Holdings of the Fund as of 6/18/2026
Total Number of Holdings (excluding cash): 94
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
839,798 |
$345,450,907.30 |
7.68% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,037,258 |
$334,889,117.88 |
7.45% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
833,325 |
$316,163,505.00 |
7.03% |
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,259,894 |
$313,839,595.40 |
6.98% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
1,596,370 |
$294,195,027.30 |
6.54% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
448,317 |
$207,176,252.04 |
4.61% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
747,344 |
$168,981,951.84 |
3.76% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
316,681 |
$137,585,227.26 |
3.06% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
214,590 |
$132,425,634.90 |
2.94% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
778,933 |
$93,113,650.82 |
2.07% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
232,591 |
$91,912,985.47 |
2.04% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
500,182 |
$90,868,063.94 |
2.02% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,961,914 |
$89,012,038.18 |
1.98% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
341,526 |
$88,646,488.56 |
1.97% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
7,474,034 |
$86,250,352.36 |
1.92% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Diversified Telecommunication Services |
3,771,578 |
$84,596,494.54 |
1.88% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
3,782,223 |
$83,246,728.23 |
1.85% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
2,076,273 |
$78,005,576.61 |
1.73% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
453,778 |
$74,401,440.88 |
1.65% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
478,255 |
$72,589,543.90 |
1.61% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
689,093 |
$68,750,808.61 |
1.53% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
351,755 |
$68,564,084.60 |
1.52% |
| Intuit Inc. |
INTU |
461202103 |
Software |
253,090 |
$67,575,030.00 |
1.50% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
210,667 |
$65,995,651.09 |
1.47% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Semiconductors & Semiconductor Equipment |
33,001 |
$63,681,369.68 |
1.42% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
753,943 |
$63,640,328.63 |
1.42% |
| Thomson Reuters Corporation |
TRI |
884903881 |
Professional Services |
813,974 |
$63,962,076.92 |
1.42% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
2,635,677 |
$61,938,409.50 |
1.38% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
256,800 |
$55,889,952.00 |
1.24% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,110,738 |
$52,660,088.58 |
1.17% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
49,198 |
$52,653,175.54 |
1.17% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
112,567 |
$46,096,186.50 |
1.03% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
707,961 |
$30,937,895.70 |
0.69% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
1,933,995 |
$26,089,592.55 |
0.58% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Semiconductors & Semiconductor Equipment |
361,457 |
$26,187,559.65 |
0.58% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
155,686 |
$24,864,611.06 |
0.55% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
71,116 |
$23,486,414.86 |
0.52% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
39,818 |
$23,471,118.28 |
0.52% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
168,981 |
$21,692,090.97 |
0.48% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
13,853 |
$21,661,936.10 |
0.48% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
772,133 |
$18,670,175.94 |
0.42% |
| US Dollar |
$USD |
|
Other |
18,401,916 |
$18,401,916.07 |
0.41% |
| VeriSign, Inc. |
VRSN |
92343E102 |
IT Services |
65,771 |
$17,405,637.44 |
0.39% |
| America Movil, S.A.B. de C.V. (ADR) |
AMX |
02390A101 |
Wireless Telecommunication Services |
622,814 |
$16,479,658.44 |
0.37% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
249,951 |
$16,351,794.42 |
0.36% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
731,795 |
$15,140,838.55 |
0.34% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
221,089 |
$14,529,969.08 |
0.32% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
123,723 |
$13,317,543.72 |
0.30% |
| KT Corporation (ADR) |
KT |
48268K101 |
Diversified Telecommunication Services |
703,902 |
$12,895,484.64 |
0.29% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
242,809 |
$12,497,379.23 |
0.28% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
108,012 |
$11,570,245.44 |
0.26% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
328,654 |
$11,650,784.30 |
0.26% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
37,427 |
$10,650,227.12 |
0.24% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
35,443 |
$10,492,545.72 |
0.23% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
923,199 |
$10,506,004.62 |
0.23% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
59,643 |
$9,257,786.46 |
0.21% |
| Autohome Inc. (ADR) |
ATHM |
05278C107 |
Interactive Media & Services |
457,823 |
$8,282,018.07 |
0.18% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
86,083 |
$7,874,012.01 |
0.18% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
Diversified Telecommunication Services |
551,154 |
$8,201,171.52 |
0.18% |
| Tencent Music Entertainment Group (Class A) (ADR) |
TME |
88034P109 |
Entertainment |
923,907 |
$8,065,708.11 |
0.18% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
115,912 |
$7,591,076.88 |
0.17% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
78,311 |
$7,084,013.06 |
0.16% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
154,251 |
$6,874,967.07 |
0.15% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
158,287 |
$5,194,979.34 |
0.12% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
16,158 |
$5,197,382.28 |
0.12% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
Semiconductors & Semiconductor Equipment |
215,748 |
$5,195,211.84 |
0.12% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
62,068 |
$5,520,327.92 |
0.12% |
| Bentley Systems, Inc. (Class B) |
BSY |
08265T208 |
Software |
165,758 |
$4,869,970.04 |
0.11% |
| CGI Inc. |
GIB |
12532H104 |
IT Services |
81,762 |
$5,010,375.36 |
0.11% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
201,401 |
$5,051,137.08 |
0.11% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
98,646 |
$5,162,145.18 |
0.11% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
171,300 |
$4,847,790.00 |
0.11% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
148,902 |
$4,642,764.36 |
0.10% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
96,459 |
$3,912,377.04 |
0.09% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
Diversified Telecommunication Services |
90,324 |
$4,093,483.68 |
0.09% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
33,104 |
$4,133,034.40 |
0.09% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
40,472 |
$4,143,928.08 |
0.09% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
63,002 |
$4,088,829.80 |
0.09% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
27,843 |
$3,393,226.41 |
0.08% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
287,544 |
$3,620,178.96 |
0.08% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
62,975 |
$3,240,063.75 |
0.07% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
37,056 |
$3,227,948.16 |
0.07% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
42,838 |
$3,358,070.82 |
0.07% |
| Weibo Corporation (ADR) |
WB |
948596101 |
Interactive Media & Services |
410,370 |
$3,008,012.10 |
0.07% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
53,520 |
$2,532,566.40 |
0.06% |
| SK Telecom Co., Ltd. (ADR) |
SKM |
78440P306 |
Wireless Telecommunication Services |
68,654 |
$2,485,961.34 |
0.06% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
Semiconductors & Semiconductor Equipment |
123,780 |
$2,241,655.80 |
0.05% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
IT Services |
893,415 |
$2,135,261.85 |
0.05% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
54,576 |
$1,736,062.56 |
0.04% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
19,096 |
$1,760,078.32 |
0.04% |
| Canadian Dollar |
$CAD |
|
Other |
2,636,557 |
$1,865,136.44 |
0.04% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
37,902 |
$1,260,620.52 |
0.03% |
| ePlus inc. |
PLUS |
294268107 |
Electronic Equipment, Instruments & Components |
15,796 |
$1,292,902.60 |
0.03% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
15,576 |
$1,099,198.32 |
0.02% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
48,852 |
$692,721.36 |
0.02% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
Electronic Equipment, Instruments & Components |
7,240 |
$164,420.40 |
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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