|
NVDA
|
US |
NVIDIA CORP |
289,324 |
$39M |
13.42% |
-1.0%
|
- |
|
AAPL
|
US |
APPLE INC |
141,591 |
$35M |
12.25% |
-0.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
63,109 |
$15M |
5.05% |
-1.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
29,653 |
$12M |
4.32% |
-0.6%
|
- |
|
SFM
|
US |
SPROUTS FARMERS MARKET INC |
79,950 |
$10M |
3.51% |
-1.4%
|
- |
|
FTNT
|
US |
FORTINET INC |
72,343 |
$7M |
2.36% |
-0.6%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
6,330 |
$6M |
2.00% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
28,099 |
$6M |
1.92% |
-0.4%
|
- |
|
ABBV
|
US |
ABBVIE INC |
26,956 |
$5M |
1.65% |
-0.4%
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
9,672 |
$5M |
1.62% |
-0.5%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
14,561 |
$5M |
1.59% |
0.0%
|
- |
|
ABBNY
|
US |
ABB LTD-SPON ADR |
82,395 |
$4M |
1.53% |
-0.9%
|
- |
|
TJX
|
US |
TJX COMPANIES INC |
35,041 |
$4M |
1.46% |
0.5%
|
- |
|
DOV
|
US |
DOVER CORP |
21,830 |
$4M |
1.41% |
-0.1%
|
- |
|
BLK
|
US |
BLACKROCK INC |
3,944 |
$4M |
1.40% |
-1.3%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
7,350 |
$4M |
1.33% |
0.1%
|
- |
|
PKG
|
US |
PACKAGING CORP OF AMERICA |
16,849 |
$4M |
1.31% |
-0.4%
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
5,170 |
$4M |
1.24% |
0.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
15,945 |
$3M |
1.21% |
0.0%
|
- |
|
EQIX
|
US |
EQUINIX INC |
3,575 |
$3M |
1.16% |
0.4%
|
- |