April 27, 2026
Announcement
| ACCENTURE PLC-CL A |
| AKAMAI TECHNOLOGIES INC |
| ARISTA NETWORKS INC |
| BOOZ ALLEN HAMILTON HOLDING CORP |
| CACI INTERNATIONAL INC -CL A |
| CHECK POINT SOFTWARE TECH L ORD |
| CIENA CORP |
| CROWDSTRIKE HOLDINGS INC |
| DATADOG INC |
| DEXERIALS CORP |
| DIGI INTL INC |
| DRONESHIELD LTD |
| DYNATRACE INC |
| ELBIT SYSTEMS LTD |
| ELEMENT SOLUTIONS INC |
| F5 INC |
| FASTLY INC - CLASS A |
| FORTINET INC |
| FUJITSU LTD ORD |
| GCL TECHNOLOGY HOLDINGS LTD |
| GDS HOLDINGS LTD |
| IMPINJ INC |
| INTERDIGITAL INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| KINGBOARD LAMINATES HOLDINGS ORD |
| KYNDRYL HOLDINGS INC |
| L3HARRIS TECHNOLOGIES INC |
| LEONARDO DRS INC |
| MATERION CORP |
| MERCURY SYSTEMS INC |
| NEBIUS GROUP NV |
| NEC CORP ORD |
| NETSCOUT SYSTEMS INC |
| NETSKOPE INC |
| NEXTDC LTD |
| OTSUKA CORP ORD |
| PALO ALTO NETWORKS INC |
| QNITY ELECTRONICS INC |
| QUALYS INC |
| ROGERS CORP |
| RUBRIK INC-A |
| SENTINELONE INC |
| TAIYO HOLDINGS |
| TENABLE HOLDINGS INC |
| TIS INC |
| TOKYO OHKA KOGYO CO LTD ORD |
| TREND MICRO INC |
| UNIVERSAL DISPLAY CORP |
| VNET GROUP INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.