| NVDA |
NVIDIA Corporation |
0 |
7.13% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| GOOGL |
Alphabet Inc. |
0 |
5.73% |
|
|
|
|
|
N/A |
0.00% |
32.75% |
22.19% |
|---|
| MSFT |
Microsoft Corporation |
0 |
5.53% |
|
|
|
|
|
N/A |
0.00% |
21.51% |
8.21% |
|---|
| META |
Meta Platforms, Inc. |
0 |
4.27% |
|
|
|
|
|
N/A |
0.00% |
31.33% |
8.76% |
|---|
| 2330 TT |
Taiwan Semiconductor Manufacturing Co Lt... |
|
3.64% |
|
|
|
|
|
|
|
|
|
|---|
| DELL |
Dell Technologies Inc. |
0 |
3.50% |
|
|
|
|
|
N/A |
0.00% |
55.35% |
34.15% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
0 |
3.18% |
|
|
|
|
|
N/A |
0.00% |
37.55% |
16.52% |
|---|
| 000660 KS |
SK Hynix Inc |
|
3.13% |
|
|
|
|
|
|
|
|
|
|---|
| AVGO |
Broadcom Inc. |
0 |
3.00% |
|
|
|
|
|
N/A |
0.00% |
46.43% |
26.38% |
|---|
| ANET |
Arista Networks, Inc. |
0 |
2.99% |
|
|
|
|
|
N/A |
0.00% |
51.25% |
34.28% |
|---|
| ORCL |
Oracle Corporation |
0 |
2.88% |
|
|
|
|
|
N/A |
0.00% |
38.95% |
33.64% |
|---|
| PLTR |
Palantir Technologies Inc. |
0 |
2.84% |
|
|
|
|
|
N/A |
0.00% |
73.55% |
41.46% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
2.80% |
|
|
|
|
|
N/A |
0.00% |
63.52% |
40.70% |
|---|
| AAPL |
Apple Inc. |
0 |
2.80% |
|
|
|
|
|
N/A |
0.00% |
30.55% |
22.78% |
|---|
| 9888 HK |
Baidu Inc |
|
2.68% |
|
|
|
|
|
|
|
|
|
|---|
| AMZN |
Amazon.com, Inc. |
0 |
2.44% |
|
|
|
|
|
N/A |
0.00% |
31.92% |
14.74% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
2.39% |
|
|
|
|
|
N/A |
0.00% |
60.07% |
37.62% |
|---|
| 700 HK |
Tencent Holdings Ltd |
|
2.14% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
0 |
2.06% |
|
|
|
|
|
N/A |
0.00% |
32.06% |
17.35% |
|---|
| CRM |
Salesforce, Inc. |
0 |
2.05% |
|
|
|
|
|
N/A |
0.00% |
41.22% |
46.46% |
|---|
| SNOW |
Snowflake Inc. |
0 |
1.89% |
|
|
|
|
|
N/A |
0.00% |
61.90% |
53.99% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
0 |
1.75% |
|
|
|
|
|
N/A |
0.00% |
93.03% |
52.76% |
|---|
| VRT |
Vertiv Holdings Co |
0 |
1.72% |
|
|
|
|
|
N/A |
0.00% |
55.76% |
14.63% |
|---|
| ETN |
Eaton Corporation plc |
0 |
1.69% |
|
|
|
|
|
N/A |
0.00% |
32.04% |
15.61% |
|---|
| MU |
Micron Technology, Inc. |
0 |
1.58% |
|
|
|
|
|
N/A |
0.00% |
48.02% |
20.17% |
|---|
| 6857 JP |
Advantest Corp |
|
1.55% |
|
|
|
|
|
|
|
|
|
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
1.46% |
|
|
|
|
|
N/A |
0.00% |
32.19% |
6.39% |
|---|
| ARM |
Arm Holdings plc American Depositary Sha... |
0 |
1.36% |
|
|
|
|
|
N/A |
0.00% |
49.75% |
9.07% |
|---|
| 6669 TT |
Wiwynn Corp |
|
1.23% |
|
|
|
|
|
|
|
|
|
|---|
| NICE |
NICE Ltd. |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
49.31% |
47.48% |
|---|
| CEG |
Constellation Energy Corporation |
0 |
1.16% |
|
|
|
|
|
N/A |
0.00% |
52.49% |
25.14% |
|---|
| COHR |
Coherent, Inc. |
0 |
1.16% |
|
|
|
|
|
N/A |
0.00% |
57.35% |
18.30% |
|---|
| NBIS |
Nebius Group NV |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| TLN |
Talen Energy Corp |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| VST |
Vistra Corp. |
0 |
1.13% |
|
|
|
|
|
N/A |
0.00% |
61.30% |
25.85% |
|---|
| 2356 TT |
Inventec Corp |
|
1.13% |
|
|
|
|
|
|
|
|
|
|---|
| 2382 TT |
Quanta Computer Inc |
|
1.12% |
|
|
|
|
|
|
|
|
|
|---|
| CRDO |
Credo Technology Group Holding Ltd |
0 |
1.12% |
|
|
|
|
|
N/A |
0.00% |
91.18% |
39.71% |
|---|
| NRG |
NRG Energy, Inc. |
0 |
1.12% |
|
|
|
|
|
N/A |
0.00% |
49.81% |
29.50% |
|---|
| 3231 TT |
Wistron Corp |
|
1.11% |
|
|
|
|
|
|
|
|
|
|---|
| 002230 C2 |
Iflytek Co Ltd |
|
1.11% |
|
|
|
|
|
|
|
|
|
|---|
| 9988 HK |
Alibaba Group Holding Ltd |
|
1.10% |
|
|
|
|
|
|
|
|
|
|---|
| 20 HK |
SenseTime Group Inc |
|
1.10% |
|
|
|
|
|
|
|
|
|
|---|
| RDDT |
Reddit, Inc. |
0 |
0.90% |
|
|
|
|
|
N/A |
0.00% |
67.18% |
18.40% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
0 |
0.61% |
|
|
|
|
|
N/A |
0.00% |
28.82% |
3.47% |
|---|
| 4180 JP |
Appier Group Inc |
|
0.59% |
|
|
|
|
|
|
|
|
|
|---|
| 3778 JP |
Sakura Internet Inc |
|
0.53% |
|
|
|
|
|
|
|
|
|
|---|
| FGXXX |
First American Government Obligations Fu... |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|
| Cash&Other |
Cash & Other |
|
0.05% |
|
|
|
|
|
|
|
|
|
|---|
| CNY |
CHINESE YUAN |
|
N/A |
|
|
|
|
|
|
|
|
|
|---|
| EUR |
EURO |
|
N/A |
|
|
|
|
|
|
|
|
|
|---|
| GBP |
BRITISH POUNDS |
|
N/A |
|
|
|
|
|
|
|
|
|
|---|