Aktualizacja danych: 2025-04-06 06:04:48
| Nazwa firmy |
Symbol |
Wartość |
Udział % w portfelu |
Ilość akcji |
| Nvidia Corp |
NVDA
|
6 505 325 |
20.4 |
63 903 |
| Broadcom Inc |
AVGO
|
4 398 525 |
13.8 |
28 560 |
| Synopsys Inc |
SNPS
|
1 785 924 |
5.6 |
4 275 |
| Cadence Design Systems Inc |
CDNS
|
1 731 666 |
5.4 |
6 957 |
| Advanced Micro Devices Inc |
AMD
|
1 720 854 |
5.4 |
18 346 |
| Qualcomm Inc |
QCOM
|
1 687 260 |
5.3 |
12 102 |
| Arm Holdings Plc |
ARM
|
1 442 933 |
4.5 |
14 766 |
| Monolithic Power Systems Inc |
MPWR
|
1 424 230 |
4.5 |
2 856 |
| Rambus Inc |
RMBS
|
1 407 713 |
4.4 |
30 503 |
| Astera Labs Inc |
ALAB
|
1 346 398 |
4.2 |
24 181 |
| Marvell Technology Inc |
MRVL
|
1 325 567 |
4.2 |
23 824 |
| Cirrus Logic Inc |
CRUS
|
1 269 044 |
4.0 |
14 283 |
| Lattice Semiconductor Corp |
LSCC
|
1 100 828 |
3.5 |
25 565 |
| Power Integrations Inc |
POWI
|
657 964 |
2.1 |
14 654 |
| Silicon Laboratories Inc |
SLAB
|
645 865 |
2.0 |
6 516 |
| Semtech Corp |
SMTC
|
608 549 |
1.9 |
20 483 |
| Ambarella Inc |
AMBA
|
571 876 |
1.8 |
12 627 |
| Silicon Motion Technology Corp |
SIMO
|
513 031 |
1.6 |
11 636 |
| Allegro Microsystems Inc |
ALGM
|
494 561 |
1.6 |
21 606 |
| Sitime Corp |
SITM
|
443 861 |
1.4 |
3 484 |
| Synaptics Inc |
SYNA
|
424 542 |
1.3 |
8 158 |
| Impinj Inc |
PI
|
373 486 |
1.2 |
5 078 |
| Other/Cash |
|
3 774 |
0.0 |
0 |
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