| 1 | BROADCOM INCAVGO | 7,78% |
| 2 | ALPHABET INC-CL AGOOGL | 5,5% |
| 3 | SNOWFLAKE INCSNOW | 4,94% |
| 4 | NVIDIA CORPNVDA | 4,31% |
| 5 | ASML HOLDING NVASML.AS | 4,11% |
| 6 | INFINEON TECHNOLOGIES AGIFX.DE | 3,46% |
| 7 | CROWDSTRIKE HOLDINGS INC - ACRWD | 3,39% |
| 8 | PALO ALTO NETWORKS INCPANW | 3,37% |
| 9 | SALESFORCE INCCRM | 3,36% |
| 10 | KLA CORPKLAC | 3,31% |
| 11 | TAIWAN SEMICONDUCTOR-SP ADRTSM | 3,12% |
| 12 | SERVICENOW INCNOW | 3,08% |
| 13 | CLOUDFLARE INC - CLASS ANET | 2,96% |
| 14 | TERADYNE INCTER | 2,83% |
| 15 | OKTA INCOKTA | 2,24% |
| 16 | SAMSUNG ELECTRONICS CO L005930.KS | 2,1% |
| 17 | FORTINET INCFTNT | 1,82% |
| 18 | LAM RESEARCH CORPLRCX | 1,8% |
| 19 | TOKYO ELECTRON LTD8035.T | 1,63% |
| 20 | ZSCALER INCZS | 1,61% |
| 21 | ASM INTERNATIONAL NVASM.AS | 1,48% |
| 22 | DATADOG INC - CLASS ADDOG | 1,47% |
| 23 | SAP SESAP.DE | 1,45% |
| 24 | SK HYNIX INC000660.KS | 1,42% |
| 25 | META PLATFORMS INC-CLASS AMETA | 1,39% |
| 26 | INTUITIVE SURGICAL INCISRG | 1,37% |
| 27 | ADVANCED MICRO DEVICESAMD | 1,35% |
| 28 | SPOTIFY TECHNOLOGY SASPOT | 1,34% |
| 29 | AKAMAI TECHNOLOGIES INCAKAM | 1,3% |
| 30 | MICROCHIP TECHNOLOGY INCMCHP | 1,16% |
| 31 | RUBRIK INC-ARBRK | 1,14% |
| 32 | F5 INCFFIV | 1,11% |
| 33 | GITLAB INC-CL AGTLB | 1,11% |
| 34 | ONTO INNOVATION INCONTO | 1,07% |
| 35 | DYNATRACE INCDT | 1,03% |
| 36 | MICRON TECHNOLOGY INCMU | 1,03% |
| 37 | EQUINIX INCEQIX | 1,02% |
| 38 | NXP SEMICONDUCTORS NVNXPI | 0,97% |
| 39 | ORACLE CORPORCL | 0,97% |
| 40 | NETFLIX INCNFLX | 0,92% |
| 41 | STMICROELECTRONICS NVSTMPA.PA | 0,88% |
| 42 | CADENCE DESIGN SYS INCCDNS | 0,84% |
| 43 | ON SEMICONDUCTORON | 0,82% |
| 44 | SAMSARA INC-CL AIOT | 0,76% |
| 45 | IRON MOUNTAIN INCIRM | 0,73% |
| 46 | KOKUSAI ELECTRIC CORP6525.T | 0,69% |
| 47 | FIGMA INC-CL AFIG | 0,66% |
| 48 | TAKE-TWO INTERACTIVE SOFTWRETTWO | 0,65% |
| 49 | SYNOPSYS INCSNPS | 0,65% |
| 50 | ELASTIC NVESTC | 0,63% |
| 51 | CELESTICA INCCLS.TO | 0,61% |
| 52 | MONGODB INCMDB | 0,58% |
| 53 | CREDO TECHNOLOGY GROUP HOLDICRDO | 0,5% |
| 54 | CASHUSD | 0,22% |
| 55 | CASHEUR | 0,01% |
| 56 | CASHKRW | 0% |
| 57 | CASHHKD | 0% |
| 58 | CASHJPY | 0% |
| 59 | CASHCAD | 0% |
| 60 | NET OTHER ASSETS | -0,05% |
