| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| 1.486.336.746 $ | 99,99 | 33.516.101 | |||||||
| MARVELL TECHNOLOGY INC | MARVELL TECHNOLOGY INC COM | EC | 573874104 | Long | Börsenkurs (Stufe 1) | 35.504.608 $ | 2,39 | 214.984 | |
| MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC COM | EC | 595112103 | Long | Börsenkurs (Stufe 1) | 32.596.595 $ | 2,19 | 63.030 | |
| MONOLITHIC POWER SYSTEMS INC | MONOLITHIC POWER SYSTEMS INC COM | EC | 609839105 | Long | Börsenkurs (Stufe 1) | 31.442.249 $ | 2,12 | 19.476 | |
| ADVANCED MICRO DEVICES INC | ADVANCED MICRO DEVICES INC COM | EC | 007903107 | Long | Börsenkurs (Stufe 1) | 28.271.641 $ | 1,90 | 79.753 | |
| VERTIV HOLDINGS COMPANY | VERTIV HOLDINGS COMPANY COM CL A | EC | 92537N108 | Long | Börsenkurs (Stufe 1) | 27.914.752 $ | 1,88 | 84.979 | |
| SKYWORKS SOLUTIONS INC | SKYWORKS SOLUTIONS INC COM | EC | 83088M102 | Long | Börsenkurs (Stufe 1) | 27.903.101 $ | 1,88 | 397.650 | |
| DELL TECHNOLOGIES INC | DELL TECHNOLOGIES INC CL C | EC | 24703L202 | Long | Börsenkurs (Stufe 1) | 27.109.173 $ | 1,82 | 129.740 | |
| JABIL INC | JABIL INC COM | EC | 466313103 | Long | Börsenkurs (Stufe 1) | 27.054.548 $ | 1,82 | 80.164 | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM | EC | 55405Y100 | Long | Börsenkurs (Stufe 1) | 27.003.301 $ | 1,82 | 95.889 | |
| ZOOM COMMUNICATIONS INC | ZOOM COMMUNICATIONS INC CL A | EC | 98980L101 | Long | Börsenkurs (Stufe 1) | 25.733.578 $ | 1,73 | 264.885 | |
| LAM RESEARCH CORP | LAM RESEARCH CORP COM NEW | EC | 512807306 | Long | Börsenkurs (Stufe 1) | 25.699.101 $ | 1,73 | 99.663 | |
| KLA CORP | KLA CORP COM NEW | EC | 482480100 | Long | Börsenkurs (Stufe 1) | 25.315.312 $ | 1,70 | 14.463 | |
| AMKOR TECHNOLOGY INC | AMKOR TECHNOLOGY INC COM | EC | 031652100 | Long | Börsenkurs (Stufe 1) | 25.130.646 $ | 1,69 | 360.296 | |
| CLARIVATE PLC | CLARIVATE PLC COM NPV | EC | JE00BJJN4441 | Long | Börsenkurs (Stufe 1) | 24.155.834 $ | 1,63 | 8.416.667 | |
| GLOBALFOUNDRIES INC | GLOBALFOUNDRIES INC ORDINARY SHARES | EC | KYG393871085 | Long | Börsenkurs (Stufe 1) | 23.562.915 $ | 1,59 | 364.751 | |
| ONTO INNOVATION INC | ONTO INNOVATION INC COM | EC | 683344105 | Long | Börsenkurs (Stufe 1) | 23.343.672 $ | 1,57 | 79.115 | |
| RINGCENTRAL INC | RINGCENTRAL INC CL A | EC | 76680R206 | Long | Börsenkurs (Stufe 1) | 23.029.087 $ | 1,55 | 572.578 | |
| TD SYNNEX CORP | TD SYNNEX CORP COM | EC | 87162W100 | Long | Börsenkurs (Stufe 1) | 21.942.930 $ | 1,48 | 96.165 | |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | SCIENCE APPLICATIONS INTERNATIONAL CORP COM | EC | 808625107 | Long | Börsenkurs (Stufe 1) | 21.709.188 $ | 1,46 | 224.338 | |
