| AVGO |
Broadcom Inc. |
1.03T |
11.96% |
|
|
|
|
|
220.79 |
1.13% |
47.65% |
49.62% |
|---|
| NVDA |
NVIDIA Corporation |
3.30T |
9.11% |
|
|
|
|
|
134.70 |
3.08% |
51.38% |
29.72% |
|---|
| ORCL |
Oracle Corporation |
474.53B |
8.95% |
|
|
|
|
|
169.66 |
0.52% |
27.14% |
21.94% |
|---|
| CSCO |
Cisco Systems, Inc. |
233.07B |
4.22% |
|
|
|
|
|
58.52 |
1.54% |
19.49% |
16.87% |
|---|
| MRVL |
Marvell Technology, Inc. |
96.83B |
4.08% |
|
|
|
|
|
111.90 |
2.56% |
48.61% |
32.64% |
|---|
| ANET |
Arista Networks, Inc. |
142.11B |
3.60% |
|
|
|
|
|
112.81 |
3.43% |
39.12% |
21.58% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
89.13B |
3.54% |
|
|
|
|
|
362.29 |
3.21% |
41.97% |
21.95% |
|---|
| INTC |
Intel Corporation |
84.19B |
3.54% |
|
|
|
|
|
19.52 |
2.41% |
57.65% |
59.09% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
193.46B |
3.50% |
|
|
|
|
|
119.21 |
0.28% |
48.85% |
38.80% |
|---|
| MSI |
Motorola Solutions, Inc. |
78.54B |
3.30% |
|
|
|
|
|
469.94 |
1.32% |
21.26% |
44.94% |
|---|
| FTNT |
Fortinet, Inc. |
74.49B |
3.13% |
|
|
|
|
|
97.19 |
2.47% |
32.64% |
26.22% |
|---|
| PANW |
Palo Alto Networks, Inc. |
122.57B |
3.10% |
|
|
|
|
|
186.78 |
-1.36% |
33.58% |
23.60% |
|---|
| MSTR |
MicroStrategy Incorporated |
88.69B |
2.80% |
|
|
|
|
|
364.20 |
11.56% |
120.54% |
44.70% |
|---|
| CARR |
Carrier Global Corporation |
61.45B |
2.58% |
|
|
|
|
|
68.49 |
3.05% |
27.51% |
18.69% |
|---|
| SNOW |
Snowflake Inc. |
54.89B |
2.35% |
|
|
|
|
|
166.29 |
1.27% |
42.62% |
15.06% |
|---|
| JCI |
Johnson Controls International plc |
53.40B |
2.25% |
|
|
|
|
|
80.64 |
2.45% |
23.17% |
24.64% |
|---|
| DDOG |
Datadog, Inc. |
50.78B |
1.95% |
|
|
|
|
|
149.46 |
1.72% |
36.85% |
14.97% |
|---|
| TEL |
TE Connectivity Ltd. |
42.98B |
1.83% |
|
|
|
|
|
143.67 |
-0.15% |
23.03% |
37.23% |
|---|
| ZS |
Zscaler, Inc. |
28.75B |
1.20% |
|
|
|
|
|
187.38 |
2.28% |
37.43% |
16.11% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
28.06B |
1.18% |
|
|
|
|
|
21.61 |
4.09% |
33.79% |
23.43% |
|---|
| LR.PA |
Legrand SA |
|
1.07% |
|
|
|
|
|
|
|
|
|
|---|
| NOKIA.HE |
Nokia Oyj |
|
1.03% |
|
|
|
|
|
|
|
|
|
|---|
| NTAP |
NetApp, Inc. |
24.08B |
1.02% |
|
|
|
|
|
118.45 |
1.60% |
30.27% |
35.58% |
|---|
| LII |
Lennox International Inc. |
22.38B |
0.94% |
|
|
|
|
|
628.28 |
1.36% |
30.05% |
52.72% |
|---|
| PSTG |
Pure Storage, Inc. |
21.01B |
0.88% |
|
|
|
|
|
64.40 |
3.30% |
40.73% |
28.35% |
|---|
| WDC |
