Add your holdings by percentage or value to get your portfolio report.
Position
Weight in the portfolio
Axcelis Technologies Inc
Amkor Technology Inc
Arista Networks
ASML Holding NV ADR
Enersys
Hubbell Inc
Kratos Defense & Security Solutions
Lam Research Corp
Monolithic Power Systems Inc
Marvell Technology Group Ltd
Micron Technology Inc
nVent Electric PLC
One Stop Systems Inc
Quanta Services Inc
Veeco Instruments Inc
Vertiv Holdings Co
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