| KBR INC | KBR INC COM | EC | 48242W106 | Long | Börsenkurs (Stufe 1) | 21.658.123 $ | 1,46 | 577.704 | |
| INGRAM MICRO HOLDING CORP | INGRAM MICRO HOLDING CORP COM | EC | 457152106 | Long | Börsenkurs (Stufe 1) | 21.416.412 $ | 1,44 | 696.016 | |
| LATTICE SEMICONDUCTOR CORP | LATTICE SEMICONDUCTOR CORP COM | EC | 518415104 | Long | Börsenkurs (Stufe 1) | 21.387.383 $ | 1,44 | 174.905 | |
| ARROW ELECTRONICS INC | ARROW ELECTRONICS INC COM | EC | 042735100 | Long | Börsenkurs (Stufe 1) | 21.249.396 $ | 1,43 | 113.131 | |
| AMDOCS LTD | AMDOCS LTD SHS | EC | GB0022569080 | Long | Börsenkurs (Stufe 1) | 21.101.692 $ | 1,42 | 326.298 | |
| UNIVERSAL DISPLAY CORP | UNIVERSAL DISPLAY CORP COM | EC | 91347P105 | Long | Börsenkurs (Stufe 1) | 20.232.488 $ | 1,36 | 232.317 | |
| QORVO INC | QORVO INC COM | EC | 74736K101 | Long | Börsenkurs (Stufe 1) | 19.749.831 $ | 1,33 | 209.614 | |
| SUPER MICRO COMPUTER INC | SUPER MICRO COMPUTER INC COM NEW | EC | 86800U302 | Long | Börsenkurs (Stufe 1) | 19.523.130 $ | 1,31 | 712.523 | |
| DXC TECHNOLOGY COMPANY | DXC TECHNOLOGY COMPANY COM | EC | 23355L106 | Long | Börsenkurs (Stufe 1) | 19.176.612 $ | 1,29 | 1.694.047 | |
| TWILIO INC | TWILIO INC CL A | EC | 90138F102 | Long | Börsenkurs (Stufe 1) | 19.092.041 $ | 1,28 | 128.948 | |
| GLOBANT SA | GLOBANT SA COM | EC | LU0974299876 | Long | Börsenkurs (Stufe 1) | 19.040.509 $ | 1,28 | 461.812 | |
| AMPHENOL CORP | AMPHENOL CORP CL A | EC | 032095101 | Long | Börsenkurs (Stufe 1) | 18.910.352 $ | 1,27 | 128.406 | |
| DOUBLEVERIFY HOLDINGS INC | DOUBLEVERIFY HOLDINGS INC COM | EC | 25862V105 | Long | Börsenkurs (Stufe 1) | 18.819.989 $ | 1,27 | 1.707.803 | |
| APPLIED MATERIALS INC | APPLIED MATERIALS INC COM | EC | 038222105 | Long | Börsenkurs (Stufe 1) | 18.726.046 $ | 1,26 | 47.469 | |
| TEXAS INSTRUMENTS INC | TEXAS INSTRUMENTS INC COM | EC | 882508104 | Long | Börsenkurs (Stufe 1) | 18.416.081 $ | 1,24 | 65.519 | |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A | EC | 192446102 | Long | Börsenkurs (Stufe 1) | 18.361.220 $ | 1,24 | 347.093 | |
| CIRRUS LOGIC INC | CIRRUS LOGIC INC COM | EC | 172755100 | Long | Börsenkurs (Stufe 1) | 18.294.967 $ | 1,23 | 112.184 | |
| DOLBY LABORATORIES INC | DOLBY LABORATORIES INC COM CL A | EC | 25659T107 | Long | Börsenkurs (Stufe 1) | 17.326.266 $ | 1,17 | 270.132 | |
| KYNDRYL HOLDINGS INC | KYNDRYL HOLDINGS INC COMMON STOCK | EC | 50155Q100 | Long | Börsenkurs (Stufe 1) | 17.089.743 $ | 1,15 | 1.236.595 | |
| AVNET INC | AVNET INC COM | EC | 053807103 | Long | Börsenkurs (Stufe 1) | 17.031.879 $ | 1,15 | 206.422 | |
| ALPHABET INC | ALPHABET INC CAP STK CL A | EC | 02079K305 | Long | Börsenkurs (Stufe 1) | 17.021.243 $ | 1,15 | 44.234 | |
