| AVGO |
Broadcom Inc. |
1.13T |
12.85% |
|
|
|
|
|
240.31 |
1.21% |
37.82% |
28.50% |
|---|
| NVDA |
NVIDIA Corporation |
3.45T |
9.33% |
|
|
|
|
|
140.83 |
2.27% |
40.42% |
5.66% |
|---|
| ORCL |
Oracle Corporation |
482.67B |
8.83% |
|
|
|
|
|
172.57 |
7.17% |
31.85% |
39.47% |
|---|
| CSCO |
Cisco Systems, Inc. |
243.07B |
4.28% |
|
|
|
|
|
61.03 |
1.33% |
26.61% |
39.29% |
|---|
| MRVL |
Marvell Technology, Inc. |
107.11B |
4.09% |
|
|
|
|
|
123.78 |
-0.79% |
44.98% |
21.15% |
|---|
| INTC |
Intel Corporation |
93.89B |
3.61% |
|
|
|
|
|
21.77 |
1.30% |
64.87% |
78.45% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
198.44B |
3.61% |
|
|
|
|
|
122.28 |
0.68% |
49.50% |
41.31% |
|---|
| ANET |
Arista Networks, Inc. |
153.06B |
3.57% |
|
|
|
|
|
121.50 |
1.29% |
33.69% |
38.11% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
90.25B |
3.43% |
|
|
|
|
|
366.41 |
2.64% |
38.75% |
12.19% |
|---|
| MSI |
Motorola Solutions, Inc. |
78.19B |
3.27% |
|
|
|
|
|
467.84 |
0.64% |
24.43% |
64.44% |
|---|
| FTNT |
Fortinet, Inc. |
74.50B |
3.07% |
|
|
|
|
|
97.20 |
3.15% |
52.05% |
72.23% |
|---|
| PANW |
Palo Alto Networks, Inc. |
120.42B |
3.07% |
|
|
|
|
|
183.51 |
3.61% |
35.01% |
37.32% |
|---|
| CARR |
Carrier Global Corporation |
63.30B |
2.58% |
|
|
|
|
|
70.55 |
1.28% |
36.32% |
50.33% |
|---|
| MSTR |
MicroStrategy Incorporated |
95.91B |
2.34% |
|
|
|
|
|
389.10 |
-1.87% |
121.80% |
44.47% |
|---|
| JCI |
Johnson Controls International plc |
54.62B |
2.23% |
|
|
|
|
|
82.48 |
1.65% |
29.11% |
57.71% |
|---|
| SNOW |
Snowflake Inc. |
57.28B |
2.19% |
|
|
|
|
|
173.53 |
1.60% |
37.81% |
4.21% |
|---|
| DDOG |
Datadog, Inc. |
47.02B |
1.89% |
|
|
|
|
|
138.40 |
0.00% |
46.93% |
39.55% |
|---|
| TEL |
TE Connectivity Ltd. |
44.37B |
1.83% |
|
|
|
|
|
148.30 |
1.77% |
25.86% |
42.58% |
|---|
| ZS |
Zscaler, Inc. |
29.43B |
1.18% |
|
|
|
|
|
191.81 |
2.26% |
38.95% |
17.08% |
|---|
| HPE |
Hewlett Packard Enterprise Company |
31.17B |
1.17% |
|
|
|
|
|
23.70 |
2.42% |
31.97% |
8.91% |
|---|
| LR.PA |
Legrand SA |
|
1.07% |
|
|
|
|
|
|
|
|
|
|---|
| NOKIA.HE |
Nokia Oyj |
|
1.05% |
|
|
|
|
|
|
|
|
|
|---|
| NTAP |
NetApp, Inc. |
25.14B |
1.00% |
|
|
|
|
|
123.67 |
1.29% |
25.49% |
21.44% |
|---|
| LII |
Lennox International Inc. |
23.64B |
0.92% |
|
|
|
|
|
663.59 |
2.49% |
30.50% |
40.06% |
|---|
| CHKP |
Check Point Software Technologies Ltd. |
