The top 15 holdings make up 52.60% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| NVIDIA Corp |
Computer Electronics |
6.53% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
5.28% |
| Taiwan Semiconductor Manufactrg Co Ltd |
Computer Electronics |
4.96% |
| GE Vernova Inc |
Electric Utilities |
4.34% |
| Amazon.com Inc |
Retail |
4.28% |
| GALDERMA GROUP AG |
Consumer Non-durables |
3.21% |
| Broadcom Inc |
Computer Electronics |
3.00% |
| BAE Systems PLC |
Aerospace and Defence |
2.85% |
| Alphabet Inc Cl A |
Information Technology |
2.82% |
| Liberty Media Corp Sr A |
Television Broadcasting |
2.81% |
| TKO Group Holdings Inc Cl A |
Media |
2.79% |
| Rheinmetall AG |
Automotive |
2.49% |
| Johnson Controls International PLC |
Manufacturing |
2.44% |
| Eaton Corp PLC |
Manufacturing |
2.43% |
| ASM International NV |
Computer Electronics |
2.37% |