CIK: 0001732541
申告総資産額
$69.8億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 2.41% | — | — | |
| 2 | CSCO | Cisco Systems INC | 株式-IT | 2.15% | — | — | |
| 3 | AVGO | Broadcom INC | 株式-IT | 2.07% | +3.74% | — | |
| 4 | QCOM | Qualcomm INC | 株式-IT | 1.91% | -1.27% | — | |
| 5 | NOK | Nokia Corp-spon Adr | 株式-IT | 1.89% | — | — | |
| 6 | ORCL | Oracle CORP | 株式-IT | 1.77% | +5.23% | — | |
| 7 | MRVL | Marvell Technology INC | 株式-IT | 1.75% | — | — | |
| 8 | MU | Micron Technology INC | 株式-IT | 1.45% | — | — | |
| 9 | RTX | Rtx CORP | 株式-資本財 | 1.44% | — | — | |
| 10 | NTNX | Nutanix INC - A | 株式-IT | 1.42% | — | — | |
| 11 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.37% | — | — | |
| 12 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.36% | -0.58% | — | |
| 13 | ALAB | Astera Labs INC | 株式-IT | 1.36% | -0.94% | — | |
| 14 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.35% | — | — | |
| 15 | LRCX | Lam Research CORP | 株式-IT | 1.35% | -0.57% | — | |
| 16 | SNOW | Snowflake INC | 株式-IT | 1.34% | -0.92% | — | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 1.34% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.33% | — | — | |
| 19 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.32% | -1.32% | EXIT | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.32% | — | — | |
| 21 | KLAC | Kla CORP | 株式-IT | 1.31% | — | — | |
| 22 | SNPS | Synopsys INC | 株式-IT | 1.30% | — | — | |
| 23 | ACN | Accenture plc | 株式-IT | 1.30% | — | — | |
| 24 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 1.29% | -0.50% | — | |
| 25 | WIT | Wipro Ltd-adr | 株式-その他 | 1.29% | — | — | |
| 26 | MDB | Mongodb INC | 株式-IT | 1.29% | -0.94% | — | |
| 27 | ON | On Semiconductor | 株式-IT | 1.29% | — | — | |
| 28 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.28% | -0.44% | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | — | — | |
| 30 | QBTS | D-wave Quantum INC | 株式-IT | 1.28% | -1.21% | — | |
| 31 | ADI | Analog Devices INC | 株式-IT | 1.28% | — | — | |
| 32 | TDC | Teradata CORP | 株式-IT | 1.28% | — | — | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 1.27% | — | — | |
| 34 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 1.27% | -0.89% | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 1.26% | — | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.26% | — | — | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 1.26% | — | — | |
| 38 | TER | Teradyne INC | 株式-IT | 1.26% | -0.38% | — | |
| 39 | MKSI | Mks INC | 株式-IT | 1.26% | -0.44% | — | |
| 40 | ASML | ASML Holding N.V. | 株式-IT | 1.25% | — | — | |
| 41 | TSEM | Tower Semiconductor Ltd. | 株式-IT | 1.25% | -0.41% | — | |
| 42 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.25% | — | — | |
| 43 | HPE | Hewlett Packard Enterprise | 株式-IT | 1.25% | — | — | |
| 44 | CRUS | Cirrus Logic INC | 株式-IT | 1.25% | — | — | |
| 45 | MCHP | Microchip Technology INC | 株式-IT | 1.25% | — | — | |
| 46 | LSCC | Lattice Semiconductor CORP | 株式-IT | 1.24% | -0.51% | — | |
| 47 | ONTO | Onto Innovation INC | 株式-IT | 1.24% | -0.51% | — | |
| 48 | COHR | Coherent CORP | 株式-IT | 1.24% | -0.47% | — | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 1.23% | -0.47% | — | |
| 50 | AAPL | Apple INC | 株式-IT | 1.23% | — | — |