AI and platform exposure expands as chip weight eases
Meta Platforms became the biggest new addition, with Microsoft and both Alphabet Inc. share classes also increased. Broadcom Inc., Advanced Micro Devices Inc., Micron Technology, and Qualcomm were reduced, while Apple, NVIDIA, ASML Holding, Applied Materials, and PDD Holdings were also adjusted. The portfolio is now more exposed to Meta Platforms, Microsoft, and Alphabet Inc., with semiconductor names still a major part of the mix.
Portfolio changes
| Ticker | Company | Before | After | Change |
|---|---|---|---|---|
| META | — | 5.45% | 14.49% | Increased |
| GOOG | — | 7.09% | 10.97% | Increased |
| GOOGL | — | 7.00% | 9.21% | Increased |
| NVDA | — | 4.82% | 6.74% | Increased |
| MSFT | — | 1.35% | 6.47% | Increased |
| AAPL | — | 3.77% | 5.19% | Increased |
| AMD | — | 18.87% | 13.04% | Reduced |
| MU | — | 16.89% | 11.49% | Reduced |
| ASML | — | 8.18% | 7.78% | Reduced |
| QCOM | — | 7.98% | 2.77% | Reduced |
| AVGO | — | 7.41% | 0.79% | Reduced |
| PDD | — | 0.22% | 0.05% | Reduced |
| AMAT | — | 10.97% | 11.00% | Held |