Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ADVANCED MICRO DEVICES INC(AMD) | 93,613 | 159,888 | +66,275 | 19,044 | 92,881 | 10.48% | +73,837 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 50,266 | 75,373 | +25,107 | 19,692 | 72,735 | 8.21% | +53,043 |
| VERISIGN INC | 23,851 | 218,352 | +194,501 | 5,924 | 54,929 | 6.20% | +49,005 |
| INTEL CORP(INTC) | 0 | 303,043 | +303,043 | 0 | 42,314 | 4.77% | +42,314 |
| SANDISK CORP(SNDK) | 0 | 11,181 | +11,181 | 0 | 25,423 | 2.87% | +25,423 |
| LAM RESEARCH CORP(LRCX) | 0 | 52,980 | +52,980 | 0 | 22,958 | 2.59% | +22,958 |
| BORGWARNER INC | 0 | 304,949 | +304,949 | 0 | 20,249 | 2.28% | +20,249 |
| REDDIT INC(RDDT) | 0 | 115,706 | +115,706 | 0 | 20,084 | 2.27% | +20,084 |
| WESTERN DIGITAL CORP(WDC) | 0 | 31,293 | +31,293 | 0 | 19,987 | 2.26% | +19,987 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 105,979 | +105,979 | 0 | 19,820 | 2.24% | +19,820 |
| VEECO INSTRS INC DEL(VECO) | 60,400 | 248,464 | +188,064 | 2,045 | 18,834 | 2.13% | +16,788 |
| MONGODB INC(MDB) | 0 | 49,549 | +49,549 | 0 | 16,644 | 1.88% | +16,644 |
| APPLOVIN CORP(APP) | 0 | 29,171 | +29,171 | 0 | 15,030 | 1.70% | +15,030 |
| LIBERTY MEDIA CORP DEL(FWONA) | 180,243 | 315,569 | +135,326 | 15,324 | 30,023 | 3.39% | +14,699 |
| NOKIA CORP(NOK) | 0 | 1,041,758 | +1,041,758 | 0 | 13,835 | 1.56% | +13,835 |
| TWILIO INC(TWLO) | 0 | 59,422 | +59,422 | 0 | 12,261 | 1.38% | +12,261 |
| FREEPORT MCMORAN INC(FCX) | 166,600 | 336,557 | +169,957 | 9,793 | 21,166 | 2.39% | +11,373 |
| STMICROELECTRONICS N V(STM) | 838,700 | 527,522 | -311,178 | 28,977 | 39,506 | 4.46% | +10,529 |
| APPLIED MATLS INC | 83,939 | 54,033 | -29,906 | 28,690 | 39,066 | 4.41% | +10,376 |
| CDW CORP(CDW) | 0 | 70,309 | +70,309 | 0 | 9,888 | 1.12% | +9,888 |
| OKTA INC(OKTA) | 0 | 71,405 | +71,405 | 0 | 9,743 | 1.10% | +9,743 |
| ENTEGRIS INC(ENTG) | 112,582 | 116,073 | +3,491 | 13,199 | 20,877 | 2.36% | +7,678 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 0 | 477,300 | +477,300 | 0 | 7,575 | 0.85% | +7,575 |
| UNITED AIRLS HLDGS INC(UAL) | 0 | 53,200 | +53,200 | 0 | 7,235 | 0.82% | +7,235 |
| MKS INC.(MKSI) | 0 | 8,600 | +8,600 | 0 | 3,825 | 0.43% | +3,825 |
| CORE SCIENTIFIC INC NEW(CORZ) | 645,833 | 469,798 | -176,035 | 9,662 | 12,022 | 1.36% | +2,360 |
| BAIDU INC | 83,831 | 89,830 | +5,999 | 9,340 | 10,267 | 1.16% | +926 |
| A2Z CUST2MATE SOLUTIONS CORP | 474,479 | 516,927 | +42,448 | 3,165 | 3,009 | 0.34% | -156 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 1,994,159 | 1,284,065 | -710,094 | 13,122 | 12,712 | 1.43% | -409 |
| ARRAY TECHNOLOGIES INC(ARRY) | 302,606 | 0 | -302,606 | 2,188 | 0 | — | -2,188 |
| PICS NV(PICS) | 463,645 | 0 | -463,645 | 4,845 | 0 | — | -4,845 |
| EQT CORP(EQT) | 372,608 | 348,633 | -23,975 | 23,713 | 18,537 | 2.09% | -5,176 |
| ASML HLDG NV N Y REGISTRY SHS | 23,560 | 12,915 | -10,645 | 31,119 | 25,694 | 2.90% | -5,425 |
| WARBY PARKER INC(WRBY) | 261,442 | 0 | -261,442 | 5,509 | 0 | — | -5,509 |
| VNET GROUP INC(VNET) | 670,112 | 0 | -670,112 | 5,622 | 0 | — | -5,622 |
| ARM HOLDINGS PLC | 42,000 | 0 | -42,000 | 6,354 | 0 | — | -6,354 |
| COUPANG INC(CPNG) | 479,018 | 0 | -479,018 | 9,044 | 0 | — | -9,044 |
| AKAMAI TECHNOLOGIES INC(AKAM) | 78,905 | 0 | -78,905 | 9,062 | 0 | — | -9,062 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 2,882,626 | 0 | -2,882,626 | 10,550 | 0 | — | -10,550 |
| WILLIAMS COS INC(WMB) | 499,052 | 345,109 | -153,943 | 36,321 | 25,655 | 2.90% | -10,666 |
| IMAX CORP | 296,795 | 0 | -296,795 | 11,281 | 0 | — | -11,281 |
| NU HLDGS LTD(NU) | 832,856 | 0 | -832,856 | 11,968 | 0 | — | -11,968 |
| UBER TECHNOLOGIES INC(UBER) | 166,940 | 0 | -166,940 | 12,008 | 0 | — | -12,008 |
| GDS HLDGS LTD(GDS) | 498,127 | 265,928 | -232,199 | 20,070 | 7,986 | 0.90% | -12,084 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 69,225 | 0 | -69,225 | 12,148 | 0 | — | -12,148 |
| BLOOM ENERGY CORP | 92,621 | 0 | -92,621 | 12,549 | 0 | — | -12,549 |
| ZOOM COMMUNICATIONS INC(ZM) | 158,000 | 0 | -158,000 | 12,702 | 0 | — | -12,702 |
| COHERENT CORP(COHR) | 66,276 | 0 | -66,276 | 15,788 | 0 | — | -15,788 |
| EQUINIX INC(EQIX) | 131,949 | 108,800 | -23,149 | 129,342 | 113,412 | 12.80% | -15,930 |
| WAYFAIR INC(W) | 243,400 | 0 | -243,400 | 18,306 | 0 | — | -18,306 |
| FIGURE TECHNOLOGY SOLUTIO(FGRS) | 542,921 | 0 | -542,921 | 18,432 | 0 | — | -18,432 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 55,842 | 0 | -55,842 | 18,872 | 0 | — | -18,872 |
| TEXAS INSTRS INC(TXN) | 128,805 | 0 | -128,805 | 25,006 | 0 | — | -25,006 |
| ROCKET COS INC(RKT) | 1,786,841 | 0 | -1,786,841 | 25,462 | 0 | — | -25,462 |
| AMAZON COM INC(AMZN) | 176,122 | 0 | -176,122 | 36,681 | 0 | — | -36,681 |