II-Disruptive

Disruptive Stocks Strategy

Stocks

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Exposure

AAPL

4.21%

GOOG

4.13%

AMZN

3.86%

ASML

3.54%

ADBE

3.48%

MSFT

3.44%

NFLX

3.36%

INTU

3.35%

DSY.PA

3.33%

AMAT

3.29%

NOW

3.27%

ABNB

3.25%

FB

3.18%

PANW

3.14%

LRCX

3.10%

AVGO

3.04%

FTNT

3.00%

WDAY

2.96%

NVDA

2.88%

AMD

2.85%

Other

33.34%

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Allocation

Risk