Sophon Surge

High RiskS&P 500GrowthStrong return

Semiconductor exposure shifts toward power and testing names

Monolithic Power Systems and Teradyne were the biggest additions, while Corning Inc., Lam Research, and Applied Materials were cut back sharply. Quanta Services and Vertiv Holdings Co were also increased, while Sandisk Corporation and Comfort Systems USA, Inc. were reduced slightly; Caterpillar was essentially unchanged. The new mix is most exposed to Monolithic Power Systems, Teradyne, and Quanta Services, with semiconductor-related names still prominent but less dominant than before.

Portfolio changes

TickerCompanyBeforeAfterChange
MPWR3.08%27.61%Increased
TER7.80%22.85%Increased
PWR7.89%14.66%Increased
VRT3.42%4.50%Increased
SNDKSandisk Corporation14.87%11.67%Reduced
GLW27.10%6.68%Reduced
AMAT12.98%5.61%Reduced
FIX2.78%2.24%Reduced
LRCX17.30%1.41%Reduced
CAT2.78%2.78%Held