Full Holdings
AMOM · Qraft's momentum AI selects roughly 50 US large caps showing the strongest price momentum.
As of
2026-09-02
Total
50
Growth
38
Defensive
12
AMOM · 50 holdings
#1 NVDA
8.990%NVIDIA CORP
GrowthInformation Technology$1.9M
#2 AVGO
4.400%BROADCOM INC
GrowthInformation Technology$0.9M
#3 CSCO
3.520%CISCO SYSTEMS INC
GrowthInformation Technology$0.8M
#4 CAT
3.320%CATERPILLAR INC
DefensiveIndustrials$0.7M
#5 GE
3.220%GENERAL ELECTRIC
DefensiveIndustrials$0.7M
#6 MU
3.150%MICRON TECHNOLOGY INC
GrowthInformation Technology$0.7M
#7 PLTR
3.070%PALANTIR TECHNOLOGIES INC. CLASS A
GrowthInformation Technology$0.7M
#8 ANET
2.650%ARISTA NETWORKS INC
GrowthInformation Technology$0.6M
#9 PANW
2.620%PALO ALTO NETWORKS INC.
GrowthInformation Technology$0.6M
#10 SNDK
2.620%SANDISK CORP.
GrowthInformation Technology$0.6M
#11 APH
2.540%AMPHENOL CORP A
GrowthInformation Technology$0.5M
#12 DELL
2.490%DELL TECHNOLOGIES INC - C
GrowthInformation Technology$0.5M
#13 AMD
2.470%ADVANCED MICRO DEVICES
GrowthInformation Technology$0.5M
#14 STX
2.420%SEAGATE TECHNOLOGY
GrowthInformation Technology$0.5M
#15 CRWD
2.330%CROWDSTRIKE HOLDINGS, INC.
GrowthInformation Technology$0.5M
#16 WDC
2.310%WESTERN DIGITAL CORP
GrowthInformation Technology$0.5M
#17 GLW
2.080%CORNING INC
GrowthInformation Technology$0.4M
#18 MPC
1.980%MARATHON PETROLEUM CORP.
DefensiveEnergy$0.4M
#19 HWM
1.960%HOWMET AEROSPACE INC.
DefensiveIndustrials$0.4M
#20 VLO
1.950%VALERO ENERGY CORP
DefensiveEnergy$0.4M
#21 VRT
1.950%VERTIV HOLDINGS CO
DefensiveIndustrials$0.4M
#22 FTNT
1.900%FORTINET INC
GrowthInformation Technology$0.4M
#23 APP
1.890%APPLOVIN CORPORATION CLASS A
GrowthCommunication Services$0.4M
#24 PWR
1.860%QUANTA SERVICES INC
DefensiveIndustrials$0.4M
#25 HOOD
1.840%ROBINHOOD MARKETS INC A
GrowthFinancials$0.4M
#26 LITE
1.770%LUMENTUM HOLDINGS INC
GrowthInformation Technology$0.4M
#27 HPE
1.710%HEWLETT PACKARD ENTERPRISE COMPANY
GrowthInformation Technology$0.4M
#28 NUE
1.630%NUCOR CORP
DefensiveMaterials$0.4M
#29 TRGP
1.610%TARGA RESOURCES CORP
DefensiveEnergy$0.3M
#30 DDOG
1.570%DATADOG, INC.
