Holdings of the Fund as of 11/6/2025
Total Number of Holdings (excluding cash): 94
| International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,164,216 |
$363,724,362.72 |
9.74% |
| Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
953,210 |
$338,951,943.90 |
9.07% |
| Microsoft Corporation |
MSFT |
594918104 |
Software |
559,464 |
$278,109,554.40 |
7.45% |
| Oracle Corporation |
ORCL |
68389X105 |
Software |
1,112,472 |
$271,220,673.60 |
7.26% |
| Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,400,014 |
$225,934,259.32 |
6.05% |
| Taiwan Semiconductor Manufacturing Company Ltd. (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
613,928 |
$177,572,534.72 |
4.75% |
| QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
881,835 |
$152,733,822.00 |
4.09% |
| Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
425,164 |
$99,288,548.92 |
2.66% |
| Lam Research Corporation |
LRCX |
512807306 |
Semiconductors & Semiconductor Equipment |
600,901 |
$97,460,133.19 |
2.61% |
| Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
386,493 |
$90,006,489.84 |
2.41% |
| Salesforce, Inc. |
CRM |
79466L302 |
Software |
314,686 |
$75,294,919.22 |
2.02% |
| Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
1,025,745 |
$72,868,924.80 |
1.95% |
| Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
1,929,435 |
$71,022,502.35 |
1.90% |
| Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
739,774 |
$64,996,543.64 |
1.74% |
| KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
52,795 |
$63,691,888.00 |
1.71% |
| Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,602,277 |
$63,802,670.14 |
1.71% |
| TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
4,297,676 |
$62,789,046.36 |
1.68% |
| AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
2,419,554 |
$59,859,765.96 |
1.60% |
| Intuit Inc. |
INTU |
461202103 |
Software |
89,919 |
$58,774,655.16 |
1.57% |
| Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
150,000 |
$58,365,000.00 |
1.56% |
| Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Media |
2,086,214 |
$56,974,504.34 |
1.53% |
| T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
281,236 |
$56,531,248.36 |
1.51% |
| Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
382,583 |
$52,838,538.13 |
1.41% |
| Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
187,799 |
$52,296,387.53 |
1.40% |
| HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
1,936,120 |
$50,668,260.40 |
1.36% |
| TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
196,723 |
$47,705,327.50 |
1.28% |
| Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
780,581 |
$46,327,482.35 |
1.24% |
| Millicom International Cellular S.A. |
TIGO |
L6388F110 |
Wireless Telecommunication Services |
970,691 |
$46,360,202.16 |
1.24% |
| NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
225,044 |
$46,460,333.80 |
1.24% |
| Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
278,863 |
$41,600,782.34 |
1.11% |
| Thomson Reuters Corporation |
TRI |
884903808 |
Professional Services |
297,713 |
$41,373,175.61 |
1.11% |
| Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,562,570 |
$36,564,138.00 |
0.98% |
| Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
426,242 |
$31,043,204.86 |
0.83% |
| Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
30,873 |
$23,450,204.61 |
0.63% |
| NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
190,264 |
$21,646,335.28 |
0.58% |
| Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
3,158,586 |
$21,825,829.26 |
0.58% |
| Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Semiconductors & Semiconductor Equipment |
286,630 |
$20,247,543.20 |
0.54% |
| Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
16,645 |
$15,947,075.15 |
0.43% |
| Roper Technologies, Inc. |
ROP |
776696106 |
Software |
34,082 |
$15,148,767.36 |
0.41% |
| Open Text Corporation |
OTEX |
683715106 |
Software |
417,343 |
$15,016,001.14 |
0.40% |
| CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
102,578 |
$14,520,941.68 |
0.39% |
| Cogent Communications Holdings, Inc. |
CCOI |
19239V302 |
Diversified Telecommunication Services |
577,141 |
$14,399,667.95 |
0.39% |
| Gen Digital Inc. |
GEN |
668771108 |
Software |
527,005 |
$13,412,277.25 |
0.36% |
| Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
100,835 |
$12,046,757.45 |
0.32% |
| SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
142,370 |
$12,013,180.60 |
0.32% |
| Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
1,170,007 |
$11,395,868.18 |
0.31% |
| Amdocs Limited |
DOX |
G02602103 |
IT Services |
133,668 |
$11,182,664.88 |
0.30% |
| Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
57,910 |
$11,278,551.60 |
