| Tower Semiconductor, Ltd. |
TSEM |
2.4% |
| InterDigital, Inc. |
IDCC |
2.3% |
| Kimball Electronics, Inc. |
KE |
2.2% |
| Pure Storage, Inc. |
PSTG |
2.2% |
| Arista Networks, Inc. |
ANET |
2.2% |
| Micron Technology, Inc. |
MU |
2.1% |
| Alphabet, Inc. (Class C) |
GOOG |
2.1% |
| Lam Research Corp. |
LRCX |
2.1% |
| Axcelis Technologies, Inc. |
ACLS |
2.1% |
| ASML Holding NV |
ASML |
1.9% |
| Monolithic Power Systems, Inc. |
MPWR |
1.9% |
| Taiwan Semiconductor Manufacturing |
TSM |
1.8% |
| Oracle Corp. |
ORCL |
1.8% |
| Apple, Inc. |
AAPL |
1.8% |
| Cellebrite DI Ltd. |
CLBT |
1.8% |
| NVIDIA Corp. |
NVDA |
1.8% |
| KLA Corp. |
KLAC |
1.8% |
| TD SYNNEX Corp. |
SNX |
1.8% |
| Hewlett Packard Enterprise Co. |
HPE |
1.8% |
| Turtle Beach Corp. |
TBCH |
1.7% |
| Cargurus, Inc. |
CARG |
1.7% |
| NetApp, Inc. |
NTAP |
1.7% |
| Applied Materials, Inc. |
AMAT |
1.7% |
| Ultra Clean Holdings, Inc. |
UCTT |
1.7% |
| CommVault Systems, Inc. |
CVLT |
1.6% |
| Vontier Corp. |
VNT |
1.6% |
| Motorola Solutions, Inc. |
MSI |
1.6% |
| Pegasystems, Inc. |
PEGA |
1.6% |
| QUALCOMM, Inc. |
QCOM |
1.6% |
| Ingram Micro Holding Corp. |
INGM |
1.6% |
| Microsoft Corp. |
MSFT |
1.6% |
| ScanSource, Inc. |
SCSC |
1.6% |
| Meta Platforms, Inc. |
META |
1.5% |
| United Microelectronics Corp. |
UMC |
1.5% |
| Palo Alto Networks, Inc. |
PANW |
1.5% |
| Autodesk, Inc. |
ADSK |
1.5% |
| Telefonaktiebolaget LM Ericsson |
ERIC |
1.5% |
| Jabil, Inc. |
JBL |
1.5% |
| Zscaler, Inc. |
ZS |
1.4% |
| Adobe Inc. |
ADBE |
1.4% |
| Teradata Corp. |
TDC |
1.4% |
| Check Point Software Technologies, Ltd. |
CHKP |
1.4% |
| BlackLine, Inc. |
BL |
1.4% |
| DocuSign, Inc. |
DOCU |
1.4% |
| Pinterest, Inc. |
PINS |
1.4% |
| GLOBALFOUNDRIES, Inc. |
GFS |
1.4% |
| Ituran Location and Control Ltd. |
ITRN |
1.4% |
| ServiceNow, Inc. |
NOW |
1.4% |
| Yelp, Inc. |
YELP |
1.3% |
| Qualys, Inc. |
QLYS |
1.3% |
| STMicroelectronics NV |
STM |
1.3% |
| CDW Corp. |
CDW |
1.3% |
| Infosys, Ltd. |
INFY |
1.3% |
| CGI, Inc. |
GIB |
1.3% |
| DXC Technology Co. |
DXC |
1.3% |
| Clearwater Analytics Holdings |
CWAN |
1.2% |
| Fortinet, Inc. |
FTNT |
1.2% |
| Rapid7, Inc. |
RPD |
1.2% |
| GoDaddy, Inc. |
GDDY |
1.2% |
| Atlassian Corporaton |
TEAM |
1.1% |
| Total as % of Net Assets |
|
96.74% |
