The top 15 holdings make up 72.07% of the Fund.
| Top holdings |
Sector allocation |
(%) |
| NVIDIA Corp |
Computer Electronics |
10.46% |
| Advanced Micro Devices Inc |
Computer Electronics |
8.23% |
| Broadcom Inc |
Computer Electronics |
7.10% |
| Amazon.com Inc |
Retail |
5.60% |
| Alphabet Inc Cl C |
Information Technology |
5.41% |
| Microsoft Corp |
Information Technology |
4.94% |
| Taiwan Semiconductor Manufactrg Co Ltd - ADR |
Computer Electronics |
4.45% |
| Meta Platforms Inc Cl A |
Information Technology |
4.37% |
| Lam Research Corp |
Computer Electronics |
3.83% |
| Applied Materials Inc |
Computer Electronics |
3.67% |
| Vertiv Holdings Co Cl A |
Manufacturing |
3.33% |
| Snowflake Inc Cl A |
Information Technology |
3.12% |
| ASML Holding NV - ADR |
Computer Electronics |
3.11% |
| GE Vernova Inc |
Electric Utilities |
2.32% |
| Credo Technology Group Holding Ltd |
Computer Electronics |
2.13% |