Top holdings Market Value Shares Weight %
AVGO Broadcom Inc 32.4 M 87.5 K 10.2% AMD Advanced Micro Devices Inc 20.6 M 80.5 K 6.5% ARM ARM Holdings PLC 14.4 M 85.0 K 4.5% CSCO Cisco Systems Inc 14.3 M 196.2 K 4.5% INTC Intel Corp 14.0 M 350.8 K 4.4% ANET Arista Networks Inc 13.7 M 86.6 K 4.3%
Mount Vernon Liquid Assets Portfolio, LLC 13.1 M 13.1 M 4.1%
Trane Technologies PLC 8.0 M 17.8 K 2.5%
SNOW Snowflake Inc 7.4 M 26.8 K 2.3%
Johnson Controls International 6.0 M 52.5 K 1.9%
TE Connectivity PLC 5.8 M 23.7 K 1.8%
Seagate Technology Holdings PL 4.4 M 17.0 K 1.4%
WDC Western Digital Corp 4.2 M 27.9 K 1.3% ZS Zscaler Inc 4.1 M 12.5 K 1.3% CARR Carrier Global Corp 4.1 M 68.2 K 1.3% UI Ubiquiti Inc 3.8 M 4 867.0 1.2%
Legrand SA 3.7 M 21.4 K 1.2%
Nokia Oyj 3.0 M 444.7 K 0.9%
Credo Technology Group Holding 2.6 M 13.7 K 0.8%
SMCI Super Micro Computer Inc 2.5 M 47.8 K 0.8%

News