The top 15 holdings make up 69.71% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| NVIDIA Corp |
Computer Electronics |
8.09% |
| Microsoft Corp |
Information Technology |
7.42% |
| Amazon.com Inc |
Retail |
5.92% |
| Meta Platforms Inc Cl A |
Information Technology |
5.62% |
| Alphabet Inc Cl A |
Information Technology |
5.50% |
| Broadcom Inc |
Computer Electronics |
5.00% |
| KLA Corp |
Computer Electronics |
4.51% |
| Celestica Inc |
Computer Electronics |
4.23% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR |
Computer Electronics |
3.97% |
| Analog Devices Inc |
Computer Electronics |
3.71% |
| Thermo Fisher Scientific Inc |
Healthcare Equipment |
3.53% |
| DexCom Inc |
Healthcare Equipment |
3.42% |
| Shopify Inc Cl A |
Information Technology |
3.05% |
| ServiceNow Inc |
Information Technology |
2.92% |
| Danaher Corp |
Healthcare Equipment |
2.82% |