Holdings of the Fund as of 1/30/2026
Total Number of Holdings (excluding cash): 45
| Micron Technology, Inc. |
MU |
595112103 |
Semiconductors |
249,471 |
$103,500,528.48 |
3.51% |
| Western Digital Corporation |
WDC |
958102105 |
Computer Hardware |
366,353 |
$91,672,511.19 |
3.11% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Computer Hardware |
223,847 |
$91,260,183.43 |
3.10% |
| Lam Research Corporation |
LRCX |
512807306 |
Production Technology Equipment |
385,089 |
$89,902,877.94 |
3.05% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Production Technology Equipment |
62,820 |
$89,392,860.00 |
3.03% |
| Intel Corporation |
INTC |
458140100 |
Semiconductors |
1,801,718 |
$83,725,835.46 |
2.84% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Production Technology Equipment |
258,723 |
$83,391,597.36 |
2.83% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors |
376,307 |
$81,112,973.85 |
2.75% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors |
70,791 |
$79,579,702.65 |
2.70% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors |
1,022,019 |
$77,591,682.48 |
2.63% |
| KLA Corporation |
KLAC |
482480100 |
Production Technology Equipment |
53,256 |
$76,046,372.64 |
2.58% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors |
241,726 |
$75,147,778.88 |
2.55% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Semiconductors |
310,825 |
$73,581,602.25 |
2.50% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Consumer Digital Services |
100,702 |
$72,152,983.00 |
2.45% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors |
366,536 |
$70,056,025.68 |
2.38% |
| Fortinet, Inc. |
FTNT |
34959E109 |
Software |
826,760 |
$67,182,517.60 |
2.28% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
143,056 |
$66,537,491.65 |
2.26% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors |
293,186 |
$66,301,082.04 |
2.25% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors |
194,909 |
$64,573,351.70 |
2.19% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
Computer Services |
776,715 |
$63,737,232.90 |
2.16% |
| Apple Inc. |
AAPL |
037833100 |
Computer Hardware |
242,406 |
$62,899,508.88 |
2.14% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
354,983 |
$62,821,341.51 |
2.13% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Software |
210,661 |
$62,431,493.96 |
2.12% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors |
788,908 |
$62,260,619.36 |
2.11% |
| Arm Holdings Plc |
ARM |
042068205 |
Semiconductors |
581,770 |
$61,295,287.20 |
2.08% |
| PDD Holdings Inc. (ADR) |
PDD |
722304102 |
Consumer Digital Services |
605,783 |
$61,214,372.15 |
2.08% |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD |
22788C105 |
Software |
137,839 |
$60,842,823.81 |
2.07% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Software |
472,535 |
$61,108,226.20 |
2.07% |
| Strategy Incorporated (Class A) |
MSTR |
594972408 |
Software |
402,495 |
$60,257,526.45 |
2.05% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
136,523 |
$58,744,481.67 |
1.99% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Consumer Digital Services |
283,198 |
$57,947,974.76 |
1.97% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors |
378,540 |
$57,382,878.60 |
1.95% |
| Zscaler, Inc. |
ZS |
98980G102 |
Software |
285,269 |
$57,056,652.69 |
1.94% |
| Autodesk, Inc. |
ADSK |
052769106 |
Software |
221,072 |
$55,902,476.64 |
1.90% |
| Thomson Reuters Corporation |
TRI |
884903808 |
Software |
503,983 |
$55,755,639.29 |
1.89% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
149,080 |
$55,342,968.40 |
1.88% |
| Adobe Incorporated |
ADBE |
00724F101 |
Software |
186,419 |
$54,667,371.75 |
1.86% |
| Workday, Inc. (Class A) |
WDAY |
98138H101 |
Software |
303,432 |
$53,291,762.16 |
1.81% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
Consumer Digital Services |
391,220 |
$51,339,800.60 |
1.74% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
343,052 |
$50,287,992.68 |
1.71% |
| Intuit Inc. |
INTU |
461202103 |
Software |
98,822 |
$49,304,272.24 |
1.67% |
| Atlassian Corporation (Class A) |
TEAM |
049468101 |
Software |
411,866 |
$48,674,323.88 |
1.65% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Software |
91,963 |
$43,508,614.93 |
1.48% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Consumer Digital Services |
107,988 |
$36,499,944.00 |
1.24% |
| Alphabet Inc. (Class C) |
GOOG |
02079K107 |
Consumer Digital Services |
107,481 |
$36,385,542.93 |
1.24% |
| US Dollar |
$USD |
|
Other |
2,302,838 |
$2,302,838.17 |
0.08% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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