Western Digital Corporation |
20.83B |
0.87% |
|
|
|
|
|
60.24 |
1.04% |
45.00% |
41.57% |
|---|
| CHKP |
Check Point Software Technologies Ltd. |
20.68B |
0.87% |
|
|
|
|
|
188.05 |
0.56% |
25.22% |
44.72% |
|---|
| SMCI |
Super Micro Computer, Inc. |
18.50B |
0.78% |
|
|
|
|
|
31.59 |
1.12% |
116.84% |
42.37% |
|---|
| STX |
Seagate Technology Holdings plc |
18.47B |
0.77% |
|
|
|
|
|
87.31 |
-0.26% |
34.50% |
34.48% |
|---|
| MDB |
MongoDB, Inc. |
18.29B |
0.76% |
|
|
|
|
|
245.63 |
0.26% |
48.92% |
18.71% |
|---|
| NTNX |
Nutanix, Inc. |
17.43B |
0.73% |
|
|
|
|
|
65.07 |
1.83% |
35.44% |
12.90% |
|---|
| DT |
Dynatrace, Inc. |
16.31B |
0.68% |
|
|
|
|
|
54.64 |
2.02% |
29.63% |
8.36% |
|---|
| FFIV |
F5, Inc. |
14.79B |
0.61% |
|
|
|
|
|
252.25 |
0.73% |
21.83% |
20.64% |
|---|
| AKAM |
Akamai Technologies, Inc. |
14.41B |
0.61% |
|
|
|
|
|
95.89 |
1.39% |
29.30% |
18.07% |
|---|
| CYBR |
CyberArk Software Ltd. |
15.73B |
0.58% |
|
|
|
|
|
319.15 |
1.26% |
34.42% |
22.91% |
|---|
| OKTA |
Okta, Inc. |
13.63B |
0.57% |
|
|
|
|
|
83.28 |
1.95% |
36.64% |
14.52% |
|---|
| CIEN |
Ciena Corporation |
12.62B |
0.53% |
|
|
|
|
|
87.38 |
1.85% |
36.40% |
21.78% |
|---|
| JNPR |
Juniper Networks, Inc. |
12.33B |
0.52% |
|
|
|
|
|
37.24 |
0.65% |
56.10% |
63.15% |
|---|
| 4716.T |
Oracle Corp Japan |
|
0.50% |
|
|
|
|
|
|
|
|
|
|---|
| NVT |
nVent Electric plc |
11.46B |
0.48% |
|
|
|
|
|
69.55 |
-0.09% |
33.82% |
24.08% |
|---|
| CRDO |
Credo Technology Group Holding Ltd |
11.46B |
0.48% |
|
|
|
|
|
68.51 |
2.19% |
73.10% |
37.36% |
|---|
| ESTC |
Elastic N.V. |
10.74B |
0.44% |
|
|
|
|
|
103.63 |
-0.08% |
40.85% |
11.24% |
|---|
| AAON |
AAON, Inc. |
10.09B |
0.42% |
|
|
|
|
|
124.13 |
0.24% |
32.20% |
34.87% |
|---|
| CFLT |
Confluent, Inc. |
9.83B |
0.32% |
|
|
|
|
|
29.98 |
5.23% |
45.66% |
24.14% |
|---|
| 4704.T |
Trend Micro Inc/Japan |
|
0.32% |
|
|
|
|
|
|
|
|
|
|---|
| DBX |
Dropbox, Inc. |
9.37B |
0.31% |
|
|
|
|
|
30.25 |
1.54% |
31.35% |
29.39% |
|---|
| INFA |
Informatica Inc. |
9.39B |
0.29% |
|
|
|
|
|
26.86 |
2.79% |
43.34% |
27.50% |
|---|
| CVLT |
Commvault Systems, Inc. |
6.94B |
0.29% |
|
|
|
|
|
158.73 |
0.31% |
36.98% |
39.86% |
|---|
| QRVO |
Qorvo, Inc. |
6.70B |
0.28% |
|
|
|
|
|
70.85 |
2.98% |
36.27% |
41.48% |
|---|
| SPXC |
SPX Technologies, Inc. |
6.65B |
0.28% |
|
|
|
|
|
143.55 |
0.24% |
39.58% |
44.41% |
|---|
| S |
SentinelOne, Inc. |
7.21B |
0.27% |
|
|
|
|
|
22.43 |
