Holdings of the Fund as of 9/24/2026
Total Number of Holdings (excluding cash): 87
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,380,649 |
$373,672,651.85 |
8.43% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
710,095 |
$353,577,603.35 |
7.97% |
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,540,279 |
$349,735,749.74 |
7.89% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
972,687 |
$340,790,617.32 |
7.69% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
2,415,672 |
$337,082,870.88 |
7.60% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
1,056,503 |
$205,236,272.78 |
4.63% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
433,671 |
$195,650,671.65 |
4.41% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
380,390 |
$145,541,017.90 |
3.28% |
| Thomson Reuters Corporation |
TRI |
884903881 |
Professional Services |
1,088,410 |
$109,189,291.19 |
2.46% |
| Vistance Networks Inc. |
VISN |
20337X109 |
Communications Equipment |
14,271,992 |
$90,627,149.20 |
2.04% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
3,478,418 |
$88,525,738.10 |
2.00% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
372,079 |
$88,636,659.38 |
2.00% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
815,062 |
$87,187,182.14 |
1.97% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,800,406 |
$85,195,211.92 |
1.92% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
499,093 |
$82,525,027.55 |
1.86% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
967,875 |
$80,411,055.00 |
1.81% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
9,303,333 |
$79,264,397.16 |
1.79% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
2,429,965 |
$75,669,110.10 |
1.71% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Diversified Telecommunication Services |
3,383,032 |
$74,866,498.16 |
1.69% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
309,652 |
$71,269,504.32 |
1.61% |
| Intuit Inc. |
INTU |
461202103 |
Software |
248,530 |
$68,875,118.90 |
1.55% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
915,088 |
$68,347,922.72 |
1.54% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
441,161 |
$68,004,968.15 |
1.53% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
140,867 |
$64,081,806.97 |
1.45% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
961,111 |
$61,049,770.72 |
1.38% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
111,926 |
$59,994,574.52 |
1.35% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
279,163 |
$59,648,758.21 |
1.35% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Semiconductors & Semiconductor Equipment |
34,219 |
$58,942,227.50 |
1.33% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
1,475,922 |
$47,613,243.72 |
1.07% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
469,160 |
$42,693,560.00 |
0.96% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
607,198 |
$34,713,509.66 |
0.78% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
149,819 |
$29,550,299.56 |
0.67% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
56,311 |
$20,498,330.22 |
0.46% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
141,074 |
$19,674,180.04 |
0.44% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
1,881,930 |
$19,628,529.90 |
0.44% |
| VeriSign, Inc. |
VRSN |
92343E102 |
IT Services |
67,319 |
$19,649,069.72 |
0.44% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
222,133 |
$17,704,000.10 |
0.40% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
726,590 |
$16,464,529.40 |
0.37% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
207,736 |
$16,307,276.00 |
0.37% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
28,730 |
$16,178,150.30 |
0.36% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
156,797 |
$15,610,709.32 |
0.35% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
656,619 |
$15,148,200.33 |
0.34% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
246,847 |
$14,280,098.95 |
0.32% |
| Infosys Limited (ADR) |
INFY |
456788108 |
IT Services |
1,350,108 |
$14,176,134.00 |
0.32% |
| Vodafone Group Public Limited Company (ADR) |
VOD |
92857W308 |
Wireless Telecommunication Services |
805,586 |
$13,284,113.14 |
0.30% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
102,874 |
$12,689,507.90 |
0.29% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
299,563 |
$12,222,170.40 |
0.28% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
56,467 |
$11,807,814.37 |
0.27% |
| KT Corporation (ADR) |
KT |
48268K101 |
Diversified Telecommunication Services |
591,327 |
$11,548,616.31 |
0.26% |
| America Movil, S.A.B. de C.V. (ADR) |
AMX |
02390A101 |
Wireless Telecommunication Services |
493,214 |
$10,875,368.70 |
0.25% |
| Autohome Inc. (ADR) |
ATHM |
05278C107 |
Interactive Media & Services |
513,017 |
$10,927,262.10 |
0.25% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
40,433 |
$10,491,150.51 |
0.24% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
87,256 |
$8,805,002.96 |
0.20% |
| Tencent Music Entertainment Group (Class A) (ADR) |
TME |
88034P109 |
Entertainment |
1,054,359 |
$8,793,354.06 |
0.20% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
816,757 |
$7,767,359.07 |
0.18% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
119,050 |
$6,272,744.50 |
0.14% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
18,875 |
$6,191,566.25 |
0.14% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
198,532 |
$5,834,855.48 |
0.13% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
118,459 |
$5,791,460.51 |
0.13% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
481,624 |
$5,630,184.56 |
0.13% |
| CGI Inc. |
GIB |
12532H104 |
IT Services |
78,862 |
$5,373,656.68 |
0.12% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
92,557 |
$5,327,580.92 |
0.12% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
101,910 |
$5,287,090.80 |
0.12% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
86,874 |
$5,387,056.74 |
0.12% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
150,900 |
$5,252,829.00 |
0.12% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
18,649 |
$5,130,339.90 |
0.12% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
71,419 |
$5,245,011.36 |
0.12% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
112,066 |
$4,874,871.00 |
0.11% |
| Bentley Systems, Inc. (Class B) |
BSY |
08265T208 |
Software |
150,571 |
$4,803,214.90 |
0.11% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
180,432 |
$4,754,383.20 |
0.11% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
139,403 |
$4,671,394.53 |
0.11% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
92,972 |
$4,795,495.76 |
0.11% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
32,891 |
$4,355,755.13 |
0.10% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
18,895 |
$4,172,204.95 |
0.09% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
126,306 |
$4,016,530.80 |
0.09% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
87,192 |
$3,361,251.60 |
0.08% |
| US Dollar |
$USD |
|
Other |
3,519,655 |
$3,519,654.87 |
0.08% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
36,449 |
$3,224,643.03 |
0.07% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
62,865 |
$3,192,284.70 |
0.07% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
23,637 |
$1,941,779.55 |
0.04% |
| ePlus inc. |
PLUS |
294268107 |
Electronic Equipment, Instruments & Components |
20,575 |
$1,875,617.00 |
0.04% |
| Opera Limited (ADR) |
OPRA |
68373M107 |
Software |
103,029 |
$1,823,613.30 |
0.04% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
46,678 |
$1,213,161.22 |
0.03% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
59,455 |
$1,486,969.55 |
0.03% |
| Canadian Dollar |
$CAD |
|
Other |
2,097,131 |
$1,483,224.26 |
0.03% |
| NVE Corporation |
NVEC |
629445206 |
Semiconductors & Semiconductor Equipment |
13,143 |
$1,401,700.95 |
0.03% |
| OneSpan Inc. |
OSPN |
68287N100 |
Software |
75,858 |
$1,341,169.44 |
0.03% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
15,044 |
$1,339,216.88 |
0.03% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
43,088 |
$516,625.12 |
0.01% |
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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