← Positions Holding Issuer Disclosed weight
BE BLOOM ENERGY CORP 22.85% SMH VANECK ETF TRUST 14.94% CRWV COREWEAVE INC 14.46% NVDA NVIDIA CORPORATION 11.47% CORZ CORE SCIENTIFIC INC NEW 10.12% APLD APPLIED DIGITAL CORP 8.32% AMD ADVANCED MICRO DEVICES INC 7.09% MU MICRON TECHNOLOGY INC 4.27% TSM TAIWAN SEMICONDUCTOR MANUFAC 3.91% RIOT RIOT PLATFORMS INC 3.70% ASML ASML HLDG NV N Y REGISTRY 3.61% MU MICRON TECHNOLOGY INC 3.09% CLSK CLEANSPARK INC 2.72% TSM TAIWAN SEMICONDUCTOR MANUFAC 2.59% SEI SOLARIS ENERGY INFRAS INC 1.62% BTDR BITDEER TECHNOLOGIES GROUP 0.77% PSIX POWER SOLUTIONS INTL INC 0.68% WYFI WHITEFIBER INC 0.54% AMD ADVANCED MICRO DEVICES INC 0.52% BW BABCOCK & WILCOX ENTERPRISES 0.52% SHAZ SHARONAI HOLDINGS INC 0.47% BE BLOOM ENERGY CORP 0.40% PUMP PROPETRO HLDG CORP 0.34% TSM TAIWAN SEMICONDUCTOR MANUFAC 0.20% HIVE HIVE DIGITAL TECHNOLOGIES LT 0.17% ASML ASML HLDG NV N Y REGISTRY 0.16% MU MICRON TECHNOLOGY INC 0.15% SMH VANECK ETF TRUST 0.08% NVDA NVIDIA CORPORATION 0.01% Open the SEC filing →
No playbook on file for this reported portfolio. The disclosure dates and reported allocations above are the source record.