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Asset Name | Return YTD % (Asset curr.) | Asset Value (Ref. curr.) | % of portfolio | |
|---|---|---|---|---|
| Western Digital Corporation | +184.6% | – | 1.0% | |
| Teradyne, Inc. | +79.7% | – | 1.0% | |
| ASM International N.V. | +75.8% | – | 1.8% | |
| Vertiv Holdings Co. Class A | +73.5% | – | 1.7% | |
| VAT Group AG | +65.0% | – | 1.3% |