Companies included in AIFD
This is AIFD's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–32 of 32.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 38,331 | NS | 7.127422% |
| LITE | LUMENTUM HOLDINGS INC | 8,379 | NS | 7.044332% |
| AVGO | BROADCOM INC | 17,040 | NS | 6.627356% |
| GOOG | ALPHABET INC-CL A | 17,023 | NS | 6.103209% |
| ANET | ARISTA NETWORKS INC | 36,816 | NS | 5.924356% |
| VERTIV HOLDINGS CO-A | VERTIV HOLDINGS CO-A | 15,908 | NS | 4.868832% |
| MRVL | MARVELL TECHNOLOGY INC | 29,927 | NS | 4.604991% |
| AMZN | AMAZON.COM INC | 17,415 | NS | 4.300854% |
| MU | MICRON TECHNOLOGY INC | 8,495 | NS | 4.093317% |
| DOCN | DIGITALOCEAN HOLDINGS INC | 41,767 | NS | 3.752602% |
| PANW | PALO ALTO NETWORKS INC | 21,187 | NS | 3.539853% |
| TAIWAN SEMICONDUCTOR-SP ADR | TAIWAN SEMICONDUCTOR-SP ADR | 9,367 | NS | 3.456595% |
| ETN | EATON CORP PLC | 7,217 | NS | 2.911667% |
| ASML | ASML HOLDING NV-NY REG SHS | 2,027 | NS | 2.717682% |
| SYM | SYMBOTIC INC | 48,993 | NS | 2.697793% |
| KLAC | KLA CORP | 1,536 | NS | 2.504974% |
| MSI | MOTOROLA SOLUTIONS INC | 5,887 | NS | 2.408104% |
| INTL BUSINESS MACHINES CORP | INTL BUSINESS MACHINES CORP | 10,748 | NS | 2.313072% |
| TSLA | TESLA INC | 5,837 | NS | 2.075483% |
| REDDIT INC-CL A | REDDIT INC-CL A | 14,602 | NS | 2.003068% |
| CGNX | COGNEX CORP | 37,664 | NS | 1.947981% |
| SPOTIFY TECHNOLOGY SA | SPOTIFY TECHNOLOGY SA | 4,252 | NS | 1.769092% |
| PALANTIR TECHNOLOGIES INC-A | PALANTIR TECHNOLOGIES INC-A | 13,508 | NS | 1.7508% |
| CLS | CELESTICA INC | 4,477 | NS | 1.708533% |
| CADENCE DESIGN SYS INC | CADENCE DESIGN SYS INC | 5,260 | NS | 1.615276% |
| DEERE AND CO | DEERE AND CO | 2,816 | NS | 1.547662% |
| DDOG | DATADOG INC - CLASS A | 11,500 | NS | 1.416392% |
| NBIS | NEBIUS GROUP NV | 8,937 | NS | 1.151015% |
| MSFT | MICROSOFT CORP | 3,001 | NS | 1.140195% |
| ORACLE CORP | ORACLE CORP | 7,238 | NS | 1.088384% |
| NOW | SERVICENOW INC | 7,995 | NS | 0.657833% |
| COREWEAVE INC-CL A | COREWEAVE INC-CL A | 5,125 | NS | 0.532899% |
SEC N-PORT snapshot as of .