| NVDA |
NVIDIA Corporation |
3.30T |
7.13% |
|
|
|
|
|
134.70 |
3.08% |
51.38% |
29.72% |
|---|
| GOOGL |
Alphabet Inc. |
2.35T |
5.73% |
|
|
|
|
|
191.41 |
1.54% |
31.29% |
32.95% |
|---|
| MSFT |
Microsoft Corporation |
3.25T |
5.53% |
|
|
|
|
|
436.60 |
-0.10% |
21.55% |
16.24% |
|---|
| META |
Meta Platforms, Inc. |
1.48T |
4.27% |
|
|
|
|
|
585.25 |
-1.73% |
32.83% |
16.85% |
|---|
| 2330 TT |
Taiwan Semiconductor Manufacturing Co Lt... |
|
3.64% |
|
|
|
|
|
|
|
|
|
|---|
| DELL |
Dell Technologies Inc. |
81.10B |
3.50% |
|
|
|
|
|
115.77 |
3.40% |
40.20% |
24.24% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
28.06B |
3.18% |
|
|
|
|
|
21.61 |
4.09% |
33.79% |
23.43% |
|---|
| 000660 KS |
SK Hynix Inc |
|
3.13% |
|
|
|
|
|
|
|
|
|
|---|
| AVGO |
Broadcom Inc. |
1.03T |
3.00% |
|
|
|
|
|
220.79 |
1.13% |
47.65% |
49.62% |
|---|
| ANET |
Arista Networks, Inc. |
142.11B |
2.99% |
|
|
|
|
|
112.81 |
3.43% |
39.12% |
21.58% |
|---|
| ORCL |
Oracle Corporation |
474.53B |
2.88% |
|
|
|
|
|
169.66 |
0.52% |
27.14% |
21.94% |
|---|
| PLTR |
Palantir Technologies Inc. |
183.49B |
2.84% |
|
|
|
|
|
80.55 |
8.54% |
68.72% |
62.25% |
|---|
| MRVL |
Marvell Technology, Inc. |
96.83B |
2.80% |
|
|
|
|
|
111.90 |
2.56% |
48.61% |
32.64% |
|---|
| AAPL |
Apple Inc. |
3.85T |
2.80% |
|
|
|
|
|
254.49 |
1.88% |
22.10% |
17.26% |
|---|
| 9888 HK |
Baidu Inc |
|
2.68% |
|
|
|
|
|
|
|
|
|
|---|
| AMZN |
Amazon.com, Inc. |
2.37T |
2.44% |
|
|
|
|
|
224.92 |
0.73% |
29.44% |
23.46% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
193.46B |
2.39% |
|
|
|
|
|
119.21 |
0.28% |
48.85% |
38.80% |
|---|
| 700 HK |
Tencent Holdings Ltd |
|
2.14% |
|
|
|
|
|
|
|
|
|
|---|
| NOW |
ServiceNow, Inc. |
224.80B |
2.06% |
|
|
|
|
|
1,091.25 |
1.52% |
28.87% |
27.09% |
|---|
| CRM |
Salesforce, Inc. |
328.87B |
2.05% |
|
|
|
|
|
343.65 |
2.21% |
29.88% |
22.98% |
|---|
| SNOW |
Snowflake Inc. |
54.89B |
1.89% |
|
|
|
|
|
166.29 |
1.27% |
42.62% |
15.06% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
20.96B |
1.75% |
|
|
|
|
|
132.17 |
5.50% |
75.28% |
22.40% |
|---|
| VRT |
Vertiv Holdings Co |
45.06B |
1.72% |
|
|
|
|
|
120.04 |
3.98% |
54.26% |
27.16% |
|---|
| ETN |
Eaton Corporation plc |
133.63B |
1.69% |
|
|
|
|
|
338.12 |
0.74% |
28.27% |
20.96% |
|---|
| MU |
Micron Technology, Inc. |
100.40B |
1.58% |
|
|
|
|
|
90.12 |
3.48% |
70.50% |
87.68% |
|---|
| 6857 JP |
Advantest Corp |
|
1.55% |
|
|
|
|
|
|
|
|
|
|---|
| QCOM |
QUALCOMM Incorporated |
169.86B |
1.46% |
|
|
|
|
|
152.89 |
1.66% |
37.26% |
40.74% |
|---|
| ARM |
Arm Holdings plc American Depositary Sha... |
138.89B |
1.36% |
|
|
|
|
|
132.15 |
0.04% |
61.61% |
13.59% |
|---|
| 6669 TT |
Wiwynn Corp |
|
1.23% |
|
|
|
|
|
|
|
|
|
|---|
| NICE |
NICE Ltd. |
11.07B |
1.17% |
|
|
|
|
|
176.02 |
0.26% |
35.89% |
26.93% |
|---|
| CEG |
Constellation Energy Corporation |
71.00B |
1.16% |
|
|
|
|
|
227.02 |
0.82% |
45.66% |
39.65% |
|---|
| COHR |
Coherent, Inc. |
15.11B |
1.16% |
|
|
|
|
|
97.67 |
1.55% |
53.83% |
31.31% |
|---|
| NBIS |
Nebius Group NV |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| TLN |
Talen Energy Corp |
|
1.14% |
|
|
|
|
|
|
|
|
|
|---|
| VST |
Vistra Corp. |
47.61B |
1.13% |
|
|
|
|
|
139.95 |
2.17% |
62.52% |
72.20% |
|---|
| 2356 TT |
Inventec Corp |
|
1.13% |
|
|
|
|
|
|
|
|
|
|---|
| 2382 TT |
Quanta Computer Inc |
|
1.12% |
|
|
|
|
|
|
|
|
|
|---|
| CRDO |
Credo Technology Group Holding Ltd |
11.46B |
1.12% |
|
|
|
|
|
68.51 |
2.19% |
73.10% |
37.36% |
|---|
| NRG |
NRG Energy, Inc. |
18.32B |
1.12% |
|
|
|
|
|
90.45 |
1.34% |
39.13% |
53.56% |
|---|
| 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. |
29.97B |
0.90% |
|
|
|
|
|
170.71 |
4.27% |
73.30% |
21.40% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
82.68B |
0.61% |
|
|
|
|
|
301.47 |
0.53% |
32.31% |
37.88% |
|---|
| 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 |
|
|
|
|
|
|
|
|
|
|---|