Sophon Surge

High RiskS&P 500GrowthStrong return

Semiconductor exposure expands as industrial and travel weights are cut

Lam Research, Applied Materials, and Sandisk Corporation were the biggest additions, while Comfort Systems USA, Inc., Vertiv Holdings Co, and Expedia Inc were cut back or fully exited. Corning Inc. and Teradyne were also increased, and Caterpillar was raised from a very small weight. The new mix is most exposed to Corning Inc. and a larger semiconductor-related sleeve, with smaller positions in industrial and infrastructure names.

Portfolio changes

TickerCompanyBeforeAfterChange
AMAT13.08%Added
SNDKSandisk Corporation12.74%Added
PWR8.86%Added
MPWR3.44%Added
GLW16.34%25.87%Increased
LRCX3.44%17.03%Increased
TER7.69%9.15%Increased
CAT0.15%3.10%Increased
VRT26.07%3.73%Reduced
FIX36.12%3.00%Reduced
EXPE10.18%Exited