GrowthInformation Technology$0.3M
#31 FIX
1.560%COMFORT SYSTEMS USA INC
DefensiveIndustrials$0.3M
#32 INTC
1.550%INTEL CORP
GrowthInformation Technology$0.3M
#33 COHR
1.550%COHERENT CORP
GrowthInformation Technology$0.3M
#34 CIEN
1.510%CIENA CORP
GrowthInformation Technology$0.3M
#35 HUM
1.480%HUMANA INC
GrowthHealth Care$0.3M
#36 FLEX
1.380%FLEX LTD
GrowthInformation Technology$0.3M
#37 STLD
1.370%STEEL DYNAMICS INC
DefensiveMaterials$0.3M
#38 IBKR
1.360%INTERACTIVE BROKERS GROUP A
GrowthFinancials$0.3M
#39 NTAP
1.350%NETAPP INC
GrowthInformation Technology$0.3M
#40 EME
1.310%EMCOR GROUP INC
DefensiveIndustrials$0.3M
#41 JBL
1.300%JABIL INC
GrowthInformation Technology$0.3M
#42 LRCX
1.270%LAM RESEARCH CORP
GrowthInformation Technology$0.3M
#43 AMAT
1.220%APPLIED MATERIALS INC
GrowthInformation Technology$0.3M
#44 SMCI
1.210%SUPER MICRO COMPUTER INC
GrowthInformation Technology$0.3M
#45 FFIV
1.130%F5, INC.
GrowthInformation Technology$0.2M
#46 KLAC
0.660%KLA CORP
GrowthInformation Technology$0.1M
#47 MRVL
0.500%MARVELL TECHNOLOGY INC
GrowthInformation Technology$0.1M
#48 MPWR
0.010%MONOLITHIC POWER SYSTEMS INC
GrowthInformation Technology$0.0M
#49 ON
0.010%ON SEMICONDUCTOR CORP
GrowthInformation Technology$0.0M
#50 TER
0.010%TERADYNE INC.
GrowthInformation Technology$0.0M
| # | Ticker | Company | Category | Sector | Weight %↓ | Shares | Mkt Value |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | Growth | Information Technology | 8.9900% | 8,605 | $1.9M |
| 2 | AVGO | BROADCOM INC | Growth | Information Technology | 4.4000% | 2,577 | $0.9M |
| 3 | CSCO | CISCO SYSTEMS INC | Growth | Information Technology | 3.5200% | 6,911 | $0.8M |
| 4 | CAT | CATERPILLAR INC | Defensive | Industrials | 3.3200% | 900 | $0.7M |
| 5 | GE | GENERAL ELECTRIC | Defensive | Industrials | 3.2200% | 2,100 | $0.7M |
| 6 | MU | MICRON TECHNOLOGY INC | Growth | Information Technology | 3.1500% | 707 | $0.7M |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC. CLASS A | Growth | Information Technology | 3.0700% | 3,899 | $0.7M |
| 8 | ANET | ARISTA NETWORKS INC | Growth | Information Technology | 2.6500% | 3,062 | $0.6M |
| 9 | PANW | PALO ALTO NETWORKS INC. | Growth | Information Technology | 2.6200% | 1,714 | $0.6M |
| 10 | SNDK | SANDISK CORP. | Growth | Information Technology | 2.6200% | 362 | $0.6M |
| 11 | APH | AMPHENOL CORP A | Growth | Information Technology | 2.5400% | 6,810 | $0.5M |
| 12 | DELL | DELL TECHNOLOGIES INC - C | Growth | Information Technology | 2.4900% | 1,086 | $0.5M |
| 13 | AMD | ADVANCED MICRO DEVICES | Growth | Information Technology | 2.4700% | 1,160 | $0.5M |
| 14 | STX | SEAGATE TECHNOLOGY | Growth | Information Technology | 2.4200% | 643 | $0.5M |
| 15 | CRWD | CROWDSTRIKE HOLDINGS, INC. | Growth | Information Technology | 2.3300% | 2,458 | $0.5M |
| 16 | WDC | WESTERN DIGITAL CORP | Growth | Information Technology | 2.3100% | 1,106 | $0.5M |
| 17 | GLW | CORNING INC | Growth | Information Technology | 2.0800% | 3,095 | $0.4M |
