TORONTO, A6
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
Amazon.com Inc.SOLE | COM | 42.74K | SH | $8.90M 7.00% | 0.00 | 0.00 | 0.00 |
Xometry Inc.SOLE | COM CLASS A | 215.10K | SH | $8.78M 6.91% | 0.00 | 0.00 | 0.00 |
Netflix Inc.SOLE | COM | 90K | SH | $8.65M 6.80% | 0.00 | 0.00 | 0.00 |
Meta Platforms Inc.SOLE | COM CLASS A | 13.77K | SH | $7.88M 6.19% | 0.00 | 0.00 | 0.00 |
Broadcom Inc.SOLE | COM | 24.96K | SH | $7.73M 6.07% | 0.00 | 0.00 | 0.00 |
Aerovironment Inc.SOLE | COM | 40K | SH | $7.32M 5.76% | 0.00 | 0.00 | 0.00 |
Impinj Inc.SOLE | COM | 70.49K | SH | $7.24M 5.69% | 0.00 | 0.00 | 0.00 |
General Electric Co.SOLE | COM | 25K | SH | $7.09M 5.58% | 0.00 | 0.00 | 0.00 |
SiTime Corp.SOLE | COM | 20.42K | SH | $7.05M 5.54% | 0.00 | 0.00 | 0.00 |
The Timken Co.SOLE | COM | 70K | SH | $7.04M 5.53% | 0.00 | 0.00 | 0.00 |
Lattice Semiconductor Corp.SOLE | COM | 69.72K | SH | $6.47M 5.08% | 0.00 | 0.00 | 0.00 |
Evercore Partners Inc.SOLE | COM | 21.21K | SH | $6.33M 4.98% | 0.00 | 0.00 | 0.00 |
Beam Therapeutics Inc.SOLE | COM | 260.05K | SH | $6.20M 4.87% | 0.00 | 0.00 | 0.00 |
Microchip Technology Inc.SOLE | COM | 85K | SH | $5.49M 4.32% | 0.00 | 0.00 | 0.00 |
NVIDIA Corp.SOLE | COM | 30.89K | SH | $5.39M 4.24% | 0.00 | 0.00 | 0.00 |
Alphabet Inc. Class ASOLE | COM CLASS A | 16.68K | SH | $4.80M 3.77% | 0.00 | 0.00 | 0.00 |
Credo Technology Group Holding LtdSOLE | COM | 44.17K | SH | $4.15M 3.26% | 0.00 | 0.00 | 0.00 |
Datadog Inc.SOLE | COM CLASS A | 35K | SH | $4.13M 3.25% | 0.00 | 0.00 | 0.00 |
LightPath Technologies Inc.SOLE | COM CLASS A | 400K | SH | $4.01M 3.15% | 0.00 | 0.00 | 0.00 |
MongoDB Inc.SOLE | COM CLASS A | 10.40K | SH | $2.55M 2.00% | 0.00 | 0.00 | 0.00 |