Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ONTO INNOVATION INC(ONTO) | 48,667 | 217,014 | +168,347 | 8,813 | 47,648 | 10.44% | +38,835 |
| MARVELL TECHNOLOGY INC(MRVL) | 457,317 | 783,225 | +325,908 | 32,415 | 54,747 | 11.99% | +22,333 |
| CAMTEK LTD(CAMT) | 28,690 | 195,608 | +166,918 | 2,403 | 24,498 | 5.37% | +22,095 |
| VERTIV HOLDINGS CO(VRT) | 227,956 | 452,130 | +224,174 | 18,617 | 39,141 | 8.58% | +20,524 |
| COHERENT CORP(COHR) | 137,430 | 348,506 | +211,076 | 8,331 | 25,253 | 5.53% | +16,922 |
| FABRINET(FN) | 13,848 | 67,106 | +53,258 | 2,618 | 16,427 | 3.60% | +13,809 |
| ASTERA LABS INC(ALAB) | 25,426 | 249,891 | +224,465 | 1,886 | 15,121 | 3.31% | +13,235 |
| APPLIED MATLS INC | 257,130 | 257,908 | +778 | 53,028 | 60,864 | 13.33% | +7,836 |
| LAM RESEARCH CORP(LRCX) | 54,631 | 54,794 | +163 | 53,078 | 58,347 | 12.78% | +5,270 |
| ARISTA NETWORKS INC | 103,690 | 98,349 | -5,341 | 30,068 | 34,469 | 7.55% | +4,401 |
| CELESTICA INC(CLS) | 0 | 69,356 | +69,356 | 0 | 3,976 | 0.87% | +3,976 |
| NVIDIA CORPORATION(NVDA) | 0 | 17,494 | +17,494 | 0 | 2,161 | 0.47% | +2,161 |
| MONOLITHIC PWR SYS INC(MPWR) | 14,222 | 14,233 | +11 | 9,634 | 11,695 | 2.56% | +2,061 |
| MICRON TECHNOLOGY INC(MU) | 128,501 | 129,558 | +1,057 | 15,149 | 17,041 | 3.73% | +1,892 |
| BROADCOM INC(AVGO) | 0 | 345 | +345 | 0 | 554 | 0.12% | +554 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 3,008 | +3,008 | 0 | 523 | 0.11% | +523 |
| MICROSOFT CORP(MSFT) | 0 | 890 | +890 | 0 | 398 | 0.09% | +398 |
| ALPHABET INC(GOOG) | 0 | 1,770 | +1,770 | 0 | 325 | 0.07% | +325 |
| TERADYNE INC(TER) | 9,660 | 0 | -9,660 | 1,090 | 0 | — | -1,090 |
| SUPER MICRO COMPUTER INC(SMCI) | 54,841 | 43,864 | -10,977 | 55,391 | 35,940 | 7.87% | -19,451 |
| KLA CORP(KLAC) | 43,025 | 8,879 | -34,146 | 30,056 | 7,321 | 1.60% | -22,735 |
| SYNOPSYS INC(SNPS) | 49,072 | 0 | -49,072 | 28,045 | 0 | — | -28,045 |
| INTEL CORP(INTC) | 809,540 | 0 | -809,540 | 35,757 | 0 | — | -35,757 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 129,166 | 0 | -129,166 | 40,207 | 0 | — | -40,207 |
| ADVANCED MICRO DEVICES INC(AMD) | 445,458 | 0 | -445,458 | 80,401 | 0 | — | -80,401 |