0.45% |
43.96% |
10.84% |
|---|
| QLYS |
Qualys, Inc. |
5.15B |
0.21% |
|
|
|
|
|
140.73 |
-1.31% |
28.71% |
14.44% |
|---|
| VRNS |
Varonis Systems, Inc. |
5.09B |
0.21% |
|
|
|
|
|
45.30 |
0.55% |
34.19% |
19.27% |
|---|
| TENB |
Tenable Holdings, Inc. |
4.93B |
0.21% |
|
|
|
|
|
41.05 |
0.27% |
79.49% |
49.11% |
|---|
| SMTC |
Semtech Corporation |
5.48B |
0.20% |
|
|
|
|
|
63.55 |
-0.05% |
59.78% |
30.60% |
|---|
| IDCC |
InterDigital, Inc. |
4.80B |
0.20% |
|
|
|
|
|
189.43 |
0.24% |
37.08% |
65.44% |
|---|
| NEX.PA |
Nexans SA |
|
0.20% |
|
|
|
|
|
|
|
|
|
|---|
| BDC |
Belden Inc. |
4.59B |
0.19% |
|
|
|
|
|
113.74 |
-0.76% |
29.36% |
43.37% |
|---|
| DXC |
DXC Technology Company |
3.73B |
0.16% |
|
|
|
|
|
20.60 |
-4.14% |
31.37% |
8.17% |
|---|
| AVPT |
AvePoint, Inc. |
3.35B |
0.14% |
|
|
|
|
|
17.89 |
0.85% |
40.80% |
22.06% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
3.29B |
0.14% |
|
|
|
|
|
35.70 |
0.71% |
51.49% |
22.68% |
|---|
| TDC |
Teradata Corporation |
3.08B |
0.13% |
|
|
|
|
|
32.23 |
0.00% |
34.27% |
20.13% |
|---|
| ATKR |
Atkore Inc. |
2.90B |
0.13% |
|
|
|
|
|
83.40 |
0.82% |
49.63% |
51.23% |
|---|
| AMBA |
Ambarella, Inc. |
2.96B |
0.12% |
|
|
|
|
|
70.93 |
3.34% |
47.35% |
27.11% |
|---|
| CCC.L |
Computacenter PLC |
|
0.12% |
|
|
|
|
|
|
|
|
|
|---|
| RPD |
Rapid7, Inc. |
2.49B |
0.10% |
|
|
|
|
|
39.36 |
-2.21% |
48.82% |
13.22% |
|---|
| SWI |
SolarWinds Corporation |
2.46B |
0.10% |
|
|
|
|
|
14.45 |
1.19% |
60.30% |
50.56% |
|---|
| CALX |
Calix, Inc. |
2.34B |
0.10% |
|
|
|
|
|
35.36 |
1.99% |
41.76% |
23.50% |
|---|
| EXTR |
Extreme Networks, Inc. |
2.34B |
0.10% |
|
|
|
|
|
17.74 |
0.11% |
36.75% |
26.95% |
|---|
| 7518.T |
NET One Systems Co Ltd |
|
0.10% |
|
|
|
|
|
|
|
|
|
|---|
| BB.TO |
BlackBerry Ltd |
|
0.09% |
|
|
|
|
|
|
|
|
|
|---|
| Cash&Other |
Cash & Other |
|
0.07% |
|
|
|
|
|
|
|
|
|
|---|
| MXL |
MaxLinear, Inc. |
1.61B |
0.07% |
|
|
|
|
|
19.07 |
-0.63% |
77.91% |
39.86% |
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.07% |
|
|
|
|
|
|
|
|
|
|---|
| INFN |
Infinera Corporation |
1.56B |
0.07% |
|
|
|
|
|
6.60 |
0.61% |
316.05% |
13.46% |
|---|
| NTCT |
NetScout Systems, Inc. |
1.54B |
0.06% |
|
|
|
|
|
21.49 |
-0.97% |
103.99% |
69.94% |
|---|
| DGII |
Digi International Inc. |
1.13B |
0.05% |
|
|
|
|
|
30.74 |
-4.68% |
63.97% |
51.98% |
|---|
| BASE |
Couchbase, Inc. |
808.25M |
0.03% |
|
|
|
|
|
15.44 |
0.39% |
57.86% |
26.65% |
|---|