| NVDA |
NVIDIA Corporation |
3.59T |
11.34% |
|
|
|
|
|
146.44 |
0.38% |
48.08% |
25.46% |
|---|
| ORCL |
Oracle Corporation |
536.24B |
11.04% |
|
|
|
|
|
193.52 |
1.45% |
46.15% |
94.91% |
|---|
| AVGO |
Broadcom Inc. |
768.50B |
9.81% |
|
|
|
|
|
164.54 |
0.79% |
49.11% |
53.27% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
222.41B |
4.87% |
|
|
|
|
|
137.05 |
-0.40% |
41.38% |
18.85% |
|---|
| CSCO |
Cisco Systems, Inc. |
228.94B |
4.19% |
|
|
|
|
|
57.44 |
-0.11% |
17.17% |
6.17% |
|---|
| INTC |
Intel Corporation |
106.04B |
4.17% |
|
|
|
|
|
24.59 |
2.40% |
49.62% |
44.78% |
|---|
| MSI |
Motorola Solutions, Inc. |
82.32B |
3.24% |
|
|
|
|
|
492.60 |
0.00% |
18.22% |
36.15% |
|---|
| MRVL |
Marvell Technology, Inc. |
80.40B |
3.07% |
|
|
|
|
|
92.82 |
3.29% |
59.96% |
58.78% |
|---|
| ANET |
Arista Networks, Inc. |
126.89B |
2.98% |
|
|
|
|
|
402.89 |
5.55% |
34.76% |
14.37% |
|---|
| CRWD |
CrowdStrike Holdings, Inc. |
87.93B |
2.95% |
|
|
|
|
|
358.71 |
2.44% |
55.80% |
54.99% |
|---|
| CARR |
Carrier Global Corporation |
68.45B |
2.91% |
|
|
|
|
|
76.29 |
2.40% |
31.04% |
26.22% |
|---|
| PANW |
Palo Alto Networks, Inc. |
130.39B |
2.84% |
|
|
|
|
|
398.45 |
1.41% |
33.54% |
14.52% |
|---|
| FTNT |
Fortinet, Inc. |
71.44B |
2.62% |
|
|
|
|
|
93.20 |
0.81% |
29.34% |
21.95% |
|---|
| JCI |
Johnson Controls International plc |
56.46B |
2.20% |
|
|
|
|
|
84.52 |
1.86% |
25.20% |
28.26% |
|---|
| TEL |
TE Connectivity Ltd. |
44.97B |
1.95% |
|
|
|
|
|
150.33 |
1.69% |
26.36% |
44.06% |
|---|
| MSTR |
MicroStrategy Incorporated |
89.77B |
1.89% |
|
|
|
|
|
443.00 |
-6.51% |
215.84% |
117.49% |
|---|
| SNOW |
Snowflake Inc. |
57.31B |
1.67% |
|
|
|
|
|
170.96 |
32.41% |
47.60% |
28.26% |
|---|
| DDOG |
Datadog, Inc. |
48.96B |
1.65% |
|
|
|
|
|
144.12 |
6.40% |
37.34% |
13.89% |
|---|
| LR.PA |
Legrand SA |
|
1.27% |
|
|
|
|
|
|
|
|
|
|---|
| ZS |
Zscaler, Inc. |
31.67B |
1.20% |
|
|
|
|
|
207.71 |
3.37% |
59.66% |
64.93% |
|---|
| SMCI |
Super Micro Computer, Inc. |
17.25B |
1.18% |
|
|
|
|
|
29.46 |
14.18% |
140.41% |
57.65% |
|---|
| NOKIA FH |
Nokia Oyj |
|
1.16% |
|
|
|
|
|
|
|
|
|
|---|
| HPE |
Hewlett Packard Enterprise Company |
28.36B |
1.09% |
|
|
|
|
|
21.84 |
3.12% |
48.34% |
63.33% |
|---|
| NTAP |
NetApp, Inc. |
26.02B |
1.05% |
|
|
|
|
|
127.07 |
2.93% |
49.01% |
88.86% |
|---|
| CHKP |
Check Point Software Technologies Ltd. |
19.96B |
0.98% |
|
|
|
|
|
181.51 |
2.65% |
24.53% |
