Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUPER MICRO COMPUTER INC(SMCI) | 52,690 | 54,841 | +2,151 | 14,978 | 55,391 | 10.93% | +40,413 |
| ADVANCED MICRO DEVICES INC(AMD) | 361,563 | 445,458 | +83,895 | 53,298 | 80,401 | 15.86% | +27,103 |
| APPLIED MATLS INC | 257,130 | 257,130 | 0 | 41,673 | 53,028 | 10.46% | +11,355 |
| MARVELL TECHNOLOGY INC(MRVL) | 387,241 | 457,317 | +70,076 | 23,355 | 32,415 | 6.39% | +9,060 |
| VERTIV HOLDINGS CO(VRT) | 203,882 | 227,956 | +24,074 | 9,792 | 18,617 | 3.67% | +8,825 |
| LAM RESEARCH CORP(LRCX) | 59,571 | 54,631 | -4,940 | 46,660 | 53,078 | 10.47% | +6,418 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 129,166 | 129,166 | 0 | 35,181 | 40,207 | 7.93% | +5,026 |
| COHERENT CORP(COHR) | 77,579 | 137,430 | +59,851 | 3,377 | 8,331 | 1.64% | +4,954 |
| ONTO INNOVATION INC(ONTO) | 26,813 | 48,667 | +21,854 | 4,100 | 8,813 | 1.74% | +4,713 |
| MICRON TECHNOLOGY INC(MU) | 128,501 | 128,501 | 0 | 10,966 | 15,149 | 2.99% | +4,183 |
| KLA CORP(KLAC) | 45,331 | 43,025 | -2,306 | 26,351 | 30,056 | 5.93% | +3,705 |
| SYNOPSYS INC(SNPS) | 49,072 | 49,072 | 0 | 25,268 | 28,045 | 5.53% | +2,777 |
| FABRINET(FN) | 2,679 | 13,848 | +11,169 | 510 | 2,618 | 0.52% | +2,108 |
| ASTERA LABS INC(ALAB) | 0 | 25,426 | +25,426 | 0 | 1,886 | 0.37% | +1,886 |
| CAMTEK LTD(CAMT) | 10,829 | 28,690 | +17,861 | 751 | 2,403 | 0.47% | +1,652 |
| MONOLITHIC PWR SYS INC(MPWR) | 14,222 | 14,222 | 0 | 8,971 | 9,634 | 1.90% | +663 |
| AURORA INNOVATION INC | 92,302 | 0 | -92,302 | 403 | 0 | — | -403 |
| TERADYNE INC(TER) | 27,473 | 9,660 | -17,813 | 2,981 | 1,090 | 0.21% | -1,891 |
| INTEL CORP(INTC) | 809,540 | 809,540 | 0 | 40,679 | 35,757 | 7.05% | -4,922 |
| ARISTA NETWORKS INC | 196,916 | 103,690 | -93,226 | 46,376 | 30,068 | 5.93% | -16,308 |