Sophon Surge

High RiskS&P 500GrowthStrong return

Semiconductor exposure expands as testing and power weights are cut

Sandisk Corporation became the largest increase, with Applied Materials, Lam Research, and Vertiv Holdings Co also added to. The biggest reductions were Monolithic Power Systems and Teradyne, with smaller cuts to Comfort Systems USA, Keysight Technologies, Corning Inc., and Caterpillar; no positions were fully exited. The resulting portfolio is most exposed to Sandisk Corporation, Vertiv Holdings Co, and Applied Materials, with semiconductor-related names still prominent.

Portfolio changes

TickerCompanyBeforeAfterChange
SNDKSandisk Corporation10.15%15.94%Increased
VRT12.68%13.90%Increased
AMAT10.20%13.67%Increased
LRCX7.79%10.92%Increased
PWR9.63%9.87%Increased
GLW12.56%10.91%Reduced
FIX10.21%8.18%Reduced
CAT6.12%5.80%Reduced
KEYS6.93%5.24%Reduced
TER7.12%4.11%Reduced
MPWR6.61%1.46%Reduced