CIK: 0001702973
Total reported value
$91.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | Stock-Tech | 13.55% | — | +0.74% | |
| 2 | AVGO | Broadcom INC | Stock-Tech | 8.37% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.90% | — | -25.08% | |
| 4 | AMAT | Applied Materials INC | Stock-Tech | 7.10% | — | +184.31% | |
| 5 | JBL | Jabil INC | Stock-Tech | 6.75% | — | +46.94% | |
| 6 | ADI | Analog Devices INC | Stock-Tech | 6.27% | — | -30.11% | |
| 7 | MRVL | Marvell Technology INC | Stock-Tech | 6.16% | — | +136.89% | |
| 8 | HPE | Hewlett Packard Enterprise | Stock-Tech | 5.16% | — | — | |
| 9 | KLAC | Kla CORP | Stock-Tech | 4.68% | — | -50.37% | |
| 10 | PANW | Palo Alto Networks INC | Stock-Tech | 4.59% | — | -15.53% | |
| 11 | ANETEUR | Arista Networks INC | Stock-Other | 4.50% | — | — | |
| 12 | NOW | Servicenow INC | Stock-Tech | 4.30% | — | — | |
| 13 | CRM | Salesforce INC | Stock-Tech | 3.32% | — | -47.47% | |
| 14 | ACN | Accenture plc | Stock-Tech | 3.25% | — | — | |
| 15 | CIEN | Ciena CORP | Stock-Tech | 3.03% | — | — | |
| 16 | QCOM | Qualcomm INC | Stock-Tech | 2.98% | — | -20.87% | |
| 17 | WDC | Western Digital CORP | Stock-Tech | 2.35% | — | — | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 2.27% | — | — | |
| 19 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.91% | — | — | |
| 20 | INTC | Intel CORP | Stock-Tech | 1.57% | — | — |