Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMPHENOL CORP NEW | 0 | 1,274,628 | +1,274,628 | 0 | 83,055 | 5.65% | +83,055 |
| ASTERA LABS INC(ALAB) | 0 | 906,377 | +906,377 | 0 | 47,485 | 3.23% | +47,485 |
| CIENA CORP(CIEN) | 0 | 756,032 | +756,032 | 0 | 46,564 | 3.17% | +46,564 |
| AXON ENTERPRISE INC(AXON) | 0 | 92,057 | +92,057 | 0 | 36,786 | 2.50% | +36,786 |
| MARVELL TECHNOLOGY INC(MRVL) | 815,637 | 1,236,076 | +420,439 | 57,013 | 89,146 | 6.06% | +32,133 |
| ADVANCED MICRO DEVICES INC(AMD) | 340,349 | 523,155 | +182,806 | 55,208 | 85,839 | 5.84% | +30,631 |
| MONOLITHIC PWR SYS INC(MPWR) | 80,995 | 103,840 | +22,845 | 66,552 | 96,000 | 6.53% | +29,448 |
| ON SEMICONDUCTOR CORP(ON) | 717,932 | 1,067,742 | +349,810 | 49,214 | 77,529 | 5.27% | +28,315 |
| ARROW ELECTRS INC | 228,303 | 398,323 | +170,020 | 27,570 | 52,909 | 3.60% | +25,339 |
| NVIDIA CORPORATION(NVDA) | 571,451 | 771,871 | +200,420 | 70,597 | 93,736 | 6.37% | +23,139 |
| FABRINET(FN) | 161,767 | 255,979 | +94,212 | 39,599 | 60,524 | 4.11% | +20,925 |
| ARISTA NETWORKS INC | 89,662 | 134,151 | +44,489 | 31,425 | 51,490 | 3.50% | +20,065 |
| SYNOPSYS INC(SNPS) | 93,147 | 146,061 | +52,914 | 55,428 | 73,964 | 5.03% | +18,536 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 795,664 | 1,306,002 | +510,338 | 29,750 | 46,833 | 3.18% | +17,083 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 395,065 | 493,428 | +98,363 | 68,666 | 85,694 | 5.83% | +17,027 |
| BROADCOM INC(AVGO) | 36,543 | 438,691 | +402,148 | 58,671 | 75,674 | 5.14% | +17,003 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 616,015 | 880,137 | +264,122 | 24,216 | 38,955 | 2.65% | +14,739 |
| CELESTICA INC(CLS) | 823,309 | 1,204,226 | +380,917 | 47,200 | 61,560 | 4.18% | +14,360 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 947,782 | 1,709,448 | +761,666 | 26,765 | 39,830 | 2.71% | +13,065 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 432,930 | 534,320 | +101,390 | 48,259 | 59,448 | 4.04% | +11,190 |
| KLA CORP(KLAC) | 61,409 | 79,785 | +18,376 | 50,632 | 61,786 | 4.20% | +11,154 |
| APPLIED MATLS INC | 249,112 | 312,545 | +63,433 | 58,788 | 63,150 | 4.29% | +4,362 |
| STMICROELECTRONICS N V(STM) | 1,189,798 | 1,447,597 | +257,799 | 46,735 | 43,037 | 2.93% | -3,698 |
| CALIX INC(CALX) | 449,439 | 0 | -449,439 | 15,924 | 0 | — | -15,924 |
| MOBILEYE GLOBAL INC(MBLY) | 745,335 | 0 | -745,335 | 20,933 | 0 | — | -20,933 |
| SUPER MICRO COMPUTER INC(SMCI) | 32,511 | 0 | -32,511 | 26,638 | 0 | — | -26,638 |
| PURE STORAGE INC(P) | 520,790 | 0 | -520,790 | 33,440 | 0 | — | -33,440 |