| 1 | Atlassian CorpTEAM | 4,89% |
| 2 | Dell Technologies IncDELL | 2,87% |
| 3 | Snowflake IncSNOW | 2,8% |
| 4 | Microsoft CorpMSFT | 2,77% |
| 5 | Hewlett Packard Enterprise CoHPE | 2,73% |
| 6 | Arista Networks IncANET | 2,62% |
| 7 | Lumentum Holdings IncLITE | 2,61% |
| 8 | NVIDIA CorpNVDA | 2,56% |
| 9 | Alibaba Group Holding Ltd9988.HK | 2,53% |
| 10 | Advantest Corp6857.T | 2,5% |
| 11 | Oracle CorpORCL | 2,45% |
| 12 | ServiceTitan IncTTAN | 2,43% |
| 13 | CoreWeave IncCRWV | 2,36% |
| 14 | Hon Hai Precision Industry Co Ltd2317.TW | 2,31% |
| 15 | Amazon.com IncAMZN | 2,3% |
| 16 | Nebius Group NVNBIS | 2,27% |
| 17 | Micron Technology IncMU | 2,25% |
| 18 | MongoDB IncMDB | 2,25% |
| 19 | Apple IncAAPL | 2,24% |
| 20 | Seagate Technology Holdings PLCSTX | 2,24% |
| 21 | Broadcom IncAVGO | 2,15% |
| 22 | MediaTek Inc2454.TW | 2,1% |
| 23 | Cisco Systems IncCSCO | 2,09% |
| 24 | QUALCOMM IncQCOM | 2,07% |
| 25 | Taiwan Semiconductor Manufacturing Co Ltd2330.TW | 2,06% |
| 26 | Alphabet IncGOOGL | 2,03% |
| 27 | Samsung Electronics Co Ltd005930.KS | 2,03% |
| 28 | Quanta Computer Inc2382.TW | 2% |
| 29 | Advanced Micro Devices IncAMD | 1,99% |
| 30 | Celestica IncCLS.TO | 1,98% |
| 31 | Space Exploration Technologies CorpSPCX | 1,97% |
| 32 | MARVELL TECHNOLOGY INCMRVL | 1,97% |
| 33 | ASML Holding NVASML.AS | 1,97% |
| 34 | Synopsys IncSNPS | 1,95% |
| 35 | Western Digital CorpWDC | 1,87% |
| 36 | DigitalOcean Holdings IncDOCN | 1,87% |
| 37 | ASE Technology Holding Co Ltd3711.TW | 1,86% |
| 38 | Coherent CorpCOHR | 1,83% |
| 39 | Datadog IncDDOG | 1,77% |
| 40 | International Business Machines CorpIBM | 1,75% |
| 41 | Cambricon Technologies Corp Ltd688256.SS | 1,74% |
| 42 | Cadence Design Systems IncCDNS | 1,7% |
| 43 | SK hynix Inc000660.KS | 1,67% |
| 44 | Ciena CorpCIEN | 1,64% |
| 45 | Credo Technology Group Holding LtdCRDO | 1,52% |
| 46 | Invesco Government & Agency Portfolio 12/31/2031AGPXX | 0,41% |
| 47 | Cash & Other | 0,03% |
| 48 | CHINESE YUANCNY | 0% |
| 49 | HONG KONG DOLLARHKD | 0% |
| 50 | NEW TAIWAN DOLLARTWD | 0% |
