Sophon Surge

High RiskS&P 500GrowthStrong return

Industrial and infrastructure exposure expands as Corning is cut sharply

Comfort Systems USA, Inc., Quanta Services, Vertiv Holdings Co, and Caterpillar were the biggest additions, and Keysight Technologies was added as a new position. Corning Inc. was cut from the largest holding to a very small weight, while Lam Research, Applied Materials, and Teradyne were also reduced. The new mix is most exposed to industrial and infrastructure names, with a smaller semiconductor sleeve still in place.

Portfolio changes

TickerCompanyBeforeAfterChange
KEYS5.90%Added
PWR6.02%15.80%Increased
FIX3.14%15.42%Increased
SNDKSandisk Corporation10.15%14.89%Increased
VRT1.45%12.37%Increased
CAT2.99%12.17%Increased
MPWR3.14%6.78%Increased
TER16.93%8.77%Reduced
LRCX13.78%4.33%Reduced
AMAT12.26%3.18%Reduced
GLW30.15%0.40%Reduced