51.65% |
|---|
| WDC |
Western Digital Corporation |
22.78B |
0.97% |
|
|
|
|
|
65.89 |
3.20% |
40.22% |
33.98% |
|---|
| LII |
Lennox International Inc. |
23.27B |
0.92% |
|
|
|
|
|
653.12 |
4.44% |
30.66% |
55.76% |
|---|
| STX |
Seagate Technology Holdings plc |
21.07B |
0.90% |
|
|
|
|
|
99.62 |
1.63% |
30.58% |
22.51% |
|---|
| MDB |
MongoDB, Inc. |
23.51B |
0.85% |
|
|
|
|
|
318.21 |
12.94% |
75.01% |
73.90% |
|---|
| PSTG |
Pure Storage, Inc. |
17.00B |
0.75% |
|
|
|
|
|
51.89 |
4.24% |
72.71% |
87.50% |
|---|
| DT |
Dynatrace, Inc. |
15.60B |
0.69% |
|
|
|
|
|
52.26 |
2.29% |
26.31% |
19.74% |
|---|
| NTNX |
Nutanix, Inc. |
19.11B |
0.67% |
|
|
|
|
|
71.34 |
2.74% |
53.84% |
61.67% |
|---|
| AKAM |
Akamai Technologies, Inc. |
13.58B |
0.66% |
|
|
|
|
|
90.43 |
2.80% |
28.40% |
29.00% |
|---|
| JNPR |
Juniper Networks, Inc. |
11.79B |
0.55% |
|
|
|
|
|
35.61 |
-0.15% |
37.06% |
90.76% |
|---|
| FFIV |
F5, Inc. |
14.27B |
0.54% |
|
|
|
|
|
244.87 |
1.18% |
20.38% |
39.08% |
|---|
| 4716.T |
Oracle Corp Japan |
|
0.53% |
|
|
|
|
|
|
|
|
|
|---|
| CYBR |
CyberArk Software Ltd. |
14.33B |
0.53% |
|
|
|
|
|
328.78 |
3.75% |
34.42% |
31.96% |
|---|
| NVT |
nVent Electric plc |
12.88B |
0.53% |
|
|
|
|
|
78.15 |
5.22% |
34.74% |
23.46% |
|---|
| OKTA |
Okta, Inc. |
12.44B |
0.50% |
|
|
|
|
|
76.58 |
3.92% |
73.19% |
94.14% |
|---|
| AAON |
AAON, Inc. |
11.05B |
0.42% |
|
|
|
|
|
135.99 |
2.98% |
42.19% |
54.05% |
|---|
| QRVO |
Qorvo, Inc. |
6.36B |
0.40% |
|
|
|
|
|
67.25 |
2.42% |
35.31% |
40.99% |
|---|
| CIEN |
Ciena Corporation |
9.89B |
0.39% |
|
|
|
|
|
68.45 |
2.96% |
55.03% |
68.53% |
|---|
| ESTC |
Elastic N.V. |
9.57B |
0.34% |
|
|
|
|
|
93.10 |
5.10% |
82.70% |
65.51% |
|---|
| S |
SentinelOne, Inc. |
8.93B |
0.32% |
|
|
|
|
|
28.15 |
3.99% |
65.86% |
42.06% |
|---|
| 4704.T |
Trend Micro Inc/Japan |
|
0.32% |
|
|
|
|
|
|
|
|
|
|---|
| SPXC |
SPX Technologies, Inc. |
8.01B |
0.32% |
|
|
|
|
|
172.82 |
3.72% |
29.83% |
31.71% |
|---|
| INFA |
Informatica Inc. |
9.24B |
0.29% |
|
|
|
|
|
26.44 |
2.22% |
46.10% |
39.69% |
|---|
| CRDO |
Credo Technology Group Holding Ltd |
7.79B |
0.28% |
|
|
|
|
|
46.90 |
9.15% |
108.47% |
92.55% |
|---|
| NEX.PA |
Nexans SA |
|
0.28% |
|
|
|
|
|
|
|
|
|
|---|
| VRNS |
Varonis Systems, Inc. |
5.67B |
0.27% |
|
|
|
|
|
50.41 |
0.88% |
40.80% |
47.61% |
|---|
| DBX |
Dropbox, Inc. |
8.51B |
0.27% |
|
|
|
|
|
27.46 |
2.12% |
27.42% |
14.99% |
|---|
| CVLT |
