| NVIDIA Corp. |
NVDA |
2.2% |
| Axcelis Technologies, Inc. |
ACLS |
2.1% |
| Palo Alto Networks, Inc. |
PANW |
2.0% |
| Apple, Inc. |
AAPL |
2.0% |
| CommVault Systems, Inc. |
CVLT |
1.9% |
| NetApp, Inc. |
NTAP |
1.9% |
| Crowdstrike Holdings, Inc. |
CRWD |
1.9% |
| Pure Storage, Inc. |
PSTG |
1.9% |
| KLA Corp. |
KLAC |
1.9% |
| Extreme Networks,, Inc.. |
EXTR |
1.8% |
| Telefonaktiebolaget LM Ericsson |
ERIC |
1.8% |
| Broadcom, Inc. |
AVGO |
1.8% |
| Hewlett Packard Enterprise Co. |
HPE |
1.8% |
| QUALCOMM, Inc. |
QCOM |
1.8% |
| Texas Instruments, Inc. |
TXN |
1.8% |
| Applied Materials, Inc. |
AMAT |
1.8% |
| Oracle Corp. |
ORCL |
1.8% |
| Adobe Inc. |
ADBE |
1.8% |
| Motorola Solutions, Inc. |
MSI |
1.7% |
| NXP Semiconductor NV |
NXPI |
1.7% |
| Logitech International SA |
LOGI |
1.7% |
| Sanmina Corp. |
SANM |
1.7% |
| Lam Research Corp. |
LRCX |
1.7% |
| Arlo Technologies, Inc. |
ARLO |
1.7% |
| Cellebrite DI Ltd. |
CLBT |
1.7% |
| ASML Holding NV |
ASML |
1.7% |
| United Microelectronics Corp. |
UMC |
1.7% |
| Microsoft Corp. |
MSFT |
1.7% |
| Infosys, Ltd. |
INFY |
1.7% |
| Avnet, Inc. |
AVT |
1.7% |
| Zscaler, Inc. |
ZS |
1.6% |
| Microchip Technology, Inc. |
MCHP |
1.6% |
| ASE Technology Holding Co., Ltd. |
ASX |
1.6% |
| ServiceNow, Inc. |
NOW |
1.6% |
| Check Point Software Technologies, Ltd. |
CHKP |
1.6% |
| Flex, Ltd. |
FLEX |
1.6% |
| Vishay Intertechnology, Inc. |
VSH |
1.6% |
| Autodesk, Inc. |
ADSK |
1.6% |
| Bentley Systems, Inc. |
BSY |
1.6% |
| Cadence Design Systems, Inc. |
CDNS |
1.6% |
| Meta Platforms, Inc. |
META |
1.5% |
| Clear Secure, Inc. |
YOU |
1.5% |
| ePlus, Inc. |
PLUS |
1.5% |
| Gartner, Inc. |
IT |
1.5% |
| Arrow Electronics, Inc. |
ARW |
1.5% |
| Hackett Group, Inc. |
HCKT |
1.5% |
| STMicroelectronics NV |
STM |
1.5% |
| DXC Technology Co. |
DXC |
1.4% |
| IBM Corp. |
IBM |
1.4% |
| Atlassian Corporaton |
TEAM |
1.4% |
| Teradata Corp. |
TDC |
1.4% |
| Shutterstock, Inc. |
SSTK |
1.4% |
| Vontier Corp. |
VNT |
1.4% |
| Methode Electronics, Inc. |
MEI |
1.4% |
| CDW Corp. |
CDW |
1.4% |
| Qualys, Inc. |
QLYS |
1.4% |
| Fortinet, Inc. |
FTNT |
1.3% |
| Super Micro Computer, Inc. |
SMCI |
1.3% |
| Enphase Energy, Inc. |
ENPH |
1.3% |
| Jabil, Inc. |
JBL |
1.2% |
| Total as % of Net Assets |
|
98.24% |