0.30% |
| InterDigital, Inc. |
IDCC |
45867G101 |
Software |
22,394 |
$8,526,963.38 |
0.23% |
| SAP SE (ADR) |
SAP |
803054204 |
Software |
31,146 |
$7,907,346.48 |
0.21% |
| TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
49,511 |
$7,427,640.22 |
0.20% |
| JOYY Inc. (ADR) |
JOYY |
46591M109 |
Interactive Media & Services |
104,025 |
$6,168,682.50 |
0.17% |
| Match Group Inc. |
MTCH |
57667L107 |
Interactive Media & Services |
189,845 |
$6,198,439.25 |
0.17% |
| PT Telkom Indonesia (Persero) Tbk |
TLK |
715684106 |
Diversified Telecommunication Services |
319,026 |
$6,533,652.48 |
0.17% |
| Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
172,577 |
$6,066,081.55 |
0.16% |
| Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
104,346 |
$4,922,000.82 |
0.13% |
| ASE Technology Holding Co., Ltd. |
ASX |
00215W100 |
Semiconductors & Semiconductor Equipment |
291,821 |
$4,485,288.77 |
0.12% |
| Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
268,098 |
$4,530,856.20 |
0.12% |
| Ituran Location and Control Ltd. |
ITRN |
M6158M104 |
Communications Equipment |
117,924 |
$4,551,866.40 |
0.12% |
| US Dollar |
$USD |
|
Other |
4,522,299 |
$4,522,299.38 |
0.12% |
| Entegris, Inc. |
ENTG |
29362U104 |
Semiconductors & Semiconductor Equipment |
46,784 |
$4,009,388.80 |
0.11% |
| Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
43,450 |
$4,143,826.50 |
0.11% |
| Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
340,631 |
$4,271,512.74 |
0.11% |
| Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
30,136 |
$4,078,606.24 |
0.11% |
| Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
56,911 |
$3,699,784.11 |
0.10% |
| Weibo Corporation (ADR) |
WB |
948596101 |
Interactive Media & Services |
336,748 |
$3,566,161.32 |
0.10% |
| Chunghwa Telecom Co., Ltd. (ADR) |
CHT |
17133Q502 |
Diversified Telecommunication Services |
78,768 |
$3,299,591.52 |
0.09% |
| KBR, Inc. |
KBR |
48242W106 |
Professional Services |
83,140 |
$3,465,275.20 |
0.09% |
| RELX Plc (ADR) |
RELX |
759530108 |
Professional Services |
79,182 |
$3,435,706.98 |
0.09% |
| Telefonica, S.A. (ADR) |
TEF |
879382208 |
Diversified Telecommunication Services |
786,994 |
$3,258,155.16 |
0.09% |
| Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
82,177 |
$3,010,143.51 |
0.08% |
| Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
19,200 |
$3,148,992.00 |
0.08% |
| Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
30,654 |
$2,774,800.08 |
0.07% |
| Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
64,456 |
$2,063,881.12 |
0.06% |
| CSG Systems International, Inc. |
CSGS |
126349109 |
Professional Services |
28,737 |
$2,245,796.55 |
0.06% |
| Ingram Micro Holding Corporation |
INGM |
457152106 |
Electronic Equipment, Instruments & Components |
93,034 |
$2,058,842.42 |
0.06% |
| Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
58,574 |
$2,250,413.08 |
0.06% |
| United Microelectronics Corporation (ADR) |
UMC |
910873405 |
Semiconductors & Semiconductor Equipment |
328,945 |
$2,404,587.95 |
0.06% |
| Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
165,136 |
$2,407,682.88 |
0.06% |
| Himax Technologies, Inc. (ADR) |
HIMX |
43289P106 |
Semiconductors & Semiconductor Equipment |
244,049 |
$1,929,207.35 |
0.05% |
| Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
53,357 |
$1,948,597.64 |
0.05% |
| Wipro Limited (ADR) |
WIT |
97651M109 |
IT Services |
679,605 |
$1,773,769.05 |
0.05% |
| Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
31,094 |
$1,410,734.78 |
0.04% |
| Karooooo Ltd. |
KARO |
Y4600W108 |
Software |
32,750 |
$1,441,000.00 |
0.04% |
| Magic Software Enterprises Ltd. |
MGIC |
559166103 |
Software |
70,380 |
$1,539,914.40 |
0.04% |
| STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
71,020 |
$1,678,912.80 |
0.04% |
| Adeia Inc. |
ADEA |
00676P107 |
Software |
75,169 |
$1,052,366.00 |
0.03% |
| Opera Limited (ADR) |
OPRA |
68373M107 |
Software |
92,657 |
$1,272,180.61 |
0.03% |
| A10 Networks, Inc. |
ATEN |
002121101 |
Software |
50,536 |
$899,035.44 |
0.02% |
| PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
10,218 |
$589,374.24 |
0.02% |
| The Hackett Group, Inc. |
HCKT |
404609109 |
IT Services |
31,415 |
$589,659.55 |
0.02% |
| OneSpan Inc. |
OSPN |
68287N100 |
Software |
31,431 |
$383,458.20 |
0.01% |
| Shenandoah Telecommunications Company |
SHEN |
82312B106 |
Diversified Telecommunication Services |
46,525 |
$523,871.50 |
0.01% |
| Canadian Dollar |
$CAD |
|
Other |
2,597 |
$1,840.23 |
0.00% |
| Climb Global Solutions, Inc. |
CLMB |
946760105 |
Electronic Equipment, Instruments & Components |
1,314 |
$144,027.54 |
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.
|
|