| Alphabet Inc (google) Class C | 277K | US$98.5M | 8.9% |
| Nvidia Corporation | 483K | US$97M | 8.8% |
| Meta Platforms, Inc. | 174K | US$96.9M | 8.8% |
| Advanced Micro Devices Inc | 203K | US$96.5M | 8.7% |
| Micron Technology, Inc. | 99,367 | US$81.8M | 7.4% |
| Sk Hynix Inc. | 40,539 | US$46M | 4.2% |
| Intel Corporation | 476K | US$42.9M | 3.9% |
| Seagate Technology Holdings Plc | 42,401 | US$36.3M | 3.3% |
| Western Digital Corporation | 65,183 | US$35.5M | 3.2% |
| Sandisk Corporation | 28,008 | US$34M | 3.1% |
| Mediatek Inc | 304K | US$32.3M | 2.9% |
| Marvell Technology, Inc. | 165K | US$31M | 2.8% |
| Intuitive Surgical, Inc. | 66,968 | US$23.7M | 2.1% |
| Qualcomm Incorporated | 156K | US$23M | 2.1% |
| Keyence Corporation | 39,109 | US$19.6M | 1.8% |
| Snowflake Inc. | 65,540 | US$19.2M | 1.7% |
| Adobe Inc. | 76,451 | US$19.1M | 1.7% |
| Equinix, Inc. | 18,677 | US$19M | 1.7% |
| Kioxia Holdings Corporation | 67,126 | US$18.7M | 1.7% |
| Cadence Design Systems, Inc. | 44,854 | US$15.3M | 1.4% |
| Dell Technologies Inc. | 31,332 | US$12.7M | 1.1% |
| Digital Realty Trust, Inc. | 63,124 | US$11.9M | 1.1% |
| Synopsys, Inc. | 26,359 | US$10.2M | 0.93% |
| Astera Labs, Inc. | 32,408 | US$10.1M | 0.91% |
| Autodesk, Inc. | 39,924 | US$9.35M | 0.84% |
| Emerson Electric Company | 57,581 | US$8.63M | 0.78% |
| Hewlett Packard Enterprise Company | 170K | US$8.12M | 0.73% |
| Ametek, Inc. | 30,538 | US$7.38M | 0.67% |
| Credo Technology Group Holding Ltd | 33,875 | US$7.01M | 0.63% |
| Netapp, Inc. | 35,288 | US$6.3M | 0.57% |
| Electronic Arts Inc. | 28,818 | US$6.05M | 0.55% |
| Strategy Inc | 62,539 | US$5.83M | 0.53% |
| Microchip Technology Incorporated | 75,414 | US$5.6M | 0.51% |
| Garmin Ltd. | 18,645 | US$5.48M | 0.50% |
| Coreweave, Inc. | 76,164 | US$5.47M | 0.49% |
| Nebius Group N.v. | 22,998 | US$4.38M | 0.40% |
| Reddit, Inc. | 26,848 | US$3.78M | 0.34% |
| Wiwynn Corporation | 22,834 | US$3.72M | 0.34% |
| Renesas Electronics Corporation | 182K | US$3.65M | 0.33% |
| Hexagon Ab Class B | 360K | US$3.55M | 0.32% |
| Nanya Technology Corporation | 326K | US$3.48M | 0.31% |
| Dassault Systemes Se | 139K | US$3.23M | 0.29% |
| Lattice Semiconductor Corporation | 25,818 | US$3.21M | 0.29% |
| Roku, Inc. | 21,559 | US$3.13M | 0.28% |
| Super Micro Computer, Inc. | 98,939 | US$2.81M | 0.25% |
| Everpure, Inc. | 33,575 | US$2.59M | 0.23% |
| Samsara Inc. | 68,598 | US$2.56M | 0.23% |
| Halma Plc | 53,388 | US$2.55M | 0.23% |
| Winbond Electronics Corp. | 637K | US$2.46M | 0.22% |
| Largan Precision Co., Ltd. | 19,506 | US$2.42M | 0.22% |
| Fortive Corporation | 39,462 | US$2.34M | 0.21% |
