Holdings of the Fund as of 3/5/2026
Total Number of Holdings (excluding cash): 92
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,515,459 |
$300,030,572.82 |
8.10% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
597,304 |
$245,300,806.72 |
6.62% |
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
952,360 |
$244,327,958.00 |
6.59% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
729,302 |
$242,689,826.54 |
6.55% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
1,310,879 |
$202,910,960.41 |
5.48% |
| Taiwan Semiconductor Manufacturing Company Ltd. (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
504,064 |
$178,368,087.04 |
4.81% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
388,050 |
$127,947,846.00 |
3.45% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
874,173 |
$119,761,701.00 |
3.23% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
293,638 |
$101,754,376.14 |
2.75% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
198,739 |
$92,842,911.24 |
2.51% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,787,153 |
$91,466,490.54 |
2.47% |
| Lam Research Corporation |
LRCX |
512807306 |
Semiconductors & Semiconductor Equipment |
413,476 |
$88,765,027.68 |
2.40% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Diversified Telecommunication Services |
2,752,711 |
$86,985,667.60 |
2.35% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
616,483 |
$83,064,919.42 |
2.24% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
2,823,593 |
$81,799,489.21 |
2.21% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
351,514 |
$77,522,897.56 |
2.09% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
5,587,064 |
$77,045,612.56 |
2.08% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
954,898 |
$76,401,388.98 |
2.06% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
367,874 |
$74,086,144.86 |
2.00% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
1,761,836 |
$71,530,541.60 |
1.93% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
992,370 |
$67,292,609.70 |
1.82% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
885,229 |
$62,895,520.45 |
1.70% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
43,505 |
$62,184,306.80 |
1.68% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
283,066 |
$59,608,038.28 |
1.61% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
2,395,177 |
$46,322,723.18 |
1.25% |
| Intuit Inc. |
INTU |
461202103 |
Software |
98,690 |
$46,067,505.10 |
1.24% |
| Thomson Reuters Corporation |
TRI |
884903808 |
Professional Services |
412,825 |
$45,179,568.00 |
1.22% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
120,162 |
$44,140,309.08 |
1.19% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
309,946 |
$42,227,043.04 |
1.14% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
191,272 |
$40,274,232.32 |
1.09% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
264,952 |
$38,820,767.04 |
1.05% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,695,896 |
$36,410,887.12 |
0.98% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
412,961 |
$27,164,574.58 |
0.73% |
| Cogent Communications Holdings, Inc. |
CCOI |
19239V302 |
Diversified Telecommunication Services |
1,165,737 |
$26,543,831.49 |
0.72% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
30,348 |
$23,496,939.00 |
0.63% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
20,034 |
$21,605,466.96 |
0.58% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
199,620 |
$20,383,198.20 |
0.55% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Semiconductors & Semiconductor Equipment |
342,448 |
$19,341,463.04 |
0.52% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
2,320,513 |
$18,216,027.05 |
0.49% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
1,495,041 |
$16,834,161.66 |
0.45% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
42,053 |
$15,392,239.06 |
0.42% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
121,999 |
$15,165,695.69 |
0.41% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
632,116 |
$14,292,142.76 |
0.39% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
197,391 |
$13,515,361.77 |
0.36% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
156,565 |
$11,817,526.20 |
0.32% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
430,273 |
$11,105,346.13 |
0.30% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
57,866 |
$10,164,741.56 |
0.27% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
111,901 |
$10,069,970.99 |
0.27% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
409,554 |
$9,808,818.30 |
0.26% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
140,522 |
$8,510,012.32 |
0.23% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
123,999 |
$7,741,257.57 |
0.21% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
49,658 |
$7,848,446.90 |
0.21% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
36,673 |
$7,315,530.04 |
0.20% |
| US Dollar |
$USD |
|
Other |
6,885,242 |
$6,885,241.84 |
0.19% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
218,370 |
$6,837,164.70 |
0.18% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
17,001 |
$6,183,943.74 |
0.17% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
121,456 |
$5,412,079.36 |
0.15% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
Diversified Telecommunication Services |
288,339 |
$5,628,377.28 |
0.15% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
339,580 |
$5,395,926.20 |
0.15% |
| Entegris, Inc. |
ENTG |
29362U104 |
Semiconductors & Semiconductor Equipment |
42,495 |
$5,294,027.10 |
0.14% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
105,639 |
$5,331,600.33 |
0.14% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
40,708 |
$5,038,022.08 |
0.14% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
202,327 |
$4,463,333.62 |
0.12% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
123,706 |
$4,267,857.00 |
0.12% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
107,417 |
$4,310,644.21 |
0.12% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
64,369 |
$4,217,456.88 |
0.11% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
42,710 |
$3,989,541.10 |
0.11% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
Diversified Telecommunication Services |
84,696 |
$3,630,917.52 |
0.10% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
135,323 |
$3,567,114.28 |
0.10% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
27,623 |
$3,774,959.18 |
0.10% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
74,782 |
$3,575,327.42 |
0.10% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
37,816 |
$3,774,793.12 |
0.10% |
| Weibo Corporation (ADR) |
WB |
948596101 |
Interactive Media & Services |
396,101 |
$3,798,608.59 |
0.10% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
74,182 |
$3,517,710.44 |
0.09% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
51,454 |
$3,266,299.92 |
0.09% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
99,362 |
$3,495,555.16 |
0.09% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
Semiconductors & Semiconductor Equipment |
332,030 |
$3,237,292.50 |
0.09% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
195,335 |
$3,346,088.55 |
0.09% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
80,585 |
$2,684,286.35 |
0.07% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
Semiconductors & Semiconductor Equipment |
274,859 |
$2,110,917.12 |
0.06% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
46,358 |
$2,170,713.54 |
0.06% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
95,712 |
$2,009,952.00 |
0.05% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
36,488 |
$2,007,934.64 |
0.05% |
| CSG Systems International, Inc. |
CSGS |
126349109 |
Professional Services |
24,661 |
$1,968,441.02 |
0.05% |
| Opera Limited (ADR) |
OPRA |
68373M107 |
Software |
115,623 |
$1,799,093.88 |
0.05% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
IT Services |
617,370 |
$1,370,561.40 |
0.04% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
54,040 |
$1,127,274.40 |
0.03% |
| OneSpan Inc. |
OSPN |
68287N100 |
Software |
60,658 |
$665,418.26 |
0.02% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
12,932 |
$797,645.76 |
0.02% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
56,504 |
$869,596.56 |
0.02% |
| The Hackett Group, Inc. |
HCKT |
404609109 |
IT Services |
37,321 |
$534,809.93 |
0.01% |
| Canadian Dollar |
$CAD |
|
Other |
2,597 |
$1,899.17 |
0.00% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
Electronic Equipment, Instruments & Components |
1,678 |
$150,566.94 |
0.00% |
| Mobile TeleSystems Public Joint Stock Company (ADR) |
MBT |
607409109 |
Wireless Telecommunication Services |
1,324,111 |
$0.00 |
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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