| 1 | INSM INSMED Inc | Pharmaceutical Preparations | +296% | $1,702M | NEW |
| 2 | IONQ IonQ, Inc. | Services-Computer Integrated Systems Design | +287% | $320M | NEW |
| 3 | URGN UroGen Pharma Ltd. | Pharmaceutical Preparations | +199% | $290M | NEW |
| 4 | ARWR ARROWHEAD PHARMACEUTICALS, INC. | Pharmaceutical Preparations | +171% | $301M | NEW |
| 5 | BE Bloom Energy Corp | Electrical Industrial Apparatus | +168% | $4,243M | NEW |
| 6 | INSW International Seaways, Inc. | Water Transportation | +139% | $1,869M | NEW |
| 7 | VNOM Viper Energy, Inc. | Crude Petroleum & Natural Gas | +129% | $2,632M | NEW |
| 8 | SITM SITIME Corp | Semiconductors & Related Devices | +127% | $630M | NEW |
| 9 | CDE Coeur Mining, Inc. | Gold and Silver Ores | +126% | $4,342M | NEW |
| 10 | BBIO BridgeBio Pharma, Inc. | Pharmaceutical Preparations | +120% | $975M | NEW |
| 11 | TLN Talen Energy Corp | Electric Services | +119% | $3,576M | NEW |
| 12 | RGLD ROYAL GOLD INC | Mineral Royalty Traders | +115% | $1,802M | NEW |
| 13 | CRDO Credo Technology Group Holding Ltd | Semiconductors & Related Devices | +115% | $1,916M | NEW |
| 14 | LIFE Ethos Technologies Inc. | Insurance Agents, Brokers & Service | +113% | $758M | NEW |
| 15 | WAT WATERS CORP /DE/ | Laboratory Analytical Instruments | +113% | $6,580M | NEW |
| 16 | LGN Legence Corp. | Construction - Special Trade Contractors | +111% | $5,049M | NEW |
| 17 | DNOW DNOW Inc. | Oil & Gas Field Machinery & Equipment | +108% | $5,228M | NEW |
| 18 | ALAB Astera Labs, Inc. | Semiconductors & Related Devices | +104% | $1,570M | NEW |
| 19 | PLTR Palantir Technologies Inc. | Services-Prepackaged Software | +93% | $7,742M | NEW |
| 20 | ALSN Allison Transmission Holdings Inc | Motor Vehicle Parts & Accessories | +92% | $6,264M | NEW |
| 21 | STRL STERLING INFRASTRUCTURE, INC. | Heavy Construction Other Than Bldg Const - Contractors | +90% | $4,673M | NEW |
| 22 | MP MP Materials Corp. / DE | Metal Mining | +89% | $434M | NEW |
| 23 | CHRD Chord Energy Corp | Crude Petroleum & Natural Gas | +84% | $8,691M | NEW |
| 24 | HUT Hut 8 Corp. | Finance Services | +81% | $300M | NEW |
| 25 | BLLN BillionToOne, Inc. | Services-Medical Laboratories | +64% | $438M | NEW |
| 26 | WHD Cactus, Inc. | Oil & Gas Field Machinery & Equipment | +64% | $1,798M | NEW |
| 27 | SBRA Sabra Health Care REIT, Inc. | Real Estate Investment Trusts | +63% | $515M | NEW |
| 28 | SEZL Sezzle Inc. | Services-Business Services, NEC | +63% | $339M | NEW |
| 29 | NXST NEXSTAR MEDIA GROUP, INC. | Television Broadcasting Stations | +62% | $7,972M | NEW |
