Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 105,751 | +105,751 | 0 | 61,432 | 5.48% | +61,432 |
| KULICKE & SOFFA INDS INC(KLIC) | 0 | 334,781 | +334,781 | 0 | 44,780 | 4.00% | +44,780 |
| TWILIO INC(TWLO) | 0 | 201,352 | +201,352 | 0 | 41,545 | 3.71% | +41,545 |
| FLEX LTD(FLEX) | 311,223 | 379,834 | +68,611 | 20,373 | 61,560 | 5.49% | +41,187 |
| CIENA CORP(CIEN) | 0 | 81,298 | +81,298 | 0 | 39,882 | 3.56% | +39,882 |
| QUANTINUUM INC | 0 | 469,355 | +469,355 | 0 | 38,365 | 3.42% | +38,365 |
| UNIVERSAL TECHNICAL INST INC(UTI) | 0 | 890,113 | +890,113 | 0 | 38,070 | 3.40% | +38,070 |
| CELESTICA INC(CLS) | 53,495 | 139,964 | +86,469 | 15,068 | 51,059 | 4.56% | +35,990 |
| INTERDIGITAL INC(IDCC) | 54,104 | 184,388 | +130,284 | 16,339 | 52,206 | 4.66% | +35,866 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 0 | 138,029 | +138,029 | 0 | 34,504 | 3.08% | +34,504 |
| HINGE HEALTH INC(HNGE) | 417,182 | 561,224 | +144,042 | 16,087 | 46,582 | 4.16% | +30,495 |
| COHERENT CORP(COHR) | 87,905 | 129,283 | +41,378 | 20,940 | 50,998 | 4.55% | +30,058 |
| OUSTER INC(OUST) | 0 | 449,264 | +449,264 | 0 | 28,088 | 2.51% | +28,088 |
| EXTREME NETWORKS INC(EXTR) | 1,313,061 | 1,424,095 | +111,034 | 19,801 | 46,098 | 4.11% | +26,297 |
| PDF SOLUTIONS INC(PDFS) | 0 | 369,776 | +369,776 | 0 | 26,176 | 2.34% | +26,176 |
| NOKIA CORP(NOK) | 0 | 1,906,902 | +1,906,902 | 0 | 25,324 | 2.26% | +25,324 |
| ALLIENT INC | 0 | 220,237 | +220,237 | 0 | 22,669 | 2.02% | +22,669 |
| ROCKET LAB CORP(RKLB) | 0 | 221,143 | +221,143 | 0 | 22,479 | 2.01% | +22,479 |
| DYCOM INDS INC(DY) | 0 | 39,473 | +39,473 | 0 | 19,957 | 1.78% | +19,957 |
| CIPHER DIGITAL INC(CIFR) | 0 | 667,931 | +667,931 | 0 | 16,364 | 1.46% | +16,364 |
| GLOBAL-E ONLINE LTD SHS | 0 | 353,200 | +353,200 | 0 | 12,267 | 1.09% | +12,267 |
| AMPRIUS TECHNOLOGIES INC(AMPX) | 0 | 838,887 | +838,887 | 0 | 11,627 | 1.04% | +11,627 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 504,239 | 382,933 | -121,306 | 88,484 | 99,808 | 8.91% | +11,324 |
| DIGITAL RLTY TR INC(DLR) | 29,838 | 88,764 | +58,926 | 5,377 | 15,940 | 1.42% | +10,563 |
| RAMBUS INC DEL(RMBS) | 333,817 | 291,713 | -42,104 | 28,718 | 38,722 | 3.46% | +10,004 |
| APPLIED DIGITAL CORP | 0 | 265,474 | +265,474 | 0 | 9,902 | 0.88% | +9,902 |
| F5 INC(FFIV) | 50,196 | 51,258 | +1,062 | 14,523 | 21,321 | 1.90% | +6,798 |
| LIONSGATE STUDIOS CORP(LION) | 1,040,934 | 1,050,445 | +9,511 | 9,983 | 16,082 | 1.44% | +6,100 |
| CLOUDFLARE INC(NET) | 0 | 23,589 | +23,589 | 0 | 5,786 | 0.52% | +5,786 |
| AMKOR TECHNOLOGY INC | 0 | 65,895 | +65,895 | 0 | 5,682 | 0.51% | +5,682 |
| MICRON TECHNOLOGY INC(MU) | 0 | 4,484 | +4,484 | 0 | 5,176 | 0.46% | +5,176 |
| BABCOCK & WILCOX ENTERPRISES(BW) | 0 | 333,153 | +333,153 | 0 | 4,697 | 0.42% | +4,697 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 62,863 | 113,230 | +50,367 | 9,402 | 13,933 | 1.24% | +4,531 |
| AIRBNB INC | 247,006 | 247,836 | +830 | 31,192 | 35,465 | 3.17% | +4,273 |
| SPHERE ENTERTAINMENT CO(SPHR) | 73,345 | 73,878 | +533 | 8,611 | 12,783 | 1.14% | +4,172 |
| MAXLINEAR INC(MXL) | 0 | 27,377 | +27,377 | 0 | 3,505 | 0.31% | +3,505 |
| SNOWFLAKE INC(SNOW) | 26,377 | 0 | -26,377 | 3,978 | 0 | — | -3,978 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 29,150 | 0 | -29,150 | 4,264 | 0 | — | -4,264 |
| EQUINIX INC(EQIX) | 5,102 | 0 | -5,102 | 5,001 | 0 | — | -5,001 |
| OSI SYSTEMS INC(OSIS) | 19,274 | 0 | -19,274 | 5,117 | 0 | — | -5,117 |
| ASTERA LABS INC(ALAB) | 47,394 | 0 | -47,394 | 5,194 | 0 | — | -5,194 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 294,398 | 216,037 | -78,361 | 44,899 | 39,559 | 3.53% | -5,340 |
| APPLOVIN CORP(APP) | 14,480 | 0 | -14,480 | 5,763 | 0 | — | -5,763 |
| AMBARELLA INC(AMBA) | 114,940 | 0 | -114,940 | 5,917 | 0 | — | -5,917 |
| ENERGY FUELS INC(UUUU) | 507,555 | 0 | -507,555 | 9,263 | 0 | — | -9,263 |
| ADTRAN HOLDINGS INC | 1,219,976 | 0 | -1,219,976 | 15,347 | 0 | — | -15,347 |
| LEGENCE CORP(LGN) | 337,638 | 0 | -337,638 | 19,063 | 0 | — | -19,063 |
| TOAST INC(TOST) | 732,027 | 0 | -732,027 | 19,406 | 0 | — | -19,406 |
| AXON ENTERPRISE INC(AXON) | 47,442 | 0 | -47,442 | 20,148 | 0 | — | -20,148 |
| MARVELL TECHNOLOGY INC(MRVL) | 563,573 | 0 | -563,573 | 55,822 | 0 | — | -55,822 |