Companies ranked by net assets, in USD
RankCompanyNet assetsSectorIndustryCountryExchange
1GOOGAlphabet Inc.$640BTechnology
Information Technology Services
United StatesNasdaq
2MSFTMicrosoft Corp$442BTechnology
Software
United StatesNasdaq
3METAMeta Platforms, Inc.$261BTechnology
Information Technology Services
United StatesNasdaq
4NVDANVIDIA Corp$229BTechnology
Semiconductors
United StatesNasdaq
5MUMicron Technology, Inc.$138BTechnology
Semiconductors
United StatesNasdaq
6SPCXSpace Exploration Technologies Corp.$127BTechnology
Information Technology Services
United StatesNasdaq
7AAPLApple Inc.$108BTechnology
Computer Hardware
United StatesNasdaq
8AVGOBroadcom Inc.$99.7BTechnology
Semiconductors
United StatesNasdaq
9INTCIntel Corp$87.5BTechnology
Semiconductors
United StatesNasdaq
10AMDAdvanced Micro Devices, Inc.$67.2BTechnology
Semiconductors
United StatesNasdaq
11CSCOCisco Systems, Inc.$50.3BTechnology
Computer Networking
United StatesNasdaq
12ADIAnalog Devices, Inc.$33.6BTechnology
Semiconductors
United StatesNasdaq
13SNPSSynopsys Inc$31.2BTechnology
Software
United StatesNasdaq
14QCOMQUALCOMM Inc/de$27.7BTechnology
Electronic Components
United StatesNasdaq
15PANWPalo Alto Networks Inc$27.5BTechnology
Computer Peripherals
United StatesNasdaq
16AMATApplied Materials Inc /de$25.6BTechnology
Semiconductors
United StatesNasdaq
17INTUIntuit Inc.$19.0BTechnology
Software
United StatesNasdaq
18MRVLMarvell Technology, Inc.$18.5BTechnology
Semiconductors
United StatesNasdaq
19TXNTexas Instruments Inc$18.0BTechnology
Semiconductors
United StatesNasdaq
20SNDKSandisk Corp$15.7BTechnology
Computer Hardware
United StatesNasdaq
21SMCISuper Micro Computer, Inc.$14.5BTechnology
Computer Hardware
United StatesNasdaq
22CTSHCognizant Technology Solutions Corp$14.5BTechnology
Information Technology Services
United StatesNasdaq
23SHOPShopify Inc.$12.7BTechnology
Software
United StatesNasdaq
24GFSGLOBALFOUNDRIES Inc.$11.9BTechnology
Semiconductors
United StatesNasdaq
25ADBEAdobe Inc.$11.8BTechnology
Software
United StatesNasdaq
26NXPINXP Semiconductors N.V.$11.4BTechnology
Semiconductors
United StatesNasdaq
27ZMZoom Communications, Inc.$11.3BTechnology
Information Technology Services
United StatesNasdaq
28FSLRFirst Solar, Inc.$10.3BTechnology
Semiconductors
United StatesNasdaq
29PLTRPalantir Technologies Inc.$9.77BTechnology
Software
United StatesNasdaq
30CBRSCerebras Systems Inc.$9.15BTechnology
Semiconductors
United StatesNasdaq
31WDCWestern Digital Corp$8.86BTechnology
Computer Hardware
United StatesNasdaq
32ARMArm Holdings plc /Uk$8.29BTechnology
Semiconductors
United StatesNasdaq
33MBLYMobileye Global Inc.$8.21BTechnology
Software
United StatesNasdaq
34ABNBAirbnb, Inc.$7.80BTechnology
Information Technology Services
United StatesNasdaq
35ONON Semiconductor Corp$7.22BTechnology
Semiconductors
United StatesNasdaq
36OKTAOkta, Inc.$6.97BTechnology
Software
United StatesNasdaq
37SAILSailPoint, Inc.$6.86BTechnology
Software
United StatesNasdaq
38CDNSCadence Design Systems, Inc.$6.86BTechnology
Software
United StatesNasdaq
39SSNCSS&C Technologies Holdings Inc$6.64BTechnology
Software
United StatesNasdaq
40JOYYJOYY Inc.$6.54BTechnology
Information Technology Services
United StatesNasdaq
41WDAYWorkday, Inc.$6.46BTechnology
Information Technology Services
United StatesNasdaq
42MCHPMicrochip Technology Inc$6.45BTechnology
Semiconductors
United StatesNasdaq
43ADPAutomatic Data Processing, Inc.$6.03BTechnology
Information Technology Services
United StatesNasdaq
44SWKSSkyworks Solutions, Inc.$5.74BTechnology
Semiconductors
United StatesNasdaq
45FLEXFlex Ltd.$5.50BTechnology
Electronic Components
United StatesNasdaq
46CRWDCrowdStrike Holdings, Inc.$5.10BTechnology
Software
United StatesNasdaq
47PPLIPeople Inc$5.08BTechnology
Information Technology Services
United StatesNasdaq
48OCTVOctave Intelligence plc$5.08BTechnology
Software
United StatesNasdaq
49CRWVCoreWeave, Inc.$5.02BTechnology
Software
United StatesNasdaq
50AMKRAmkor Technology, Inc.$4.65BTechnology
Semiconductors
United StatesNasdaq
