Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARISTA NETWORKS INC(ANET) | 0 | 415,600 | +415,600 | 0 | 42,520 | 10.19% | +42,520 |
| WESTERN DIGITAL CORP(WDC) | 0 | 451,000 | +451,000 | 0 | 28,859 | 6.91% | +28,859 |
| COHERENT CORP(COHR) | 0 | 319,761 | +319,761 | 0 | 28,526 | 6.83% | +28,526 |
| MICROCHIP TECHNOLOGY INC.(MCHP) | 0 | 369,100 | +369,100 | 0 | 25,974 | 6.22% | +25,974 |
| JABIL INC(JBL) | 0 | 107,800 | +107,800 | 0 | 23,511 | 5.63% | +23,511 |
| APPLE INC(AAPL) | 0 | 99,400 | +99,400 | 0 | 20,394 | 4.89% | +20,394 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 128,400 | +128,400 | 0 | 18,220 | 4.37% | +18,220 |
| SYNOPSYS INC(SNPS) | 0 | 33,300 | +33,300 | 0 | 17,072 | 4.09% | +17,072 |
| NVIDIA CORPORATION(NVDA) | 281,700 | 284,400 | +2,700 | 30,531 | 44,932 | 10.76% | +14,402 |
| SANDISK CORP(SNDK) | 0 | 314,600 | +314,600 | 0 | 14,267 | 3.42% | +14,267 |
| LAM RESEARCH CORP(LRCX) | 211,000 | 279,834 | +68,834 | 15,340 | 27,239 | 6.53% | +11,899 |
| CELESTICA INC(CLS) | 0 | 74,800 | +74,800 | 0 | 11,677 | 2.80% | +11,677 |
| AMPHENOL CORP NEW | 74,000 | 166,300 | +92,300 | 4,854 | 16,422 | 3.93% | +11,568 |
| TEXAS INSTRS INC(TXN) | 122,300 | 147,500 | +25,200 | 21,977 | 30,624 | 7.34% | +8,647 |
| CORNING INC(GLW) | 417,949 | 526,349 | +108,400 | 19,134 | 27,681 | 6.63% | +8,547 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 181,400 | 157,100 | -24,300 | 15,410 | 22,674 | 5.43% | +7,264 |
| QORVO INC(QRVO) | 139,900 | 197,900 | +58,000 | 10,130 | 16,804 | 4.03% | +6,674 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 32,100 | 0 | -32,100 | 4,808 | 0 | — | -4,808 |
| BROADCOM INC(AVGO) | 39,587 | 0 | -39,587 | 6,628 | 0 | — | -6,628 |
| NOKIA CORP(NOK) | 1,788,700 | 0 | -1,788,700 | 9,426 | 0 | — | -9,426 |
| ALLEGRO MICROSYSTEMS INC(ALGM) | 449,600 | 0 | -449,600 | 11,298 | 0 | — | -11,298 |
| ANALOG DEVICES INC(ADI) | 60,200 | 0 | -60,200 | 12,141 | 0 | — | -12,141 |
| MICRON TECHNOLOGY INC(MU) | 166,200 | 0 | -166,200 | 14,441 | 0 | — | -14,441 |
| ASML HOLDING N V N Y REGISTRY SHS | 23,400 | 0 | -23,400 | 15,506 | 0 | — | -15,506 |
| CIENA CORP(CIEN) | 297,162 | 0 | -297,162 | 17,958 | 0 | — | -17,957 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 103,300 | 0 | -103,300 | 26,272 | 0 | — | -26,272 |