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This fund allocates capital to businesses at the forefront of transforming how we interact and exchange information. Its holdings encompass a wide array of innovative domains, from social networking platforms to the critical digital infrastructure supporting 5G technology and the expanding universe of the Internet of Things.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| TSM | TAIWAN SEMIC MFG CO LTD SP ADR | 11.14% | $10.72M |
| GOOGL | ALPHABET INC CL A | 8.25% | $7.93M |
| ANET | ARISTA NETWORKS INC | 5.79% | $5.57M |
| META | META PLATFORMS INC CL A | 5.65% | $5.43M |
| NVDA | NVIDIA CORP | 5.37% | $5.16M |
| AMZN | AMAZON.COM INC | 4.89% | $4.71M |
| RBLX | ROBLOX CORP | 3.45% | $3.32M |
| QBR-B.TO | QUEBECOR INC CL B SUB VTG | 3.14% | $3.02M |
| SPCX | SPACE EXPLORATION TECH CORP A | 3.01% | $2.89M |
| SE | SEA LTD ADR | 2.90% | $2.79M |
| TWLO | TWILIO INC CLASS A | 2.76% | $2.66M |
| TMUS | T-MOBILE US INC | 2.72% | $2.62M |
| 639.DE | SPOTIFY TECHNOLOGY SA | 2.55% | $2.45M |
| WBD | WARNER BROS DISCOVERY INC | 2.51% | $2.41M |
| AAPL | APPLE INC | 2.47% | $2.38M |
| RDDT | REDDIT INC A | 2.41% | $2.32M |
| CDNS | CADENCE DESIGN SYSTEMS INC | 2.24% | $2.15M |
| LYV | LIVE NATION ENTERTAINMENT INC | 2.14% | $2.06M |
| NET | CLOUDFLARE INC | 2.05% | $1.97M |
| APP | APPLOVIN CORP | 2.04% | $1.96M |
| ROKU | ROKU INC CLASS A | 1.98% | $1.90M |
| MGNI | MAGNITE INC | 1.98% | $1.90M |
| TTWO | TAKE-TWO INTERACTV SOFTWR INC | 1.90% | $1.83M |
| FWONK | LIBERTY MEDIA CORP LIBERTY FOR | 1.69% | $1.63M |
| DY | DYCOM INDUSTRIES INC | 1.68% | $1.62M |