Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CELESTICA INC(CLS) | 0 | 823,309 | +823,309 | 0 | 47,200 | 4.68% | +47,200 |
| MONOLITHIC PWR SYS INC(MPWR) | 55,095 | 80,995 | +25,900 | 37,322 | 66,552 | 6.59% | +29,230 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 309,826 | 395,065 | +85,239 | 42,152 | 68,666 | 6.80% | +26,514 |
| MARVELL TECHNOLOGY INC(MRVL) | 489,413 | 815,637 | +326,224 | 34,690 | 57,013 | 5.65% | +22,323 |
| BROADCOM INC(AVGO) | 28,427 | 36,543 | +8,116 | 37,677 | 58,671 | 5.81% | +20,993 |
| KLA CORP(KLAC) | 42,777 | 61,409 | +18,632 | 29,883 | 50,632 | 5.02% | +20,750 |
| ADVANCED MICRO DEVICES INC(AMD) | 198,111 | 340,349 | +142,238 | 35,757 | 55,208 | 5.47% | +19,451 |
| APPLIED MATLS INC | 197,903 | 249,112 | +51,209 | 40,814 | 58,788 | 5.83% | +17,974 |
| NVIDIA CORPORATION(NVDA) | 58,930 | 571,451 | +512,521 | 53,247 | 70,597 | 7.00% | +17,350 |
| ARROW ELECTRS INC | 87,858 | 228,303 | +140,445 | 11,374 | 27,570 | 2.73% | +16,196 |
| SYNOPSYS INC(SNPS) | 68,964 | 93,147 | +24,183 | 39,413 | 55,428 | 5.49% | +16,015 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 354,043 | 432,930 | +78,887 | 33,861 | 48,259 | 4.78% | +14,398 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 481,023 | 795,664 | +314,641 | 17,673 | 29,750 | 2.95% | +12,077 |
| ON SEMICONDUCTOR CORP(ON) | 522,721 | 717,932 | +195,211 | 38,446 | 49,214 | 4.88% | +10,768 |
| PURE STORAGE INC(P) | 446,638 | 520,790 | +74,152 | 23,221 | 33,440 | 3.31% | +10,219 |
| FABRINET(FN) | 157,845 | 161,767 | +3,922 | 29,836 | 39,599 | 3.92% | +9,763 |
| STMICROELECTRONICS N V(STM) | 864,668 | 1,189,798 | +325,130 | 37,388 | 46,735 | 4.63% | +9,347 |
| ARISTA NETWORKS INC | 79,246 | 89,662 | +10,416 | 22,980 | 31,425 | 3.11% | +8,445 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 656,732 | 616,015 | -40,717 | 21,968 | 24,216 | 2.40% | +2,248 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 927,730 | 947,782 | +20,052 | 25,012 | 26,765 | 2.65% | +1,754 |
| CALIX INC(CALX) | 505,852 | 449,439 | -56,413 | 16,774 | 15,924 | 1.58% | -850 |
| MOBILEYE GLOBAL INC(MBLY) | 683,513 | 745,335 | +61,822 | 21,975 | 20,933 | 2.07% | -1,042 |
| SUPER MICRO COMPUTER INC(SMCI) | 27,532 | 32,511 | +4,979 | 27,808 | 26,638 | 2.64% | -1,170 |
| HARMONIC INC(HLIT) | 1,402,838 | 0 | -1,402,838 | 18,854 | 0 | — | -18,854 |
| CIENA CORP(CIEN) | 382,183 | 0 | -382,183 | 18,899 | 0 | — | -18,899 |