The top 15 holdings make up 53.93% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| Taiwan Semiconductor Manufactrg Co Ltd |
Computer Electronics |
5.83% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
5.62% |
| NVIDIA Corp |
Computer Electronics |
4.89% |
| Amazon.com Inc |
Retail |
4.14% |
| Alphabet Inc Cl A |
Information Technology |
4.04% |
| Applied Materials Inc |
Computer Electronics |
3.80% |
| GE Vernova Inc |
Electric Utilities |
3.49% |
| ASM International NV |
Computer Electronics |
3.17% |
| Broadcom Inc |
Computer Electronics |
3.13% |
| Mastercard Inc Cl A |
Diversified Financial Services |
3.08% |
| GALDERMA GROUP AG |
Consumer Non-durables |
2.80% |
| ASML Holding NV |
Computer Electronics |
2.58% |
| Rolls-Royce Holdings PLC |
Aerospace and Defence |
2.49% |
| Nokia Oyj |
Computer Electronics |
2.48% |
| Quanta Services Inc |
Construction |
2.39% |