| SNOW | Snowflake Inc. | IPO Pop Drop - Cloud/SaaS | 20 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| RLAY | Relay Therapeutics, Inc. | IPO Pop Drop - Biotech/Healthcare | 19 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| MBLY | Mobileye Global Inc. | IPO Pop Drop - AI/Semis | 19 | ▲ 1 | Background Watch — Theme weight | Oct 1 (2.0-PM run) |
| ABNB | Airbnb | IPO Pop Drop - Consumer/Platform | 17 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| BEKE | KE Holdings Inc. | IPO Pop Drop - General | 17 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| ZM | Zoom | IPO Pop Drop - General | 16 | ▲ 2 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| AFRM | Affirm Holdings, Inc. | IPO Pop Drop - Fintech/Crypto | 16 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| PCOR | Procore Technologies, Inc. | IPO Pop Drop - Cloud/SaaS | 16 | • 0 | Background Watch — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| GLBE | Global-E Online Ltd. | IPO Pop Drop - General | 16 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| DUOL | Duolingo, Inc. | IPO Pop Drop - Consumer/Platform | 16 | • 0 | Background Watch — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| CAVA | CAVA Group, Inc. | IPO Pop Drop - Consumer/Platform | 16 | • 0 | Background Watch — Archetype: major_hype_cycle | Oct 1 (2.0-PM run) |
| LITE | LITE | Supply Chain - Networking/Hardware | 16 | ▲ 2 | Background Watch — Theme weight | Oct 1 (2.0-PM run) |
| UBER | Uber | IPO Pop Drop - Consumer/Platform | 15 | • 0 | Background Watch — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| RBLX | Roblox Corporation | IPO Pop Drop - Consumer/Platform | 15 | • 0 | Background Watch — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| ONON | On Holding AG | IPO Pop Drop - Consumer/Platform | 15 | • 0 | Background Watch — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| PATH | UiPath, Inc. | IPO Pop Drop - Cloud/SaaS | 15 | ▲ 2 | Background Watch — Archetype: deep_collapse | Oct 1 (2.0-PM run) |
| APP | AppLovin Corporation | IPO Pop Drop - General | 14 | ▲ 4 | Low Priority — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| TLN | TLN | Supply Chain - Power & Grid | 14 | ▲ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| KEEL | KEEL | IPO Pop Drop - AI/Semis | 14 | ▼ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| CIEN | CIEN | Supply Chain - Networking/Hardware | 14 | ▲ 4 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| CRWD | CrowdStrike Holdings, Inc. | IPO Pop Drop - General | 13 | • 0 | Low Priority — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| DLR | DLR | Supply Chain - Data Center/REIT | 13 | ▼ 1 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| JCI | JCI | Supply Chain - Industrial/Cooling | 13 | ▲ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| NVST | Envista Holdings Corporation | IPO Pop Drop - General | 12 | • 0 | Low Priority — Archetype: slow_burn_hype | Oct 1 (2.0-PM run) |
| TOST | Toast, Inc. | IPO Pop Drop - Consumer/Platform | 12 | • 0 | Low Priority — Archetype: deep_collapse | Oct 1 (2.0-PM run) |
| EQIX | EQIX | Supply Chain - Data Center/REIT | 12 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| AEP | AEP | Supply Chain - Power & Grid | 12 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| CIFR | CIFR | IPO Pop Drop - Biotech/Healthcare | 12 | ▼ 3 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| ANET | ANET | Supply Chain - Networking/Hardware | 12 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| GLW | GLW | Supply Chain - Networking/Hardware | 12 | ▲ 5 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| LYFT | Lyft | IPO Pop Drop - Consumer/Platform | 11 | • 0 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| XP | XP Inc. | IPO Pop Drop - Fintech/Crypto | 11 | • 0 | Low Priority — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| HOOD | Robinhood Markets, Inc. | IPO Pop Drop - Fintech/Crypto | 11 | • 0 | Low Priority — Archetype: tradable_post_open_runner | Oct 1 (2.0-PM run) |
| RIVN | Rivian Automotive, Inc. | IPO Pop Drop - EV/Autonomous | 11 | • 0 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| YOU | Clear Secure, Inc. | IPO Pop Drop - General | 11 | • 0 | Low Priority — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| STVN | Stevanato Group S.p.A. | IPO Pop Drop - General | 11 | ▲ 3 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| MNSO | MINISO Group Holding Limited | IPO Pop Drop - General | 10 | • 0 | Low Priority — Archetype: major_repricing | Oct 1 (2.0-PM run) |
| PAY | Paymentus Holdings, Inc. | IPO Pop Drop - Fintech/Crypto | 10 | • 0 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| WRBY | Warby Parker Inc. | IPO Pop Drop - Consumer/Platform | 10 | ▼ 2 | Low Priority — Archetype: deep_collapse | Oct 1 (2.0-PM run) |
| XEL | XEL | Supply Chain - Power & Grid | 10 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| MYRG | MYRG | Supply Chain - Industrial/Cooling | 10 | ▲ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| GEV | GEV | Supply Chain - Industrial/Cooling | 10 | ▲ 4 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| CPNG | Coupang, Inc. | IPO Pop Drop - Consumer/Platform | 9 | ▼ 1 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| IOT | Samsara Inc. | IPO Pop Drop - General | 9 | ▲ 2 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| APH | APH | Supply Chain - Networking/Hardware | 9 | ▲ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| COIN | Coinbase Global, Inc. | IPO Pop Drop - Fintech/Crypto | 8 | • 0 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| EME | EME | Supply Chain - Industrial/Cooling | 8 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| TT | TT | Supply Chain - Industrial/Cooling | 8 | ▲ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| POWL | POWL | Supply Chain - Industrial/Cooling | 8 | ▲ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| HUT | HUT | Supply Chain - Digital Assets/Mining | 8 | ▼ 3 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| ABBNY | ABBNY | Supply Chain - Industrial/Cooling | 8 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| SHC | Sotera Health Company | IPO Pop Drop - General | 7 | ▲ 1 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| NRG | NRG | Supply Chain - Power & Grid | 7 | ▼ 1 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| NEE | NEE | Supply Chain - Power & Grid | 7 | ▼ 1 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| CLSK | CLSK | Supply Chain - Digital Assets/Mining | 7 | ▼ 2 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| SMCI | SMCI | Supply Chain - Networking/Hardware | 7 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| WMB | WMB | Supply Chain - Power & Grid | 7 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| SRE | SRE | Supply Chain - Power & Grid | 7 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| SRAD | Sportradar Group AG | IPO Pop Drop - General | 6 | ▼ 1 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| BE | BE | Supply Chain - Industrial/Cooling | 6 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| FIX | FIX | Supply Chain - Industrial/Cooling | 6 | • 0 | Low Priority — Theme weight | Oct 1 (2.0-PM run) |
| OSCR | Oscar Health, Inc. | IPO Pop Drop - General | 5 | ▲ 2 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| IREN | IREN Limited | IPO Pop Drop - General | 4 | ▼ 2 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |
| RELY | Remitly Global, Inc. | IPO Pop Drop - General | 3 | • 0 | Low Priority — Archetype: fast_blowoff | Oct 1 (2.0-PM run) |