| PAYCOM SOFTWARE INC | PAYCOM SOFTWARE INC COM | EC | 70432V102 | Long | Börsenkurs (Stufe 1) | 16.920.939 $ | 1,14 | 133.488 | |
| ZOOMINFO TECHNOLOGIES INC | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | EC | 98980F104 | Long | Börsenkurs (Stufe 1) | 16.881.288 $ | 1,14 | 2.701.006 | |
| LEIDOS HOLDINGS INC | LEIDOS HOLDINGS INC COM | EC | 525327102 | Long | Börsenkurs (Stufe 1) | 15.566.780 $ | 1,05 | 104.321 | |
| MATCH GROUP INC | MATCH GROUP INC COM | EC | 57667L107 | Long | Börsenkurs (Stufe 1) | 15.498.915 $ | 1,04 | 414.188 | |
| HEWLETT PACKARD ENTERPRISE COMPANY | HEWLETT PACKARD ENTERPRISE COMPANY COM | EC | 42824C109 | Long | Börsenkurs (Stufe 1) | 15.369.423 $ | 1,03 | 534.217 | |
| ENTEGRIS INC | ENTEGRIS INC COM | EC | 29362U104 | Long | Börsenkurs (Stufe 1) | 15.338.740 $ | 1,03 | 108.493 | |
| NVIDIA CORP | NVIDIA CORP COM | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 14.555.438 $ | 0,98 | 72.934 | |
| CDW CORP | CDW CORP COM | EC | 12514G108 | Long | Börsenkurs (Stufe 1) | 14.389.926 $ | 0,97 | 105.105 | |
| MAPLEBEAR INC | MAPLEBEAR INC COM | EC | 565394103 | Long | Börsenkurs (Stufe 1) | 14.380.112 $ | 0,97 | 339.554 | |
| EPAM SYSTEMS INC | EPAM SYSTEMS INC COM | EC | 29414B104 | Long | Börsenkurs (Stufe 1) | 13.633.575 $ | 0,92 | 119.824 | |
| META PLATFORMS INC | META PLATFORMS INC CL A | EC | 30303M102 | Long | Börsenkurs (Stufe 1) | 13.603.983 $ | 0,92 | 22.232 | |
| DROPBOX INC | DROPBOX INC CL A | EC | 26210C104 | Long | Börsenkurs (Stufe 1) | 13.598.684 $ | 0,91 | 559.847 | |
| TERADATA CORP | TERADATA CORP COM | EC | 88076W103 | Long | Börsenkurs (Stufe 1) | 13.077.031 $ | 0,88 | 496.282 | |
| SS&C TECHNOLOGIES HOLDINGS INC | SS&C TECHNOLOGIES HOLDINGS INC COM | EC | 78467J100 | Long | Börsenkurs (Stufe 1) | 13.045.379 $ | 0,88 | 188.245 | |
| WESTERN DIGITAL CORP | WESTERN DIGITAL CORP COM | EC | 958102105 | Long | Börsenkurs (Stufe 1) | 12.973.898 $ | 0,87 | 29.858 | |
| ROPER TECHNOLOGIES INC | ROPER TECHNOLOGIES INC COM | EC | 776696106 | Long | Börsenkurs (Stufe 1) | 12.753.645 $ | 0,86 | 35.945 | |
| CLOUDFLARE INC | CLOUDFLARE INC CL A COM | EC | 18915M107 | Long | Börsenkurs (Stufe 1) | 12.635.171 $ | 0,85 | 61.644 | |
| PTC INC | PTC INC COM | EC | 69370C100 | Long | Börsenkurs (Stufe 1) | 12.167.092 $ | 0,82 | 89.267 | |
| CACI INTERNATIONAL INC | CACI INTERNATIONAL INC CL A | EC | 127190304 | Long | Börsenkurs (Stufe 1) | 12.150.482 $ | 0,82 | 23.387 | |
| SALESFORCE INC | SALESFORCE INC COM | EC | 79466L302 | Long | Börsenkurs (Stufe 1) | 12.028.754 $ | 0,81 | 68.140 | |
