| Ticker | Company | Conviction | Upside |
|---|---|---|---|
| TTD | The Trade Desk, Inc. | High | +488.8% |
| ADBE | Adobe Inc. | High | +163.1% |
| CRM | Salesforce, Inc. | High | +161.6% |
| LLY | Eli Lilly and Company | High | +71.1% |
| NVDA | NVIDIA Corporation | High | +59.3% |
| MELI | MercadoLibre, Inc. | High | +41.4% |
| AMD | Advanced Micro Devices, Inc. | High | +40.5% |
| INTU | Intuit Inc. | High | +37.7% |
| V | Visa Inc. | High | +37.7% |
| MSFT | Microsoft Corporation | High | +32.4% |
| MRVL | Marvell Technology, Inc. | High | +25.2% |
| MA | Mastercard Incorporated | High | +22.3% |
| META | Meta Platforms, Inc. | High | +12.9% |
| JPM | JPMorgan Chase & Co. | High | -6.4% |
| INTC | Intel Corporation | High | -13.9% |