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Asset Name | Return YTD % (Asset curr.) | Asset Value (Ref. curr.) | % of portfolio | |
|---|---|---|---|---|
| IPG Photonics Corporation | +68.6% | $11,900,000 | 1.2% | |
| Micron Technology, Inc. | +60.3% | $9,400,000 | 1.0% | |
| Equinor ASA | +52.0% | $17,200,000 | 1.8% | |
| ON Semiconductor Corporation | +47.6% | $4,700,000 | 0.5% | |
| Prysmian S.p.A. | +40.1% | $19,400,000 | 2.0% |