|
T
|
US |
AT&T INC |
4,618,501 |
$105M |
4.31% |
-46.8%
|
- |
|
EQIX
|
US |
EQUINIX INC |
107,926 |
$102M |
4.17% |
18.1%
|
- |
|
INTU
|
US |
INTUIT INC |
135,937 |
$85M |
3.50% |
11.9%
|
- |
|
WDC
|
US |
WESTERN DIGITAL CORP |
1,269,072 |
$76M |
3.10% |
-31.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
560,125 |
$75M |
3.08% |
100.0%
|
- |
|
SQ
|
US |
BLOCK INC |
868,031 |
$74M |
3.02% |
-28.3%
|
- |
|
CME
|
US |
CME GROUP INC |
274,820 |
$64M |
2.62% |
100.0%
|
- |
|
ADBE
|
US |
ADOBE INC |
132,247 |
$59M |
2.41% |
-41.9%
|
- |
|
MPWR
|
US |
MONOLITHIC POWER SYSTEMS INC |
97,348 |
$58M |
2.36% |
100.0%
|
- |
|
AMBA
|
US |
AMBARELLA INC |
778,553 |
$57M |
2.32% |
-7.1%
|
- |
|
SNOW
|
US |
SNOWFLAKE INC-CLASS A |
353,709 |
$55M |
2.24% |
65.1%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
153,097 |
$52M |
2.15% |
61.0%
|
- |
|
ST
|
US |
SENSATA TECHNOLOGIES HOLDING |
1,871,633 |
$51M |
2.10% |
-45.7%
|
- |
|
SMTC
|
US |
SEMTECH CORP |
795,830 |
$49M |
2.02% |
-27.6%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
151,671 |
$48M |
1.96% |
100.0%
|
- |
|
OKTA
|
US |
OKTA INC |
602,492 |
$47M |
1.95% |
135.0%
|
- |
|
KEY
|
US |
KEYCORP |
2,498,250 |
$43M |
1.76% |
-18.8%
|
- |
|
FHN
|
US |
FIRST HORIZON CORP |
2,069,882 |
$42M |
1.71% |
25.5%
|
- |
|
FLUT
|
US |
FLUTTER ENTERTAINMENT PLC-DI |
157,331 |
$41M |
1.67% |
-61.7%
|
- |
|
ZS
|
US |
ZSCALER INC |
223,233 |
$40M |
1.65% |
94.6%
|
- |