| NVDA |
NVIDIA Corporation |
3.45T |
7.13% |
|
|
|
|
|
140.83 |
2.27% |
40.42% |
5.66% |
|---|
| GOOGL |
Alphabet Inc. |
2.43T |
5.73% |
|
|
|
|
|
198.05 |
1.05% |
35.46% |
49.50% |
|---|
| MSFT |
Microsoft Corporation |
3.19T |
5.53% |
|
|
|
|
|
428.50 |
-0.12% |
25.60% |
36.78% |
|---|
| META |
Meta Platforms, Inc. |
1.56T |
4.27% |
|
|
|
|
|
616.46 |
0.60% |
43.74% |
46.35% |
|---|
| 2330 TT |
Taiwan Semiconductor Manufacturing Co Lt... |
|
3.64% |
|
|
|
|
|
|
|
|
|
|---|
| DELL |
Dell Technologies Inc. |
78.27B |
3.50% |
|
|
|
|
|
111.55 |
1.74% |
37.30% |
11.84% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
31.17B |
3.18% |
|
|
|
|
|
23.70 |
2.42% |
31.97% |
8.91% |
|---|
| 000660 KS |
SK Hynix Inc |
|
3.13% |
|
|
|
|
|
|
|
|
|
|---|
| AVGO |
Broadcom Inc. |
1.13T |
3.00% |
|
|
|
|
|
240.31 |
1.21% |
37.82% |
28.50% |
|---|
| ANET |
Arista Networks, Inc. |
153.06B |
2.99% |
|
|
|
|
|
121.50 |
1.29% |
33.69% |
38.11% |
|---|
| ORCL |
Oracle Corporation |
482.67B |
2.88% |
|
|
|
|
|
172.57 |
7.17% |
31.85% |
39.47% |
|---|
| PLTR |
Palantir Technologies Inc. |
166.45B |
2.84% |
|
|
|
|
|
73.07 |
1.81% |
78.04% |
83.27% |
|---|
| MRVL |
Marvell Technology, Inc. |
107.11B |
2.80% |
|
|
|
|
|
123.78 |
-0.79% |
44.98% |
21.15% |
|---|
| AAPL |
Apple Inc. |
3.35T |
2.80% |
|
|
|
|
|
222.64 |
-3.19% |
31.94% |
58.32% |
|---|
| 9888 HK |
Baidu Inc |
|
2.68% |
|
|
|
|
|
|
|
|
|
|---|
| AMZN |
Amazon.com, Inc. |
2.43T |
2.44% |
|
|
|
|
|
230.71 |
2.11% |
36.72% |
52.44% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
198.44B |
2.39% |
|
|
|
|
|
122.28 |
0.68% |
49.50% |
41.31% |
|---|
| 700 HK |
Tencent Holdings Ltd |
|
2.14% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
225.95B |
2.06% |
|
|
|
|
|
1,096.85 |
2.37% |
40.14% |
74.38% |
|---|
| CRM |
Salesforce, Inc. |
312.79B |
2.05% |
|
|
|
|
|
326.84 |
0.70% |
26.44% |
7.95% |
|---|
| SNOW |
Snowflake Inc. |
57.28B |
1.89% |
|
|
|
|
|
173.53 |
1.60% |
37.81% |
4.21% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
19.73B |
1.75% |
|
|
|
|
|
124.41 |
-6.67% |
86.26% |
37.42% |
|---|
| VRT |
Vertiv Holdings Co |
53.72B |
1.72% |
|
|
|
|
|
143.13 |
5.34% |
57.01% |
35.59% |
|---|
| ETN |
Eaton Corporation plc |
141.34B |
1.69% |
|
|
|
|
|
357.63 |
3.28% |
29.89% |
29.56% |
|---|
| MU |
Micron Technology, Inc. |
121.87B |
1.58% |
|
|
|
|
|
109.38 |
3.43% |
42.89% |
20.59% |
|---|
| 6857 JP |
Advantest Corp |
|
1.55% |
|
|
|
|
|
|
|
|
|
|---|
| QCOM |
QUALCOMM Incorporated |
185.84B |
1.46% |
|
|
|
|
|
167.27 |
1.65% |
38.82% |
45.31% |
|---|
| ARM |
Arm Holdings plc American Depositary Sha... |
163.12B |
1.36% |
|
|
|
|
|
155.20 |
3.98% |
68.53% |
19.49% |
|---|
| 6669 TT |
Wiwynn Corp |
|
1.23% |
|
|
|
|
|
|
|
|
|
|---|
| NICE |
NICE Ltd. |
10.41B |
1.17% |
|
|
|
|
|
165.52 |
1.92% |
46.09% |
46.02% |
|---|
| CEG |
Constellation Energy Corporation |
101.22B |
1.16% |
|
|
|
|
|
323.64 |
2.30% |
47.01% |
41.14% |
|---|
| COHR |
Coherent, Inc. |
15.96B |
1.16% |
|
|
|
|
|
103.20 |
5.00% |
66.59% |
54.79% |
|---|
| NBIS |
Nebius Group NV |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| TLN |
Talen Energy Corp |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| VST |
Vistra Corp. |
63.06B |
1.13% |
|
|
|
|
|
185.35 |
8.48% |
58.79% |
61.92% |
|---|
| 2356 TT |
Inventec Corp |
|
1.13% |
|
|
|
|
|
|
|
|
|
|---|
| 2382 TT |
Quanta Computer Inc |
|
1.12% |
|
|
|
|
|
|
|
|
|
|---|
| CRDO |
Credo Technology Group Holding Ltd |
13.63B |
1.12% |
|
|
|
|
|
81.52 |
1.87% |
64.41% |
28.93% |
|---|
| NRG |
NRG Energy, Inc. |
22.60B |
1.12% |
|
|
|
|
|
111.55 |
6.74% |
41.33% |
49.05% |
|---|
| 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. |
33.06B |
0.90% |
|
|
|
|
|
188.32 |
7.41% |
90.11% |
36.79% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
85.29B |
0.61% |
|
|
|
|
|
310.97 |
1.76% |
36.98% |
42.63% |
|---|
| 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 |
|
|
|
|
|
|
|
|
|
|---|