NASDAQ | ETF
The fund will invest primarily in equity securities issued by technology and technology-enabled companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market.
Top 20 Holdings
| Asset | Name | Sector | Industry | Weight |
|---|---|---|---|---|
| GOOG | Alphabet Inc Class C | Communication Services | Internet Content & Information | 4.96% |
| LRCX | Lam Research Corp | Technology | Semiconductor Equipment & Materials | 4.55% |
| INTC | Intel Corporation | Technology | Semiconductors | 4.26% |
| NVDA | NVIDIA Corporation | Technology | Semiconductors | 3.79% |
| AVGO | Broadcom Inc | Technology | Semiconductors | 3.51% |
| SHOP | Shopify Inc | Technology | Software - Application | 3.49% |
| AMD | Advanced Micro Devices Inc | Technology | Semiconductors | 3.31% |
| PANW | Palo Alto Networks Inc | Technology | Software - Infrastructure | 3.27% |
| ASML | ASML Holding NV ADR | Technology | Semiconductor Equipment & Materials | 3.27% |
| TTWO | Take-Two Interactive Software Inc | Communication Services | Electronic Gaming & Multimedia | 3.17% |
| TSLA | Tesla Inc | Consumer Cyclical | Auto Manufacturers | 3.13% |
| WDAY | Workday Inc | Technology | Software - Application | 2.69% |
| CRWD | Crowdstrike Holdings Inc | Technology | Software - Infrastructure | 2.52% |
| SNDK | Sandisk Corp | Technology | Computer Hardware | 2.42% |
| ORCL | Oracle Corporation | Technology | Software - Infrastructure | 2.24% |
| ON | ON Semiconductor Corporation | Technology | Semiconductors | 2.14% |
| SNOW | Snowflake Inc. | Technology | Software - Application | 2.12% |
| CIEN | Ciena Corp | Technology | Communication Equipment | 2.07% |
| NET | Cloudflare Inc | Technology | Software - Infrastructure | 2.05% |
| TWLO | Twilio Inc | Technology | Software - Infrastructure | 2.04% |