 NVIDIA CORPORATIONNVDA |
| 11.22% | 13.06% | $13.9M | 69,525 | $12.2M | 70,046 | -521-0.74% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 9.74% | 4.17% | $12.1M | 10,469 | $3.9M | 11,553 | -1,084-9.38% | Reduce |
| TTERADYNE INCTER |
| 8.36% | 9.31% | $10.4M | 21,429 | $8.7M | 29,375 | -7,946-27.05% | Reduce |
 INTUITIVE SURGICAL INCISRG |
| 6.98% | 5.32% | $8.7M | 21,759 | $5.0M | 10,797 | +10,962+101.53% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 6.4% | 5.18% | $7.9M | 13,657 | $4.8M | 23,834 | -10,177-42.70% | Reduce |
 SYNOPSYS INCSNPS |
| 6.32% | 6.97% | $7.8M | 17,571 | $6.5M | 16,439 | +1,132+6.89% | Add |
 DATADOG INCDDOG |
| 5.84% | 4.27% | $7.2M | 27,817 | $4.0M | 33,814 | -5,997-17.74% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 5.31% | 0.77% | $6.6M | 22,097 | $718,905 | 7,258 | +14,839+204.45% | Add |
| RRUBRIK INC CLASS ARBRK |
| 5.1% | 5.1% | $6.3M | 78,781 | $4.8M | 97,469 | -18,688-19.17% | Reduce |
 BROADCOM INCAVGO |
| 4.88% | 4.89% | $6.1M | 16,019 | $4.6M | 14,781 | +1,238+8.38% | Add |
 ARM HOLDINGS PLCARM |
| 4.38% | 4.62% | $5.4M | 15,317 | $4.3M | 28,579 | -13,262-46.40% | Reduce |
 PALO ALTOPANW |
| 4.24% | 4.67% | $5.3M | 15,434 | $4.4M | 27,215 | -11,781-43.29% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 3.34% | 3.18% | $4.1M | 8,666 | $3.0M | 8,801 | -135-1.53% | Reduce |
 CLOUDFLARE INCNET |
| 2.92% | 3.38% | $3.6M | 14,759 | $3.2M | 15,328 | -569-3.71% | Reduce |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.8% | 2.81% | $3.5M | 9,260 | $2.6M | 9,455 | -195-2.06% | Reduce |
 COHERENT CORPCOHR |
| 2.69% | — | $3.3M | 8,453 | $0 | 0 | +8,453 | New Buy |
 INTEL CORPINTC |
| 2.21% | — | $2.7M | 19,615 | $0 | 0 | +19,615 | New Buy |
 AMETEK INC COMAME |
| 2.09% | 3.53% | $2.6M | 10,720 | $3.3M | 15,400 | -4,680-30.39% | Reduce |
 PROCEPT BIOROBOTICS CORPPRCT |
| 1.78% | 2.68% | $2.2M | 98,007 | $2.5M | 100,062 | -2,055-2.05% | Reduce |
 TESLA INCTSLA |
| 1.78% | 2.14% | $2.2M | 5,251 | $2.0M | 5,375 | -124-2.31% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 1.52% | — | $1.9M | 2,203 | $0 | 0 | +2,203 | New Buy |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.09% | 3.05% | $117,028 | 153 | $2.9M | 7,302 | -7,149-97.90% | Reduce |
