Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 489,413 | +489,413 | 0 | 34,690 | 4.84% | +34,690 |
| NVIDIA CORPORATION(NVDA) | 60,871 | 58,930 | -1,941 | 30,145 | 53,247 | 7.43% | +23,102 |
| MOBILEYE GLOBAL INC(MBLY) | 0 | 683,513 | +683,513 | 0 | 21,975 | 3.06% | +21,975 |
| SYNOPSYS INC(SNPS) | 39,904 | 68,964 | +29,060 | 20,547 | 39,413 | 5.50% | +18,866 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 232,424 | 309,826 | +77,402 | 24,172 | 42,152 | 5.88% | +17,980 |
| MONOLITHIC PWR SYS INC(MPWR) | 34,693 | 55,095 | +20,402 | 21,884 | 37,322 | 5.21% | +15,439 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 408,127 | 927,730 | +519,603 | 12,354 | 25,012 | 3.49% | +12,658 |
| ON SEMICONDUCTOR CORP(ON) | 309,938 | 522,721 | +212,783 | 25,889 | 38,446 | 5.36% | +12,557 |
| PURE STORAGE INC(P) | 304,166 | 446,638 | +142,472 | 10,847 | 23,221 | 3.24% | +12,374 |
| BROADCOM INC(AVGO) | 22,998 | 28,427 | +5,429 | 25,672 | 37,677 | 5.25% | +12,006 |
| STMICROELECTRONICS N V(STM) | 511,565 | 864,668 | +353,103 | 25,645 | 37,388 | 5.21% | +11,743 |
| APPLIED MATLS INC | 179,472 | 197,903 | +18,431 | 29,087 | 40,814 | 5.69% | +11,727 |
| ARROW ELECTRS INC | 0 | 87,858 | +87,858 | 0 | 11,374 | 1.59% | +11,374 |
| ARISTA NETWORKS INC | 53,188 | 79,246 | +26,058 | 12,526 | 22,980 | 3.20% | +10,453 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 208,747 | 481,023 | +272,276 | 7,843 | 17,673 | 2.46% | +9,830 |
| HARMONIC INC(HLIT) | 727,617 | 1,402,838 | +675,221 | 9,488 | 18,854 | 2.63% | +9,366 |
| KLA CORP(KLAC) | 36,096 | 42,777 | +6,681 | 20,983 | 29,883 | 4.17% | +8,900 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 447,034 | 656,732 | +209,698 | 13,643 | 21,968 | 3.06% | +8,324 |
| SUPER MICRO COMPUTER INC(SMCI) | 68,889 | 27,532 | -41,357 | 19,582 | 27,808 | 3.88% | +8,226 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 283,835 | 354,043 | +70,208 | 26,382 | 33,861 | 4.72% | +7,478 |
| FABRINET(FN) | 127,011 | 157,845 | +30,834 | 24,174 | 29,836 | 4.16% | +5,662 |
| ADVANCED MICRO DEVICES INC(AMD) | 209,006 | 198,111 | -10,895 | 30,810 | 35,757 | 4.99% | +4,947 |
| CALIX INC(CALX) | 277,536 | 505,852 | +228,316 | 12,126 | 16,774 | 2.34% | +4,649 |
| CIENA CORP(CIEN) | 405,246 | 382,183 | -23,063 | 18,240 | 18,899 | 2.64% | +659 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 8,445 | 0 | -8,445 | 3,282 | 0 | — | -3,282 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 79,443 | 0 | -79,443 | 7,164 | 0 | — | -7,164 |