The top 15 holdings make up 52.04% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| NVIDIA Corp |
Computer Electronics |
6.63% |
| Taiwan Semiconductor Manufactrg Co Ltd |
Computer Electronics |
5.77% |
| Contemporary Amperex Technology Co Ltd - Comn Cl A |
Manufacturing |
4.42% |
| GE Vernova Inc |
Electric Utilities |
4.19% |
| Amazon.com Inc |
Retail |
4.14% |
| Broadcom Inc |
Computer Electronics |
3.09% |
| Alphabet Inc Cl A |
Information Technology |
3.01% |
| TKO Group Holdings Inc Cl A |
Media |
2.98% |
| Liberty Media Corp Sr A |
Television Broadcasting |
2.91% |
| CRH PLC |
Construction Materials |
2.82% |
| Meta Platforms Inc Cl A |
Information Technology |
2.55% |
| ASM International NV |
Computer Electronics |
2.50% |
| ASML Holding NV |
Computer Electronics |
2.48% |
| Microsoft Corp |
Information Technology |
2.28% |
| GALDERMA GROUP AG |
Consumer Non-durables |
2.27% |