Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Avnet Inc | 0 | 1,211,760 | +1,211,760 | 0 | 62,394 | 24.88% | +62,394 |
| Yum China Holdings Inc(YUMC) | 0 | 1,305,000 | +1,305,000 | 0 | 40,246 | 16.05% | +40,246 |
| Arrow Electronics Inc | 517,141 | 597,520 | +80,379 | 66,949 | 72,157 | 28.77% | +5,207 |
| TD Synnex Corporation(SNX) | 688,398 | 658,830 | -29,568 | 77,858 | 76,029 | 30.31% | -1,829 |