Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 60,871 | +60,871 | 0 | 30,145 | 6.97% | +30,145 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 0 | 447,034 | +447,034 | 0 | 13,643 | 3.15% | +13,643 |
| ARISTA NETWORKS INC | 0 | 53,188 | +53,188 | 0 | 12,526 | 2.90% | +12,526 |
| HARMONIC INC(HLIT) | 0 | 727,617 | +727,617 | 0 | 9,488 | 2.19% | +9,488 |
| MONOLITHIC PWR SYS INC(MPWR) | 30,351 | 34,693 | +4,342 | 14,022 | 21,884 | 5.06% | +7,861 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 0 | 208,747 | +208,747 | 0 | 7,843 | 1.81% | +7,843 |
| KLA CORP(KLAC) | 28,997 | 36,096 | +7,099 | 13,300 | 20,983 | 4.85% | +7,683 |
| STMICROELECTRONICS N V(STM) | 431,907 | 511,565 | +79,658 | 18,641 | 25,645 | 5.93% | +7,004 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 205,871 | 232,424 | +26,553 | 17,890 | 24,172 | 5.59% | +6,282 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 233,668 | 408,127 | +174,459 | 7,463 | 12,354 | 2.86% | +4,891 |
| CIENA CORP(CIEN) | 289,643 | 405,246 | +115,603 | 13,689 | 18,240 | 4.22% | +4,552 |
| PURE STORAGE INC(P) | 195,359 | 304,166 | +108,807 | 6,959 | 10,847 | 2.51% | +3,888 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 286,212 | 283,835 | -2,377 | 23,349 | 26,382 | 6.10% | +3,033 |
| ADVANCED MICRO DEVICES INC(AMD) | 286,843 | 209,006 | -77,837 | 29,493 | 30,810 | 7.12% | +1,316 |
| APPLIED MATLS INC | 201,601 | 179,472 | -22,129 | 27,912 | 29,087 | 6.73% | +1,175 |
| SYNOPSYS INC(SNPS) | 48,311 | 39,904 | -8,407 | 22,173 | 20,547 | 4.75% | -1,626 |
| CHARTER COMMUNICATIONS INC N(CHTR) | 11,363 | 8,445 | -2,918 | 4,998 | 3,282 | 0.76% | -1,715 |
| CALIX INC(CALX) | 311,948 | 277,536 | -34,412 | 14,300 | 12,126 | 2.80% | -2,174 |
| FABRINET(FN) | 158,434 | 127,011 | -31,423 | 26,398 | 24,174 | 5.59% | -2,224 |
| SUPER MICRO COMPUTER INC(SMCI) | 79,673 | 68,889 | -10,784 | 21,848 | 19,582 | 4.53% | -2,266 |
| APPLE INC(AAPL) | 24,072 | 0 | -24,072 | 4,121 | 0 | — | -4,121 |
| BROADCOM INC(AVGO) | 36,611 | 22,998 | -13,613 | 30,408 | 25,672 | 5.94% | -4,737 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 155,587 | 79,443 | -76,144 | 12,144 | 7,164 | 1.66% | -4,979 |
| ON SEMICONDUCTOR CORP(ON) | 337,294 | 309,938 | -27,356 | 31,351 | 25,889 | 5.99% | -5,462 |
| NVIDIA CORPORATION(NVDA) | 74,988 | 0 | -74,988 | 32,619 | 0 | — | -32,619 |