Holdings of the Fund as of 5/1/2026
Total Number of Holdings (excluding cash): 45
| Intel Corporation |
INTC |
458140100 |
Semiconductors |
1,311,249 |
$130,626,625.38 |
4.18% |
| Marvell Technology, Inc. |
MRVL |
573874104 |
Semiconductors |
654,357 |
$107,936,187.15 |
3.45% |
| Advanced Micro Devices, Inc. |
AMD |
007903107 |
Semiconductors |
285,723 |
$103,014,570.42 |
3.30% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Computer Hardware |
139,884 |
$101,685,876.12 |
3.25% |
| Arm Holdings Plc |
ARM |
042068205 |
Semiconductors |
434,638 |
$91,786,852.84 |
2.94% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors |
300,593 |
$88,747,077.32 |
2.84% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors |
307,306 |
$86,359,132.12 |
2.76% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors |
913,522 |
$85,825,391.90 |
2.75% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors |
53,819 |
$85,221,310.12 |
2.73% |
| Western Digital Corporation |
WDC |
958102105 |
Computer Hardware |
196,263 |
$84,691,409.76 |
2.71% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors |
442,837 |
$78,386,577.37 |
2.51% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors |
185,259 |
$78,045,911.52 |
2.50% |
| Strategy Incorporated (Class A) |
MSTR |
594972408 |
Software |
424,034 |
$75,126,103.78 |
2.40% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors |
185,905 |
$73,932,559.45 |
2.37% |
| Micron Technology, Inc. |
MU |
595112103 |
Semiconductors |
136,025 |
$73,754,115.25 |
2.36% |
| Cadence Design Systems, Inc. |
CDNS |
127387108 |
Software |
202,622 |
$69,081,944.68 |
2.21% |
| Sandisk Corporation |
SNDK |
80004C200 |
Computer Hardware |
56,706 |
$67,310,022.00 |
2.15% |
| Synopsys, Inc. |
SNPS |
871607107 |
Software |
136,859 |
$66,926,788.18 |
2.14% |
| KLA Corporation |
KLAC |
482480100 |
Production Technology Equipment |
38,384 |
$66,260,763.84 |
2.12% |
| NVIDIA Corporation |
NVDA |
67066G104 |
Semiconductors |
333,090 |
$66,101,710.50 |
2.11% |
| Apple Inc. |
AAPL |
037833100 |
Computer Hardware |
231,962 |
$64,981,834.68 |
2.08% |
| Datadog, Inc. (Class A) |
DDOG |
23804L103 |
Software |
459,900 |
$64,629,747.00 |
2.07% |
| DoorDash, Inc. (Class A) |
DASH |
25809K105 |
Consumer Digital Services |
367,240 |
$64,575,481.60 |
2.07% |
| Lam Research Corporation |
LRCX |
512807306 |
Production Technology Equipment |
251,903 |
$64,668,538.16 |
2.07% |
| CrowdStrike Holdings, Inc. (Class A) |
CRWD |
22788C105 |
Software |
140,646 |
$64,083,943.44 |
2.05% |
| Palo Alto Networks, Inc. |
PANW |
697435105 |
Software |
353,019 |
$63,924,680.52 |
2.05% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Production Technology Equipment |
161,107 |
$62,683,511.56 |
2.01% |
| Shopify Inc. (Class A) |
SHOP |
82509L107 |
Consumer Digital Services |
492,588 |
$62,888,709.96 |
2.01% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
150,639 |
$62,430,827.16 |
2.00% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Production Technology Equipment |
43,670 |
$62,317,963.40 |
1.99% |
| Fortinet, Inc. |
FTNT |
34959E109 |
Software |
706,688 |
$60,980,107.52 |
1.95% |
| Applovin Corp. (Class A) |
APP |
03831W108 |
Software |
130,032 |
$59,814,720.00 |
1.91% |
| PDD Holdings Inc. (ADR) |
PDD |
722304102 |
Consumer Digital Services |
598,030 |
$59,635,551.60 |
1.91% |
| Meta Platforms, Inc. (Class A) |
META |
30303M102 |
Consumer Digital Services |
96,899 |
$58,986,781.94 |
1.89% |
| Adobe Incorporated |
ADBE |
00724F101 |
Software |
231,813 |
$58,117,837.23 |
1.86% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
162,646 |
$58,263,050.12 |
1.86% |
| Thomson Reuters Corporation |
TRI |
884903808 |
Software |
615,629 |
$58,121,533.89 |
1.86% |
| Autodesk, Inc. |
ADSK |
052769106 |
Software |
231,962 |
$56,679,914.70 |
1.81% |
| Palantir Technologies Inc. (Class A) |
PLTR |
69608A108 |
Software |
381,766 |
$55,001,027.62 |
1.76% |
| Workday, Inc. (Class A) |
WDAY |
98138H101 |
Software |
423,097 |
$53,716,395.12 |
1.72% |
| Zscaler, Inc. |
ZS |
98980G102 |
Software |
379,775 |
$53,096,342.75 |
1.70% |
| Intuit Inc. |
INTU |
461202103 |
Software |
126,272 |
$50,387,578.88 |
1.61% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
Computer Services |
926,769 |
$48,590,498.67 |
1.55% |
| Alphabet Inc. (Class A) |
GOOGL |
02079K305 |
Consumer Digital Services |
95,557 |
$36,855,379.33 |
1.18% |
| Alphabet Inc. (Class C) |
GOOG |
02079K107 |
Consumer Digital Services |
96,262 |
$36,889,523.64 |
1.18% |
| US Dollar |
$USD |
|
Other |
2,332,464 |
$2,332,463.99 |
0.07% |
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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