21.22B |
0.87% |
|
|
|
|
|
192.96 |
2.71% |
33.07% |
75.60% |
|---|
| WDC |
Western Digital Corporation |
23.31B |
0.87% |
|
|
|
|
|
67.43 |
3.67% |
51.15% |
63.69% |
|---|
| PSTG |
Pure Storage, Inc. |
22.86B |
0.86% |
|
|
|
|
|
70.08 |
5.70% |
44.03% |
22.37% |
|---|
| STX |
Seagate Technology Holdings plc |
21.42B |
0.77% |
|
|
|
|
|
101.25 |
3.67% |
42.34% |
64.96% |
|---|
| SMCI |
Super Micro Computer, Inc. |
19.00B |
0.76% |
|
|
|
|
|
32.45 |
5.29% |
133.43% |
53.37% |
|---|
| MDB |
MongoDB, Inc. |
19.20B |
0.72% |
|
|
|
|
|
257.86 |
1.88% |
45.32% |
8.46% |
|---|
| NTNX |
Nutanix, Inc. |
17.53B |
0.70% |
|
|
|
|
|
65.44 |
0.46% |
35.35% |
15.78% |
|---|
| DT |
Dynatrace, Inc. |
15.89B |
0.68% |
|
|
|
|
|
53.22 |
3.74% |
43.56% |
38.27% |
|---|
| FFIV |
F5, Inc. |
15.69B |
0.62% |
|
|
|
|
|
267.74 |
1.44% |
36.25% |
91.42% |
|---|
| AKAM |
Akamai Technologies, Inc. |
14.23B |
0.61% |
|
|
|
|
|
94.71 |
4.07% |
14.91% |
57.16% |
|---|
| CYBR |
CyberArk Software Ltd. |
17.53B |
0.58% |
|
|
|
|
|
355.58 |
0.95% |
40.05% |
41.28% |
|---|
| OKTA |
Okta, Inc. |
14.63B |
0.54% |
|
|
|
|
|
89.40 |
2.42% |
30.06% |
6.27% |
|---|
| JNPR |
Juniper Networks, Inc. |
12.77B |
0.52% |
|
|
|
|
|
38.57 |
0.36% |
34.69% |
56.13% |
|---|
| 4716.T |
Oracle Corp Japan |
|
0.52% |
|
|
|
|
|
|
|
|
|
|---|
| CIEN |
Ciena Corporation |
12.60B |
0.52% |
|
|
|
|
|
88.68 |
4.62% |
38.66% |
18.16% |
|---|
| CRDO |
Credo Technology Group Holding Ltd |
13.63B |
0.49% |
|
|
|
|
|
81.52 |
1.87% |
64.41% |
28.93% |
|---|
| NVT |
nVent Electric plc |
12.34B |
0.47% |
|
|
|
|
|
74.88 |
3.54% |
38.89% |
31.91% |
|---|
| ESTC |
Elastic N.V. |
10.40B |
0.43% |
|
|
|
|
|
100.36 |
-0.03% |
41.82% |
13.02% |
|---|
| AAON |
AAON, Inc. |
10.74B |
0.41% |
|
|
|
|
|
132.15 |
1.51% |
36.94% |
24.76% |
|---|
| 4704.T |
Trend Micro Inc/Japan |
|
0.32% |
|
|
|
|
|
|
|
|
|
|---|
| DBX |
Dropbox, Inc. |
9.64B |
0.31% |
|
|
|
|
|
31.11 |
1.70% |
22.87% |
37.88% |
|---|
| CFLT |
Confluent, Inc. |
9.02B |
0.31% |
|
|
|
|
|
27.51 |
3.03% |
80.76% |
75.71% |
|---|
| INFA |
Informatica Inc. |
8.69B |
0.29% |
|
|
|
|
|
24.86 |
1.97% |
55.76% |
56.79% |
|---|
| QRVO |
Qorvo, Inc. |
8.28B |
0.28% |
|
|
|
|
|
87.58 |
4.00% |
50.30% |
80.44% |
|---|
| SPXC |
SPX Technologies, Inc. |
7.13B |
0.28% |
|
|
|
|
|
153.80 |
3.57% |
34.87% |
40.66% |
|---|
| CVLT |
Commvault Systems, Inc. |
