Holdings of the Fund as of 9/17/2026
Total Number of Holdings (excluding cash): 93
| Microsoft Corporation |
MSFT |
594918104 |
Software |
954,147 |
$474,926,669.25 |
9.59% |
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,442,550 |
$342,966,262.50 |
6.93% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
961,498 |
$333,928,255.40 |
6.75% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,187,577 |
$306,561,126.78 |
6.19% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
1,827,712 |
$275,235,150.08 |
5.56% |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
513,331 |
$220,865,796.06 |
4.46% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
855,669 |
$161,473,296.99 |
3.26% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
547,548 |
$132,972,031.80 |
2.69% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
362,618 |
$131,503,417.70 |
2.66% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
266,255 |
$122,392,098.40 |
2.47% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
4,330,423 |
$109,949,439.97 |
2.22% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
2,246,316 |
$108,564,452.28 |
2.19% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
3,017,666 |
$104,592,303.56 |
2.11% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
245,726 |
$102,566,032.40 |
2.07% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Diversified Telecommunication Services |
4,318,243 |
$98,930,947.13 |
2.00% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
891,859 |
$98,318,536.16 |
1.99% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
572,655 |
$95,318,424.75 |
1.93% |
| Thomson Reuters Corporation |
TRI |
884903881 |
Professional Services |
931,946 |
$92,709,988.07 |
1.87% |
| Intuit Inc. |
INTU |
461202103 |
Software |
289,815 |
$90,749,770.95 |
1.83% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
2,377,234 |
$83,488,458.08 |
1.69% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
863,250 |
$82,604,392.50 |
1.67% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
1,039,122 |
$81,435,991.14 |
1.65% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,271,691 |
$77,624,018.64 |
1.57% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
8,557,279 |
$76,245,355.89 |
1.54% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
128,903 |
$75,846,525.20 |
1.53% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
390,979 |
$66,067,631.42 |
1.33% |
| ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Semiconductors & Semiconductor Equipment |
37,821 |
$61,635,749.07 |
1.25% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
293,970 |
$60,734,202.00 |
1.23% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
402,737 |
$59,524,528.60 |
1.20% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
788,974 |
$55,875,138.68 |
1.13% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
241,151 |
$54,970,370.45 |
1.11% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
810,583 |
$50,158,876.04 |
1.01% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
56,327 |
$45,237,903.51 |
0.91% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
178,272 |
$35,105,322.24 |
0.71% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
81,421 |
$30,513,333.96 |
0.62% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
193,434 |
$28,860,352.80 |
0.58% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
45,625 |
$27,212,575.00 |
0.55% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
884,072 |
$26,707,815.12 |
0.54% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
2,214,344 |
$23,472,046.40 |
0.47% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
286,134 |
$22,902,165.36 |
0.46% |
| VeriSign, Inc. |
VRSN |
92343E102 |
IT Services |
75,308 |
$22,746,781.40 |
0.46% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
253,104 |
$19,964,843.52 |
0.40% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
837,818 |
$19,705,479.36 |
0.40% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
15,828 |
$18,512,112.24 |
0.37% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
278,003 |
$16,821,961.53 |
0.34% |
| America Movil, S.A.B. de C.V. (ADR) |
AMX |
02390A101 |
Wireless Telecommunication Services |
713,049 |
$16,421,518.47 |
0.33% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
123,689 |
$16,198,311.44 |
0.33% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
376,242 |
$16,468,112.34 |
0.33% |
| KT Corporation (ADR) |
KT |
48268K101 |
Diversified Telecommunication Services |
805,974 |
$15,700,373.52 |
0.32% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
141,703 |
$14,530,225.62 |
0.29% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
68,302 |
$14,593,405.32 |
0.29% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
40,597 |
$13,069,798.18 |
0.26% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
42,802 |
$11,317,276.82 |
0.23% |
| US Dollar |
$USD |
|
Other |
11,189,486 |
$11,189,485.90 |
0.23% |
| Autohome Inc. (ADR) |
ATHM |
05278C107 |
Interactive Media & Services |
524,155 |
$11,096,361.35 |
0.22% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
1,056,963 |
$10,876,149.27 |
0.22% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
98,580 |
$9,179,769.60 |
0.19% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
Diversified Telecommunication Services |
631,078 |
$8,986,550.72 |
0.18% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
176,618 |
$8,385,822.64 |
0.17% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
37,925 |
$8,573,325.50 |
0.17% |
| Tencent Music Entertainment Group (Class A) (ADR) |
TME |
88034P109 |
Entertainment |
1,057,781 |
$8,218,958.37 |
0.17% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
132,687 |
$6,996,585.51 |
0.14% |
| CGI Inc. |
GIB |
12532H104 |
IT Services |
93,602 |
$6,659,782.30 |
0.13% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
230,568 |
$6,534,297.12 |
0.13% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
112,904 |
$6,488,592.88 |
0.13% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
181,204 |
$6,650,186.80 |
0.13% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
46,389 |
$6,199,889.85 |
0.13% |
| Bentley Systems, Inc. (Class B) |
BSY |
08265T208 |
Software |
189,771 |
$5,960,707.11 |
0.12% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
170,501 |
$5,861,824.38 |
0.12% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
Semiconductors & Semiconductor Equipment |
246,995 |
$6,043,967.65 |
0.12% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
196,082 |
$5,329,508.76 |
0.11% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
71,061 |
$5,495,147.13 |
0.11% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
Diversified Telecommunication Services |
103,376 |
$4,726,350.72 |
0.10% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
89,710 |
$4,301,594.50 |
0.09% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
110,491 |
$4,418,535.09 |
0.09% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
61,302 |
$4,212,060.42 |
0.09% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
18,462 |
$4,676,424.60 |
0.09% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
329,208 |
$3,950,496.00 |
0.08% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
72,079 |
$2,891,088.69 |
0.06% |
| SK Telecom Co., Ltd. (ADR) |
SKM |
78440P306 |
Wireless Telecommunication Services |
78,629 |
$2,794,474.66 |
0.06% |
| Weibo Corporation (ADR) |
WB |
948596101 |
Interactive Media & Services |
469,799 |
$3,077,183.45 |
0.06% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
31,900 |
$2,613,248.00 |
0.05% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
49,084 |
$2,385,973.24 |
0.05% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
80,834 |
$2,574,562.90 |
0.05% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
Semiconductors & Semiconductor Equipment |
141,760 |
$1,937,859.20 |
0.04% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
42,429 |
$2,085,385.35 |
0.04% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
62,473 |
$1,556,827.16 |
0.03% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
21,838 |
$1,628,022.90 |
0.03% |
| Canadian Dollar |
$CAD |
|
Other |
2,110,974 |
$1,508,916.28 |
0.03% |
| ePlus inc. |
PLUS |
294268107 |
Electronic Equipment, Instruments & Components |
18,098 |
$1,665,739.92 |
0.03% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
17,875 |
$1,545,472.50 |
0.03% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
IT Services |
1,022,901 |
$1,718,473.68 |
0.03% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
43,385 |
$1,169,225.75 |
0.02% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
55,975 |
$642,033.25 |
0.01% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
Electronic Equipment, Instruments & Components |
8,336 |
$232,074.24 |
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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