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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
LRCXLam Research Corp5.17%---------0.60
NVDANVIDIA Corp5.04%--------0.85
AVGOBroadcom Inc4.96%--------1.33
MSFTMicrosoft Corp4.76%--------0.30
AAPLApple Inc4.33%--------0.47
GOOGLAlphabet Inc4.16%---------0.03
BEBloom Energy Corp3.90%--------0.80
VVisa Inc3.12%--------0.49
GPNGlobal Payments Inc3.04%---------0.79
EBAYeBay Inc2.81%--------0.55
AMATApplied Materials Inc2.71%---------0.48
METAMeta Platforms Inc2.61%--------0.46
ORCLOracle Corp2.51%--------0.42
GENGen Digital Inc2.22%--------0.38
GDDYGoDaddy Inc2.13%--------0.42
DBXDropbox Inc1.94%--------0.23
NXPINXP Semiconductors NV1.91%---------0.42
NTAPNetApp Inc1.86%---------0.11
RNECFRenesas Electronics Corp1.81%---------0.49
CRMSalesforce Inc1.80%--------0.02
CSCOCisco Systems Inc1.77%--------0.28
MTCHMatch Group Inc1.73%---------0.01
TERTeradyne Inc1.69%---------0.61
SYNASynaptics Inc1.68%---------0.60
AMZNAmazon.com Inc1.61%--------0.03
Showing 1 - 25 of 63 Holdings
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