| Avnet, Inc. |
AVT |
1.7% |
| MaxLinear, Inc. |
MXL |
1.7% |
| Extreme Networks,, Inc.. |
EXTR |
1.7% |
| MACOM Technology Solutions Holdings |
MTSI |
1.7% |
| Gartner, Inc. |
IT |
1.7% |
| Hackett Group, Inc. |
HCKT |
1.7% |
| Cadence Design Systems, Inc. |
CDNS |
1.7% |
| Arrow Electronics, Inc. |
ARW |
1.7% |
| Microchip Technology, Inc. |
MCHP |
1.7% |
| Jabil, Inc. |
JBL |
1.7% |
| Ziff Davis, Inc. |
ZD |
1.7% |
| STMicroelectronics NV |
STM |
1.7% |
| NXP Semiconductor NV |
NXPI |
1.7% |
| Sanmina Corp. |
SANM |
1.6% |
| Diodes, Inc. |
DIOD |
1.6% |
| ACM Research, Inc. |
ACMR |
1.6% |
| ServiceNow, Inc. |
NOW |
1.6% |
| Taiwan Semiconductor Manufacturing |
TSM |
1.6% |
| CDW Corp. |
CDW |
1.6% |
| Apple, Inc. |
AAPL |
1.6% |
| Vishay Intertechnology, Inc. |
VSH |
1.6% |
| Atlassian Corporaton |
TEAM |
1.6% |
| Cellebrite DI Ltd. |
CLBT |
1.6% |
| InterDigital, Inc. |
IDCC |
1.6% |
| Enphase Energy, Inc. |
ENPH |
1.6% |
| Fortinet, Inc. |
FTNT |
1.6% |
| Texas Instruments, Inc. |
TXN |
1.6% |
| CommVault Systems, Inc. |
CVLT |
1.6% |
| Vontier Corp. |
VNT |
1.6% |
| Broadcom, Inc. |
AVGO |
1.6% |
| KLA Corp. |
KLAC |
1.6% |
| Teradata Corp. |
TDC |
1.6% |
| Crowdstrike Holdings, Inc. |
CRWD |
1.6% |
| Pure Storage, Inc. |
PSTG |
1.6% |
| Shutterstock, Inc. |
SSTK |
1.6% |
| Palo Alto Networks, Inc. |
PANW |
1.6% |
| Synaptics, Inc. |
SYNA |
1.6% |
| VMware, Inc. |
VMW |
1.6% |
| Cisco Systems, Inc. |
CSCO |
1.6% |
| DXC Technology Co. |
DXC |
1.6% |
| ASML Holding NV |
ASML |
1.6% |
| NetApp, Inc. |
NTAP |
1.6% |
| QUALCOMM, Inc. |
QCOM |
1.6% |
| Microsoft Corp. |
MSFT |
1.6% |
| Tower Semiconductor, Ltd. |
TSEM |
1.6% |
| Adobe Inc. |
ADBE |
1.6% |
| United Microelectronics Corp. |
UMC |
1.6% |
| Seagate Technology Holdings PLC |
STX |
1.6% |
| Applied Materials, Inc. |
AMAT |
1.6% |
| Clear Secure, Inc. |
YOU |
1.6% |
| Sciplay Corp. |
SCPL |
1.6% |
| Check Point Software Technologies, Ltd. |
CHKP |
1.6% |
| Cargurus, Inc. |
CARG |
1.6% |
| Lam Research Corp. |
LRCX |
1.6% |
| Richardson Electronics Ltd. |
RELL |
1.6% |
| DocuSign, Inc. |
DOCU |
1.6% |
| Accenture PLC |
ACN |
1.6% |
| Hewlett Packard Enterprise Co. |
HPE |
1.6% |
| Autodesk, Inc. |
ADSK |
1.5% |
| ASE Technology Holding Co., Ltd. |
ASX |
1.5% |
| Total as % of Net Assets |
|
97.21% |
