| Название | Отрасль | Доля, % | P/BV | P/S | P/E | EV/Ebitda | Дивидендная доходность | |
| #1 |
Lumentum Holdings |
Technology | 3.1191 | 44.37 | 30.61 | 1943.94 | 81.5 | 0 |
| #2 |
Western Digital |
Technology | 3.0015 | 19.67 | 10.97 | 56.13 | 13.38 | 0.0983 |
| #3 |
DigitalOcean Holdings, Inc. |
Technology | 2.8067 | -15.86 | 4.12 | 38.11 | 18.94 | 0 |
| #4 |
ASML Holding N.V. |
Technology | 2.6363 | 14.22 | 9.3 | 34.7 | 25.62 | 0.72 |
| #5 |
Monolithic Power Systems, Inc. |
Technology | 2.6186 | 9.37 | 13.36 | 16.5 | 50.02 | 0.69 |
| #6 |
Ciena Corporation |
Technology | 2.6046 | 18.8 | 10.76 | 416.1 | 69.69 | 0 |
| #7 |
Micron Technology, Inc. |
Technology | 2.5387 | 8.91 | 12.91 | 56.52 | 7.39 | 0.33 |
| #8 |
Coherent, Inc. |
Technology | 2.5219 | 5.1 | 7.14 | 840.1 | 15.19 | 0 |
| #9 |
Arista Networks |
Technology | 2.3036 | 14.29 | 18.82 | 48.28 | 46.59 | 0 |
| #10 |
Confluent, Inc. |
Technology | 2.179 | 9.36 | 9.34 | -16.13 | -23.2 | 0 |
| #11 |
Alphabet Inc. |
Technology | 2.1686 | 7.32 | 6.8 | 23.78 | 17.6 | 0.35 |
| #12 |
Apple |
Technology | 2.1669 | 55.81 | 9.89 | 36.74 | 26.98 | 0.44 |
| #13 |
IBM |
Technology | 2.1477 | 7.54 | 3.29 | 34.27 | 20.6 | 2.46 |
| #14 |
NVIDIA |
Technology | 2.1423 | 61.15 | 37.17 | 66.56 | 34.59 | 0.0255 |
| #15 |
NetApp |
Technology | 2.1285 | 20.47 | 3.24 | 17.95 | 11.33 | 1.93 |
| #16 |
Hewlett Packard Enterprise |
Technology | 2.127 | 1.11 | 0.8 | 479.2 | 18.5 | 2.6 |
| #17 |
Celestica Inc. |
Technology | 2.1203 | 5.87 | 2.57 | 38.29 | 15.63 | 0 |
| #18 |
Dell Technologies |
Technology | 2.1149 | -60.32 | 0.94 | 19.47 | 10.01 | 1.64 |
| #19 |
Broadcom |
Technology | 2.1016 | 19.84 | 25.24 | 69.74 | 50.88 | 0.85 |
| #20 |
Datadog, Inc. |
Technology | 2.0795 | 18.88 | 19.09 | 278.89 | 163.03 | 0 |
| #21 |
Cadence Design Systems |
Technology | 2.0666 | 17.69 | 17.81 | 78.31 | 49.56 | 0 |
| #22 |
AMD |
Technology | 2.0506 | 3.48 | 7.77 | 122.14 | 37.82 | 0 |
| #23 |
MongoDB, Inc. |
Technology | 2.0264 | 8.44 | 11.71 | -181.96 | -206.39 | 0 |
| #24 |
Credo Technology Group Holding Ltd |
Technology | 2.0183 | 30.43 | 47.48 | 397.43 | 126.93 | 0 |
| #25 |
Marvell Technology Group Ltd. |
Technology | 1.9681 | 5.22 | 12.14 | -79.14 | 155.12 | 0.32 |
| #26 |
Amazon |
Consumer Discretionary | 1.9603 | 8.3 | 3.72 | 40.04 | 19.58 | 0 |
| #27 |
Synopsys |
Technology | 1.9542 | 2.56 | 10.29 | 54.51 | 34.66 | 0 |
| #28 |
Hewlett-Packard |
Technology | 1.9208 | -50.16 | 0.31 | 6.86 | 8.26 | 4.66 |
| #29 |
Microsoft Corporation |
Technology | 1.8758 | 8.71 | 10.61 | 29.37 | 23.37 | 0.7 |
| #30 |
GitLab Inc. |
Technology | 1.8704 | 5.77 | 5.9 | -707.96 | -86.96 | 0 |
| #31 |
Snowflake Inc. |
Technology | 1.8079 | 18.77 | 15.52 | -43.79 | -56.93 | 0 |
| #32 |
Oracle |
Technology | 1.7529 | 20.73 | 7.38 | 34.06 | 22.6 | 0.88 |
| #33 |
QUALCOMM |
Technology | 1.7377 | 7.6 | 3.64 | 29.08 | 12.86 | 2.22 |
| #34 |
Atlassian Corporation Plc |
Technology | 1.2881 | 14.24 | 3.67 | -74.65 | 2159.5 | 0 |
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