| NVDA |
NVIDIA Corporation |
2.76T |
7.13% |
|
|
|
|
|
113.20 |
3.93% |
60.98% |
40.69% |
|---|
| GOOGL |
Alphabet Inc. |
1.96T |
5.73% |
|
|
|
|
|
160.43 |
1.03% |
48.02% |
60.85% |
|---|
| MSFT |
Microsoft Corporation |
3.19T |
5.53% |
|
|
|
|
|
428.50 |
8.41% |
37.50% |
54.08% |
|---|
| META |
Meta Platforms, Inc. |
1.45T |
4.27% |
|
|
|
|
|
572.90 |
4.35% |
57.14% |
63.52% |
|---|
| 2330 TT |
Taiwan Semiconductor Manufacturing Co Lt... |
|
3.64% |
|
|
|
|
|
|
|
|
|
|---|
| DELL |
Dell Technologies Inc. |
64.84B |
3.50% |
|
|
|
|
|
92.92 |
1.26% |
51.13% |
36.50% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
21.88B |
3.18% |
|
|
|
|
|
16.66 |
2.68% |
49.09% |
36.94% |
|---|
| 000660 KS |
SK Hynix Inc |
|
3.13% |
|
|
|
|
|
|
|
|
|
|---|
| AVGO |
Broadcom Inc. |
937.52B |
3.00% |
|
|
|
|
|
199.39 |
3.60% |
56.13% |
44.25% |
|---|
| ANET |
Arista Networks, Inc. |
111.17B |
2.99% |
|
|
|
|
|
88.54 |
7.62% |
70.40% |
63.67% |
|---|
| ORCL |
Oracle Corporation |
409.95B |
2.88% |
|
|
|
|
|
146.19 |
3.89% |
48.78% |
54.42% |
|---|
| PLTR |
Palantir Technologies Inc. |
277.26B |
2.84% |
|
|
|
|
|
117.50 |
-0.79% |
94.29% |
71.22% |
|---|
| MRVL |
Marvell Technology, Inc. |
52.53B |
2.80% |
|
|
|
|
|
60.65 |
3.91% |
72.61% |
50.33% |
|---|
| AAPL |
Apple Inc. |
3.19T |
2.80% |
|
|
|
|
|
212.20 |
-0.14% |
45.28% |
51.12% |
|---|
| 9888 HK |
Baidu Inc |
|
2.68% |
|
|
|
|
|
|
|
|
|
|---|
| AMZN |
Amazon.com, Inc. |
2.01T |
2.44% |
|
|
|
|
|
189.00 |
2.48% |
47.62% |
52.61% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
159.94B |
2.39% |
|
|
|
|
|
98.45 |
1.13% |
71.31% |
55.15% |
|---|
| 700 HK |
Tencent Holdings Ltd |
|
2.14% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
200.28B |
2.06% |
|
|
|
|
|
967.53 |
1.31% |
55.31% |
58.64% |
|---|
| CRM |
Salesforce, Inc. |
260.71B |
2.05% |
|
|
|
|
|
271.72 |
1.12% |
41.42% |
48.09% |
|---|
| SNOW |
Snowflake Inc. |
55.37B |
1.89% |
|
|
|
|
|
165.73 |
3.91% |
64.82% |
68.85% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
11.46B |
1.75% |
|
|
|
|
|
69.51 |
6.43% |
99.04% |
63.40% |
|---|
| VRT |
Vertiv Holdings Co |
35.04B |
1.72% |
|
|
|
|
|
91.95 |
7.70% |
89.52% |
56.03% |
|---|
| ETN |
Eaton Corporation plc |
118.56B |
1.69% |
|
|
|
|
|
302.62 |
2.80% |
38.14% |
33.38% |
|---|
| MU |
Micron Technology, Inc. |
87.84B |
1.58% |
|
|
|
|
|
78.60 |
2.14% |
66.93% |
50.18% |
|---|
| 6857 JP |
Advantest Corp |
|
1.55% |
|
|
|
|
|
|
|
|
|
|---|
| QCOM |
QUALCOMM Incorporated |
150.68B |
1.46% |
|
|
|
|
|
136.24 |
-8.23% |
53.30% |
54.18% |
|---|
| ARM |
Arm Holdings plc American Depositary Sha... |
124.15B |
1.36% |
|
|
|
|
|
117.79 |
3.28% |
76.78% |
53.42% |
|---|
| 6669 TT |
Wiwynn Corp |
|
1.23% |
|
|
|
|
|
|
|
|
|
|---|
| NICE |
NICE Ltd. |
9.97B |
1.17% |
|
|
|
|
|
156.90 |
0.67% |
51.38% |
67.85% |
|---|
| CEG |
Constellation Energy Corporation |
75.24B |
1.16% |
|
|
|
|
|
240.15 |
7.48% |
67.12% |
56.99% |
|---|
| COHR |
Coherent, Inc. |
10.90B |
1.16% |
|
|
|
|
|
70.34 |
9.36% |
85.52% |
56.52% |
|---|
| NBIS |
Nebius Group NV |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| TLN |
Talen Energy Corp |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| VST |
Vistra Corp. |
46.92B |
1.13% |
|
|
|
|
|
137.95 |
6.41% |
74.14% |
61.20% |
|---|
| 2356 TT |
Inventec Corp |
|
1.13% |
|
|
|
|
|
|
|
|
|
|---|
| 2382 TT |
Quanta Computer Inc |
|
1.12% |
|
|
|
|
|
|
|
|
|
|---|
| CRDO |
Credo Technology Group Holding Ltd |
7.80B |
1.12% |
|
|
|
|
|
45.91 |
6.64% |
94.32% |
57.47% |
|---|
| NRG |
NRG Energy, Inc. |
23.15B |
1.12% |
|
|
|
|
|
113.69 |
3.75% |
47.37% |
48.91% |
|---|
| 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. |
21.81B |
0.90% |
|
|
|
|
|
120.54 |
3.41% |
105.84% |
70.69% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
82.76B |
0.61% |
|
|
|
|
|
301.69 |
1.33% |
43.85% |
54.55% |
|---|
| 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 |
|
|
|
|
|
|
|
|
|
|---|