIVE BROKERS GROUP A
GrowthFinancials$0.3M
#41 COHR
1.240%
COHERENT CORP
GrowthInformation Technology$0.3M
#42 EME
1.220%
EMCOR GROUP INC
DefensiveIndustrials$0.3M
#43 JBL
1.190%
JABIL INC
GrowthInformation Technology$0.3M
#44 FLEX
1.120%
FLEX LTD
GrowthInformation Technology$0.2M
#45 LRCX
1.090%
LAM RESEARCH CORP
GrowthInformation Technology$0.2M
#46 AMAT
1.070%
APPLIED MATERIALS INC
GrowthInformation Technology$0.2M
#47 SMCI
0.910%
SUPER MICRO COMPUTER INC
GrowthInformation Technology$0.2M
#48 KLAC
0.600%
KLA CORP
GrowthInformation Technology$0.1M
#49 MRVL
0.520%
MARVELL TECHNOLOGY INC
GrowthInformation Technology$0.1M
#50 MPWR
0.010%
MONOLITHIC POWER SYSTEMS INC
GrowthInformation Technology$0.0M
#51 ON
0.010%
ON SEMICONDUCTOR CORP
GrowthInformation Technology$0.0M
#52 TER
0.010%
TERADYNE INC.
GrowthInformation Technology$0.0M
#TickerCompanyCategorySectorWeight %↓SharesMkt Value
1NVDANVIDIA CORPGrowthInformation Technology8.4100%
8,278$1.8M
2LLYELI LILLY & COGrowthHealth Care5.7900%
970$1.2M
3AVGOBROADCOM INCGrowthInformation Technology4.1500%
2,658$0.9M
4PLTRPALANTIR TECHNOLOGIES INC-AGrowthInformation Technology3.4800%
3,946$0.7M
5GEGENERAL ELECTRICDefensiveIndustrials3.1100%
2,088$0.7M
6CATCATERPILLAR INCDefensiveIndustrials2.9600%
855$0.6M
7MUMICRON TECHNOLOGY INCGrowthInformation Technology2.8900%
692$0.6M
8PANWPALO ALTO NETWORKS INC.GrowthInformation Technology2.6700%
1,643$0.6M
9AMDADVANCED MICRO DEVICESGrowthInformation Technology2.6300%
1,047$0.6M
10CRWDCROWDSTRIKE HOLDINGS INC - AGrowthInformation Technology2.4600%
2,281$0.5M
11ANETARISTA NETWORKS INCGrowthInformation Technology2.4300%
2,898$0.5M
12APHAMPHENOL CORP AGrowthInformation Technology2.4100%
6,401$0.5M
13MPCMARATHON PETROLEUM CORP.DefensiveEnergy2.4000%
1,057$0.5M
14VLOVALERO ENERGY CORPDefensiveEnergy2.2800%
1,080$0.5M
15PSXPHILLIPS 66DefensiveEnergy2.2000%
1,582$0.5M
16SNDKSANDISK CORP.GrowthInformation Technology2.0800%
338$0.4M
17FTNTFORTINET INCGrowthInformation Technology2.0000%
2,498$0.4M
18DELLDELL TECHNOLOGIES INC - CGrowthInformation Technology1.9800%
922$0.4M
19PWRQUANTA SERVICES INCDefensiveIndustrials1.8300%
611$0.4M
20GLWCORNING INCGrowthInformation Technology1.8300%
2,916$0.4M
21STXSEAGATE TECHNOLOGYGrowthInformation Technology1.7900%
589$0.4M
22HWMHOWMET AEROSPACE INC.DefensiveIndustrials1.7900%
1,703$0.4M
23WDCWESTERN DIGITAL CORPGrowthInformation Technology1.7000%
1,076$0.4M
24TRGPTARGA RESOURCES CORPDefensiveEnergy1.6900%
1,206$0.4M
25APPAPPLOVIN CORPORATION CLASS AGrowthCommunication Services1.6600%
1,316$0.4M
26DDOGDATADOG, INC.GrowthInformation Technology1.6600%
1,416$0.3M
27HOODROBINHOOD MARKETS INC AGrowthFinancials1.6000%
3,405$0.3M
28VRTVERTIV HOLDINGS CODefensiveIndustrials1.5800%
1,615$0.3M
29VSTVISTRA CORPDefensiveUtilities1.5700%
2,176$0.3M
30INTCINTEL CORPGrowthInformation Technology1.5600%
3,658$0.3M
31HUMHUMANA INCGrowthHealth Care1.5500%
792$0.3M
32HPEHEWLETT PACKARD ENTERPRISE COMPANYGrowthInformation Technology1.5400%
5,888$0.3M
33LITELUMENTUM HOLDINGS INCGrowthInformation Technology1.5300%
391$0.3M
34BEBLOOM ENERGY CORPDefensiveIndustrials1.4100%
1,338$0.3M
35CIENCIENA CORPGrowthInformation Technology1.3900%
878$0.3M
36STLDSTEEL DYNAMICS INCDefensiveMaterials1.3600%
1,188$0.3M
37FIXCOMFORT SYSTEMS USA INCDefensiveIndustrials1.3500%
197$0.3M
38NTAPNETAPP INCGrowthInformation Technology1.3300%
1,375$0.3M
39PEVERPURE INC.GrowthInformation Technology1.3200%
2,251$0.3M
40IBKRINTERACTIVE BROKERS GROUP AGrowthFinancials1.2900%
3,288$0.3M
41COHRCOHERENT CORPGrowthInformation Technology1.2400%
1,121$0.3M
42EMEEMCOR GROUP INCDefensiveIndustrials1.2200%
355$0.3M
43JBLJABIL INCGrowthInformation Technology1.1900%
904$0.3M
44FLEXFLEX LTDGrowthInformation Technology1.1200%
2,611$0.2M
45LRCXLAM RESEARCH CORPGrowthInformation Technology1.0900%
868$0.2M
46AMATAPPLIED MATERIALS INCGrowthInformation Technology1.0700%
549$0.2M
47SMCISUPER MICRO COMPUTER INCGrowthInformation Technology0.9100%
6,092$0.2M
48KLACKLA CORPGrowthInformation Technology0.6000%
766$0.1M
49MRVLMARVELL TECHNOLOGY INCGrowthInformation Technology0.5200%
479$0.1M
50MPWRMONOLITHIC POWER SYSTEMS INCGrowthInformation Technology0.0100%
2$0.0M
51ONON SEMICONDUCTOR CORPGrowthInformation Technology0.0100%
30$0.0M
52TERTERADYNE INC.GrowthInformation Technology0.0100%
6$0.0M