Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CORNING INC(GLW) | 0 | 1,329,189 | +1,329,189 | 0 | 69,902 | 4.10% | +69,902 |
| CELESTICA INC(CLS) | 0 | 375,437 | +375,437 | 0 | 58,609 | 3.44% | +58,609 |
| ANSYS INC | 0 | 156,006 | +156,006 | 0 | 54,792 | 3.21% | +54,792 |
| CAMTEK LTD(CAMT) | 0 | 618,743 | +618,743 | 0 | 52,321 | 3.07% | +52,321 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 529,457 | 577,707 | +48,250 | 87,890 | 130,845 | 7.67% | +42,955 |
| NVIDIA CORPORATION(NVDA) | 811,016 | 825,433 | +14,417 | 87,898 | 130,410 | 7.64% | +42,512 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 577,893 | 643,765 | +65,872 | 58,009 | 92,245 | 5.41% | +34,236 |
| ADVANCED MICRO DEVICES INC(AMD) | 605,462 | 679,140 | +73,678 | 62,205 | 96,370 | 5.65% | +34,165 |
| MARVELL TECHNOLOGY INC(MRVL) | 656,961 | 947,054 | +290,093 | 40,449 | 73,302 | 4.30% | +32,853 |
| STMICROELECTRONICS N V(STM) | 1,589,804 | 2,182,403 | +592,599 | 34,912 | 66,367 | 3.89% | +31,455 |
| ON SEMICONDUCTOR CORP(ON) | 1,135,587 | 1,475,982 | +340,395 | 46,207 | 77,356 | 4.53% | +31,149 |
| FABRINET(FN) | 328,725 | 321,814 | -6,911 | 64,926 | 94,832 | 5.56% | +29,906 |
| BROADCOM INC(AVGO) | 451,035 | 377,093 | -73,942 | 75,517 | 103,946 | 6.09% | +28,429 |
| LUMENTUM HLDGS INC(LITE) | 968,039 | 908,135 | -59,904 | 60,348 | 86,327 | 5.06% | +25,980 |
| CIENA CORP(CIEN) | 841,311 | 898,981 | +57,670 | 50,840 | 73,114 | 4.29% | +22,274 |
| RAMBUS INC DEL(RMBS) | 680,113 | 827,102 | +146,989 | 35,213 | 52,951 | 3.10% | +17,738 |
| KLA CORP(KLAC) | 93,059 | 90,168 | -2,891 | 63,262 | 80,767 | 4.73% | +17,506 |
| AMPHENOL CORP NEW | 1,177,067 | 942,861 | -234,206 | 77,204 | 93,108 | 5.46% | +15,904 |
| ARROW ELECTRS INC | 338,023 | 364,372 | +26,349 | 35,097 | 46,432 | 2.72% | +11,335 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 790,279 | 823,548 | +33,269 | 28,181 | 35,701 | 2.09% | +7,519 |
| AXON ENTERPRISE INC(AXON) | 107,991 | 69,459 | -38,532 | 56,798 | 57,508 | 3.37% | +710 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 1,301,636 | 1,060,438 | -241,198 | 31,591 | 31,930 | 1.87% | +339 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 1,932,170 | 1,371,590 | -560,580 | 48,555 | 46,895 | 2.75% | -1,661 |
| SUPER MICRO COMPUTER INC(SMCI) | 942,865 | 0 | -942,865 | 32,284 | 0 | — | -32,284 |
| ASTERA LABS INC(ALAB) | 707,130 | 0 | -707,130 | 42,194 | 0 | — | -42,194 |
| APPLIED MATLS INC | 326,381 | 0 | -326,381 | 47,364 | 0 | — | -47,364 |
| SYNOPSYS INC(SNPS) | 156,842 | 0 | -156,842 | 67,262 | 0 | — | -67,262 |