The top 15 holdings make up 65.35% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| Marvell Technology Inc |
Computer Electronics |
11.49% |
| Advanced Micro Devices Inc |
Computer Electronics |
11.28% |
| First Solar Inc |
Diversified Energy |
6.02% |
| NVIDIA Corp |
Computer Electronics |
5.06% |
| Equinix Inc |
Real Estate Investment Trust |
5.00% |
| Vertex Pharmaceuticals Inc |
Drugs |
4.16% |
| Novartis AG Cl N |
Drugs |
4.03% |
| Digital Realty Trust Inc |
Real Estate Investment Trust |
4.01% |
| Exelon Corp |
Electric Utilities |
2.62% |
| D R Horton Inc |
Construction |
2.19% |
| Sysco Corp |
Retail |
2.06% |
| Ferrovial SE |
Construction |
2.01% |
| Edwards Lifesciences Corp |
Healthcare Equipment |
1.97% |
| Kimberly-Clark Corp |
Consumer Non-durables |
1.84% |
| Vestas Wind Systems A/S |
Diversified Technology |
1.61% |