Sophon Surge

High RiskS&P 500GrowthStrong return

Semiconductor exposure narrows as Corning takes a larger role

Corning Inc. became the largest position after a sharp increase, with Lam Research and Applied Materials also moved up. Monolithic Power Systems, Quanta Services, Teradyne, and Vertiv Holdings Co were cut, while Comfort Systems USA, Inc. and Caterpillar were modestly increased. The new mix is most exposed to Corning Inc. and other semiconductor-related names, with industrial and infrastructure holdings still present but smaller.

Portfolio changes

TickerCompanyBeforeAfterChange
GLW7.02%30.35%Increased
LRCX1.40%13.09%Increased
AMAT5.76%12.61%Increased
FIX2.35%3.48%Increased
CAT2.82%3.07%Increased
TER21.98%16.25%Reduced
SNDKSandisk Corporation10.77%9.83%Reduced
PWR15.52%6.53%Reduced
MPWR27.38%3.12%Reduced
VRT5.02%1.67%Reduced