Holdings of the Fund as of 1/16/2026
Total Number of Holdings (excluding cash): 45
| Micron Technology, Inc. |
MU |
595112103 |
Semiconductors |
250,469 |
$90,857,629.75 |
3.05% |
| Lam Research Corporation |
LRCX |
512807306 |
Production Technology Equipment |
386,629 |
$86,202,801.84 |
2.90% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Production Technology Equipment |
63,071 |
$85,686,368.47 |
2.88% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Production Technology Equipment |
259,758 |
$84,943,463.58 |
2.85% |
| Intel Corporation |
INTC |
458140100 |
Semiconductors |
1,808,925 |
$84,947,118.00 |
2.85% |
| KLA Corporation |
KLAC |
482480100 |
Production Technology Equipment |
53,469 |
$83,829,767.58 |
2.82% |
| Western Digital Corporation |
WDC |
958102105 |
Computer Hardware |
367,818 |
$81,475,365.18 |
2.74% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors |
1,026,107 |
$76,650,192.90 |
2.58% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
143,628 |
$74,156,572.68 |
2.49% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors |
71,074 |
$73,431,524.58 |
2.47% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Computer Hardware |
224,742 |
$73,317,582.66 |
2.46% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors |
242,693 |
$72,868,573.25 |
2.45% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Semiconductors |
312,068 |
$72,346,724.44 |
2.43% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors |
377,812 |
$72,381,222.96 |
2.43% |
| Strategy Incorporated (Class A) |
MSTR |
594972408 |
Software |
404,105 |
$70,197,079.55 |
2.36% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors |
294,359 |
$69,795,462.49 |
2.34% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors |
195,689 |
$68,825,778.19 |
2.31% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors |
368,002 |
$68,533,012.46 |
2.30% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Software |
211,504 |
$67,141,944.80 |
2.26% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
356,403 |
$66,882,586.98 |
2.25% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
Computer Services |
779,822 |
$66,082,116.28 |
2.22% |
| PDD Holdings Inc. (ADR) |
PDD |
722304102 |
Consumer Digital Services |
608,206 |
$64,932,072.56 |
2.18% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors |
792,064 |
$63,729,469.44 |
2.14% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
137,069 |
$63,032,550.34 |
2.12% |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD |
22788C105 |
Software |
138,390 |
$62,812,453.20 |
2.11% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Consumer Digital Services |
101,105 |
$62,710,376.25 |
2.11% |
| Thomson Reuters Corporation |
TRI |
884903808 |
Software |
505,999 |
$62,753,995.98 |
2.11% |
| Fortinet, Inc. |
FTNT |
34959E109 |
Software |
830,067 |
$62,570,450.46 |
2.10% |
| Apple Inc. |
AAPL |
037833100 |
Computer Hardware |
243,376 |
$62,189,869.28 |
2.09% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
149,676 |
$62,286,170.64 |
2.09% |
| Arm Holdings Plc |
ARM |
042068205 |
Semiconductors |
584,097 |
$61,785,780.66 |
2.08% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
Consumer Digital Services |
392,785 |
$61,199,830.85 |
2.06% |
| Zscaler, Inc. |
ZS |
98980G102 |
Software |
286,410 |
$61,286,011.80 |
2.06% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors |
380,054 |
$60,588,208.68 |
2.04% |
| Autodesk, Inc. |
ADSK |
052769106 |
Software |
221,956 |
$58,971,489.64 |
1.98% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
344,424 |
$58,882,727.04 |
1.98% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Consumer Digital Services |
284,331 |
$58,378,840.92 |
1.96% |
| Workday, Inc. (Class A) |
WDAY |
98138H101 |
Software |
304,646 |
$56,926,151.56 |
1.91% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Software |
474,425 |
$56,466,063.50 |
1.90% |
| Adobe Incorporated |
ADBE |
00724F101 |
Software |
187,165 |
$55,423,299.80 |
1.86% |
| Intuit Inc. |
INTU |
461202103 |
Software |
99,217 |
$54,102,037.93 |
1.82% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Software |
92,331 |
$52,514,179.56 |
1.76% |
| Atlassian Corporation (Class A) |
TEAM |
049468101 |
Software |
413,513 |
$49,021,966.15 |
1.65% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Consumer Digital Services |
108,420 |
$35,778,600.00 |
1.20% |
| Alphabet Inc. (Class C) |
GOOG |
02079K107 |
Consumer Digital Services |
107,911 |
$35,647,319.74 |
1.20% |
| US Dollar |
$USD |
|
Other |
1,901,357 |
$1,901,356.88 |
0.06% |
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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