| AAT&T INCT |
| 11.86% | 12.03% | $2.7M | 121,827 | $2.7M | 121,827 | 00.00% | Unchanged |
 TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10ERIC |
| 10.66% | 10.81% | $2.4M | 317,565 | $2.4M | 317,565 | 00.00% | Unchanged |
 TEXAS INSTRS INCTXN |
| 8.6% | 8.72% | $1.9M | 9,406 | $1.9M | 9,406 | 00.00% | Unchanged |
 LUMENTUM HLDGS INCLITE |
| 8.41% | 8.53% | $1.9M | 29,975 | $1.9M | 29,975 | 00.00% | Unchanged |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.98% | 8.1% | $1.8M | 10,383 | $1.8M | 10,383 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 7.35% | 7.45% | $1.7M | 13,673 | $1.7M | 13,673 | 00.00% | Unchanged |
 EQUINIX INCEQIX |
| 6.54% | 6.63% | $1.5M | 1,664 | $1.5M | 1,664 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 6.25% | 6.33% | $1.4M | 20,661 | $1.4M | 20,661 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 6.09% | 6.18% | $1.4M | 2,404 | $1.4M | 2,404 | 00.00% | Unchanged |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 6.02% | 6.1% | $1.4M | 12,408 | $1.4M | 12,408 | 00.00% | Unchanged |
 AMAZON COM INCAMZN |
| 5.99% | 6.08% | $1.4M | 7,268 | $1.4M | 7,268 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 4.52% | 4.58% | $1.0M | 5,919 | $1.0M | 5,919 | 00.00% | Unchanged |
 SNOWFLAKE INC COM SHSSNOW |
| 3.24% | 3.29% | $732,806 | 6,380 | $732,806 | 6,380 | 00.00% | Unchanged |
 BLOOM ENERGY CORPBE |
| 2.69% | 1.31% | $606,562 | 27,571 | $291,150 | 27,571 | 00.00% | Unchanged |
| AAMDOCS LTD SHSDOX |
| 2.07% | 2.1% | $466,881 | 5,337 | $466,881 | 5,337 | 00.00% | Unchanged |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.74% | 1.76% | $392,173 | 634 | $392,173 | 634 | 00.00% | Unchanged |
