Pictet-Robotics Fund

BDL-127933359

BDL:127933359

Top 20 Holdings out of 38

Ticker
Company
% Portfolio
Market Value
Shares
Chg. Shares %
Chg. Shares
% Owned
Alphabet Inc. Website

GOOGL

Alphabet Inc.

6.7%$17.52B3.6M

New Buy

3.6M0.1%
Salesforce, Inc. Website

CRM

Salesforce, Inc.

6.7%$17.47B2.2M

10.2%

204.6K0.2%
Taiwan Semiconductor Manufacturing Company Limited Website

2330

Taiwan Semiconductor Manufacturing Company Limited

6.4%$16.76B20.5M

-9.0%

-2.0M0.1%
Infineon Technologies AG Website

IFX

Infineon Technologies AG

4.4%$11.48B11.9M

16.9%

1.7M0.9%
Lam Research Corporation Website

LRCX

Lam Research Corporation

4.3%$11.32B5.6M

105.3%

2.9M0.4%
Workday, Inc. Website

WDAY

Workday, Inc.

4.3%$11.19B1.6M

36.3%

422.3K0.7%
KLA Corporation Website

KLAC

KLA Corporation

3.9%$10.19B503.2K

19.3%

81.5K0.4%
NVIDIA Corporation Website

NVDA

NVIDIA Corporation

3.5%$9.27B2.9M

-45.4%

-2.4M0.0%
ASML Holding N.V. Website

ASML

ASML Holding N.V.

3.5%$9.09B443.9K

32.6%

109.0K0.1%
Intuitive Surgical, Inc. Website

ISRG

Intuitive Surgical, Inc.

3.4%$8.99B584.0K

-8.2%

-51.9K0.2%
Advanced Micro Devices, Inc. Website

AMD

Advanced Micro Devices, Inc.

3.4%$8.91B3.2M

42.8%

956.1K0.2%
Veeva Systems Inc. Website

VEEV

Veeva Systems Inc.

3.1%$8.04B1.2M

New Buy

1.2M0.7%
Altair Engineering Inc. Website

ALTR

Altair Engineering Inc.

3.1%$8.04B2.2M

-10.5%

-263.7K3.7%
Marvell Technology, Inc. Website

MRVL

Marvell Technology, Inc.

2.8%$7.46B4.5M

3.1%

136.2K0.5%
Dynatrace, Inc. Website

DT

Dynatrace, Inc.

2.8%$7.44B5.4M

78.8%

2.4M1.8%
Keyence Corporation Website

6861

Keyence Corporation

2.5%$6.62B507.6K

0.2%
Advantest Corporation Website

6857

Advantest Corporation

2.5%$6.49B5.3M

New Buy

5.3M0.7%
ANSYS, Inc. Website

ANSS

ANSYS, Inc.

2.4%$6.31B652.2K

4.6%

28.4K0.7%
Tokyo Electron Limited Website

8035

Tokyo Electron Limited

2.3%$6.15B1.4M

268.3%

1.0M0.3%
Micron Technology, Inc. Website

MU

Micron Technology, Inc.

2.3%$6.12B2.8M

53.0%

967.2K0.2%