| AVGO |
Broadcom Inc. |
0 |
12.85% |
|
|
|
|
|
N/A |
0.00% |
46.43% |
26.38% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
9.33% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| ORCL |
Oracle Corporation |
0 |
8.83% |
|
|
|
|
|
N/A |
0.00% |
38.95% |
33.64% |
|---|
| CSCO |
Cisco Systems, Inc. |
0 |
4.28% |
|
|
|
|
|
N/A |
0.00% |
30.31% |
42.49% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
4.09% |
|
|
|
|
|
N/A |
0.00% |
63.52% |
40.70% |
|---|
| INTC |
Intel Corporation |
0 |
3.61% |
|
|
|
|
|
N/A |
0.00% |
44.02% |
5.12% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
3.61% |
|
|
|
|
|
N/A |
0.00% |
60.07% |
37.62% |
|---|
| ANET |
Arista Networks, Inc. |
0 |
3.57% |
|
|
|
|
|
N/A |
0.00% |
51.25% |
34.28% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
0 |
3.43% |
|
|
|
|
|
N/A |
0.00% |
49.34% |
35.51% |
|---|
| MSI |
Motorola Solutions, Inc. |
0 |
3.27% |
|
|
|
|
|
N/A |
0.00% |
25.33% |
33.50% |
|---|
| FTNT |
Fortinet, Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
48.64% |
46.62% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
44.96% |
39.72% |
|---|
| CARR |
Carrier Global Corporation |
0 |
2.58% |
|
|
|
|
|
N/A |
0.00% |
28.89% |
12.12% |
|---|
| MSTR |
MicroStrategy Incorporated |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
82.83% |
19.75% |
|---|
| JCI |
Johnson Controls International plc |
0 |
2.23% |
|
|
|
|
|
N/A |
0.00% |
25.88% |
16.90% |
|---|
| SNOW |
Snowflake Inc. |
0 |
2.19% |
|
|
|
|
|
N/A |
0.00% |
61.90% |
53.99% |
|---|
| DDOG |
Datadog, Inc. |
0 |
1.89% |
|
|
|
|
|
N/A |
0.00% |
48.47% |
28.95% |
|---|
| TEL |
TE Connectivity Ltd. |
0 |
1.83% |
|
|
|
|
|
N/A |
0.00% |
23.08% |
13.88% |
|---|
| ZS |
Zscaler, Inc. |
0 |
1.18% |
|
|
|
|
|
N/A |
0.00% |
41.62% |
37.36% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
37.55% |
16.52% |
|---|
| LR.PA |
Legrand SA |
|
1.07% |
|
|
|
|
|
|
|
|
|
|---|
| NOKIA.HE |
Nokia Oyj |
|
1.05% |
|
|
|
|
|
|
|
|
|
|---|
| NTAP |
NetApp, Inc. |
0 |
1.00% |
|
|
|
|
|
N/A |
0.00% |
39.20% |
38.55% |
|---|
| LII |
Lennox International Inc. |
0 |
0.92% |
|
|
|
|
|
N/A |
0.00% |
28.31% |
17.41% |
|---|
| CHKP |
Check Point Software Technologies Ltd. |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
27.02% |
23.07% |
|---|
| WDC |
Western Digital Corporation |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
37.47% |
6.17% |
|---|
| PSTG |
Pure Storage, Inc. |
0 |
0.86% |
|
|
|
|
|
N/A |
0.00% |
56.27% |
47.23% |
|---|
| STX |
Seagate Technology Holdings plc |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
34.75% |
17.49% |
|---|
| SMCI |
Super Micro Computer, Inc. |
0 |
0.76% |
|
|
|
|
|
N/A |
0.00% |
94.75% |
20.04% |
|---|
| MDB |
MongoDB, Inc. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
67.21% |
58.95% |
|---|
| NTNX |
Nutanix, Inc. |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
52.67% |
59.08% |
|---|
| DT |
Dynatrace, Inc. |
0 |
0.68% |
|
|
|
|
|
N/A |
0.00% |
46.35% |
44.98% |
|---|
| FFIV |
F5, Inc. |
0 |
0.62% |
|
|
|
|
|
N/A |
0.00% |
25.36% |
11.37% |
|---|
| AKAM |
Akamai Technologies, Inc. |
0 |
0.61% |
|
|
|
|
|
N/A |
0.00% |
44.58% |
64.01% |
|---|
| CYBR |
CyberArk Software Ltd. |
0 |
0.58% |
|
|
|
|
|
N/A |
0.00% |
36.01% |
18.36% |
|---|
| OKTA |
Okta, Inc. |
0 |
0.54% |
|
|
|
|
|
N/A |
0.00% |
61.83% |
64.88% |
|---|
| JNPR |
Juniper Networks Inc |
|
0.52% |
|
|
|
|
|
|
|
|
|
|---|
| 4716.T |
Oracle Corp Japan |
|
