Holdings of the Fund as of 4/30/2026
Total Number of Holdings (excluding cash): 94
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,402,535 |
$394,224,537.80 |
9.63% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
930,971 |
$388,615,224.53 |
9.49% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
1,954,255 |
$315,397,214.45 |
7.70% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
757,477 |
$308,883,971.06 |
7.54% |
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,238,465 |
$286,060,645.70 |
6.99% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
1,044,857 |
$187,635,420.06 |
4.58% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
397,100 |
$157,275,426.00 |
3.84% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
280,309 |
$112,757,098.34 |
2.75% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
935,979 |
$85,642,078.50 |
2.09% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
195,735 |
$77,215,500.15 |
1.89% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,483,305 |
$71,243,139.15 |
1.74% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
2,655,228 |
$69,381,107.64 |
1.69% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
232,905 |
$68,378,578.95 |
1.67% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
5,412,877 |
$67,823,348.81 |
1.66% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
154,217 |
$67,705,889.51 |
1.65% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
342,590 |
$66,976,345.00 |
1.64% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Diversified Telecommunication Services |
2,402,226 |
$64,956,191.04 |
1.59% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
360,497 |
$63,638,535.41 |
1.55% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
680,674 |
$63,241,421.34 |
1.54% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
732,959 |
$62,213,559.92 |
1.52% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
2,902,239 |
$60,540,705.54 |
1.48% |
| Intuit Inc. |
INTU |
461202103 |
Software |
156,254 |
$60,704,679.00 |
1.48% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
1,643,672 |
$59,878,970.96 |
1.46% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
32,821 |
$57,448,237.35 |
1.40% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
329,627 |
$54,137,938.48 |
1.32% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
79,991 |
$53,885,137.24 |
1.32% |
| Thomson Reuters Corporation |
TRI |
884903808 |
Professional Services |
566,493 |
$54,207,715.17 |
1.32% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
244,285 |
$51,043,350.75 |
1.25% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,700,135 |
$48,912,883.95 |
1.19% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
323,435 |
$47,632,272.45 |
1.16% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
182,843 |
$38,700,549.38 |
0.95% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Semiconductors & Semiconductor Equipment |
23,045 |
$33,161,524.55 |
0.81% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
2,059,914 |
$26,593,489.74 |
0.65% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Semiconductors & Semiconductor Equipment |
367,159 |
$25,763,547.03 |
0.63% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
474,809 |
$25,117,396.10 |
0.61% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
213,808 |
$23,683,512.16 |
0.58% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
23,555 |
$23,837,895.55 |
0.58% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
13,836 |
$22,336,976.76 |
0.55% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
135,918 |
$18,608,533.38 |
0.45% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
51,391 |
$18,234,040.71 |
0.45% |
| America Movil, S.A.B. de C.V. (ADR) |
AMX |
02390A101 |
Wireless Telecommunication Services |
510,349 |
$13,575,283.40 |
0.33% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
692,155 |
$13,351,669.95 |
0.33% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
130,680 |
$12,973,910.40 |
0.32% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
561,050 |
$12,713,393.00 |
0.31% |
| VeriSign, Inc. |
VRSN |
92343E102 |
IT Services |
47,940 |
$12,879,560.40 |
0.31% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
172,090 |
$11,925,837.00 |
0.29% |
| KT Corporation (ADR) |
KT |
48268K101 |
Diversified Telecommunication Services |
530,722 |
$11,373,372.46 |
0.28% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
47,743 |
$10,893,997.74 |
0.27% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
167,588 |
$10,837,915.96 |
0.26% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
270,981 |
$10,587,227.67 |
0.26% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
288,637 |
$10,800,796.54 |
0.26% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
174,264 |
$10,279,833.36 |
0.25% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
812,424 |
$9,594,727.44 |
0.23% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
60,696 |
$9,057,057.12 |
0.22% |
| US Dollar |
$USD |
|
Other |
7,889,812 |
$7,889,811.89 |
0.19% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
87,231 |
$7,197,429.81 |
0.18% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
41,981 |
$7,115,359.69 |
0.17% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
88,464 |
$6,170,364.00 |
0.15% |
| Autohome Inc. (ADR) |
ATHM |
05278C107 |
Interactive Media & Services |
325,210 |
$6,058,662.30 |
0.15% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
180,520 |
$5,554,600.40 |
0.14% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
19,426 |
$5,760,974.56 |
0.14% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
26,742 |
$5,850,614.76 |
0.14% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
88,371 |
$5,090,169.60 |
0.12% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
Diversified Telecommunication Services |
280,990 |
$4,751,540.90 |
0.12% |
| CGI Inc. |
GIB |
12532H104 |
IT Services |
60,640 |
$3,968,281.60 |
0.10% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
165,837 |
$3,950,237.34 |
0.10% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
63,694 |
$4,085,333.16 |
0.10% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
109,973 |
$4,023,912.07 |
0.10% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
248,525 |
$3,944,091.75 |
0.10% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
136,348 |
$3,950,001.56 |
0.10% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
118,837 |
$3,732,670.17 |
0.09% |
| Bentley Systems, Inc. (Class B) |
BSY |
08265T208 |
Software |
115,141 |
$3,755,899.42 |
0.09% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
101,960 |
$3,822,480.40 |
0.09% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
29,312 |
$3,715,589.12 |
0.09% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
50,190 |
$3,649,314.90 |
0.09% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
37,344 |
$3,613,778.88 |
0.09% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
Semiconductors & Semiconductor Equipment |
279,929 |
$3,655,872.74 |
0.09% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
40,991 |
$3,569,906.19 |
0.09% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
Diversified Telecommunication Services |
76,754 |
$3,326,518.36 |
0.08% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
Semiconductors & Semiconductor Equipment |
272,760 |
$3,204,930.00 |
0.08% |
| SK Telecom Co., Ltd. (ADR) |
SKM |
78440P306 |
Wireless Telecommunication Services |
90,957 |
$3,402,701.37 |
0.08% |
| Tencent Music Entertainment Group (Class A) (ADR) |
TME |
88034P109 |
Entertainment |
343,334 |
$3,148,372.78 |
0.08% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
52,468 |
$2,801,266.52 |
0.07% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
31,748 |
$2,714,454.00 |
0.07% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
54,263 |
$2,992,061.82 |
0.07% |
| Weibo Corporation (ADR) |
WB |
948596101 |
Interactive Media & Services |
348,110 |
$2,927,605.10 |
0.07% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
42,187 |
$2,065,264.68 |
0.05% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
54,380 |
$1,732,003.00 |
0.04% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
21,642 |
$1,775,726.10 |
0.04% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
46,106 |
$1,230,108.08 |
0.03% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
IT Services |
677,045 |
$1,381,171.80 |
0.03% |
| ePlus inc. |
PLUS |
294268107 |
Electronic Equipment, Instruments & Components |
8,440 |
$714,783.60 |
0.02% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
12,796 |
$815,617.04 |
0.02% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
47,582 |
$748,464.86 |
0.02% |
| Canadian Dollar |
$CAD |
|
Other |
2,597 |
$1,912.59 |
0.00% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
Electronic Equipment, Instruments & Components |
6,826 |
$113,857.68 |
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.
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