Sophon Surge

High RiskS&P 500GrowthStrong return

Healthcare and diagnostics exposure grows as software and networking are cut

Moderna Inc. and Amphenol remain the two largest positions, while Zebra Technologies and Charles River Laboratories were added in size and Robinhood Markets, Inc. was newly introduced. Datadog, Fortinet, 3M, and General Electric Co were fully exited, and Arista Networks, Micron Technology, and Bio-Techne were reduced. The new allocation is most concentrated in Moderna Inc. and Amphenol, with additional exposure to Charles River Laboratories and Zebra Technologies.

Portfolio changes

TickerCompanyBeforeAfterChange
HOOD0.49%Added
MRNA32.29%37.12%Increased
CRL2.39%7.81%Increased
ZBRA0.10%6.94%Increased
APH48.03%47.01%Reduced
MUMicron Technology2.20%0.34%Reduced
ANET4.16%0.15%Reduced
TECH0.58%0.13%Reduced
DDOG4.14%Exited
FTNT3.56%Exited
MMM1.87%Exited
GE0.68%Exited