Holdings of the Fund as of 7/16/2026
Total Number of Holdings (excluding cash): 94
| Microsoft Corporation |
MSFT |
594918104 |
Software |
827,526 |
$331,920,678.60 |
8.04% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
833,953 |
$312,273,700.85 |
7.57% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,030,038 |
$299,967,666.36 |
7.27% |
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,251,125 |
$274,058,931.25 |
6.64% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
1,585,260 |
$196,905,144.60 |
4.77% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
445,197 |
$182,415,018.78 |
4.42% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
742,143 |
$126,617,017.23 |
3.07% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
314,477 |
$119,667,932.81 |
2.90% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
213,097 |
$119,532,500.21 |
2.90% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
230,972 |
$95,666,292.68 |
2.32% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
496,701 |
$95,788,787.85 |
2.32% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Diversified Telecommunication Services |
3,745,329 |
$90,262,428.90 |
2.19% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,948,260 |
$85,489,648.80 |
2.07% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
773,512 |
$84,823,325.92 |
2.06% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
3,755,899 |
$82,554,660.02 |
2.00% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
474,927 |
$82,010,394.36 |
1.99% |
| Thomson Reuters Corporation |
TRI |
884903881 |
Professional Services |
808,309 |
$79,877,095.39 |
1.94% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
7,422,016 |
$78,599,149.44 |
1.90% |
| Intuit Inc. |
INTU |
461202103 |
Software |
251,329 |
$74,089,275.91 |
1.80% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
339,150 |
$74,399,335.50 |
1.80% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
2,061,822 |
$71,751,405.60 |
1.74% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
748,696 |
$71,560,363.68 |
1.73% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
450,621 |
$69,008,099.94 |
1.67% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
2,617,334 |
$63,182,442.76 |
1.53% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Semiconductors & Semiconductor Equipment |
32,772 |
$58,493,759.64 |
1.42% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
209,201 |
$56,622,342.66 |
1.37% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
684,297 |
$55,893,378.96 |
1.35% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
349,307 |
$55,326,735.73 |
1.34% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
255,013 |
$51,657,983.41 |
1.25% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,103,008 |
$49,778,751.04 |
1.21% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
111,784 |
$43,750,021.92 |
1.06% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
48,856 |
$36,421,659.44 |
0.88% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
703,034 |
$31,327,195.04 |
0.76% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
70,622 |
$25,721,238.62 |
0.62% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
154,603 |
$24,688,553.07 |
0.60% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
167,805 |
$22,542,923.70 |
0.55% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
39,541 |
$21,507,140.72 |
0.52% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
766,759 |
$20,710,160.59 |
0.50% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Semiconductors & Semiconductor Equipment |
358,942 |
$20,685,827.46 |
0.50% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
1,920,535 |
$19,935,153.30 |
0.48% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
13,757 |
$17,961,827.05 |
0.44% |
| VeriSign, Inc. |
VRSN |
92343E102 |
IT Services |
65,314 |
$17,975,719.08 |
0.44% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
248,212 |
$17,516,320.84 |
0.42% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
726,702 |
$17,019,360.84 |
0.41% |
| America Movil, S.A.B. de C.V. (ADR) |
AMX |
02390A101 |
Wireless Telecommunication Services |
618,479 |
$16,167,041.06 |
0.39% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
219,550 |
$15,219,206.00 |
0.37% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
326,367 |
$13,149,326.43 |
0.32% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
241,119 |
$12,757,606.29 |
0.31% |
| KT Corporation (ADR) |
KT |
48268K101 |
Diversified Telecommunication Services |
699,003 |
$12,337,402.95 |
0.30% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
122,863 |
$12,321,930.27 |
0.30% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
107,260 |
$11,615,185.40 |
0.28% |
| US Dollar |
$USD |
|
Other |
11,667,897 |
$11,667,897.27 |
0.28% |
| Autohome Inc. (ADR) |
ATHM |
05278C107 |
Interactive Media & Services |
454,637 |
$9,911,086.60 |
0.24% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
35,193 |
$9,346,908.87 |
0.23% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
59,228 |
$9,573,613.92 |
0.23% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
37,166 |
$9,053,265.94 |
0.22% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
916,774 |
$9,066,894.86 |
0.22% |
| Tencent Music Entertainment Group (Class A) (ADR) |
TME |
88034P109 |
Entertainment |
917,477 |
$8,477,487.48 |
0.21% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
Diversified Telecommunication Services |
547,317 |
$7,810,213.59 |
0.19% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
85,483 |
$7,245,539.08 |
0.18% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
153,178 |
$7,139,626.58 |
0.17% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
115,105 |
$6,457,390.50 |
0.16% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
157,185 |
$5,686,953.30 |
0.14% |
| Bentley Systems, Inc. (Class B) |
BSY |
08265T208 |
Software |
164,604 |
$5,450,038.44 |
0.13% |
| CGI Inc. |
GIB |
12532H104 |
IT Services |
81,193 |
$5,532,491.02 |
0.13% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
77,765 |
$4,900,750.30 |
0.12% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
199,999 |
$5,123,974.38 |
0.12% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
97,960 |
$4,897,020.40 |
0.12% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
170,108 |
$4,829,366.12 |
0.12% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
32,875 |
$4,947,030.00 |
0.12% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
147,866 |
$5,030,401.32 |
0.12% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
Semiconductors & Semiconductor Equipment |
214,246 |
$4,775,543.34 |
0.12% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
61,637 |
$4,911,852.53 |
0.12% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
40,191 |
$4,617,945.90 |
0.11% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
16,045 |
$4,371,460.25 |
0.11% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
285,542 |
$3,969,033.80 |
0.10% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
95,787 |
$3,784,544.37 |
0.09% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
Diversified Telecommunication Services |
89,696 |
$3,793,243.84 |
0.09% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
62,537 |
$3,403,888.91 |
0.08% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
53,148 |
$3,463,123.68 |
0.08% |
| Weibo Corporation (ADR) |
WB |
948596101 |
Interactive Media & Services |
407,515 |
$3,198,992.75 |
0.08% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
27,648 |
$2,737,704.96 |
0.07% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
36,797 |
$2,569,902.48 |
0.06% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
42,540 |
$2,670,235.80 |
0.06% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
70,152 |
$2,556,338.88 |
0.06% |
| SK Telecom Co., Ltd. (ADR) |
SKM |
78440P306 |
Wireless Telecommunication Services |
68,177 |
$2,165,301.52 |
0.05% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
18,963 |
$1,467,736.20 |
0.04% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
Semiconductors & Semiconductor Equipment |
122,919 |
$1,585,655.10 |
0.04% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
IT Services |
887,197 |
$1,641,314.45 |
0.04% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
37,637 |
$1,358,319.33 |
0.03% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
54,197 |
$1,403,702.30 |
0.03% |
| ePlus inc. |
PLUS |
294268107 |
Electronic Equipment, Instruments & Components |
15,685 |
$1,376,515.60 |
0.03% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
15,469 |
$1,211,841.46 |
0.03% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
48,512 |
$595,242.24 |
0.01% |
| Canadian Dollar |
$CAD |
|
Other |
2,597 |
$1,849.80 |
0.00% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
Electronic Equipment, Instruments & Components |
7,190 |
$183,848.30 |
0.00% |
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.
|
|