Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 0 | 783,001 | +783,001 | 0 | 105,149 | 7.03% | +105,149 |
| ARISTA NETWORKS INC(ANET) | 0 | 602,304 | +602,304 | 0 | 66,573 | 4.45% | +66,573 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 115,090 | +115,090 | 0 | 53,198 | 3.56% | +53,198 |
| GLOBALFOUNDRIES INC(GFS) | 0 | 1,172,167 | +1,172,167 | 0 | 50,298 | 3.36% | +50,298 |
| RAMBUS INC DEL(RMBS) | 0 | 825,288 | +825,288 | 0 | 43,625 | 2.92% | +43,625 |
| ASTERA LABS INC(ALAB) | 906,377 | 530,558 | -375,819 | 47,485 | 70,272 | 4.70% | +22,787 |
| BROADCOM INC(AVGO) | 438,691 | 417,426 | -21,265 | 75,674 | 96,776 | 6.47% | +21,102 |
| AXON ENTERPRISE INC(AXON) | 92,057 | 96,365 | +4,308 | 36,786 | 57,272 | 3.83% | +20,486 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 493,428 | 506,863 | +13,435 | 85,694 | 100,100 | 6.69% | +14,407 |
| FABRINET(FN) | 255,979 | 316,662 | +60,683 | 60,524 | 69,628 | 4.66% | +9,104 |
| AMPHENOL CORP NEW | 1,274,628 | 1,306,011 | +31,383 | 83,055 | 90,702 | 6.07% | +7,648 |
| CIENA CORP(CIEN) | 756,032 | 632,802 | -123,230 | 46,564 | 53,668 | 3.59% | +7,104 |
| SYNOPSYS INC(SNPS) | 146,061 | 164,809 | +18,748 | 73,964 | 79,992 | 5.35% | +6,028 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 1,709,448 | 2,001,438 | +291,990 | 39,830 | 43,751 | 2.93% | +3,921 |
| KLA CORP(KLAC) | 79,785 | 103,018 | +23,233 | 61,786 | 64,914 | 4.34% | +3,127 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 880,137 | 793,439 | -86,698 | 38,955 | 40,870 | 2.73% | +1,915 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 534,320 | 462,361 | -71,959 | 59,448 | 60,065 | 4.02% | +617 |
| APPLIED MATLS INC | 312,545 | 364,803 | +52,258 | 63,150 | 59,328 | 3.97% | -3,822 |
| ARROW ELECTRS INC | 398,323 | 411,610 | +13,287 | 52,909 | 46,561 | 3.11% | -6,348 |
| ON SEMICONDUCTOR CORP(ON) | 1,067,742 | 1,116,581 | +48,839 | 77,529 | 70,400 | 4.71% | -7,128 |
| MARVELL TECHNOLOGY INC(MRVL) | 1,236,076 | 735,573 | -500,503 | 89,146 | 81,244 | 5.43% | -7,902 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 1,306,002 | 1,353,206 | +47,204 | 46,833 | 37,078 | 2.48% | -9,755 |
| ADVANCED MICRO DEVICES INC(AMD) | 523,155 | 446,847 | -76,308 | 85,839 | 53,975 | 3.61% | -31,865 |
| STMICROELECTRONICS N V(STM) | 1,447,597 | 0 | -1,447,597 | 43,037 | 0 | — | -43,037 |
| ARISTA NETWORKS INC | 134,151 | 0 | -134,151 | 51,490 | 0 | — | -51,490 |
| CELESTICA INC(CLS) | 1,204,226 | 0 | -1,204,226 | 61,560 | 0 | — | -61,560 |
| NVIDIA CORPORATION(NVDA) | 771,871 | 0 | -771,871 | 93,736 | 0 | — | -93,736 |
| MONOLITHIC PWR SYS INC(MPWR) | 103,840 | 0 | -103,840 | 96,000 | 0 | — | -96,000 |