Sophon Surge

High RiskS&P 500GrowthStrong return

Data center and semiconductor exposure expands as services names are reduced

Corning Inc. became the largest position after a large increase, with new allocations to Marvell Technology and Micron Technology and a bigger stake in Teradyne. The update fully exited Quanta Services and Monolithic Power Systems, and sharply reduced Sandisk Corporation and Keysight Technologies, leaving the portfolio more concentrated in Corning Inc. and still heavily exposed to semiconductor and infrastructure-related names.

Portfolio changes

TickerCompanyBeforeAfterChange
MRVL9.51%Added
MUMicron Technology8.25%Added
GLW12.67%24.57%Increased
VRT12.91%13.57%Increased
TER4.18%9.69%Increased
CAT5.54%6.00%Increased
AMAT14.89%13.79%Reduced
LRCX11.24%10.37%Reduced
FIX7.50%3.79%Reduced
SNDKSandisk Corporation16.29%0.28%Reduced
KEYS4.60%0.17%Reduced
PWR8.93%Exited
MPWR1.25%Exited