Sophon Surge

High RiskS&P 500GrowthStrong return

Healthcare and industrial exposure expand as software and equipment are reduced

Amphenol and Moderna Inc. became the two largest positions, with Amphenol rising to 44.9% and Moderna Inc. added at 36.4%. Zebra Technologies was cut to a token weight, while Charles River Laboratories, Datadog, 3M, Arista Networks, and Micron Technology were all reduced; General Electric Co and Bio-Techne were added in small sizes. The portfolio is now most concentrated in Amphenol and Moderna Inc., with much smaller remaining exposure across the other names.

Portfolio changes

TickerCompanyBeforeAfterChange
MRNA36.38%Added
GE0.66%Added
TECH0.56%Added
APH10.27%44.93%Increased
DDOG19.37%4.10%Reduced
ANET8.85%3.71%Reduced
FTNT3.52%3.34%Reduced
CRL17.80%2.27%Reduced
MUMicron Technology3.75%2.13%Reduced
MMM7.25%1.81%Reduced
ZBRA29.19%0.10%Reduced