| Hubspot, Inc. | 9,641 | US$2.29M | 0.21% |
| Unity Software Inc. | 69,885 | US$2.22M | 0.20% |
| Pinterest, Inc. | 90,773 | US$2.18M | 0.20% |
| Cognex Corporation | 31,354 | US$2.05M | 0.18% |
| Nidec Corporation | 126K | US$2.03M | 0.18% |
| Docusign, Inc. | 36,604 | US$2.01M | 0.18% |
| Aurora Innovation, Inc. | 234K | US$1.51M | 0.14% |
| The Trade Desk, Inc. | 80,456 | US$1.45M | 0.13% |
| Global Unichip Corp. | 12,275 | US$1.41M | 0.13% |
| Alchip Technologies Ltd. | 15,171 | US$1.4M | 0.13% |
| Horizon Robotics Class B | 2.06M | US$1.37M | 0.12% |
| Bentley Systems, Incorporated | 38,557 | US$1.37M | 0.12% |
| Silicon Laboratories, Inc. | 6,216 | US$1.35M | 0.12% |
| Nextdc Limited | 143K | US$1.34M | 0.12% |
| Yaskawa Electric Corporation | 44,516 | US$1.32M | 0.12% |
| Elastic N.v. | 17,562 | US$1.16M | 0.10% |
| Cambricon Technologies Corp. Ltd. Class A | 7,040 | US$1.15M | 0.10% |
| Figma Inc | 46,196 | US$1.12M | 0.10% |
| Snap Inc. | 225K | US$1.05M | 0.10% |
| Hygon Information Technology Co., Ltd. Class A | 25,612 | US$1.05M | 0.09% |
| Foxconn Industrial Internet Co., Ltd. Class A | 125K | US$1.05M | 0.09% |
| Minebeamitsumi Inc. | 44,905 | US$1.02M | 0.09% |
| Nice Ltd. | 8,987 | US$894K | 0.08% |
| Radnet, Inc. | 13,726 | US$875K | 0.08% |
| Shanghai Biren Technology Co., Ltd. Class H | 215K | US$850K | 0.08% |
| Ralliant Corporation | 12,921 | US$845K | 0.08% |
| Macronix International Co., Ltd. | 270K | US$811K | 0.07% |
| Gigabyte Technology Co., Ltd. | 78,209 | US$807K | 0.07% |
| Maxlinear, Inc | 12,079 | US$807K | 0.07% |
| Gds Holdings Ltd. | 196K | US$797K | 0.07% |
| Shanghai Iluvatar Corex Semiconductor Co., Ltd. Class H | 14,344 | US$770K | 0.07% |
| Inficon Holding Ag | 3,463 | US$698K | 0.06% |
| Ondas Inc | 91,617 | US$686K | 0.06% |
| Aerovironment, Inc. | 4,349 | US$650K | 0.06% |
| Keppel Dc Reit | 369K | US$641K | 0.06% |
| Dolby Laboratories | 10,516 | US$618K | 0.06% |
| Symbotic Inc. | 14,194 | US$611K | 0.06% |
| Rainbow Robotics, Inc. | 2,020 | US$600K | 0.05% |
| Teradata Corporation | 17,738 | US$550K | 0.05% |
| Ubtech Robotics Corp Ltd Class H | 51,558 | US$536K | 0.05% |
| Pegasystems Inc. | 17,311 | US$529K | 0.05% |
| Ap Memory Technology Corp. | 25,637 | US$514K | 0.05% |
| Ipg Photonics Corporation | 6,006 | US$511K | 0.05% |
| Novanta Inc. | 3,435 | US$490K | 0.04% |
| Harmonic Drive Systems Inc. | 12,708 | US$477K | 0.04% |
| Hiwin Technologies Corp. | 48,757 | US$454K | 0.04% |
| Nemetschek Se | 6,622 | US$445K | 0.04% |
| Cogent Communications Holdings, Inc. | 0 | US$0 | 0.00% |
| Trump Media & Technology Group Corp. | 0 | US$0 | 0.00% |