Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CADENCE DESIGN SYSTEM INC(CDNS) | 0 | 103,300 | +103,300 | 0 | 26,272 | 11.14% | +26,272 |
| CIENA CORP(CIEN) | 0 | 297,162 | +297,162 | 0 | 17,958 | 7.61% | +17,958 |
| LAM RESEARCH CORP(LRCX) | 0 | 211,000 | +211,000 | 0 | 15,340 | 6.50% | +15,340 |
| MICRON TECHNOLOGY INC(MU) | 0 | 166,200 | +166,200 | 0 | 14,441 | 6.12% | +14,441 |
| BROADCOM INC(AVGO) | 0 | 39,587 | +39,587 | 0 | 6,628 | 2.81% | +6,628 |
| QORVO INC(QRVO) | 133,100 | 139,900 | +6,800 | 9,308 | 10,130 | 4.30% | +822 |
| NOKIA CORP(NOK) | 2,064,700 | 1,788,700 | -276,000 | 9,147 | 9,426 | 4.00% | +280 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 199,500 | 181,400 | -18,100 | 17,219 | 15,410 | 6.53% | -1,809 |
| TEXAS INSTRS INC(TXN) | 130,900 | 122,300 | -8,600 | 24,545 | 21,977 | 9.32% | -2,568 |
| CORNING INC(GLW) | 490,600 | 417,949 | -72,651 | 23,313 | 19,134 | 8.11% | -4,180 |
| NETAPP INC(NTAP) | 38,500 | 0 | -38,500 | 4,469 | 0 | — | -4,469 |
| AMPHENOL CORP NEW | 140,500 | 74,000 | -66,500 | 9,758 | 4,854 | 2.06% | -4,904 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 743,144 | 449,600 | -293,544 | 16,245 | 11,298 | 4.79% | -4,947 |
| ASML HOLDING N V N Y REGISTRY SHS | 31,700 | 23,400 | -8,300 | 21,971 | 15,506 | 6.57% | -6,465 |
| MOBILEYE GLOBAL INC(MBLY) | 349,600 | 0 | -349,600 | 6,964 | 0 | — | -6,964 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 85,400 | 32,100 | -53,300 | 13,718 | 4,808 | 2.04% | -8,910 |
| APPLIED MATLS INC | 55,200 | 0 | -55,200 | 8,977 | 0 | — | -8,977 |
| ANALOG DEVICES INC(ADI) | 115,300 | 60,200 | -55,100 | 24,497 | 12,141 | 5.15% | -12,356 |
| ON SEMICONDUCTOR CORP(ON) | 211,385 | 0 | -211,385 | 13,328 | 0 | — | -13,328 |
| COHERENT CORP(COHR) | 141,100 | 0 | -141,100 | 13,366 | 0 | — | -13,366 |
| NVIDIA CORPORATION(NVDA) | 328,300 | 281,700 | -46,600 | 44,087 | 30,531 | 12.94% | -13,557 |
| SYNOPSYS INC(SNPS) | 34,700 | 0 | -34,700 | 16,842 | 0 | — | -16,842 |
| TERADYNE INC(TER) | 147,100 | 0 | -147,100 | 18,523 | 0 | — | -18,523 |
| ARISTA NETWORKS INC(ANET) | 168,700 | 0 | -168,700 | 18,646 | 0 | — | -18,646 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 223,000 | 0 | -223,000 | 44,040 | 0 | — | -44,040 |
| MARVELL TECHNOLOGY INC(MRVL) | 582,588 | 0 | -582,588 | 64,347 | 0 | — | -64,347 |