51LITELumentum Holdings Inc.$4.64BTechnology
Electronic Components
United StatesNasdaq
52DDOGDatadog, Inc.$4.37BTechnology
Software
United StatesNasdaq
53OTEXOpen Text Corp$4.01BTechnology
Information Technology Services
United StatesNasdaq
54WAYWaystar Holding Corp.$3.99BTechnology
Information Technology Services
United StatesNasdaq
55WBWEIBO Corp$3.92BTechnology
Information Technology Services
United StatesNasdaq
56MPWRMonolithic Power Systems, Inc.$3.90BTechnology
Semiconductors
United StatesNasdaq
57NICENICE Ltd.$3.88BTechnology
Software
United StatesNasdaq
58FFIVF5, Inc.$3.86BTechnology
Computer Networking
United StatesNasdaq
59TTWOTake-Two Interactive Software, Inc.$3.61BTechnology
Software
United StatesNasdaq
60QRVOQorvo, Inc.$3.47BTechnology
Semiconductors
United StatesNasdaq
61PTCPTC Inc.$3.47BTechnology
Software
United StatesNasdaq
62DOXAmdocs Ltd$3.43BTechnology
Information Technology Services
United StatesNasdaq
63ADSKAutodesk, Inc.$3.38BTechnology
Software
United StatesNasdaq
64APPAppLovin Corp$3.16BTechnology
Information Technology Services
United StatesNasdaq
65MDBMongoDB, Inc.$2.98BTechnology
Software
United StatesNasdaq
66TSEMTower Semiconductor Ltd.$2.92BTechnology
Semiconductors
United StatesNasdaq
67CHKPCheck Point Software Technologies Ltd.$2.88BTechnology
Software
United StatesNasdaq
68SANMSanmina Corp$2.76BTechnology
Electronic Components
United StatesNasdaq
69CRDOCredo Technology Group Holding Ltd$2.73BTechnology
Semiconductors
United StatesNasdaq
70GENGen Digital Inc.$2.66BTechnology
Software
United StatesNasdaq
71LFUSLittelfuse Inc /de$2.62BTechnology
Electronic Components
United StatesNasdaq
72ZSZscaler, Inc.$2.60BTechnology
Information Technology Services
United StatesNasdaq
73TTDTrade Desk, Inc.$2.57BTechnology
Information Technology Services
United StatesNasdaq
74NXTNextpower Inc.$2.56BTechnology
Semiconductors
United StatesNasdaq
75VISNVistance Networks, Inc.$2.51BTechnology
Electronic Components
United StatesNasdaq
76WWDWoodward, Inc.$2.47BTechnology
Electronic Components
United StatesNasdaq
77LOGILogitech International S.A.$2.35BTechnology
Computer Peripherals
United StatesNasdaq
78CRUSCirrus Logic, Inc.$2.19BTechnology
Semiconductors
United StatesNasdaq
79STXSeagate Technology Holdings plc$2.17BTechnology
Computer Hardware
United StatesNasdaq
80IPGPIPG Photonics Corp$2.13BTechnology
Semiconductors
United StatesNasdaq
81JKHYJack Henry & Associates, Inc.$2.05BTechnology
Information Technology Services
United StatesNasdaq
82AURAurora Innovation, Inc.$1.95BTechnology
Information Technology Services
United StatesNasdaq
83DIODDiodes Inc$1.95BTechnology
Semiconductors
United StatesNasdaq
84TTMITTM Technologies Inc$1.93BTechnology
Electronic Components
United StatesNasdaq
85CCCCCC Intelligent Solutions Holdings Inc.$1.77BTechnology
Software
United StatesNasdaq
86ALABAstera Labs, Inc.$1.73BTechnology
Semiconductors
United StatesNasdaq
87DOCUDocuSign, Inc.$1.72BTechnology
Software
United StatesNasdaq
88OLEDUniversal Display Corp \Pa\$1.68BTechnology
Electronic Components
United StatesNasdaq
89AAOIApplied Optoelectronics, Inc.$1.67BTechnology
Semiconductors
United StatesNasdaq
90NTCTNetScout Systems, Inc.$1.66BTechnology
Information Technology Services
United StatesNasdaq
91PONYPony AI Inc.$1.65BTechnology
Information Technology Services
United StatesNasdaq
92NOVTNovanta Inc.$1.62BTechnology
Electronic Components
United StatesNasdaq
93TTANServiceTitan, Inc.$1.61BTechnology
Software
United StatesNasdaq
94APLDApplied Digital Corp.$1.60BTechnology
Information Technology Services
United StatesNasdaq
95QUBTQuantum Computing Inc.$1.59BTechnology
Software
United StatesNasdaq
96ONDSOndas Inc.$1.57BTechnology
Electronic Components
United StatesNasdaq
97FTNTFortinet, Inc.$1.55BTechnology
Computer Peripherals
United StatesNasdaq
98MTSIMACOM Technology Solutions Holdings, Inc.$1.54BTechnology
Semiconductors
United StatesNasdaq
99PLXSPlexus Corp.$1.53BTechnology
Electronic Components
United StatesNasdaq
100MRCYMercury Systems, Inc.$1.50BTechnology
Electronic Components
United StatesNasdaq