| 30 | RKLB Rocket Lab Corp | Guided Missiles & Space Vehicles & Parts | +62% | $936M | NEW |
| 31 | AGX ARGAN INC | Construction - Special Trade Contractors | +62% | $1,536M | NEW |
| 32 | NESR National Energy Services Reunited Corp. | Oil & Gas Field Services, NEC | +59% | $2,083M | NEW |
| 33 | KRMN Karman Holdings Inc. | Aircraft Parts & Auxiliary Equipment, NEC | +58% | $728M | NEW |
| 34 | HLNE Hamilton Lane INC | Investment Advice | +56% | $1,101M | NEW |
| 35 | LCID Lucid Group, Inc. | Motor Vehicles & Passenger Car Bodies | +56% | $1,621M | NEW |
| 36 | CRGY Crescent Energy Co | Crude Petroleum & Natural Gas | +55% | $5,580M | NEW |
| 37 | CECO CECO ENVIRONMENTAL CORP | Industrial & Commercial Fans & Blowers & Air Purifing Equip | +54% | $1,140M | NEW |
| 38 | HNGE Hinge Health, Inc. | Services-Computer Processing & Data Preparation | +53% | $851M | NEW |
| 39 | RUN Sunrun Inc. | Construction - Special Trade Contractors | +53% | $3,480M | NEW |
| 40 | NVT nVent Electric plc | Special Industry Machinery (No Metalworking Machinery) | +53% | $5,885M | NEW |
| 銘柄 | 会社 | HN 2年 | 売上TTM | 時価総額 | PSR | PSR÷成長 |
|---|---|---|---|---|---|---|
| FIG | Figma, Inc. | 120 figma.com | $1,281M | $11.6B | 9.1 | — |
| FROG | JFrog Ltd | 13 jfrog.com | $600M | $11.9B | 19.9 | 0.75 |
| DOCN | DigitalOcean Holdings, Inc. | 51 digitalocean.com | $1,011M | $17.4B | 17.2 | 0.80 |
| RBRK | Rubrik, Inc. | 8 rubrik.com | $1,542M | $25.3B | 16.4 | 0.39 |
| MDB | MongoDB, Inc. | 33 mongodb.com | $2,783M | $29.5B | 10.6 | 0.42 |
| RDDT | Reddit, Inc. | 8 redditinc.com | $2,779M | $30.4B | 10.9 | 0.16 |
| RBLX | Roblox Corp | 19 corp.roblox.com | $5,686M | $32.0B | 5.6 | 0.14 |
| DDOG | Datadog, Inc. | 95 datadoghq.com | $3,967M | $102.6B | 25.9 | 0.82 |
| SNOW | Snowflake Inc. | 48 snowflake.com | $5,435M | $118.4B | 21.8 | 0.68 |
| NET | Cloudflare, Inc. | 586 cloudflare.com | $2,512M | $127.4B | 50.7 | 1.51 |
| PLTR | Palantir Technologies Inc. | 14 palantir.com | $6,156M | $486.5B | 79.0 | 1.00 |
| 銘柄 | 会社 | 論文 2022→2025 | 売上TTM | 時価総額 | PSR | PSR÷成長 |
|---|---|---|---|---|---|---|
| EBS | Emergent BioSolutions Inc. | 115→70 | $770M | $0.4B | 0.5 | — |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 285→234 | $389M | $0.6B | 1.6 | 0.06 |
| CDRE | Cadre Holdings, Inc. | 387→505 | $686M | $1.1B | 1.6 | 0.08 |
| MNKD | MANNKIND CORP | 68→190 | $394M | $1.2B | 3.0 | 0.10 |
| RARE | Ultragenyx Pharmaceutical Inc. | 49→52 | $717M | $1.5B | 2.1 | 0.12 |
| SNDX | Syndax Pharmaceuticals Inc | 257→453 | $252M | $1.6B | 6.3 | 0.03 |