| PARSONS CORP | PARSONS CORP COM | EC | 70202L102 | Long | Börsenkurs (Stufe 1) | 11.836.823 $ | 0,80 | 234.811 | |
| FLEX LTD | FLEX LTD ORD | EC | SG9999000020 | Long | Börsenkurs (Stufe 1) | 11.294.798 $ | 0,76 | 123.373 | |
| QUALCOMM INC | QUALCOMM INC COM | EC | 747525103 | Long | Börsenkurs (Stufe 1) | 11.261.641 $ | 0,76 | 62.711 | |
| PEGASYSTEMS INC | PEGASYSTEMS INC COM | EC | 705573103 | Long | Börsenkurs (Stufe 1) | 10.923.516 $ | 0,73 | 298.865 | |
| BROADCOM INC | BROADCOM INC COM | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 10.892.001 $ | 0,73 | 26.093 | |
| QNITY ELECTRONICS INC | QNITY ELECTRONICS INC COMMON STOCK | EC | 74743L100 | Long | Börsenkurs (Stufe 1) | 9.845.497 $ | 0,66 | 69.995 | |
| EVERPURE INC | EVERPURE INC CL A | EC | 74624M102 | Long | Börsenkurs (Stufe 1) | 9.773.574 $ | 0,66 | 136.789 | |
| DATADOG INC | DATADOG INC CL A COM | EC | 23804L103 | Long | Börsenkurs (Stufe 1) | 9.043.382 $ | 0,61 | 68.412 | |
| F5 INC | F5 INC COM | EC | 315616102 | Long | Börsenkurs (Stufe 1) | 9.041.021 $ | 0,61 | 27.913 | |
| HP INC | HP INC COM | EC | 40434L105 | Long | Börsenkurs (Stufe 1) | 8.769.690 $ | 0,59 | 420.407 | |
| NETAPP INC | NETAPP INC COM | EC | 64110D104 | Long | Börsenkurs (Stufe 1) | 8.736.984 $ | 0,59 | 78.875 | |
| VERISIGN INC | VERISIGN INC COM | EC | 92343E102 | Long | Börsenkurs (Stufe 1) | 8.736.017 $ | 0,59 | 32.517 | |
| PINTEREST INC | PINTEREST INC CL A | EC | 72352L106 | Long | Börsenkurs (Stufe 1) | 8.657.281 $ | 0,58 | 440.350 | |
| INTEL CORP | INTEL CORP COM | EC | 458140100 | Long | Börsenkurs (Stufe 1) | 8.645.109 $ | 0,58 | 91.502 | |
| APPLE INC | APPLE INC COM | EC | 037833100 | Long | Börsenkurs (Stufe 1) | 8.634.628 $ | 0,58 | 31.821 | |
| FIGURE TECHNOLOGY SOLUTIONS INC | FIGURE TECHNOLOGY SOLUTIONS INC COM CL A | EC | 349381103 | Long | Börsenkurs (Stufe 1) | 8.349.553 $ | 0,56 | 237.879 | |
| FORTINET INC | FORTINET INC COM | EC | 34959E109 | Long | Börsenkurs (Stufe 1) | 8.332.020 $ | 0,56 | 98.826 | |
| GEN DIGITAL INC | GEN DIGITAL INC COM | EC | 668771108 | Long | Börsenkurs (Stufe 1) | 8.273.288 $ | 0,56 | 428.890 | |
| DOCUSIGN INC | DOCUSIGN INC COM | EC | 256163106 | Long | Börsenkurs (Stufe 1) | 7.834.121 $ | 0,53 | 170.344 | |
| INTERNATIONAL BUSINESS MACHINES CORP | INTERNATIONAL BUSINESS MACHINES CORP COM | EC | 459200101 | Long | Börsenkurs (Stufe 1) | 7.695.792 $ | 0,52 | 33.318 | |
| PALANTIR TECHNOLOGIES INC | PALANTIR TECHNOLOGIES INC CL A | EC | 69608A108 | Long | Börsenkurs (Stufe 1) | 7.680.124 $ | 0,52 | 55.209 | |
| UIPATH INC | UIPATH INC CL A | EC | 90364P105 | Long | Börsenkurs (Stufe 1) | 7.493.961 $ | 0,50 | 727.569 | |
