NVIDIA Corp. |
NVDA |
2.8% |
Pure Storage, Inc. |
PSTG |
2.1% |
Meta Platforms, Inc. |
META |
2.1% |
ASML Holding NV |
ASML |
2.0% |
Applied Materials, Inc. |
AMAT |
2.0% |
Vontier Corp. |
VNT |
2.0% |
Cellebrite DI Ltd. |
CLBT |
2.0% |
CommVault Systems, Inc. |
CVLT |
2.0% |
Lam Research Corp. |
LRCX |
2.0% |
Crowdstrike Holdings, Inc. |
CRWD |
1.9% |
KLA Corp. |
KLAC |
1.9% |
ASE Technology Holding Co., Ltd. |
ASX |
1.9% |
Sanmina Corp. |
SANM |
1.9% |
Broadcom, Inc. |
AVGO |
1.9% |
QUALCOMM, Inc. |
QCOM |
1.8% |
Flex, Ltd. |
FLEX |
1.8% |
Oracle Corp. |
ORCL |
1.8% |
NetApp, Inc. |
NTAP |
1.8% |
Cadence Design Systems, Inc. |
CDNS |
1.8% |
NXP Semiconductor NV |
NXPI |
1.8% |
CDW Corp. |
CDW |
1.8% |
IBM Corp. |
IBM |
1.8% |
Fortinet, Inc. |
FTNT |
1.7% |
Autodesk, Inc. |
ADSK |
1.7% |
Motorola Solutions, Inc. |
MSI |
1.7% |
Microsoft Corp. |
MSFT |
1.7% |
ServiceNow, Inc. |
NOW |
1.7% |
Gartner, Inc. |
IT |
1.7% |
Arrow Electronics, Inc. |
ARW |
1.6% |
Hackett Group, Inc. |
HCKT |
1.6% |
Alphabet, Inc. (Class A) |
GOOGL |
1.6% |
TD SYNNEX Corp. |
SNX |
1.6% |
Check Point Software Technologies, Ltd. |
CHKP |
1.6% |
Microchip Technology, Inc. |
MCHP |
1.6% |
Jabil, Inc. |
JBL |
1.6% |
Texas Instruments, Inc. |
TXN |
1.6% |
Insight Enterprises, Inc. |
NSIT |
1.6% |
Avnet, Inc. |
AVT |
1.6% |
Hewlett Packard Enterprise Co. |
HPE |
1.5% |
Clear Secure, