| AVGO |
Broadcom Inc. |
0 |
12.85% |
|
|
|
|
|
N/A |
0.00% |
42.19% |
9.08% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
9.33% |
|
|
|
|
|
N/A |
0.00% |
38.29% |
3.82% |
|---|
| ORCL |
Oracle Corporation |
0 |
8.83% |
|
|
|
|
|
N/A |
0.00% |
51.92% |
59.01% |
|---|
| CSCO |
Cisco Systems, Inc. |
0 |
4.28% |
|
|
|
|
|
N/A |
0.00% |
23.51% |
24.90% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
4.09% |
|
|
|
|
|
N/A |
0.00% |
49.38% |
14.86% |
|---|
| INTC |
Intel Corporation |
0 |
3.61% |
|
|
|
|
|
N/A |
0.00% |
49.66% |
16.07% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
3.61% |
|
|
|
|
|
N/A |
0.00% |
47.06% |
16.11% |
|---|
| ANET |
Arista Networks, Inc. |
0 |
3.57% |
|
|
|
|
|
N/A |
0.00% |
45.48% |
23.63% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
0 |
3.43% |
|
|
|
|
|
N/A |
0.00% |
39.81% |
11.95% |
|---|
| MSI |
Motorola Solutions, Inc. |
0 |
3.27% |
|
|
|
|
|
N/A |
0.00% |
16.94% |
4.89% |
|---|
| FTNT |
Fortinet, Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
32.69% |
12.34% |
|---|
| PANW |
Palo Alto Networks, Inc. |
0 |
3.07% |
|
|
|
|
|
N/A |
0.00% |
30.96% |
10.13% |
|---|
| CARR |
Carrier Global Corporation |
0 |
2.58% |
|
|
|
|
|
N/A |
0.00% |
34.43% |
27.56% |
|---|
| MSTR |
MicroStrategy Incorporated |
0 |
2.34% |
|
|
|
|
|
N/A |
0.00% |
62.28% |
9.35% |
|---|
| JCI |
Johnson Controls International plc |
0 |
2.23% |
|
|
|
|
|
N/A |
0.00% |
27.20% |
19.63% |
|---|
| SNOW |
Snowflake Inc. |
0 |
2.19% |
|
|
|
|
|
N/A |
0.00% |
38.31% |
13.79% |
|---|
| DDOG |
Datadog, Inc. |
0 |
1.89% |
|
|
|
|
|
N/A |
0.00% |
42.78% |
20.75% |
|---|
| TEL |
TE Connectivity Ltd. |
0 |
1.83% |
|
|
|
|
|
N/A |
0.00% |
26.92% |
19.23% |
|---|
| ZS |
Zscaler, Inc. |
0 |
1.18% |
|
|
|
|
|
N/A |
0.00% |
36.71% |
13.16% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
0 |
1.17% |
|
|
|
|
|
N/A |
0.00% |
37.96% |
16.06% |
|---|
| LR.PA |
Legrand SA |
|
1.07% |
|
|
|
|
|
|
|
|
|
|---|
| NOKIA.HE |
Nokia Oyj |
|
1.05% |
|
|
|
|
|
|
|
|
|
|---|
| NTAP |
NetApp, Inc. |
0 |
1.00% |
|
|
|
|
|
N/A |
0.00% |
27.36% |
10.72% |
|---|
| LII |
Lennox International Inc. |
0 |
0.92% |
|
|
|
|
|
N/A |
0.00% |
29.85% |
18.60% |
|---|
| CHKP |
Check Point Software Technologies Ltd. |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
23.76% |
6.91% |
|---|
| WDC |
Western Digital Corporation |
0 |
0.87% |
|
|
|
|
|
N/A |
0.00% |
48.33% |
24.33% |
|---|
| PSTG |
Pure Storage, Inc. |
0 |
0.86% |
|
|
|
|
|
N/A |
0.00% |
44.22% |
28.82% |
|---|
| STX |
Seagate Technology Holdings plc |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
46.69% |
32.83% |
|---|
| SMCI |
Super Micro Computer, Inc. |
0 |
0.76% |
|
|
|
|
|
N/A |
0.00% |
65.59% |
5.56% |
|---|
| MDB |
MongoDB, Inc. |
0 |
0.72% |
|
|
|
|
|
N/A |
0.00% |
48.04% |
19.87% |
|---|
| NTNX |
Nutanix, Inc. |
0 |
0.70% |
|
|
|
|
|
N/A |
0.00% |
34.06% |
31.76% |
|---|
| DT |
Dynatrace, Inc. |
0 |
0.68% |
|
|
|
|
|
N/A |
0.00% |
33.07% |
19.67% |
|---|
| FFIV |
F5, Inc. |
0 |
0.62% |
|
|
|
|
|
N/A |
0.00% |
25.19% |
12.94% |
|---|
| AKAM |
Akamai Technologies, Inc. |
0 |
0.61% |
|
|
|
|
|
N/A |
0.00% |
30.31% |
21.27% |
|---|
| CYBR |
CyberArk Software Ltd. |
0 |
0.58% |
|
|
|
|
|
N/A |
0.00% |
25.46% |
2.63% |
|---|
| OKTA |
Okta, Inc. |
0 |
0.54% |
|
|
|
|
|
N/A |
0.00% |
38.09% |
21.66% |
|---|
| JNPR |
Juniper Networks Inc |
|
0.52% |
|
|
|
|
|
|
|
|
|
|---|
| 4716.T |
Oracle Corp Japan |
|
0.52% |
|
|
|
|
|
|
|
|
|
|---|
| CIEN |
Ciena Corporation |
0 |
0.52% |
|
|
|
|
|
N/A |
0.00% |
43.73% |
34.42% |
|---|
| CRDO |
Credo Technology Group Holding Ltd |
0 |
0.49% |
|
|
|
|
|
N/A |
0.00% |
73.98% |
21.26% |
|---|
| NVT |
nVent Electric plc |
0 |
0.47% |
|
|
|
|
|
N/A |
0.00% |
36.61% |
17.23% |
|---|
| ESTC |
Elastic N.V. |
0 |
0.43% |
|
|
|
|
|
N/A |
0.00% |
44.53% |
33.58% |
|---|
| AAON |
AAON, Inc. |
0 |
0.41% |
|
|
|
|
|
N/A |
0.00% |
54.38% |
50.46% |
|---|
| 4704.T |
Trend Micro Inc/Japan |
|
0.32% |
|
|
|
|
|
|
|
|
|
|---|
| DBX |
Dropbox, Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
28.50% |
28.46% |
|---|
| CFLT |
Confluent, Inc. |
0 |
0.31% |
|
|
|
|
|
N/A |
0.00% |
51.68% |
21.76% |
|---|
| INFA |
Informatica Inc. |
0 |
0.29% |
|
|
|
|
|
N/A |
0.00% |
1,299.15% |
2.27% |
|---|
| QRVO |
Qorvo, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
34.63% |
9.35% |
|---|
| SPXC |
SPX Technologies, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
26.66% |
14.43% |
|---|
| CVLT |
Commvault Systems, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
40.40% |
19.41% |
|---|
| S |
SentinelOne, Inc. |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
41.42% |
28.61% |
|---|
| QLYS |
Qualys, Inc. |
0 |
0.21% |
|
|
|
|
|
N/A |
0.00% |
29.50% |
9.92% |
|---|
| VRNS |
Varonis Systems, Inc. |
0 |
0.21% |
|
|
|
|
|
N/A |
0.00% |
32.68% |
20.95% |
|---|
| IDCC |
InterDigital, Inc. |
0 |
0.21% |
|
|
|
|
|
N/A |
0.00% |
39.77% |
33.96% |
|---|
| TENB |
Tenable Holdings, Inc. |
0 |
0.20% |
|
|
|
|
|
N/A |
0.00% |
30.53% |
25.04% |
|---|
| NEX.PA |
Nexans SA |
|
0.20% |
|
|
|
|
|
|
|
|
|
|---|
| SMTC |
Semtech Corporation |
0 |
0.20% |
|
|
|
|
|
N/A |
0.00% |
52.95% |
2.48% |
|---|
| BDC |
Belden Inc. |
0 |
0.19% |
|
|
|
|
|
N/A |
0.00% |
24.45% |
9.09% |
|---|
| DXC |
DXC Technology Company |
0 |
0.15% |
|
|
|
|
|
N/A |
0.00% |
36.71% |
11.17% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
0 |
0.13% |
|
|
|
|
|
N/A |
0.00% |
56.24% |
31.02% |
|---|
| AVPT |
AvePoint, Inc. |
0 |
0.13% |
|
|
|
|
|
N/A |
0.00% |
42.03% |
27.42% |
|---|
| TDC |
Teradata Corporation |
0 |
0.13% |
|
|
|
|
|
N/A |
0.00% |
40.10% |
24.50% |
|---|
| AMBA |
Ambarella, Inc. |
0 |
0.12% |
|
|
|
|
|
N/A |
0.00% |
37.15% |
12.25% |
|---|
| ATKR |
Atkore Inc. |
0 |
0.12% |
|
|
|
|
|
N/A |
0.00% |
40.66% |
4.50% |
|---|
| CCC.L |
Computacenter PLC |
|
0.12% |
|
|
|
|
|
|
|
|
|
|---|
| RPD |
Rapid7, Inc. |
0 |
0.11% |
|
|
|
|
|
N/A |
0.00% |
50.32% |
19.19% |
|---|
| SWI |
SolarWinds Corp |
|
0.10% |
|
|
|
|
|
|
|
|
|
|---|
| CALX |
Calix, Inc. |
0 |
0.10% |
|
|
|
|
|
N/A |
0.00% |
31.97% |
13.74% |
|---|
| 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% |
31.85% |
17.41% |
|---|
| MXL |
MaxLinear, Inc. |
0 |
0.07% |
|
|
|
|
|
N/A |
0.00% |
57.41% |
7.58% |
|---|
| INFN |
Infinera Corp |
|
0.07% |
|
|
|
|
|
|
|
|
|
|---|
| NTCT |
NetScout Systems, Inc. |
0 |
0.07% |
|
|
|
|
|
N/A |
0.00% |
78.66% |
32.45% |
|---|
| DGII |
Digi International Inc. |
0 |
0.05% |
|
|
|
|
|
N/A |
0.00% |
52.04% |
19.10% |
|---|
| Cash&Other |
Cash & Other |
|
0.04% |
|
|
|
|
|
|
|
|
|
|---|
| BASE |
Couchbase, Inc. |
0 |
0.03% |
|
|
|
|
|
N/A |
0.00% |
N/A |
2.07% |
|---|