| HRMY | Harmony Biosciences Holdings, Inc. | 53→103 | $960M | $2.3B | 2.4 | 0.10 |
| SUPN | SUPERNUS PHARMACEUTICALS, INC. | 186→375 | $830M | $2.5B | 3.0 | 0.12 |
| CDNA | CareDx, Inc. | 159→255 | $458M | $3.7B | 8.1 | 0.24 |
| HTFL | Heartflow, Inc. | 242→592 | $212M | $4.5B | 21.3 | — |
| MIRM | Mirum Pharmaceuticals, Inc. | 68→299 | $618M | $5.2B | 8.3 | 0.19 |
| TVTX | Travere Therapeutics, Inc. | 159→292 | $591M | $5.4B | 9.1 | 0.12 |
| TFX | TELEFLEX INC | 238→403 | $2,255M | $5.5B | 2.4 | 0.08 |
| PTCT | PTC THERAPEUTICS, INC. | 267→395 | $1,009M | $5.9B | 5.8 | — |
| BLLN | BillionToOne, Inc. | 15→60 | $397M | $5.9B | 14.9 | — |
| RYTM | RHYTHM PHARMACEUTICALS, INC. | 66→208 | $240M | $6.3B | 26.4 | 0.49 |
| KNSA | Kiniksa Pharmaceuticals International, plc | 186→404 | $841M | $6.4B | 7.6 | 0.13 |
| ALKS | Alkermes plc. | 719→1,009 | $1,668M | $7.4B | 4.4 | 0.41 |
| TGTX | TG THERAPEUTICS, INC. | 329→456 | $800M | $8.5B | 10.6 | 0.14 |
| CAI | Caris Life Sciences, Inc. | 128→282 | $990M | $8.6B | 8.7 | — |
| ARWR | ARROWHEAD PHARMACEUTICALS, INC. | 344→841 | $301M* | $8.9B | 29.7 | — |
| AXSM | Axsome Therapeutics, Inc. | 160→405 | $777M | $9.2B | 11.8 | 0.21 |
| GKOS | GLAUKOS Corp | 117→165 | $613M | $9.6B | 15.7 | 0.38 |
| BBIO | BridgeBio Pharma, Inc. | 152→694 | $713M | $12.9B | 18.2 | 0.09 |
| HALO | HALOZYME THERAPEUTICS, INC. | 129→104 | $1,664M | $13.1B | 7.9 | 0.19 |
| MDGL | MADRIGAL PHARMACEUTICALS, INC. | 282→638 | $1,284M | $14.4B | 11.2 | 0.08 |
| CORT | CORCEPT THERAPEUTICS INC | 170→571 | $831M | $14.4B | 17.4 | 1.09 |
| NBIX | NEUROCRINE BIOSCIENCES INC | 156→320 | $3,374M | $15.0B | 4.5 | 0.13 |
| INSM | INSMED Inc | 212→569 | $1,138M | $22.6B | 19.8 | 0.11 |
| INCY | INCYTE CORP | 2,138→4,200 | $5,820M | $23.8B | 4.1 | 0.15 |
| GH | Guardant Health, Inc. | 461→946 | $1,183M | $24.9B | 21.0 | 0.49 |
| ALNY | ALNYLAM PHARMACEUTICALS, INC. | 808→1,881 | $5,164M* | $30.4B | 5.9 | — |
| NTRA | Natera, Inc. | 408→845 | $2,707M | $61.0B | 22.5 | 0.60 |
| IOVA | IOVANCE BIOTHERAPEUTICS, INC. | 128→268 | $325M | — | — | — |
| ONC | BeOne Medicines Ltd. | 0→89 | $6,129M | — | — | — |
| URGN | UroGen Pharma Ltd. | 94→159 | $189M | — | — | — |
| 銘柄 | 会社 | 1年前→今 | 売上TTM | 時価総額 | PSR | PSR÷成長 |
|---|---|---|---|---|---|---|
| TE | T1 Energy Inc. | 粗利 25%→20% · 伸び —→— | $997M | $1.0B | 1.0 | — |
| SHLS | Shoals Technologies Group, Inc. | 粗利 37%→30% · 伸び -12%→47%回復 | $588M | $1.4B | 2.4 | 0.05 |
| LASR | NLIGHT, INC. | 粗利 30%→31% · 伸び 10%→43%回復 | $311M | $2.3B | 7.2 | 0.17 |
