The top 15 holdings make up 70.48% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| NVIDIA Corp |
Computer Electronics |
8.07% |
| Microsoft Corp |
Information Technology |
7.11% |
| Amazon.com Inc |
Retail |
6.56% |
| Alphabet Inc Cl A |
Information Technology |
6.42% |
| Broadcom Inc |
Computer Electronics |
5.87% |
| Celestica Inc |
Computer Electronics |
5.36% |
| Meta Platforms Inc Cl A |
Information Technology |
5.24% |
| Analog Devices Inc |
Computer Electronics |
4.08% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR |
Computer Electronics |
4.04% |
| Bloom Energy Corp Cl A |
Manufacturing |
3.54% |
| Thermo Fisher Scientific Inc |
Healthcare Equipment |
2.99% |
| KLA Corp |
Computer Electronics |
2.92% |
| DexCom Inc |
Healthcare Equipment |
2.83% |
| ServiceNow Inc |
Information Technology |
2.73% |
| Shopify Inc Cl A |
Information Technology |
2.72% |