+62
New
62
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | First American Government Obli | FGXXX | Apr 2024 | 376,123 | $376K | 5.05% | STIV |
| 2 | Palo Alto Networks Inc | PANW | Apr 2024 | 457 | $133K | 1.78% | EC |
| 3 | Bentley Systems Inc | BSY | Apr 2024 | 2,459 | $129K | 1.73% | EC |
| 4 | NXP Semiconductors NV | NXPI | Apr 2024 | 502 | $129K | 1.73% | EC |
| 5 | Texas Instruments Inc | TXN | Apr 2024 | 721 | $127K | 1.71% | EC |
| 6 | Vishay Intertechnology Inc | VSH | Apr 2024 | 5,480 | $127K | 1.70% | EC |
| 7 | Arlo Technologies Inc | ARLO | Apr 2024 | 10,197 | $126K | 1.69% | EC |
| 8 | Methode Electronics Inc | MEI | Apr 2024 | 10,303 | $126K | 1.68% | EC |
| 9 | CommVault Systems Inc | CVLT | Apr 2024 | 1,223 | $125K | 1.68% | EC |
| 10 | Microchip Technology Inc | MCHP | Apr 2024 | 1,354 | $125K | 1.67% | EC |
| 11 | Apple Inc | AAPL | Apr 2024 | 725 | $123K | 1.66% | EC |
| 12 | ePlus Inc | PLUS | Apr 2024 | 1,606 | $123K | 1.66% | EC |
| 13 | Arrow Electronics Inc | ARW | Apr 2024 | 965 | $123K | 1.65% | EC |
| 14 | Motorola Solutions Inc | MSI | Apr 2024 | 361 | $122K | 1.64% | EC |
| 15 | Sanmina Corp | SANM | Apr 2024 | 2,017 | $122K | 1.64% | EC |
| 16 | KLA Corp | KLAC | Apr 2024 | 177 | $122K | 1.64% | EC |
| 17 | Avnet Inc | AVT | Apr 2024 | 2,496 | $122K | 1.64% | EC |
| 18 | Qualys Inc | QLYS | Apr 2024 | 741 | $121K | 1.63% | EC |
| 19 | Shutterstock Inc | SSTK | Apr 2024 | 2,831 | $121K | 1.62% | EC |
| 20 | Flex Ltd | FLEX | Apr 2024 | 4,192 | $120K | 1.61% | EC |
| 21 | Cellebrite DI Ltd | CLBT | Apr 2024 | 11,062 | $120K | 1.60% | EC |
| 22 | NVIDIA Corp | NVDA | Apr 2024 | 138 | $119K | 1.60% | EC |
| 23 | Axcelis Technologies Inc | ACLS | Apr 2024 | 1,151 | $119K | 1.60% | EC |
| 24 | Extreme Networks Inc | EXTR | Apr 2024 | 10,630 | $119K | 1.60% | EC |
| 25 | Teradata Corp | TDC | Apr 2024 | 3,187 | $118K | 1.59% | EC |
| 26 | NetApp Inc | NTAP | Apr 2024 | 1,150 | $118K | 1.58% | EC |
| 27 | Applied Materials Inc | AMAT | Apr 2024 | 591 | $117K | 1.57% | EC |
| 28 | QUALCOMM Inc | QCOM | Apr 2024 | 707 | $117K | 1.57% | EC |
| 29 | United Microelectronics Corp | UMC | Apr 2024 | 15,070 | $116K | 1.56% | EC |
| 30 | Ericsson | ERIC | Apr 2024 | 23,103 | $116K | 1.56% | EC |
| 31 | Vontier Corp | VNT | Apr 2024 | 2,852 | $116K | 1.55% | EC |
| 32 | Broadcom Inc | AVGO | Apr 2024 | 89 | $116K | 1.55% | EC |
| 33 | Pure Storage Inc | PSTG | Apr 2024 | 2,295 | $116K | 1.55% | EC |
| 34 | Infosys Ltd | INFY | Apr 2024 | 6,911 | $115K | 1.55% | EC |
| 35 | Zscaler Inc | ZS | Apr 2024 | 665 | $115K | 1.54% | EC |
| 36 | CDW Corp/DE | CDW | Apr 2024 | 475 | $115K | 1.54% | EC |
| 37 | Adobe Inc | ADBE | Apr 2024 | 247 | $114K | 1.53% | EC |
| 38 | DXC Technology Co | DXC | Apr 2024 | 5,845 | $114K | 1.53% | EC |
| 39 | STMicroelectronics NV | STM | Apr 2024 | 2,873 | $114K | 1.52% | EC |
| 40 | Microsoft Corp | MSFT | Apr 2024 | 291 | $113K | 1.52% | EC |
| 41 | Crowdstrike Holdings Inc | CRWD | Apr 2024 | 385 | $113K | 1.51% | EC |
| 42 | Hewlett Packard Enterprise Co | HPE | Apr 2024 | 6,579 | $112K | 1.50% | EC |
| 43 | Lam Research Corp | LRCX | Apr 2024 | 125 | $112K | 1.50% | EC |
| 44 | ASE Technology Holding Co Ltd | ASX | Apr 2024 | 11,062 | $111K | 1.49% | EC |
| 45 | ServiceNow Inc | NOW | Apr 2024 | 160 | $111K | 1.49% | EC |
| 46 | Oracle Corp | ORCL | Apr 2024 | 974 | $111K | 1.49% | EC |
| 47 | Clear Secure Inc | YOU | Apr 2024 | 6,340 | $111K | 1.49% | EC |
| 48 | Check Point Software Technolog | CHKP | Apr 2024 | 741 | $111K | 1.49% | EC |
| 49 | ASML Holding NV | ASML | Apr 2024 | 126 | $110K | 1.47% | EC |
| 50 | Hackett Group Inc/The | HCKT | Apr 2024 | 5,059 | $110K | 1.47% | EC |
| 51 | Logitech International SA | LOGI | Apr 2024 | 1,385 | $109K | 1.46% | EC |
| 52 | Gartner Inc | IT | Apr 2024 | 263 | $109K | 1.46% | EC |
| 53 | Atlassian Corp | TEAM | Apr 2024 | 629 | $108K | 1.45% | EC |
| 54 | Fortinet Inc | FTNT | Apr 2024 | 1,712 | $108K | 1.45% | EC |
| 55 | Cadence Design Systems Inc | CDNS | Apr 2024 | 392 | $108K | 1.45% | EC |
| 56 | IBM | IBM | Apr 2024 | 644 | $107K | 1.44% | EC |
| 57 | Enphase Energy Inc | ENPH | Apr 2024 | 978 | $106K | 1.43% | EC |
| 58 | Jabil Inc | JBL | Apr 2024 | 906 | $106K | 1.43% | EC |
| 59 | Autodesk Inc | ADSK | Apr 2024 | 496 | $106K | 1.42% | EC |
| 60 | Super Micro Computer Inc | SMCI | Apr 2024 | 120 | $103K | 1.38% | EC |
| 61 | Meta Platforms Inc | META | Apr 2024 | 238 | $102K | 1.37% | EC |
| 62 | First American Treasury Obliga | FXFXX | Apr 2024 | 99,515 | $100K | 1.33% | STIV |