Sophon Surge

High RiskS&P 500GrowthStrong return

Software and industrial exposure grows as semiconductor weight is reduced

Zebra Technologies became the largest new position, joined by sizable new allocations to Datadog and Charles River Laboratories. The update fully exited Flex Ltd., KLA Corporation, Intel Corporation, Lam Research, Lumentum Holdings Inc., and Comfort Systems USA, Inc., while cutting Micron Technology and adding smaller positions in Arista Networks, 3M, Amphenol, and Fortinet. The new mix is most concentrated in Zebra Technologies and Datadog, with meaningful exposure also in Charles River Laboratories and Arista Networks.

Portfolio changes

TickerCompanyBeforeAfterChange
ZBRA31.49%Added
DDOG20.21%Added
CRL17.65%Added
ANET10.11%Added
MMM7.46%Added
APH5.66%Added
FTNT3.75%Added
MUMicron Technology15.76%3.68%Reduced
FLEX20.10%Exited
KLAC19.34%Exited
INTC16.80%Exited
LRCX14.07%Exited
LITE8.89%Exited
FIX5.04%Exited