Total Number of Holdings: 39
| Western Digital Corporation |
WDC |
Computer Hardware |
3.91% |
| Micron Technology, Inc. |
MU |
Semiconductors |
3.74% |
| KLA Corporation |
KLAC |
Semiconductors |
3.41% |
| Lam Research Corporation |
LRCX |
Semiconductors |
3.20% |
| ASML Holding N.V. |
ASML |
Semiconductors |
3.04% |
| Applied Materials, Inc. |
AMAT |
Semiconductors |
2.98% |
| NVIDIA Corporation |
NVDA |
Semiconductors |
2.92% |
| Symantec Corporation |
SYMC |
Software |
2.84% |
| Texas Instruments Incorporated |
TXN |
Semiconductors |
2.83% |
| Apple Inc. |
AAPL |
Computer Hardware |
2.76% |
| Microchip Technology Incorporated |
MCHP |
Semiconductors |
2.71% |
| NXP Semiconductors N.V. |
NXPI |
Semiconductors |
2.71% |
| Intel Corporation |
INTC |
Semiconductors |
2.68% |
| QUALCOMM Incorporated |
QCOM |
Semiconductors |
2.67% |
| Skyworks Solutions, Inc. |
SWKS |
Semiconductors |
2.63% |
| Synopsys, Inc. |
SNPS |
Software |
2.61% |
| Broadcom Inc. |
AVGO |
Semiconductors |
2.58% |
| Advanced Micro Devices, Inc. |
AMD |
Semiconductors |
2.57% |
| NetEase, Inc. (ADR) |
NTES |
Internet |
2.53% |
| Analog Devices, Inc. |
ADI |
Semiconductors |
2.52% |
| Intuit Inc. |
INTU |
Software |
2.52% |
| Microsoft Corporation |
MSFT |
Software |
2.49% |
| Maxim Integrated Products, Inc. |
MXIM |
Semiconductors |
2.48% |
| Cognizant Technology Solutions Corporation |
CTSH |
Computer Services |
2.42% |
| Facebook, Inc. (Class A) |
FB |
Internet |
2.42% |
| Check Point Software Technologies Ltd. |
CHKP |
Software |
2.39% |
| Citrix Systems, Inc. |
CTXS |
Software |
2.39% |
| Cadence Design Systems, Inc. |
CDNS |
Software |
2.34% |
| Cerner Corporation |
CERN |
Software |
2.31% |
| Adobe Incorporated |
ADBE |
Software |
2.30% |
| Xilinx, Inc. |
XLNX |
Semiconductors |
2.30% |
| Baidu, Inc. (ADR) |
BIDU |
Internet |
2.28% |
| VeriSign, Inc. |
VRSN |
Computer Services |
2.22% |
| NetApp, Inc. |
NTAP |
Computer Hardware |
2.20% |
| Autodesk, Inc. |
ADSK |
Software |
2.18% |
| Cisco Systems, Inc. |
CSCO |
Telecommunications Equipment |
2.13% |
| Workday, Inc. (Class A) |
WDAY |
Software |
2.00% |
| Alphabet Inc. (Class A) |
GOOGL |
Internet |
1.35% |
| Alphabet Inc. (Class C) |
GOOG |
Internet |
1.35% |
Holdings are subject to change.