| GFS | GLOBALFOUNDRIES Inc. | IPO Pop Drop - AI/Semis | 20 | ▲ 2 | Background Watch — Archetype: slow_burn_hype (+2) | Aug 14 (2.0-AM run) |
| RLAY | Relay Therapeutics, Inc. | IPO Pop Drop - Biotech/Healthcare | 19 | • 0 | Background Watch — Archetype: major_hype_cycle (+4) | Aug 14 (2.0-AM run) |
| S | SentinelOne, Inc. | IPO Pop Drop - Cloud/SaaS | 18 | ▼ 4 | Background Watch — Archetype: slow_burn_hype (+2) | Aug 14 (2.0-AM run) |
| DUOL | Duolingo, Inc. | IPO Pop Drop - Consumer/Platform | 18 | ▼ 2 | Background Watch — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| MRNA | Moderna | IPO Pop Drop - Biotech/Healthcare | 17 | • 0 | Background Watch — Archetype: slow_burn_hype (+2) | Aug 14 (2.0-AM run) |
| AFRM | Affirm Holdings, Inc. | IPO Pop Drop - Fintech/Crypto | 17 | • 0 | Background Watch — Archetype: major_hype_cycle (+4) | Aug 14 (2.0-AM run) |
| GLBE | Global-E Online Ltd. | IPO Pop Drop - General | 17 | ▼ 2 | Background Watch — Archetype: major_hype_cycle (+4) | Aug 14 (2.0-AM run) |
| BEKE | KE Holdings Inc. | IPO Pop Drop - General | 16 | • 0 | Background Watch — Archetype: major_hype_cycle (+4) | Aug 14 (2.0-AM run) |
| RBLX | Roblox Corporation | IPO Pop Drop - Consumer/Platform | 16 | ▼ 2 | Background Watch — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| GTLB | GitLab Inc. | IPO Pop Drop - Cloud/SaaS | 16 | ▼ 6 | Background Watch — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| ZM | Zoom | IPO Pop Drop - General | 15 | ▼ 2 | Background Watch — Archetype: major_hype_cycle (+4) | Aug 14 (2.0-AM run) |
| ONON | On Holding AG | IPO Pop Drop - Consumer/Platform | 15 | ▼ 2 | Background Watch — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| PATH | UiPath, Inc. | IPO Pop Drop - Cloud/SaaS | 15 | ▼ 2 | Background Watch — Archetype: deep_collapse (-2) | Aug 14 (2.0-AM run) |
| UBER | Uber | IPO Pop Drop - Consumer/Platform | 12 | • 0 | Low Priority — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| SHC | Sotera Health Company | IPO Pop Drop - General | 12 | ▲ 5 | Low Priority — Theme weight: +1 | Aug 14 (2.0-AM run) |
| HOOD | Robinhood Markets, Inc. | IPO Pop Drop - Fintech/Crypto | 12 | ▼ 2 | Low Priority — Archetype: tradable_post_open_runner (+3) | Aug 14 (2.0-AM run) |
| DLR | DLR | Supply Chain Expansion | 12 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| SMCI | SMCI | Supply Chain Expansion | 12 | ▼ 4 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| CRWD | CrowdStrike Holdings, Inc. | IPO Pop Drop - General | 11 | ▼ 2 | Low Priority — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| XP | XP Inc. | IPO Pop Drop - Fintech/Crypto | 11 | • 0 | Low Priority — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| NVST | Envista Holdings Corporation | IPO Pop Drop - General | 11 | • 0 | Low Priority — Archetype: slow_burn_hype (+2) | Aug 14 (2.0-AM run) |
| APP | AppLovin Corporation | IPO Pop Drop - General | 11 | ▲ 2 | Low Priority — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| YOU | Clear Secure, Inc. | IPO Pop Drop - General | 11 | • 0 | Low Priority — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| EQIX | EQIX | Supply Chain Expansion | 11 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| NVT | NVT | Supply Chain Expansion | 11 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| IREN | IREN | Supply Chain Expansion | 11 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| LITE | LITE | Supply Chain Expansion | 11 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| MNSO | MINISO Group Holding Limited | IPO Pop Drop - General | 10 | ▲ 1 | Low Priority — Archetype: major_repricing (+1) | Aug 14 (2.0-AM run) |
| COIN | Coinbase Global, Inc. | IPO Pop Drop - Fintech/Crypto | 10 | • 0 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| CPNG | Coupang, Inc. | IPO Pop Drop - Consumer/Platform | 10 | • 0 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| TOST | Toast, Inc. | IPO Pop Drop - Consumer/Platform | 10 | ▼ 2 | Low Priority — Archetype: deep_collapse (-2) | Aug 14 (2.0-AM run) |
| PAY | Paymentus Holdings, Inc. | IPO Pop Drop - Fintech/Crypto | 10 | ▼ 2 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| WRBY | Warby Parker Inc. | IPO Pop Drop - Consumer/Platform | 9 | • 0 | Low Priority — Archetype: deep_collapse (-2) | Aug 14 (2.0-AM run) |
| NEE | NEE | Supply Chain Expansion | 9 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| ANET | ANET | Supply Chain Expansion | 9 | ▼ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| RIVN | Rivian Automotive, Inc. | IPO Pop Drop - EV/Autonomous | 8 | • 0 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| IOT | Samsara Inc. | IPO Pop Drop - General | 8 | ▼ 2 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| EME | EME | Supply Chain Expansion | 8 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| BE | BE | Supply Chain Expansion | 8 | ▲ 4 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| LYFT | Lyft | IPO Pop Drop - Consumer/Platform | 7 | ▼ 2 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| OSCR | Oscar Health, Inc. | IPO Pop Drop - General | 7 | ▲ 2 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| STVN | Stevanato Group S.p.A. | IPO Pop Drop - General | 7 | ▼ 2 | Low Priority — Theme weight: +1 | Aug 14 (2.0-AM run) |
| FIX | FIX | Supply Chain Expansion | 7 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| SRAD | Sportradar Group AG | IPO Pop Drop - General | 6 | ▼ 2 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| RELY | Remitly Global, Inc. | IPO Pop Drop - General | 6 | • 0 | Low Priority — Archetype: fast_blowoff (-1) | Aug 14 (2.0-AM run) |
| NRG | NRG | Supply Chain Expansion | 6 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| TLN | TLN | Supply Chain Expansion | 6 | ▲ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| MYRG | MYRG | Supply Chain Expansion | 6 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| GLW | GLW | Supply Chain Expansion | 6 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| HUT | HUT | Supply Chain Expansion | 5 | ▼ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| AEP | AEP | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| XEL | XEL | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| JCI | JCI | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| TT | TT | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| POWL | POWL | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| GEV | GEV | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| CLSK | CLSK | Supply Chain Expansion | 4 | ▼ 3 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| CIFR | CIFR | Supply Chain Expansion | 4 | ▼ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| KEEL | KEEL | Supply Chain Expansion | 4 | ▼ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| CIEN | CIEN | Supply Chain Expansion | 4 | ▼ 2 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| APH | APH | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| WMB | WMB | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| SRE | SRE | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |
| ABBNY | ABBNY | Supply Chain Expansion | 4 | • 0 | Low Priority — Supply chain universe (+1) | Aug 14 (2.0-AM run) |