0.52% |
|
|
|
|
|
|
|
|
|
|---|
| CIEN |
Ciena Corporation |
0 |
0.52% |
|
|
|
|
|
N/A |
0.00% |
48.56% |
44.35% |
|---|
| CRDO |
Credo Technology Group Holding Ltd |
0 |
0.49% |
|
|
|
|
|
N/A |
0.00% |
91.18% |
39.71% |
|---|
| NVT |
nVent Electric plc |
0 |
0.47% |
|
|
|
|
|
N/A |
0.00% |
39.95% |
16.64% |
|---|
| ESTC |
Elastic N.V. |
0 |
0.43% |
|
|
|
|
|
N/A |
0.00% |
56.28% |
45.74% |
|---|
| AAON |
AAON, Inc. |
0 |
0.41% |
|
|
|
|
|
N/A |
0.00% |
63.56% |
68.43% |
|---|
| 4704.T |
Trend Micro Inc/Japan |
|
0.32% |
|
|
|
|
|
|
|
|
|
|---|
| DBX |
Dropbox, Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
43.56% |
62.99% |
|---|
| CFLT |
Confluent, Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
55.40% |
24.99% |
|---|
| INFA |
Informatica Inc. |
0 |
0.29% |
|
|
|
|
|
N/A |
0.00% |
212.07% |
1.49% |
|---|
| QRVO |
Qorvo, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
37.54% |
13.82% |
|---|
| SPXC |
SPX Technologies, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
26.46% |
4.15% |
|---|
| CVLT |
Commvault Systems, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
40.53% |
18.80% |
|---|
| S |
SentinelOne, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
59.21% |
61.42% |
|---|
| QLYS |
Qualys, Inc. |
0 |
0.21% |
|
|
|
|
|
N/A |
0.00% |
44.30% |
46.52% |
|---|
| VRNS |
Varonis Systems, Inc. |
0 |
0.21% |
|
|
|
|
|
N/A |
0.00% |
32.60% |
12.47% |
|---|
| IDCC |
InterDigital, Inc. |
0 |
0.21% |
|
|
|
|
|
N/A |
0.00% |
35.51% |
31.46% |
|---|
| TENB |
Tenable Holdings, Inc. |
0 |
0.20% |
|
|
|
|
|
N/A |
0.00% |
31.99% |
5.40% |
|---|
| NEX.PA |
Nexans SA |
|
0.20% |
|
|
|
|
|
|
|
|
|
|---|
| SMTC |
Semtech Corporation |
0 |
0.20% |
|
|
|
|
|
N/A |
0.00% |
72.58% |
36.57% |
|---|
| BDC |
Belden Inc. |
0 |
0.19% |
|
|
|
|
|
N/A |
0.00% |
30.11% |
29.95% |
|---|
| DXC |
DXC Technology Company |
0 |
0.15% |
|
|
|
|
|
N/A |
0.00% |
45.29% |
22.62% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
0 |
0.13% |
|
|
|
|
|
N/A |
0.00% |
84.87% |
81.51% |
|---|
| AVPT |
AvePoint, Inc. |
0 |
0.13% |
|
|
|
|
|
N/A |
0.00% |
47.49% |
51.09% |
|---|
| TDC |
Teradata Corporation |
0 |
0.13% |
|
|
|
|
|
N/A |
0.00% |
64.84% |
61.77% |
|---|
| AMBA |
Ambarella, Inc. |
0 |
0.12% |
|
|
|
|
|
N/A |
0.00% |
56.26% |
55.53% |
|---|
| ATKR |
Atkore Inc. |
0 |
0.12% |
|
|
|
|
|
N/A |
0.00% |
51.40% |
32.85% |
|---|
| CCC.L |
Computacenter PLC |
|
0.12% |
|
|
|
|
|
|
|
|
|
|---|
| RPD |
Rapid7, Inc. |
0 |
0.11% |
|
|
|
|
|
N/A |
0.00% |
72.84% |
50.25% |
|---|
| SWI |
SolarWinds Corp |
|
0.10% |
|
|
|
|
|
|
|
|
|
|---|
| CALX |
Calix, Inc. |
0 |
0.10% |
|
|
|
|
|
N/A |
0.00% |
31.74% |
9.08% |
|---|
| 7518.T |
NET One Systems Co Ltd |
|
0.10% |
|
|
|
|
|
|
|
|
|
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.10% |
|
|
|
|
|
|
|
|
|
|---|
| BB.TO |
BlackBerry Ltd |
|
0.10% |
|
|
|
|
|
|
|
|
|
|---|
| EXTR |
Extreme Networks, Inc. |
0 |
0.09% |
|
|
|
|
|
N/A |
0.00% |
58.58% |
40.93% |
|---|
| MXL |
MaxLinear, Inc. |
0 |
0.07% |
|
|
|
|
|
N/A |
0.00% |
62.74% |
11.69% |
|---|
| INFN |
Infinera Corp |
|
0.07% |
|
|
|
|
|
|
|
|
|
|---|
| NTCT |
NetScout Systems, Inc. |
0 |
0.07% |
|
|
|
|
|
N/A |
0.00% |
69.02% |
45.35% |
|---|
| DGII |
Digi International Inc. |
0 |
0.05% |
|
|
|
|
|
N/A |
0.00% |
213.18% |
88.37% |
|---|
| Cash&Other |
Cash & Other |
|
0.04% |
|
|
|
|
|
|
|
|
|
|---|
| BASE |
Couchbase, Inc. |
0 |
0.03% |
|
|
|
|
|
N/A |
0.00% |
224.00% |
-2.14% |
|---|