Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ADVANCED MICRO DEVICES INC(AMD) | 262,718 | 361,563 | +98,845 | 27,013 | 53,298 | 13.47% | +26,285 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 52,690 | +52,690 | 0 | 14,978 | 3.79% | +14,978 |
| ARISTA NETWORKS INC | 200,180 | 196,916 | -3,264 | 36,819 | 46,376 | 11.72% | +9,557 |
| INTEL CORP(INTC) | 880,322 | 809,540 | -70,782 | 31,295 | 40,679 | 10.28% | +9,384 |
| KLA CORP(KLAC) | 45,005 | 45,331 | +326 | 20,642 | 26,351 | 6.66% | +5,709 |
| LAM RESEARCH CORP(LRCX) | 66,424 | 59,571 | -6,853 | 41,633 | 46,660 | 11.79% | +5,027 |
| APPLIED MATLS INC | 266,901 | 257,130 | -9,771 | 36,952 | 41,673 | 10.53% | +4,721 |
| MARVELL TECHNOLOGY INC(MRVL) | 355,480 | 387,241 | +31,761 | 19,242 | 23,355 | 5.90% | +4,112 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 134,170 | 129,166 | -5,004 | 31,436 | 35,181 | 8.89% | +3,745 |
| TERADYNE INC(TER) | 0 | 27,473 | +27,473 | 0 | 2,981 | 0.75% | +2,981 |
| MONOLITHIC PWR SYS INC(MPWR) | 13,663 | 14,222 | +559 | 6,312 | 8,971 | 2.27% | +2,659 |
| SYNOPSYS INC(SNPS) | 49,735 | 49,072 | -663 | 22,827 | 25,268 | 6.39% | +2,441 |
| COHERENT CORP(COHR) | 35,452 | 77,579 | +42,127 | 1,157 | 3,377 | 0.85% | +2,220 |
| VERTIV HOLDINGS CO(VRT) | 203,882 | 203,882 | 0 | 7,584 | 9,792 | 2.47% | +2,208 |
| ONTO INNOVATION INC(ONTO) | 16,378 | 26,813 | +10,435 | 2,089 | 4,100 | 1.04% | +2,011 |
| CAMTEK LTD(CAMT) | 0 | 10,829 | +10,829 | 0 | 751 | 0.19% | +751 |
| MICRON TECHNOLOGY INC(MU) | 151,603 | 128,501 | -23,102 | 10,314 | 10,966 | 2.77% | +653 |
| FABRINET(FN) | 1,858 | 2,679 | +821 | 310 | 510 | 0.13% | +200 |
| AURORA INNOVATION INC | 92,302 | 92,302 | 0 | 217 | 403 | 0.10% | +186 |
| RAMBUS INC DEL(RMBS) | 62,790 | 0 | -62,790 | 3,503 | 0 | — | -3,503 |
| GLOBALFOUNDRIES INC(GFS) | 79,174 | 0 | -79,174 | 4,607 | 0 | — | -4,607 |
| GENERAL MTRS CO(GM) | 406,456 | 0 | -406,456 | 13,401 | 0 | — | -13,401 |