Mingdom Alpha

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Book x Alpha

Folio book + Alpha ranksgen 2026-09-30 1:41 PM PDTas of 2026-09-30T20:31:0712 holdings

TickerSort alphabetically by ticker symbol.	WeightDelta-adjusted exposure as a percent of the selected book scope. Raw account values are not published.	CoreCore Rank score and rank.	RSMarket-only RS Rank score and rank. Book tickers in the Alpha universe are refreshed by update; outside-universe holdings show N/A.	DetailsOpen row details: weights, position mix, and technical momentum context.
SNOWSnowflake Inc.Sector: TechnologyIndustry: Software - ApplicationOpen SNOW on Seeking Alpha in a new tab. SNOW book read Weight 9.8% · Market 9.8% · Beta 15.8% · Risk 9.8% · 1 positions · Momentum 1M 2.5%, 3M 30.0%, volume 1.0x 20-day avg Weight 9.8%Market 9.8%	9.8%	41.3	96.4	SNOW book read Weight 9.8% · Market 9.8% · Beta 15.8% · Risk 9.8% · 1 positions · Momentum 1M 2.5%, 3M 30.0%, volume 1.0x 20-day avg
DELLDell Technologies Inc.Sector: TechnologyIndustry: Computer HardwareOpen DELL on Seeking Alpha in a new tab. DELL book read Weight 8.9% · Market 8.9% · Beta 12.4% · Risk 8.9% · 1 positions · Momentum 1M 18.0%, 3M 26.7%, volume 0.4x 20-day avg Weight 8.9%Market 8.9%	8.9%	94.5	98.5	DELL book read Weight 8.9% · Market 8.9% · Beta 12.4% · Risk 8.9% · 1 positions · Momentum 1M 18.0%, 3M 26.7%, volume 0.4x 20-day avg
ANETArista Networks, Inc.Sector: TechnologyIndustry: Computer HardwareOpen ANET on Seeking Alpha in a new tab. ANET book read Weight 8.4% · Market 8.4% · Beta 13.5% · Risk 8.4% · 1 positions · Momentum 1M 4.0%, 3M 22.2%, volume 1.1x 20-day avg Weight 8.4%Market 8.4%	8.4%	14.5	92.2	ANET book read Weight 8.4% · Market 8.4% · Beta 13.5% · Risk 8.4% · 1 positions · Momentum 1M 4.0%, 3M 22.2%, volume 1.1x 20-day avg
AMDAdvanced Micro Devices, Inc.Sector: TechnologyIndustry: SemiconductorsOpen AMD on Seeking Alpha in a new tab. AMD book read Weight 7.5% · Market 7.5% · Beta 16.2% · Risk 7.5% · 1 positions · Momentum 1M 30.0%, 3M 13.1%, volume 0.8x 20-day avg Weight 7.5%Market 7.5%	7.5%	55.1	97.9	AMD book read Weight 7.5% · Market 7.5% · Beta 16.2% · Risk 7.5% · 1 positions · Momentum 1M 30.0%, 3M 13.1%, volume 0.8x 20-day avg
BEBloom Energy CorporationSector: IndustrialsIndustry: Electrical Equipment & PartsOpen BE on Seeking Alpha in a new tab. BE book read Weight 5.8% · Market 5.8% · Beta 9.5% · Risk 5.8% · 1 positions Weight 5.8%Market 5.8%	5.8%	4.3	93.3	BE book read Weight 5.8% · Market 5.8% · Beta 9.5% · Risk 5.8% · 1 positions
FSLYOpen FSLY on Seeking Alpha in a new tab. FSLY book read Weight 5.3% · Market 5.3% · Beta 1.9% · Risk 5.3% · 1 positions Weight 5.3%Market 5.3%	5.3%	N/A	N/A	FSLY book read Weight 5.3% · Market 5.3% · Beta 1.9% · Risk 5.3% · 1 positions
RBRKOpen RBRK on Seeking Alpha in a new tab. RBRK book read Weight 4.8% · Market 4.8% · Beta 5.9% · Risk 4.8% · 1 positions Weight 4.8%Market 4.8%	4.8%	N/A	N/A	RBRK book read Weight 4.8% · Market 4.8% · Beta 5.9% · Risk 4.8% · 1 positions
HOODRobinhood Markets, Inc.Sector: Financial ServicesIndustry: Financial - Capital MarketsOpen HOOD on Seeking Alpha in a new tab. HOOD book read Weight 4.6% · Market 4.6% · Beta 10.2% · Risk 4.6% · 1 positions · Momentum 1M 7.3%, 3M 3.5%, volume 1.5x 20-day avg Weight 4.6%Market 4.6%	4.6%	14.7	90.3	HOOD book read Weight 4.6% · Market 4.6% · Beta 10.2% · Risk 4.6% · 1 positions · Momentum 1M 7.3%, 3M 3.5%, volume 1.5x 20-day avg
MUMicron Technology, Inc.Sector: TechnologyIndustry: SemiconductorsOpen MU on Seeking Alpha in a new tab. MU book read Weight 4.4% · Market 4.4% · Beta 8.4% · Risk 4.4% · 1 positions · Momentum 1M 11.1%, 3M 3.2%, volume 1.1x 20-day avg Weight 4.4%Market 4.4%	4.4%	98.5	98.3	MU book read Weight 4.4% · Market 4.4% · Beta 8.4% · Risk 4.4% · 1 positions · Momentum 1M 11.1%, 3M 3.2%, volume 1.1x 20-day avg
LITELumentum Holdings Inc.Sector: TechnologyIndustry: Communication EquipmentOpen LITE on Seeking Alpha in a new tab. LITE book read Weight 4.0% · Market 4.0% · Beta 6.1% · Risk 4.0% · 1 positions · Momentum 1M 6.2%, 3M 21.2%, volume 0.9x 20-day avg Weight 4.0%Market 4.0%	4.0%	36.0	89.3	LITE book read Weight 4.0% · Market 4.0% · Beta 6.1% · Risk 4.0% · 1 positions · Momentum 1M 6.2%, 3M 21.2%, volume 0.9x 20-day avg
MXLOpen MXL on Seeking Alpha in a new tab. MXL book read Weight 3.7% · Market 3.7% · Beta 11.2% · Risk 3.7% · 1 positions Weight 3.7%Market 3.7%	3.7%	N/A	N/A	MXL book read Weight 3.7% · Market 3.7% · Beta 11.2% · Risk 3.7% · 1 positions
SNDKSandisk CorporationSector: TechnologyIndustry: Computer HardwareOpen SNDK on Seeking Alpha in a new tab. SNDK book read Weight 3.6% · Market 3.6% · Beta 5.4% · Risk 3.6% · 1 positions Weight 3.6%Market 3.6%	3.6%	94.2	96.7	SNDK book read Weight 3.6% · Market 3.6% · Beta 5.4% · Risk 3.6% · 1 positions