7.17B |
0.28% |
|
|
|
|
|
164.01 |
1.69% |
68.32% |
93.51% |
|---|
| S |
SentinelOne, Inc. |
7.30B |
0.28% |
|
|
|
|
|
22.73 |
1.79% |
36.92% |
-1.17% |
|---|
| QLYS |
Qualys, Inc. |
5.11B |
0.21% |
|
|
|
|
|
139.74 |
2.03% |
38.75% |
40.93% |
|---|
| VRNS |
Varonis Systems, Inc. |
5.12B |
0.21% |
|
|
|
|
|
45.48 |
2.92% |
52.72% |
64.37% |
|---|
| IDCC |
InterDigital, Inc. |
4.35B |
0.21% |
|
|
|
|
|
171.73 |
0.02% |
44.40% |
75.14% |
|---|
| TENB |
Tenable Holdings, Inc. |
4.93B |
0.20% |
|
|
|
|
|
41.06 |
0.56% |
48.75% |
71.78% |
|---|
| NEX.PA |
Nexans SA |
|
0.20% |
|
|
|
|
|
|
|
|
|
|---|
| SMTC |
Semtech Corporation |
6.65B |
0.20% |
|
|
|
|
|
77.15 |
2.87% |
58.81% |
31.54% |
|---|
| BDC |
Belden Inc. |
4.87B |
0.19% |
|
|
|
|
|
120.71 |
2.87% |
55.84% |
83.19% |
|---|
| DXC |
DXC Technology Company |
3.78B |
0.15% |
|
|
|
|
|
20.87 |
1.90% |
43.86% |
35.48% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
3.44B |
0.13% |
|
|
|
|
|
37.26 |
3.13% |
52.41% |
28.80% |
|---|
| AVPT |
AvePoint, Inc. |
3.27B |
0.13% |
|
|
|
|
|
17.42 |
1.22% |
43.49% |
9.95% |
|---|
| TDC |
Teradata Corporation |
3.03B |
0.13% |
|
|
|
|
|
31.62 |
3.37% |
61.81% |
60.44% |
|---|
| AMBA |
Ambarella, Inc. |
3.45B |
0.12% |
|
|
|
|
|
82.65 |
2.30% |
43.12% |
14.08% |
|---|
| ATKR |
Atkore Inc. |
3.06B |
0.12% |
|
|
|
|
|
88.18 |
3.53% |
53.94% |
61.91% |
|---|
| CCC.L |
Computacenter PLC |
|
0.12% |
|
|
|
|
|
|
|
|
|
|---|
| RPD |
Rapid7, Inc. |
2.50B |
0.11% |
|
|
|
|
|
39.54 |
1.80% |
52.51% |
26.85% |
|---|
| SWI |
SolarWinds Corporation |
2.45B |
0.10% |
|
|
|
|
|
14.35 |
2.14% |
82.43% |
37.03% |
|---|
| CALX |
Calix, Inc. |
2.51B |
0.10% |
|
|
|
|
|
37.92 |
0.03% |
54.52% |
50.68% |
|---|
| 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. |
2.31B |
0.09% |
|
|
|
|
|
17.46 |
0.81% |
57.43% |
54.09% |
|---|
| MXL |
MaxLinear, Inc. |
2.10B |
0.07% |
|
|
|
|
|
24.92 |
3.62% |
84.96% |
63.98% |
|---|
| INFN |
Infinera Corporation |
1.57B |
0.07% |
|
|
|
|
|
6.61 |
0.30% |
236.52% |
11.10% |
|---|
| NTCT |
NetScout Systems, Inc. |
1.62B |
0.07% |
|
|
|
|
|
22.52 |
1.67% |
39.34% |
48.14% |
|---|
| DGII |
Digi International Inc. |
1.18B |
0.05% |
|
|
|
|
|
32.06 |
5.15% |
84.12% |
70.80% |
|---|
| Cash&Other |
Cash & Other |
|
0.04% |
|
|
|
|
|
|
|
|
|
|---|
| BASE |
Couchbase, Inc. |
874.21M |
0.03% |
|
|
|
|
|
16.70 |
1.52% |
48.11% |
14.63% |
|---|