+51
New
51
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 67066G104 | Apr 2024 | 345 | $298K | 4.41% | EC |
| 2 | Pure Storage Inc | 74624M102 | Apr 2024 | 4,916 | $248K | 3.66% | EC |
| 3 | Micron Technology Inc | 595112103 | Apr 2024 | 2,142 | $242K | 3.58% | EC |
| 4 | Western Digital Corp | 958102105 | Apr 2024 | 3,338 | $236K | 3.49% | EC |
| 5 | Broadcom Inc | 11135F101 | Apr 2024 | 174 | $226K | 3.34% | EC |
| 6 | Nutanix Inc | 67059N108 | Apr 2024 | 3,491 | $212K | 3.13% | EC |
| 7 | Marvell Technology Inc | 573874104 | Apr 2024 | 3,102 | $204K | 3.02% | EC |
| 8 | QUALCOMM Inc | 747525103 | Apr 2024 | 1,204 | $200K | 2.95% | EC |
| 9 | NXP Semiconductors NV | 000000000 | Apr 2024 | 762 | $195K | 2.89% | EC |
| 10 | Juniper Networks Inc | 48203R104 | Apr 2024 | 5,428 | $189K | 2.79% | EC |
| 11 | Arista Networks Inc | 040413106 | Apr 2024 | 732 | $188K | 2.78% | EC |
| 12 | Qorvo Inc | 74736K101 | Apr 2024 | 1,605 | $188K | 2.77% | EC |
| 13 | Nokia Oyj | 000000000 | Apr 2024 | 51,473 | $187K | 2.77% | EC |
| 14 | Cloudflare Inc | 18915M107 | Apr 2024 | 2,040 | $178K | 2.64% | EC |
| 15 | Seagate Technology Holdings PLC | 000000000 | Apr 2024 | 2,008 | $173K | 2.55% | EC |
| 16 | Datadog Inc | 23804L103 | Apr 2024 | 1,367 | $172K | 2.54% | EC |
| 17 | Skyworks Solutions Inc | 83088M102 | Apr 2024 | 1,561 | $166K | 2.46% | EC |
| 18 | DuPont de Nemours Inc | 26614N102 | Apr 2024 | 2,215 | $161K | 2.37% | EC |
| 19 | Ciena Corp | 171779309 | Apr 2024 | 3,416 | $158K | 2.33% | EC |
| 20 | MediaTek Inc | 000000000 | Apr 2024 | 5,000 | $151K | 2.23% | EC |
| 21 | Murata Manufacturing Co Ltd | 000000000 | Apr 2024 | 8,000 | $146K | 2.16% | EC |
| 22 | Wiwynn Corp | 000000000 | Apr 2024 | 2,000 | $142K | 2.10% | EC |
| 23 | Telefonaktiebolaget LM Ericsson | 000000000 | Apr 2024 | 28,008 | $142K | 2.10% | EC |
| 24 | Akamai Technologies Inc | 00971T101 | Apr 2024 | 1,365 | $138K | 2.04% | EC |
| 25 | Twilio Inc | 90138F102 | Apr 2024 | 2,288 | $137K | 2.03% | EC |
| 26 | Infineon Technologies AG | 000000000 | Apr 2024 | 3,942 | $137K | 2.02% | EC |
| 27 | Cellnex Telecom SA | 000000000 | Apr 2024 | 4,001 | $132K | 1.95% | EC |
| 28 | MACOM Technology Solutions Holdings Inc | 55405Y100 | Apr 2024 | 1,293 | $132K | 1.95% | EC |
| 29 | Dynatrace Inc | 268150109 | Apr 2024 | 2,885 | $131K | 1.93% | EC |
| 30 | American Tower Corp | 03027X100 | Apr 2024 | 744 | $128K | 1.89% | EC |
| 31 | Crown Castle Inc | 22822V101 | Apr 2024 | 1,338 | $125K | 1.85% | EC |
| 32 | China Tower Corp Ltd | 000000000 | Apr 2024 | 1,026,000 | $120K | 1.78% | EC |
| 33 | SBA Communications Corp | 78410G104 | Apr 2024 | 622 | $116K | 1.71% | EC |
| 34 | Intel Corp | 458140100 | Apr 2024 | 3,792 | $116K | 1.71% | EC |
| 35 | Elastic NV | 000000000 | Apr 2024 | 1,045 | $107K | 1.58% | EC |
| 36 | BlackRock Funds III | 066922519 | Apr 2024 | 100,620 | $101K | 1.49% | STIV |
| 37 | Confluent Inc | 20717M103 | Apr 2024 | 3,385 | $95K | 1.41% | EC |
| 38 | NEXTDC Ltd | 000000000 | Apr 2024 | 8,749 | $93K | 1.37% | EC |
| 39 | Infrastrutture Wireless Italiane SpA | 000000000 | Apr 2024 | 8,247 | $88K | 1.31% | EC |
| 40 | Kyndryl Holdings Inc | 50155Q100 | Apr 2024 | 3,991 | $78K | 1.16% | EC |
| 41 | Taiyo Yuden Co Ltd | 000000000 | Apr 2024 | 3,300 | $77K | 1.14% | EC |
| 42 | Belden Inc | 077454106 | Apr 2024 | 943 | $77K | 1.13% | EC |
| 43 | Lumentum Holdings Inc | 55024U109 | Apr 2024 | 1,639 | $72K | 1.06% | EC |
| 44 | Teradata Corp | 88076W103 | Apr 2024 | 1,793 | $67K | 0.98% | EC |
| 45 | Diodes Inc | 254543101 | Apr 2024 | 815 | $60K | 0.88% | EC |
| 46 | NETLINK NBN TRUST | 000000000 | Apr 2024 | 69,900 | $44K | 0.65% | EC |
| 47 | SiTime Corp | 82982T106 | Apr 2024 | 450 | $40K | 0.59% | EC |
| 48 | GDS Holdings Ltd | 000000000 | Apr 2024 | 18,600 | $19K | 0.28% | EC |
| 49 | IEIT Systems Co Ltd | 000000000 | Apr 2024 | 2,000 | $11K | 0.16% | EC |
| 50 | JTOWER Inc | 000000000 | Apr 2024 | 300 | $6K | 0.09% | EC |
| 51 | Chicago Mercantile Exchange | 000000000 | Apr 2024 | 1 | $-618 | -0.01% | DE |