Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LUMENTUM HLDGS INC(LITE) | 0 | 968,039 | +968,039 | 0 | 60,348 | 4.89% | +60,348 |
| STMICROELECTRONICS N V(STM) | 0 | 1,589,804 | +1,589,804 | 0 | 34,912 | 2.83% | +34,912 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 942,865 | +942,865 | 0 | 32,284 | 2.62% | +32,284 |
| ADVANCED MICRO DEVICES INC(AMD) | 446,847 | 605,462 | +158,615 | 53,975 | 62,205 | 5.04% | +8,231 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 2,001,438 | 1,932,170 | -69,268 | 43,751 | 48,555 | 3.93% | +4,804 |
| AXON ENTERPRISE INC(AXON) | 96,365 | 107,991 | +11,626 | 57,272 | 56,798 | 4.60% | -474 |
| KLA CORP(KLAC) | 103,018 | 93,059 | -9,959 | 64,914 | 63,262 | 5.13% | -1,652 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 462,361 | 577,893 | +115,532 | 60,065 | 58,009 | 4.70% | -2,056 |
| CIENA CORP(CIEN) | 632,802 | 841,311 | +208,509 | 53,668 | 50,840 | 4.12% | -2,828 |
| FABRINET(FN) | 316,662 | 328,725 | +12,063 | 69,628 | 64,926 | 5.26% | -4,701 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 1,353,206 | 1,301,636 | -51,570 | 37,078 | 31,591 | 2.56% | -5,487 |
| RAMBUS INC DEL(RMBS) | 825,288 | 680,113 | -145,175 | 43,625 | 35,213 | 2.85% | -8,412 |
| ARROW ELECTRS INC | 411,610 | 338,023 | -73,587 | 46,561 | 35,097 | 2.84% | -11,464 |
| APPLIED MATLS INC | 364,803 | 326,381 | -38,422 | 59,328 | 47,364 | 3.84% | -11,964 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 506,863 | 529,457 | +22,594 | 100,100 | 87,890 | 7.12% | -12,211 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 793,439 | 790,279 | -3,160 | 40,870 | 28,181 | 2.28% | -12,689 |
| SYNOPSYS INC(SNPS) | 164,809 | 156,842 | -7,967 | 79,992 | 67,262 | 5.45% | -12,730 |
| AMPHENOL CORP NEW | 1,306,011 | 1,177,067 | -128,944 | 90,702 | 77,204 | 6.26% | -13,499 |
| NVIDIA CORPORATION(NVDA) | 783,001 | 811,016 | +28,015 | 105,149 | 87,898 | 7.12% | -17,251 |
| BROADCOM INC(AVGO) | 417,426 | 451,035 | +33,609 | 96,776 | 75,517 | 6.12% | -21,259 |
| ON SEMICONDUCTOR CORP(ON) | 1,116,581 | 1,135,587 | +19,006 | 70,400 | 46,207 | 3.74% | -24,193 |
| ASTERA LABS INC(ALAB) | 530,558 | 707,130 | +176,572 | 70,272 | 42,194 | 3.42% | -28,078 |
| MARVELL TECHNOLOGY INC(MRVL) | 735,573 | 656,961 | -78,612 | 81,244 | 40,449 | 3.28% | -40,795 |
| GLOBALFOUNDRIES INC(GFS) | 1,172,167 | 0 | -1,172,167 | 50,298 | 0 | — | -50,298 |
| MOTOROLA SOLUTIONS INC(MSI) | 115,090 | 0 | -115,090 | 53,198 | 0 | — | -53,198 |
| ARISTA NETWORKS INC(ANET) | 602,304 | 0 | -602,304 | 66,573 | 0 | — | -66,573 |