| PENG | Penguin Solutions, Inc. | 粗利 29%→28% · 伸び 14%→12% | $1,503M | $3.3B | 2.2 | 0.19 |
| ALGM | ALLEGRO MICROSYSTEMS, INC. | 粗利 45%→48% · 伸び —→— | $1,037M* | $7.2B | 7.0 | — |
| AAOI | APPLIED OPTOELECTRONICS, INC. | 粗利 30%→28% · 伸び 78%→62% | $596M | $9.9B | 16.6 | 0.27 |
| MXL | MAXLINEAR, INC | 粗利 57%→58% · 伸び -16%→51%回復 | $569M | $10.3B | 18.0 | 0.36 |
| FORM | FORMFACTOR INC | 粗利 37%→51% · 伸び 8%→18%回復 | $902M | $11.8B | 13.1 | 0.73 |
| AEIS | ADVANCED ENERGY INDUSTRIES INC | 粗利 37%→41% · 伸び 8%→25%回復 | $2,038M | $12.6B | 6.2 | 0.25 |
| AMKR | AMKOR TECHNOLOGY, INC. | 粗利 12%→17% · 伸び -1%→18%回復 | $7,458M | $13.7B | 1.8 | 0.10 |
| TTMI | TTM TECHNOLOGIES INC | 粗利 20%→21% · 伸び 14%→28% | $3,377M | $14.3B | 4.2 | 0.15 |
| VICR | VICOR CORP | 粗利 96%→58% · 伸び 2%→—回復 | $573M* | $14.6B | 25.4 | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | 粗利 68%→70% · 伸び -22%→33%回復 | $651M | $18.6B | 28.6 | 0.86 |
| SITM | SITIME Corp | 粗利 52%→63% · 伸び 65%→83% | $468M | $19.5B | 41.7 | 0.50 |
| CBRS | Cerebras Systems Inc. | 粗利 31%→14% · 伸び —→— | $720M* | $27.4B | 38.0 | — |
| CRDO | Credo Technology Group Holding Ltd | 粗利 67%→65% · 伸び —→— | $1,916M* | $41.3B | 21.6 | — |
| MCHP | MICROCHIP TECHNOLOGY INC | 粗利 54%→63% · 伸び —→— | $5,939M* | $44.9B | 7.6 | — |
| ALAB | Astera Labs, Inc. | 粗利 76%→73% · 伸び 164%→98% | $1,202M | $66.4B | 55.3 | 0.56 |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | 粗利 55%→55% · 伸び 34%→29% | $3,273M | $72.9B | 22.3 | 0.78 |
| 1 | サイバー CIBR過熱 | 上昇 | 1M+13% 3M+13% 6M+62% 1Y+41% | ||
| 2 | クラウド WCLD過熱 | 上昇 | 1M+3% 3M+21% 6M+56% 1Y+21% | ||
| 3 | 半導体 SMH過熱 | 上昇 | 1M+10% 3M+3% 6M+48% 1Y+86% | ||
| 4 | ソフトウェア IGV過熱 | 上昇 | 1M+5% 3M+17% 6M+38% 1Y-4% | ||
| 5 | 日経225 ^N225 | 上昇 | 1M+8% 3M-0% 6M+32% 1Y+52% | ||
| 6 | 投機グロース ARKK | 上昇 | 1M+2% 3M+8% 6M+25% 1Y-1% | ||
| 7 | 大型ハイテク QQQ | 上昇 | 1M+6% 3M+5% 6M+25% 1Y+26% | ||
| 8 | S&P500 SPY | 上昇 | 1M+1% 3M+4% 6M+16% 1Y+17% | ||
| 9 | バイオ XBI | 上昇 | 1M-8% 3M-9% 6M+15% 1Y+46% | ||
| 10 | ヘルスケア XLV | 上昇 | 1M-1% 3M+4% 6M+14% 1Y+19% | ||
| 11 | エネルギー XLE | 上昇 | 1M-1% 3M+16% 6M+11% 1Y+46% | ||
| 12 | 小型株 IWM | 上昇 | 1M-6% 3M-6% 6M+7% 1Y+15% | ||
| 13 | 金融 XLF | 上昇 | 1M-7% 3M-3% 6M+6% 1Y+2% | ||
| 14 | 一般消費 XLY | 下降 | 1M-3% 3M-4% 6M+1% 1Y-5% | ||
| 15 | 生活必需 XLP | やや上昇 | 1M-3% 3M-1% 6M+0% 1Y+7% | ||
| 16 | 資本財 XLI | やや上昇 | 1M-4% 3M-7% 6M-1% 1Y+10% | ||
| 17 | 通信 XLC | 下降 | 1M-0% 3M+1% 6M-2% 1Y-3% | ||
| 18 | 不動産 XLRE | やや上昇 | 1M-7% 3M-8% 6M-3% 1Y+1% | ||
| 19 | 素材 XLB | やや上昇 | 1M-6% 3M-2% 6M-5% 1Y+12% | ||
| 20 | 公益 XLU | 下降 | 1M-4% 3M-8% 6M-11% 1Y-6% | ||
| 21 | 防衛・航空 ITA | やや軟調 | 1M-10% 3M-15% 6M-12% 1Y-4% |