| AKAMAI TECHNOLOGIES INC | AKAMAI TECHNOLOGIES INC COM | EC | 00971T101 | Long | Börsenkurs (Stufe 1) | 7.241.348 $ | 0,49 | 70.318 | |
| ASTERA LABS INC | ASTERA LABS INC COM | EC | 04626A103 | Long | Börsenkurs (Stufe 1) | 7.174.806 $ | 0,48 | 36.843 | |
| ANALOG DEVICES INC | ANALOG DEVICES INC COM | EC | 032654105 | Long | Börsenkurs (Stufe 1) | 5.105.886 $ | 0,34 | 12.693 | |
| SYNOPSYS INC | SYNOPSYS INC COM | EC | 871607107 | Long | Börsenkurs (Stufe 1) | 4.914.798 $ | 0,33 | 10.184 | |
| CADENCE DESIGN SYSTEMS INC | CADENCE DESIGN SYSTEMS INC COM | EC | 127387108 | Long | Börsenkurs (Stufe 1) | 4.789.602 $ | 0,32 | 14.532 | |
| TERADYNE INC | TERADYNE INC COM | EC | 880770102 | Long | Börsenkurs (Stufe 1) | 4.678.405 $ | 0,31 | 13.621 | |
| CROWDSTRIKE HOLDINGS INC | CROWDSTRIKE HOLDINGS INC CL A | EC | 22788C105 | Long | Börsenkurs (Stufe 1) | 4.610.392 $ | 0,31 | 10.343 | |
| APPLOVIN CORP | APPLOVIN CORP COM CL A | EC | 03831W108 | Long | Börsenkurs (Stufe 1) | 4.528.667 $ | 0,30 | 10.146 | |
| PALO ALTO NETWORKS INC | PALO ALTO NETWORKS INC COM | EC | 697435105 | Long | Börsenkurs (Stufe 1) | 4.516.712 $ | 0,30 | 25.188 | |
| IAC INC | IAC INC COM NEW | EC | 44891N208 | Long | Börsenkurs (Stufe 1) | 4.494.990 $ | 0,30 | 100.875 | |
| SENTINELONE INC | SENTINELONE INC CL A | EC | 81730H109 | Long | Börsenkurs (Stufe 1) | 4.439.302 $ | 0,30 | 313.510 | |
| REDDIT INC | REDDIT INC CL A | EC | 75734B100 | Long | Börsenkurs (Stufe 1) | 4.415.280 $ | 0,30 | 29.989 | |
| TOAST INC | TOAST INC CL A | EC | 888787108 | Long | Börsenkurs (Stufe 1) | 4.344.195 $ | 0,29 | 152.321 | |
| MONGODB INC | MONGODB INC CL A | EC | 60937P106 | Long | Börsenkurs (Stufe 1) | 4.137.943 $ | 0,28 | 16.497 | |
| TYLER TECHNOLOGIES INC | TYLER TECHNOLOGIES INC COM | EC | 902252105 | Long | Börsenkurs (Stufe 1) | 4.023.405 $ | 0,27 | 11.794 | |
| DYNATRACE INC | DYNATRACE INC COM NEW | EC | 268150109 | Long | Börsenkurs (Stufe 1) | 3.953.915 $ | 0,27 | 109.194 | |
| NIQ GLOBAL INTELLIGENCE PLC | NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES | EC | IE000JMT8VI3 | Long | Börsenkurs (Stufe 1) | 3.881.746 $ | 0,26 | 355.146 | |
| OKTA INC | OKTA INC CL A | EC | 679295105 | Long | Börsenkurs (Stufe 1) | 3.778.466 $ | 0,25 | 51.303 | |
| BENTLEY SYSTEMS INC | BENTLEY SYSTEMS INC COM CL B | EC | 08265T208 | Long | Börsenkurs (Stufe 1) | 3.750.550 $ | 0,25 | 114.977 | |
| SAMSARA INC | SAMSARA INC COM CL A | EC | 79589L106 | Long | Börsenkurs (Stufe 1) | 3.662.108 $ | 0,25 | 127.422 | |
| CCC INTELLIGENT SOLUTIONS HOLDINGS INC | CCC INTELLIGENT SOLUTIONS HOLDINGS INC COM | EC | 12510Q100 | Long | Börsenkurs (Stufe 1) | 3.526.525 $ | 0,24 | 673.001 | |
| 1.486.336.746 $ | 99,99 | 33.516.101 |