Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARISTA NETWORKS INC | 176,859 | 200,180 | +23,321 | 28,662 | 36,819 | 11.60% | +8,157 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 13,663 | +13,663 | 0 | 6,312 | 1.99% | +6,312 |
| VERTIV HOLDINGS CO(VRT) | 109,744 | 203,882 | +94,138 | 2,718 | 7,584 | 2.39% | +4,866 |
| MARVELL TECHNOLOGY INC(MRVL) | 269,126 | 355,480 | +86,354 | 16,088 | 19,242 | 6.06% | +3,154 |
| KLA CORP(KLAC) | 39,857 | 45,005 | +5,148 | 19,331 | 20,642 | 6.50% | +1,311 |
| SYNOPSYS INC(SNPS) | 49,735 | 49,735 | 0 | 21,655 | 22,827 | 7.19% | +1,172 |
| COHERENT CORP(COHR) | 0 | 35,452 | +35,452 | 0 | 1,157 | 0.36% | +1,157 |
| LAM RESEARCH CORP(LRCX) | 63,182 | 66,424 | +3,242 | 40,617 | 41,633 | 13.12% | +1,015 |
| ONTO INNOVATION INC(ONTO) | 11,850 | 16,378 | +4,528 | 1,380 | 2,089 | 0.66% | +708 |
| APPLIED MATLS INC | 251,235 | 266,901 | +15,666 | 36,314 | 36,952 | 11.64% | +639 |
| FABRINET(FN) | 0 | 1,858 | +1,858 | 0 | 310 | 0.10% | +310 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 134,170 | 134,170 | 0 | 31,466 | 31,436 | 9.91% | -30 |
| AURORA INNOVATION INC | 92,302 | 92,302 | 0 | 271 | 217 | 0.07% | -54 |
| ADVANCED MICRO DEVICES INC(AMD) | 239,734 | 262,718 | +22,984 | 27,308 | 27,013 | 8.51% | -295 |
| RAMBUS INC DEL(RMBS) | 62,790 | 62,790 | 0 | 4,029 | 3,503 | 1.10% | -526 |
| GLOBALFOUNDRIES INC(GFS) | 106,244 | 79,174 | -27,070 | 6,861 | 4,607 | 1.45% | -2,254 |
| GENERAL MTRS CO(GM) | 416,076 | 406,456 | -9,620 | 16,044 | 13,401 | 4.22% | -2,643 |
| INTEL CORP(INTC) | 1,061,317 | 880,322 | -180,995 | 35,490 | 31,295 | 9.86% | -4,195 |
| MICRON TECHNOLOGY INC(MU) | 499,270 | 151,603 | -347,667 | 31,509 | 10,314 | 3.25% | -21,195 |