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For Financial Professionals in the US

VIT Global Technology and Innovation Portfolio Holdings

Full Portfolio Holdings

(As of 03/31/2025)

% OF INVESTMENTS
NVIDIA Corp 11.47
Microsoft Corp 10.93
Taiwan Semiconductor Manufacturing Co Ltd 8.23
Apple Inc 6.32
Amazon.com Inc 4.37
Broadcom Inc 3.77
Constellation Software Inc/Canada 3.37
ASML Holding NV 3.35
Cadence Design Systems Inc 2.61
Meta Platforms Inc 2.58
MercadoLibre Inc 2.28
Alphabet Inc 2.25
Intuit Inc 2.25
KLA Corp 1.89
Synopsys Inc 1.82
Mastercard Inc 1.80
Autodesk Inc 1.72
Oracle Corp 1.55
DoorDash Inc 1.50
Amphenol Corp 1.45
Analog Devices Inc 1.33
CCC Intelligent Solutions Holdings Inc 1.20
Tyler Technologies Inc 1.16
Booking Holdings Inc 1.08
Netflix Inc 1.03
T-Mobile US Inc 0.98
Visa Inc 0.97
Procore Technologies Inc 0.93
SK Hynix Inc 0.91
Shopify Inc 0.89
Dynatrace Inc 0.88
HubSpot Inc 0.81
ServiceNow Inc 0.80
PTC Inc 0.78
Datadog Inc 0.74
Marvell Technology Inc 0.66
Vistra Corp 0.58
ANSYS Inc 0.52
Lumine Group Inc 0.49
Via Transportation Inc 0.47
Applied Materials Inc 0.43
Workday Inc 0.40
Palo Alto Networks Inc 0.40
Snowflake Inc 0.39
Nova Ltd 0.39
Guidewire Software Inc 0.38
NXP Semiconductors NV 0.35
Appfolio Inc 0.33
ASM International NV 0.33
Monday.com Ltd 0.32
Samsara Inc 0.26
Spotify Technology SA 0.25
Atlassian Corp 0.23
Onto Innovation Inc 0.22
Kinaxis Inc 0.21
Amplitude Inc 0.20
Apartment List Inc 0.20
BE Semiconductor Industries NV 0.15
ON Semiconductor Corp 0.13
Pony AI Inc (ADR) 0.09
Via Transportation Inc 0.07
Via Transportation Inc 0.04
ServiceTitan Inc 0.03
Via Transportation Inc 0.03
Via Transportation Inc 0.02
Via Transportation Inc 0.01
Via Transportation Inc 0.01
Via Transportation Inc 0.01
Grab Holdings Ltd 0.00
Cash & Equivalents 1.40
Janus Henderson publishes this listing of securities held as of the most recently available disclosure period, which varies depending on the portfolio. Any portion of holdings may be excluded from publication when deemed in the best interest of the portfolio. Securities are reported at market value.
The portfolio data and its presentation here is based on the investment book of record and may differ from the accounting book of record and complete schedules of investments in regulatory filings due to differing accounting and reporting standards.