Commvault Systems, Inc. |
7.46B |
0.25% |
|
|
|
|
|
170.64 |
-0.19% |
44.30% |
60.88% |
|---|
| CFLT |
Confluent, Inc. |
9.86B |
0.24% |
|
|
|
|
|
30.08 |
5.27% |
48.07% |
26.01% |
|---|
| TENB |
Tenable Holdings, Inc. |
5.01B |
0.21% |
|
|
|
|
|
41.68 |
2.11% |
35.87% |
22.71% |
|---|
| BDC |
Belden Inc. |
4.90B |
0.20% |
|
|
|
|
|
121.37 |
2.27% |
20.43% |
69.29% |
|---|
| QLYS |
Qualys, Inc. |
5.49B |
0.19% |
|
|
|
|
|
150.05 |
2.05% |
29.50% |
25.27% |
|---|
| DOCN |
DigitalOcean Holdings, Inc. |
3.60B |
0.16% |
|
|
|
|
|
39.04 |
4.02% |
51.20% |
24.85% |
|---|
| DXC |
DXC Technology Company |
3.94B |
0.16% |
|
|
|
|
|
21.79 |
2.93% |
31.80% |
44.43% |
|---|
| IDCC |
InterDigital, Inc. |
4.66B |
0.16% |
|
|
|
|
|
183.98 |
0.93% |
34.53% |
53.05% |
|---|
| CCC.L |
Computacenter PLC |
|
0.14% |
|
|
|
|
|
|
|
|
|
|---|
| USBFS03 |
U.S. Bank Money Market Deposit Account 0... |
|
0.14% |
|
|
|
|
|
|
|
|
|
|---|
| ATKR |
Atkore Inc. |
3.11B |
0.13% |
|
|
|
|
|
86.77 |
3.11% |
52.67% |
55.86% |
|---|
| TDC |
Teradata Corporation |
2.92B |
0.13% |
|
|
|
|
|
30.56 |
1.95% |
33.18% |
21.56% |
|---|
| SMTC |
Semtech Corporation |
3.88B |
0.12% |
|
|
|
|
|
51.62 |
4.98% |
82.15% |
73.10% |
|---|
| CALX |
Calix, Inc. |
2.10B |
0.11% |
|
|
|
|
|
31.64 |
3.99% |
42.08% |
37.94% |
|---|
| RPD |
Rapid7, Inc. |
2.67B |
0.11% |
|
|
|
|
|
42.24 |
2.87% |
42.65% |
22.76% |
|---|
| AMBA |
Ambarella, Inc. |
2.52B |
0.10% |
|
|
|
|
|
61.11 |
3.46% |
73.26% |
76.64% |
|---|
| AVPT |
AvePoint, Inc. |
3.43B |
0.10% |
|
|
|
|
|
18.29 |
4.49% |
38.21% |
23.24% |
|---|
| SWI |
SolarWinds Corporation |
2.25B |
0.09% |
|
|
|
|
|
13.17 |
1.43% |
142.47% |
61.83% |
|---|
| EXTR |
Extreme Networks, Inc. |
2.07B |
0.08% |
|
|
|
|
|
15.68 |
1.62% |
39.27% |
22.58% |
|---|
| 7518.T |
NET One Systems Co Ltd |
|
0.08% |
|
|
|
|
|
|
|
|
|
|---|
| INFN |
Infinera Corporation |
1.56B |
0.07% |
|
|
|
|
|
6.60 |
-0.15% |
144.40% |
5.72% |
|---|
| NTCT |
NetScout Systems, Inc. |
1.55B |
0.06% |
|
|
|
|
|
21.58 |
1.55% |
61.46% |
76.05% |
|---|
| BB.TO |
BlackBerry Ltd |
|
0.06% |
|
|
|
|
|
|
|
|
|
|---|
| MXL |
MaxLinear, Inc. |
1.34B |
0.06% |
|
|
|
|
|
15.84 |
7.83% |
58.60% |
28.59% |
|---|
| DGII |
Digi International Inc. |
1.14B |
0.05% |
|
|
|
|
|
31.40 |
-0.48% |
48.40% |
33.22% |
|---|
| BASE |
Couchbase, Inc. |
1.07B |
0.04% |
|
|
|
|
|
20.89 |
2.45% |
74.17% |
40.18% |
|---|
| Cash&Other |
Cash & Other |
|
0.02% |
|
|
|
|
|
|
|
|
|
|---|