| 18 | MPC | MARATHON PETROLEUM CORP. | Defensive | Energy | 1.9800% | 1,101 | $0.4M |
| 19 | HWM | HOWMET AEROSPACE INC. | Defensive | Industrials | 1.9600% | 1,663 | $0.4M |
| 20 | VLO | VALERO ENERGY CORP | Defensive | Energy | 1.9500% | 1,144 | $0.4M |
| 21 | VRT | VERTIV HOLDINGS CO | Defensive | Industrials | 1.9500% | 1,630 | $0.4M |
| 22 | FTNT | FORTINET INC | Growth | Information Technology | 1.9000% | 2,641 | $0.4M |
| 23 | APP | APPLOVIN CORPORATION CLASS A | Growth | Communication Services | 1.8900% | 1,274 | $0.4M |
| 24 | PWR | QUANTA SERVICES INC | Defensive | Industrials | 1.8600% | 656 | $0.4M |
| 25 | HOOD | ROBINHOOD MARKETS INC A | Growth | Financials | 1.8400% | 3,700 | $0.4M |
| 26 | LITE | LUMENTUM HOLDINGS INC | Growth | Information Technology | 1.7700% | 438 | $0.4M |
| 27 | HPE | HEWLETT PACKARD ENTERPRISE COMPANY | Growth | Information Technology | 1.7100% | 7,098 | $0.4M |
| 28 | NUE | NUCOR CORP | Defensive | Materials | 1.6300% | 1,330 | $0.4M |
| 29 | TRGP | TARGA RESOURCES CORP | Defensive | Energy | 1.6100% | 1,178 | $0.3M |
| 30 | DDOG | DATADOG, INC. | Growth | Information Technology | 1.5700% | 1,617 | $0.3M |
| 31 | FIX | COMFORT SYSTEMS USA INC | Defensive | Industrials | 1.5600% | 215 | $0.3M |
| 32 | INTC | INTEL CORP | Growth | Information Technology | 1.5500% | 3,709 | $0.3M |
| 33 | COHR | COHERENT CORP | Growth | Information Technology | 1.5500% | 1,238 | $0.3M |
| 34 | CIEN | CIENA CORP | Growth | Information Technology | 1.5100% | 914 | $0.3M |
| 35 | HUM | HUMANA INC | Growth | Health Care | 1.4800% | 792 | $0.3M |
| 36 | FLEX | FLEX LTD | Growth | Information Technology | 1.3800% | 2,791 | $0.3M |
| 37 | STLD | STEEL DYNAMICS INC | Defensive | Materials | 1.3700% | 1,188 | $0.3M |
| 38 | IBKR | INTERACTIVE BROKERS GROUP A | Growth | Financials | 1.3600% | 3,288 | $0.3M |
| 39 | NTAP | NETAPP INC | Growth | Information Technology | 1.3500% | 1,601 | $0.3M |
| 40 | EME | EMCOR GROUP INC | Defensive | Industrials | 1.3100% | 383 | $0.3M |
| 41 | JBL | JABIL INC | Growth | Information Technology | 1.3000% | 932 | $0.3M |
| 42 | LRCX | LAM RESEARCH CORP | Growth | Information Technology | 1.2700% | 945 | $0.3M |
| 43 | AMAT | APPLIED MATERIALS INC | Growth | Information Technology | 1.2200% | 599 | $0.3M |
| 44 | SMCI | SUPER MICRO COMPUTER INC | Growth | Information Technology | 1.2100% | 7,040 | $0.3M |
| 45 | FFIV | F5, INC. | Growth | Information Technology | 1.1300% | 622 | $0.2M |
| 46 | KLAC | KLA CORP | Growth | Information Technology | 0.6600% | 820 | $0.1M |
| 47 | MRVL | MARVELL TECHNOLOGY INC | Growth | Information Technology | 0.5000% | 524 | $0.1M |
| 48 | MPWR | MONOLITHIC POWER SYSTEMS INC | Growth | Information Technology | 0.0100% | 2 | $0.0M |
| 49 | ON | ON SEMICONDUCTOR CORP | Growth | Information Technology | 0.0100% | 30 | $0.0M |
| 50 | TER | TERADYNE INC. | Growth | Information Technology | 0.0100% | 6 | $0.0M |