CIK: 0001748965
Total reported value
$757.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.53% | — | +1374.07% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.94% | — | — | |
| 3 | PANW | Palo Alto Networks INC | Stock-Tech | 6.66% | — | — | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.63% | — | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 5.54% | — | — | |
| 6 | ADBE | Adobe INC | Stock-Tech | 5.11% | — | +6.47% | |
| 7 | MCHP | Microchip Technology INC | Stock-Tech | 5.00% | — | — | |
| 8 | CRM | Salesforce INC | Stock-Tech | 4.94% | — | — | |
| 9 | MA | Mastercard INC - A | Stock-Financials | 4.73% | — | +2.59% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 4.40% | — | — | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 4.16% | — | — | |
| 12 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 3.95% | — | +37.07% | |
| 13 | DOX | Amdocs Limited | Stock-Tech | 3.90% | — | — | |
| 14 | FTNT | Fortinet INC | Stock-Tech | 3.86% | — | +27.39% | |
| 15 | INTU | Intuit INC | Stock-Tech | 3.86% | — | — | |
| 16 | ADSK | Autodesk INC | Stock-Tech | 3.84% | — | +49.82% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 2.52% | — | -14.50% | |
| 18 | EA | Electronic Arts INC | Stock-Comm Services | 2.48% | — | — | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.44% | — | — | |
| 20 | EBAY | Ebay INC | Stock-Consumer Disc | 1.93% | — | — | |
| 21 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.88% | — | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | — | -56.20% | |
| 23 | FSLR | First Solar INC | Stock-Tech | 1.57% | — | +51.25% | |
| 24 | CSCO | Cisco Systems INC | Stock-Tech | 1.09% | — | — | |
| 25 | SPSC | Sps Commerce INC | Stock-Tech | 0.43% | — | -30.25% | |
| 26 | ✓ | Cyberark Software LTD | Stock-Other | 0.34% | — | — | |
| 27 | QLYS | Qualys INC | Stock-Tech | 0.33% | — | -91.12% | |
| 28 | OMCL | Omnicell INC | Stock-Healthcare | 0.29% | — | — | |
| 29 | VTY | Verint Systems INC | Stock-Other | 0.27% | — | — | |
| 30 | VIAV | Viavi Solutions INC | Stock-Tech | 0.24% | — | — | |
| 31 | VRNS | Varonis Systems INC | Stock-Tech | 0.16% | — | — | |
| 32 | NEWREUR | New Relic INC | Stock-Other | 0.16% | — | — |