The top 15 holdings make up 56.54% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| NVIDIA Corp |
Computer Electronics |
8.24% |
| Alphabet Inc Cl A |
Information Technology |
5.40% |
| Microsoft Corp |
Information Technology |
5.24% |
| Amazon.com Inc |
Retail |
4.97% |
| Meta Platforms Inc Cl A |
Information Technology |
3.95% |
| Celestica Inc |
Computer Electronics |
3.74% |
| Shopify Inc Cl A |
Information Technology |
3.46% |
| Micron Technology Inc |
Computer Electronics |
3.21% |
| Apple Inc |
Computer Electronics |
2.91% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR |
Computer Electronics |
2.78% |
| Axon Enterprise Inc |
Aerospace and Defence |
2.65% |
| Snowflake Inc Cl A |
Information Technology |
2.60% |
| Broadcom Inc |
Computer Electronics |
2.50% |
| ServiceNow Inc |
Information Technology |
2.49% |
| MongoDB Inc Cl A |
Information Technology |
2.40% |