+94
New
94
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | TSMC | TSM | Apr 2025 | 35,506 | $5.9M | 11.95% | EC |
| 2 | Apple Inc | AAPL | Apr 2025 | 24,713 | $5.3M | 10.60% | EC |
| 3 | Microsoft Corp | MSFT | Apr 2025 | 12,563 | $5.0M | 10.03% | EC |
| 4 | NVIDIA Corp | NVDA | Apr 2025 | 42,909 | $4.7M | 9.44% | EC |
| 5 | SAP SE | SAP | Apr 2025 | 11,718 | $3.4M | 6.91% | EC |
| 6 | ASML Holding NV | ASML | Apr 2025 | 3,497 | $2.3M | 4.68% | EC |
| 7 | Broadcom Inc | AVGO | Apr 2025 | 10,130 | $1.9M | 3.94% | EC |
| 8 | MediaTek Inc | 2454 | Apr 2025 | 43,675 | $1.8M | 3.72% | EC |
| 9 | Xiaomi Corp | XIACY | Apr 2025 | 38,184 | $1.2M | 2.46% | EC |
| 10 | Keyence Corp | 6861 | Apr 2025 | 2,250 | $944K | 1.91% | EC |
| 11 | Tokyo Electron Ltd | TOELY | Apr 2025 | 10,728 | $804K | 1.62% | EC |
| 12 | Constellation Software Inc/Can | CSU | Apr 2025 | 223 | $802K | 1.62% | EC |
| 13 | Salesforce Inc | CRM | Apr 2025 | 2,161 | $581K | 1.17% | EC |
| 14 | Quanta Computer Inc | 2382 | Apr 2025 | 72,410 | $540K | 1.09% | EC |
| 15 | Delta Electronics Inc | 2308 | Apr 2025 | 50,046 | $522K | 1.05% | EC |
| 16 | Cisco Systems Inc | CSCO | Apr 2025 | 8,993 | $519K | 1.05% | EC |
| 17 | Oracle Corp | ORCL | Apr 2025 | 3,663 | $515K | 1.04% | EC |
| 18 | Infineon Technologies AG | IFNNY | Apr 2025 | 14,329 | $472K | 0.95% | EC |
| 19 | United Microelectronics Corp | UMC | Apr 2025 | 63,394 | $446K | 0.90% | EC |
| 20 | Accenture PLC | ACN | Apr 2025 | 1,456 | $436K | 0.88% | EC |
| 21 | ServiceNow Inc | NOW | Apr 2025 | 455 | $435K | 0.88% | EC |
| 22 | Fujitsu Ltd | FJTSY | Apr 2025 | 18,806 | $418K | 0.84% | EC |
| 23 | QUALCOMM Inc | QCOM | Apr 2025 | 2,591 | $385K | 0.78% | EC |
| 24 | Advanced Micro Devices Inc | AMD | Apr 2025 | 3,820 | $372K | 0.75% | EC |
| 25 | Adobe Inc | ADBE | Apr 2025 | 982 | $368K | 0.74% | EC |
| 26 | Texas Instruments Inc | TXN | Apr 2025 | 2,120 | $339K | 0.69% | EC |
| 27 | Advantest Corp | ATEYY | Apr 2025 | 7,947 | $332K | 0.67% | EC |
| 28 | Canon Inc | CAJPY | Apr 2025 | 10,110 | $311K | 0.63% | EC |
| 29 | Applied Materials Inc | AMAT | Apr 2025 | 1,944 | $293K | 0.59% | EC |
| 30 | Palo Alto Networks Inc | PANW | Apr 2025 | 1,527 | $285K | 0.58% | EC |
| 31 | Nokia Oyj | NOK | Apr 2025 | 56,409 | $281K | 0.57% | EC |
| 32 | Ericsson | ERIC | Apr 2025 | 33,169 | $273K | 0.55% | EC |
| 33 | Murata Manufacturing Co Ltd | MRAAY | Apr 2025 | 38,316 | $270K | 0.55% | EC |
| 34 | FUJIFILM Holdings Corp | FUJIY | Apr 2025 | 25,482 | $261K | 0.53% | EC |
| 35 | Capgemini SE | CGEMY | Apr 2025 | 8,030 | $256K | 0.52% | EC |
| 36 | Dassault Systemes SE | DASTY | Apr 2025 | 6,730 | $252K | 0.51% | EC |
| 37 | Crowdstrike Holdings Inc | CRWD | Apr 2025 | 565 | $242K | 0.49% | EC |
| 38 | Analog Devices Inc | ADI | Apr 2025 | 1,120 | $218K | 0.44% | EC |
| 39 | ASM International NV | ASM | Apr 2025 | 451 | $218K | 0.44% | EC |
| 40 | Hexagon AB | HXGBY | Apr 2025 | 22,033 | $212K | 0.43% | EC |
| 41 | KLA Corp | KLAC | Apr 2025 | 299 | $210K | 0.42% | EC |
| 42 | Lam Research Corp | LRCX | Apr 2025 | 2,898 | $208K | 0.42% | EC |
| 43 | CGI Inc | GIB/A | Apr 2025 | 1,921 | $203K | 0.41% | EC |
| 44 | Micron Technology Inc | MU | Apr 2025 | 2,596 | $200K | 0.40% | EC |
| 45 | Arista Networks Inc | ANET | Apr 2025 | 2,362 | $194K | 0.39% | EC |
| 46 | Cadence Design Systems Inc | CDNS | Apr 2025 | 643 | $191K | 0.39% | EC |
