| MP |
Raw Materials & Components |
neutral |
| AEHR |
Raw Materials & Components |
neutral |
| ENTG |
Raw Materials & Components |
neutral |
| MKSI |
Raw Materials & Components |
neutral |
| WOLF |
Raw Materials & Components |
neutral |
| SUMCO |
Raw Materials & Components |
neutral |
| FCX |
Raw Materials & Components |
neutral |
| TSM |
Semiconductor Manufacturing |
neutral |
| ASML |
Semiconductor Manufacturing |
neutral |
| AMAT |
Semiconductor Manufacturing |
neutral |
| LRCX |
Semiconductor Manufacturing |
neutral |
| KLAC |
Semiconductor Manufacturing |
neutral |
| SNPS |
Semiconductor Manufacturing |
neutral |
| CDNS |
Semiconductor Manufacturing |
neutral |
| AMKR |
Semiconductor Manufacturing |
neutral |
| NVDA |
Chips & Accelerators |
neutral |
| AMD |
Chips & Accelerators |
neutral |
| AVGO |
Chips & Accelerators |
neutral |
| MRVL |
Chips & Accelerators |
neutral |
| MU |
Chips & Accelerators |
neutral |
| INTC |
Chips & Accelerators |
neutral |
| ARM |
Chips & Accelerators |
neutral |
| QCOM |
Chips & Accelerators |
neutral |
| MCHP |
Chips & Accelerators |
neutral |
| ANET |
Infrastructure |
neutral |
| VRT |
Infrastructure |
neutral |
| EQIX |
Infrastructure |
neutral |
| DLR |
Infrastructure |
neutral |
| CRDO |
Infrastructure |
neutral |
| LITE |
Infrastructure |
neutral |
| COHR |
Infrastructure |
neutral |
| ETN |
Infrastructure |
neutral |
| AAOI |
Infrastructure |
neutral |
| KO |
Infrastructure |
neutral |
| SMCI |
Infrastructure |
neutral |
| MSFT |
Cloud & Compute Platforms |
neutral |
| AMZN |
Cloud & Compute Platforms |
neutral |
| GOOGL |
Cloud & Compute Platforms |
neutral |
| META |
Cloud & Compute Platforms |
neutral |
| ORCL |
Cloud & Compute Platforms |
neutral |
| COREWEAVE |
Cloud & Compute Platforms |
neutral |
| TTD |
Cloud & Compute Platforms |
neutral |
| MDB |
AI Platforms & Tools |
neutral |
| SNOW |
AI Platforms & Tools |
neutral |
| DDOG |
AI Platforms & Tools |
neutral |
| PLTR |
AI Platforms & Tools |
neutral |
| ESTC |
AI Platforms & Tools |
neutral |
| CFLT |
AI Platforms & Tools |
neutral |
| CRCL |
AI Platforms & Tools |
neutral |
| MSFT_FM |
Foundation Models & AI Services |
neutral |
| GOOGL_FM |
Foundation Models & AI Services |
neutral |
| META_FM |
Foundation Models & AI Services |
neutral |
| AI |
Foundation Models & AI Services |
neutral |
| BBAI |
Foundation Models & AI Services |
neutral |
| CRM |
AI Applications |
neutral |
| NOW |
AI Applications |
neutral |
| WDAY |
AI Applications |
neutral |
| CRWD |
AI Applications |
neutral |
| PANW |
AI Applications |
neutral |
| VEEV |
AI Applications |
neutral |
| ADSK |
AI Applications |
neutral |
| TSLA |
AI Applications |
neutral |
| EWY |
AI Applications |
short |
| GFS |
AI Applications |
neutral |
| HUBS |
AI Applications |
neutral |
| ON |
AI Applications |
neutral |
| SBUX |
AI Applications |
neutral |
| STX |
AI Applications |
neutral |
| SWKS |
AI Applications |
neutral |
| JPM |
AI-Enabled Transformation |
neutral |
| UNH |
AI-Enabled Transformation |
neutral |
| WMT |
AI-Enabled Transformation |
neutral |
| JNJ |
AI-Enabled Transformation |
neutral |
| CAT |
AI-Enabled Transformation |
neutral |
| DIS |
AI-Enabled Transformation |
neutral |
| AMGN |
AI-Enabled Transformation |
neutral |
| EME |
AI-Enabled Transformation |
neutral |
| GEV |
AI-Enabled Transformation |
neutral |
| STRL |
AI-Enabled Transformation |
neutral |
| VST |
Secondary / Tertiary Beneficiaries |
neutral |
| CEG |
Secondary / Tertiary Beneficiaries |
neutral |
| NRG |
Secondary / Tertiary Beneficiaries |
neutral |
| PWR |
Secondary / Tertiary Beneficiaries |
neutral |
| EMR |
Secondary / Tertiary Beneficiaries |
neutral |
| AME |
Secondary / Tertiary Beneficiaries |
neutral |
| FIX |
Secondary / Tertiary Beneficiaries |
neutral |
