Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AKAMAI TECHNOLOGIES INC(AKAM) | 0 | 927,023 | +927,023 | 0 | 106,469 | 5.08% | +106,469 |
| ARM HOLDINGS PLC | 0 | 691,364 | +691,364 | 0 | 104,590 | 4.99% | +104,590 |
| VIAVI SOLUTIONS INC(VIAV) | 0 | 2,762,418 | +2,762,418 | 0 | 91,933 | 4.39% | +91,933 |
| STMICROELECTRONICS N V(STM) | 0 | 2,334,005 | +2,334,005 | 0 | 80,640 | 3.85% | +80,640 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 0 | 538,748 | +538,748 | 0 | 60,496 | 2.89% | +60,496 |
| LITTELFUSE INC(LFUS) | 0 | 153,997 | +153,997 | 0 | 52,259 | 2.50% | +52,259 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 381,455 | +381,455 | 0 | 37,783 | 1.80% | +37,783 |
| MOTOROLA SOLUTIONS INC(MSI) | 185,485 | 222,108 | +36,623 | 71,100 | 96,388 | 4.60% | +25,288 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 2,716,725 | 3,635,167 | +918,442 | 65,256 | 86,553 | 4.13% | +21,298 |
| SANDISK CORP(SNDK) | 0 | 33,352 | +33,352 | 0 | 21,190 | 1.01% | +21,190 |
| BROADCOM INC(AVGO) | 260,894 | 354,061 | +93,167 | 90,295 | 109,585 | 5.23% | +19,290 |
| FABRINET(FN) | 173,298 | 171,493 | -1,805 | 78,899 | 89,437 | 4.27% | +10,538 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 1,284,898 | 1,468,566 | +183,668 | 42,774 | 51,723 | 2.47% | +8,949 |
| ADVANCED ENERGY INDS | 463,939 | 324,651 | -139,288 | 97,135 | 104,768 | 5.00% | +7,633 |
| ASTERA LABS INC(ALAB) | 309,013 | 504,301 | +195,288 | 51,407 | 55,271 | 2.64% | +3,864 |
| AMPHENOL CORP | 728,059 | 780,955 | +52,896 | 98,390 | 98,674 | 4.71% | +284 |
| CIENA CORP(CIEN) | 428,787 | 247,412 | -181,375 | 100,280 | 96,053 | 4.59% | -4,228 |
| NVIDIA CORPORATION(NVDA) | 732,949 | 750,125 | +17,176 | 136,695 | 130,822 | 6.25% | -5,873 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 606,169 | 436,346 | -169,823 | 103,825 | 96,899 | 4.63% | -6,925 |
| APPLIED MATLS INC | 404,442 | 278,994 | -125,448 | 103,938 | 95,357 | 4.55% | -8,580 |
| LUMENTUM HLDGS INC(LITE) | 333,949 | 157,688 | -176,261 | 123,090 | 110,817 | 5.29% | -12,273 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 811,470 | 463,022 | -348,448 | 95,283 | 81,251 | 3.88% | -14,032 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 394,038 | 302,885 | -91,153 | 119,744 | 102,360 | 4.89% | -17,384 |
| NOKIA CORP(NOK) | 16,111,905 | 10,494,766 | -5,617,139 | 104,244 | 84,378 | 4.03% | -19,866 |
| UNIVERSAL DISPLAY CORP(OLED) | 401,726 | 0 | -401,726 | 46,914 | 0 | — | -46,914 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 1,890,072 | 0 | -1,890,072 | 49,860 | 0 | — | -49,860 |
| MICRON TECHNOLOGY INC(MU) | 359,680 | 144,010 | -215,670 | 102,656 | 48,652 | 2.32% | -54,004 |
| ON SEMICONDUCTOR CORP(ON) | 1,085,296 | 0 | -1,085,296 | 58,769 | 0 | — | -58,769 |
| MONOLITHIC PWR SYS INC(MPWR) | 70,723 | 0 | -70,723 | 64,100 | 0 | — | -64,100 |
| TE CONNECTIVITY PLC(TEL) | 294,566 | 0 | -294,566 | 67,017 | 0 | — | -67,017 |
| CAMTEK LTD(CAMT) | 693,720 | 0 | -693,720 | 73,774 | 0 | — | -73,774 |
| KLA CORP(KLAC) | 71,648 | 0 | -71,648 | 87,058 | 0 | — | -87,058 |