| 1 | NVDA.NENVDA.NENVIDIA CORP COMMON STOCK USD.001 | NVIDIA CORP COMMON STOCK USD.001 | 11.17% | 247.89K | $52.29M |
| 2 | AMD.BAAMD.BAADVANCED MICRO DEVICES COMMON STOCK USD.01 | ADVANCED MICRO DEVICES COMMON STOCK USD.01 | 7.41% | 67.16K | $34.71M |
| 3 | AVGOAVGOBROADCOM INC COMMON STOCK | BROADCOM INC COMMON STOCK | 5.05% | 73.42K | $23.62M |
| 4 | TSMTSMTAIWAN SEMICONDUCTOR SP ADR ADR | TAIWAN SEMICONDUCTOR SP ADR ADR | 4.78% | 53.48K | $22.38M |
| 5 | INTCINTCINTEL CORP COMMON STOCK USD.001 | INTEL CORP COMMON STOCK USD.001 | 4.31% | 232.02K | $20.18M |
| 6 | META.NEMETA.NEMETA PLATFORMS INC CLASS A COMMON STOCK USD.000006 | META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | 4.09% | 29.83K | $19.17M |
| 7 | SPCXSPCXSPACE EXPLORATION TECHN CL A COMMON STOCK USD.001 | SPACE EXPLORATION TECHN CL A COMMON STOCK USD.001 | 3.18% | 100.84K | $14.87M |
| 8 | MU.TOMU.TOMICRON TECHNOLOGY INC COMMON STOCK USD.1 | MICRON TECHNOLOGY INC COMMON STOCK USD.1 | 3.08% | 16.45K | $14.44M |
| 9 | AMZN.NEAMZN.NEAMAZON.COM INC COMMON STOCK USD.01 | AMAZON.COM INC COMMON STOCK USD.01 | 3.00% | 56.56K | $14.03M |
| 10 | ASML.ASASML.ASASML HOLDING NV NY REG SHS NY REG SHRS EUR.09 | ASML HOLDING NV NY REG SHS NY REG SHRS EUR.09 | 2.82% | 8.39K | $13.19M |
| 11 | SNOWSNOWSNOWFLAKE INC COMMON STOCK USD1.0 | SNOWFLAKE INC COMMON STOCK USD1.0 | 2.18% | 31.39K | $10.22M |
| 12 | IFNNYIFNNYINFINEON TECHNOLOGIES ADR ADR | INFINEON TECHNOLOGIES ADR ADR | 2.07% | 178.85K | $9.69M |
| 13 | TEAMTEAMATLASSIAN CORP CL A COMMON STOCK USD.00001 | ATLASSIAN CORP CL A COMMON STOCK USD.00001 | 2.06% | 42.35K | $9.64M |
| 14 | SNPSSNPSSYNOPSYS INC COMMON STOCK USD.01 | SYNOPSYS INC COMMON STOCK USD.01 | 2.01% | 21.90K | $9.42M |
| 15 | AAPL.MXAAPL.MXAPPLE INC COMMON STOCK USD.00001 | APPLE INC COMMON STOCK USD.00001 | 1.86% | 25.07K | $8.72M |
| 16 | V.BAV.BAVISA INC CLASS A SHARES COMMON STOCK USD.0001 | VISA INC CLASS A SHARES COMMON STOCK USD.0001 | 1.55% | 17.76K | $7.25M |
| 17 | PLTR.NEPLTR.NEPALANTIR TECHNOLOGIES INC A COMMON STOCK USD.001 | PALANTIR TECHNOLOGIES INC A COMMON STOCK USD.001 | 1.52% | 36.21K | $7.12M |
| 18 | ORCLORCLORACLE CORP COMMON STOCK USD.01 | ORACLE CORP COMMON STOCK USD.01 | 1.50% | 55.47K | $7.00M |
| 19 | GOOGLGOOGLALPHABET INC CL A COMMON STOCK USD.001 | ALPHABET INC CL A COMMON STOCK USD.001 | 1.31% | 19.18K | $6.14M |
| 20 | SKHYSKHYSK HYNIX INC ADR ADR | SK HYNIX INC ADR ADR | 1.29% | 44.11K | $6.04M |