Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NOKIA CORP(NOK) | 0 | 16,111,905 | +16,111,905 | 0 | 104,244 | 5.13% | +104,244 |
| MICRON TECHNOLOGY INC(MU) | 0 | 359,680 | +359,680 | 0 | 102,656 | 5.05% | +102,656 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 185,485 | +185,485 | 0 | 71,100 | 3.50% | +71,100 |
| TE CONNECTIVITY PLC(TEL) | 0 | 294,566 | +294,566 | 0 | 67,017 | 3.30% | +67,017 |
| ASTERA LABS INC(ALAB) | 0 | 309,013 | +309,013 | 0 | 51,407 | 2.53% | +51,407 |
| UNIVERSAL DISPLAY CORP(OLED) | 0 | 401,726 | +401,726 | 0 | 46,914 | 2.31% | +46,914 |
| APPLIED MATLS INC | 315,078 | 404,442 | +89,364 | 64,509 | 103,938 | 5.11% | +39,428 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 925,202 | 811,470 | -113,732 | 66,892 | 95,283 | 4.69% | +28,391 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 684,774 | 606,169 | -78,605 | 85,248 | 103,825 | 5.11% | +18,577 |
| ADVANCED ENERGY INDS | 467,301 | 463,939 | -3,362 | 79,507 | 97,135 | 4.78% | +17,628 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 1,174,953 | 1,890,072 | +715,119 | 34,309 | 49,860 | 2.45% | +15,551 |
| LUMENTUM HLDGS INC(LITE) | 685,710 | 333,949 | -351,761 | 111,572 | 123,090 | 6.06% | +11,518 |
| CAMTEK LTD(CAMT) | 604,259 | 693,720 | +89,461 | 63,477 | 73,774 | 3.63% | +10,296 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 405,368 | 394,038 | -11,330 | 113,215 | 119,744 | 5.89% | +6,529 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 1,200,636 | 1,284,898 | +84,262 | 36,679 | 42,774 | 2.10% | +6,095 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 2,502,012 | 2,716,725 | +214,713 | 61,449 | 65,256 | 3.21% | +3,806 |
| AMPHENOL CORP NEW | 809,896 | 728,059 | -81,837 | 100,225 | 98,390 | 4.84% | -1,835 |
| NVIDIA CORPORATION(NVDA) | 754,100 | 732,949 | -21,151 | 140,700 | 136,695 | 6.73% | -4,005 |
| CIENA CORP(CIEN) | 717,741 | 428,787 | -288,954 | 104,553 | 100,280 | 4.93% | -4,273 |
| MONOLITHIC PWR SYS INC(MPWR) | 77,591 | 70,723 | -6,868 | 71,433 | 64,100 | 3.15% | -7,333 |
| KLA CORP(KLAC) | 88,256 | 71,648 | -16,608 | 95,193 | 87,058 | 4.28% | -8,135 |
| BROADCOM INC(AVGO) | 303,358 | 260,894 | -42,464 | 100,081 | 90,295 | 4.44% | -9,785 |
| ON SEMICONDUCTOR CORP(ON) | 1,407,903 | 1,085,296 | -322,607 | 69,424 | 58,769 | 2.89% | -10,655 |
| FABRINET(FN) | 278,931 | 173,298 | -105,633 | 101,704 | 78,899 | 3.88% | -22,805 |
| ARROW ELECTRS INC | 341,959 | 0 | -341,959 | 41,377 | 0 | — | -41,377 |
| MARVELL TECHNOLOGY INC(MRVL) | 765,656 | 0 | -765,656 | 64,369 | 0 | — | -64,369 |
| RAMBUS INC DEL(RMBS) | 631,343 | 0 | -631,343 | 65,786 | 0 | — | -65,786 |
| STMICROELECTRONICS N V(STM) | 2,780,953 | 0 | -2,780,953 | 78,590 | 0 | — | -78,590 |
| CORNING INC(GLW) | 1,368,477 | 0 | -1,368,477 | 112,256 | 0 | — | -112,256 |