May 5, 2026
Announcement
| ADOBE INC |
| ADVANCED MICRO DEVICES |
| AKAMAI TECHNOLOGIES INC |
| ALARM.COM HOLDINGS INC |
| ALPHABET INC-CL A |
| AMAZON.COM INC |
| AMBARELLA INC |
| AMERICAN TOWER CORP |
| APPIER GROUP INC |
| APPLE INC |
| ARISTA NETWORKS INC |
| BAIDU INC-CLASS A |
| BIGBEAR.AI HOLDINGS INC |
| BLACKBERRY LTD |
| BROADCOM INC |
| C3AI INC |
| CADENCE DESIGN SYSTEMS INC |
| CALIAN GROUP LTD |
| CEVA INC |
| CHECK POINT SOFTWARE TECH L ORD |
| CHINA VAST INDUSTRIAL URBAN |
| CIENA CORP |
| CISCO SYSTEMS INC |
| CLOUDFLARE INC - CLASS A |
| CROWDSTRIKE HOLDINGS INC |
| DIGI INTL INC |
| DIGITAL REALTY TRUST INC |
| DOCUSIGN INC |
| EPAM SYSTEMS INC |
| EQUINIX INC |
| ERICSSON TEL-SP ADR |
| EVERFORTH INC |
| EXLSERVICE HOLDINGS INC |
| EXTREME NETWORKS INC |
| FIVE9 INC |
| FORTINET INC |
| FS.COM ORD H |
| GEN DIGITAL INC |
| HEWLETT PACKARD ENTERPRISE COMPANY |
| HUBSPOT INC |
| INFOSYS LTD |
| INTEL CORP |
| INTERDIGITAL INC |
| INTERNATIONAL BUSINESS MACHINES CORP |
| IRIDIUM COMMUNICATIONS INC |
| ITRON INC |
| KEYSIGHT TECHNOLOGIES INC |
| KONTRON AG |
| MACNICA HOLDINGS INC |
| MARVELL TECHNOLOGY INC |
| MAXLINEAR INC-CLASS A |
| META PLATFORMS INC |
| MICRON TECHNOLOGY INC |
| MICROSOFT CORP |
| MOTOROLA SOLUTIONS INC |
| NAGARRO SE |
| NCINO INC |
| NETGEAR INC |
| NETSCOUT SYSTEMS INC |
| NICE LTD |
| NOKIA CORP-SPON ADR |
| NVIDIA CORP |
| NXP SEMICONDUCTOR NV |
| OKTA INC |
| OPEN TEXT CORP |
| ORACLE CORP |
| PALANTIR TECHNOLOGIES INC |
| PALO ALTO NETWORKS INC |
| PTC INC |
| QORVO INC |
| QUALCOMM INC |
| QUALYS INC |
| QUANTUM COMPUTING INC |
| QUANTUM NUMBERS CORP |
| RINGCENTRAL INC |
| SALESFORCE INC |
| SAP SE |
| SEALSQ CORP |
| SEMTECH CORP |
| SENTINELONE INC |
| SERVICENOW INC |
| SILICON LABORATORIES INC |
| SKYWORKS SOLUTIONS INC |
| SNOWFLAKE INC |
| SOUNDHOUND AI INC-A |
| SUPER MICRO COMPUTER INC |
| SYNAPTICS INC |
| TAIWAN SEMICONDUCTOR-SP ADR |
| TENABLE HOLDINGS INC |
| TERADYNE INC |
| THALES SA |
| TREND MICRO INC |
| TUYA INC |
| VARONIS SYSTEMS INC |
| VERISK ANALYTICS INC |
| VISTANCE NETWORKS |
| WELL HEALTH TECHNOLOGIES CORP |
| ZETA GLOBAL HOLDINGS CORP-A |
| ZIFF DAVIS INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.