| 47 | Disco Corp | DSCSY | Apr 2025 | 9,648 | $187K | 0.38% | EC |
| 48 | Sage Group PLC/The | SGPYY | Apr 2025 | 2,725 | $180K | 0.36% | EC |
| 49 | Nomura Research Institute Ltd | NRILY | Apr 2025 | 4,566 | $172K | 0.35% | EC |
| 50 | Kyocera Corp | KYOCY | Apr 2025 | 14,101 | $167K | 0.34% | EC |
| 51 | Synopsys Inc | SNPS | Apr 2025 | 347 | $159K | 0.32% | EC |
| 52 | Fortinet Inc | FTNT | Apr 2025 | 1,532 | $159K | 0.32% | EC |
| 53 | Halma PLC | HALMY | Apr 2025 | 1,960 | $148K | 0.30% | EC |
| 54 | STMicroelectronics NV | STMM | Apr 2025 | 6,474 | $146K | 0.29% | EC |
| 55 | Roper Technologies Inc | ROP | Apr 2025 | 256 | $143K | 0.29% | EC |
| 56 | Xero Ltd | XRO | Apr 2025 | 1,304 | $137K | 0.28% | EC |
| 57 | Autodesk Inc | ADSK | Apr 2025 | 494 | $135K | 0.27% | EC |
| 58 | Workday Inc | WDAY | Apr 2025 | 485 | $119K | 0.24% | EC |
| 59 | NXP Semiconductors NV | NXPI | Apr 2025 | 640 | $118K | 0.24% | EC |
| 60 | Logitech International SA | LOGN | Apr 2025 | 1,525 | $115K | 0.23% | EC |
| 61 | Obic Co Ltd | 4684 | Apr 2025 | 3,203 | $112K | 0.23% | EC |
| 62 | TE Connectivity PLC | TEL | Apr 2025 | 735 | $108K | 0.22% | EC |
| 63 | Fair Isaac Corp | FICO | Apr 2025 | 54 | $107K | 0.22% | EC |
| 64 | WiseTech Global Ltd | WTC | Apr 2025 | 1,708 | $97K | 0.20% | EC |
| 65 | Cognizant Technology Solutions | CTSH | Apr 2025 | 1,294 | $95K | 0.19% | EC |
| 66 | Lasertec Corp | LSRCY | Apr 2025 | 4,609 | $86K | 0.17% | EC |
| 67 | Corning Inc | GLW | Apr 2025 | 1,844 | $82K | 0.17% | EC |
| 68 | BE Semiconductor Industries NV | BESI | Apr 2025 | 722 | $77K | 0.16% | EC |
| 69 | ANSYS Inc | ANSS | Apr 2025 | 238 | $77K | 0.15% | EC |
| 70 | Gartner Inc | IT | Apr 2025 | 176 | $74K | 0.15% | EC |
| 71 | SCREEN Holdings Co Ltd | 7735 | Apr 2025 | 980 | $65K | 0.13% | EC |
| 72 | GoDaddy Inc | GDDY | Apr 2025 | 333 | $63K | 0.13% | EC |
| 73 | Microchip Technology Inc | MCHP | Apr 2025 | 1,346 | $62K | 0.13% | EC |
| 74 | Monolithic Power Systems Inc | MPWR | Apr 2025 | 97 | $58K | 0.12% | EC |
| 75 | Omron Corp | OMRNY | Apr 2025 | 1,903 | $57K | 0.11% | EC |
| 76 | HP Inc | HPQ | Apr 2025 | 2,136 | $55K | 0.11% | EC |
| 77 | VeriSign Inc | VRSN | Apr 2025 | 189 | $53K | 0.11% | EC |
| 78 | Tyler Technologies Inc | TYL | Apr 2025 | 92 | $50K | 0.10% | EC |
| 79 | NetApp Inc | NTAP | Apr 2025 | 553 | $50K | 0.10% | EC |
| 80 | PTC Inc | PTC | Apr 2025 | 316 | $49K | 0.10% | EC |
| 81 | CDW Corp/DE | CDW | Apr 2025 | 287 | $46K | 0.09% | EC |
| 82 | Temenos AG | TMSNY | Apr 2025 | 632 | $45K | 0.09% | EC |
| 83 | F5 Inc | FFIV | Apr 2025 | 158 | $42K | 0.08% | EC |
| 84 | Jabil Inc | JBL | Apr 2025 | 265 | $39K | 0.08% | EC |
| 85 | ON Semiconductor Corp | ON | Apr 2025 | 957 | $38K | 0.08% | EC |
| 86 | Super Micro Computer Inc | SMCI | Apr 2025 | 1,130 | $36K | 0.07% | EC |
| 87 | Juniper Networks Inc | JNPR | Apr 2025 | 948 | $34K | 0.07% | EC |
| 88 | First Solar Inc | FSLR | Apr 2025 | 254 | $32K | 0.06% | EC |
| 89 | Akamai Technologies Inc | AKAM | Apr 2025 | 395 | $32K | 0.06% | EC |
| 90 | Trimble Inc | TRMB | Apr 2025 | 494 | $31K | 0.06% | EC |
| 91 | Skyworks Solutions Inc | SWKS | Apr 2025 | 396 | $25K | 0.05% | EC |
| 92 | EPAM Systems Inc | EPAM | Apr 2025 | 158 | $25K | 0.05% | EC |
| 93 | Teradyne Inc | TER | Apr 2025 | 319 | $24K | 0.05% | EC |
| 94 | Zebra Technologies Corp | ZBRA | Apr 2025 | 86 | $22K | 0.04% | EC |