+31
New
31
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | Apr 2024 | 16,775 | $14.5M | 25.10% | EC |
| 2 | ASML Holding NV | ASML | Apr 2024 | 7,157 | $6.2M | 10.81% | EC |
| 3 | Advanced Micro Devices Inc | AMD | Apr 2024 | 29,195 | $4.6M | 8.01% | EC |
| 4 | Micron Technology Inc | MU | Apr 2024 | 23,136 | $2.6M | 4.53% | EC |
| 5 | Texas Instruments Inc | TXN | Apr 2024 | 14,709 | $2.6M | 4.49% | EC |
| 6 | Broadcom Inc | AVGO | Apr 2024 | 1,974 | $2.6M | 4.44% | EC |
| 7 | Applied Materials Inc | AMAT | Apr 2024 | 12,680 | $2.5M | 4.36% | EC |
| 8 | Lam Research Corp | LRCX | Apr 2024 | 2,675 | $2.4M | 4.14% | EC |
| 9 | Analog Devices Inc | ADI | Apr 2024 | 10,328 | $2.1M | 3.59% | EC |
| 10 | KLA CORP | KLAC | Apr 2024 | 2,820 | $1.9M | 3.37% | EC |
| 11 | Intel Corp | INTC | Apr 2024 | 55,523 | $1.7M | 2.93% | EC |
| 12 | Synopsys Inc | SNPS | Apr 2024 | 3,173 | $1.7M | 2.92% | EC |
| 13 | Cadence Design Systems Inc | CDNS | Apr 2024 | 5,638 | $1.6M | 2.69% | EC |
| 14 | Amphenol Corp | APH | Apr 2024 | 12,465 | $1.5M | 2.61% | EC |
| 15 | QUALCOMM Inc | QCOM | Apr 2024 | 7,769 | $1.3M | 2.23% | EC |
| 16 | MARVELL TECHNOLOGY INC | MRVL | Apr 2024 | 17,991 | $1.2M | 2.05% | EC |
| 17 | Microchip Technology Inc | MCHP | Apr 2024 | 11,061 | $1.0M | 1.76% | EC |
| 18 | TE Connectivity Ltd | TEL | Apr 2024 | 6,443 | $912K | 1.58% | EC |
| 19 | ON Semiconductor Corp | ON | Apr 2024 | 8,892 | $624K | 1.08% | EC |
| 20 | Keysight Technologies Inc | KEYS | Apr 2024 | 3,628 | $537K | 0.93% | EC |
| 21 | STMicroelectronics NV | STM | Apr 2024 | 13,387 | $530K | 0.92% | EC |
| 22 | Entegris Inc | ENTG | Apr 2024 | 3,125 | $415K | 0.72% | EC |
| 23 | Teradyne Inc | TER | Apr 2024 | 3,181 | $370K | 0.64% | EC |
| 24 | ARM Holdings PLC | ARM | Apr 2024 | 2,014 | $204K | 0.35% | EC |
| 25 | Lattice Semiconductor Corp | LSCC | Apr 2024 | 2,836 | $195K | 0.34% | EC |
| 26 | DuPont de Nemours Inc | DD | Apr 2024 | 2,566 | $186K | 0.32% | EC |
| 27 | MKS Instruments Inc | MKSI | Apr 2024 | 1,388 | $165K | 0.29% | EC |
| 28 | First American Government Obligations Fund | FGXXX | Apr 2024 | 164,746 | $165K | 0.29% | STIV |
| 29 | Rambus Inc | RMBS | Apr 2024 | 2,219 | $122K | 0.21% | EC |
| 30 | MACOM Technology Solutions Holdings Inc | MTSI | Apr 2024 | 1,182 | $121K | 0.21% | EC |
| 31 | Sensata Technologies Holding PLC | ST | Apr 2024 | 3,140 | $120K | 0.21% | EC |