MT. PLEASANT, SC
Allocation by class
Portfolio Concentration
Top 3 weight
15.8%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Full voting authority
1.60M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 20.97K | SH | $19.34M 5.39% | 20.97K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 83.89K | SH | $19.16M 5.34% | 83.89K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 10.51K | SH | $18.28M 5.09% | 10.51K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 35.60K | SH | $16.24M 4.53% | 35.60K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 51.20K | SH | $15.99M 4.46% | 51.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 45.78K | SH | $15.75M 4.39% | 45.78K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 14.71K | SH | $15.67M 4.37% | 14.71K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 241.18K | SH | $15.41M 4.29% | 241.18K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 27.18K | SH | $14.62M 4.07% | 27.18K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40.67K | SH | $14.28M 3.98% | 40.67K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 69.66K | SH | $14.18M 3.95% | 69.66K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 22.97K | SH | $14.05M 3.92% | 22.97K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.22K | SH | $13.08M 3.64% | 7.22K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 10.38K | SH | $12.01M 3.35% | 10.38K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 62.80K | SH | $11.75M 3.27% | 62.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15.29K | SH | $11.09M 3.09% | 15.29K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 41.13K | SH | $11.06M 3.08% | 41.13K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 10.37K | SH | $9.86M 2.75% | 10.37K | 0.00 | 0.00 |
ASE TECHNOLOGY HLDG CO LTDSOLE | SPONSORED ADS | 209.28K | SH | $9.30M 2.59% | 209.28K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 30.56K | SH | $8.94M 2.49% | 30.56K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 27.16K | SH | $8.92M 2.49% | 27.16K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 28.93K | SH | $7.64M 2.13% | 28.93K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 19.63K | SH | $7.09M 1.98% | 19.63K | 0.00 | 0.00 |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 26.06K | SH | $5.93M 1.65% | 26.06K | 0.00 | 0.00 |
ARGENX SESOLE | SPONSORED ADR | 6.08K | SH | $5.83M 1.62% | 6.08K | 0.00 | 0.00 |