LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
20.5%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 320.36M
Full voting authority
320.36M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 11.18M | SH | $3.24B 7.64% | 11.18M | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 13.83M | SH | $2.77B 6.53% | 13.83M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 7.48M | SH | $2.67B 6.31% | 7.48M | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 7M | SH | $2.61B 6.17% | 7M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 2.84M | SH | $1.65B 3.90% | 2.84M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 1.22M | SH | $1.41B 3.33% | 1.22M | 0.00 | 0.00 |
SANDISK CORPDFND | COM | 492.82K | SH | $1.12B 2.65% | 492.82K | 0.00 | 0.00 |
LAM RESEARCH CORPDFND | COM NEW | 2.36M | SH | $1.02B 2.41% | 2.36M | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLDFND | ORD SHS | 984.38K | SH | $949.92M 2.24% | 984.38K | 0.00 | 0.00 |
INTEL CORPDFND | COM | 6.71M | SH | $937.11M 2.21% | 6.71M | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 2.93M | SH | $882.72M 2.08% | 2.93M | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 2.13M | SH | $805.25M 1.90% | 2.13M | 0.00 | 0.00 |
CORNING INCDFND | COM | 3.06M | SH | $781.37M 1.85% | 3.06M | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 1.57M | SH | $617.45M 1.46% | 1.57M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 1.73M | SH | $611.02M 1.44% | 1.73M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 1.67M | SH | $570.42M 1.35% | 1.67M | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 939.18K | SH | $529.03M 1.25% | 939.18K | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 793.28K | SH | $506.68M 1.20% | 793.28K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 2.53M | SH | $429.99M 1.02% | 2.53M | 0.00 | 0.00 |
CELESTICA INCDFND | COM | 1.15M | SH | $418.30M 0.99% | 1.15M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCDFND | CL A | 538.44K | SH | $410.90M 0.97% | 538.44K | 0.00 | 0.00 |
FLEX LTDDFND | ORD | 2.49M | SH | $404.21M 0.95% | 2.49M | 0.00 | 0.00 |
TTM TECHNOLOGIES INCDFND | COM | 1.97M | SH | $367.67M 0.87% | 1.97M | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 304.43K | SH | $357.66M 0.84% | 304.43K | 0.00 | 0.00 |
FORMFACTOR INCDFND | COM | 2.15M | SH | $343.23M 0.81% | 2.15M | 0.00 | 0.00 |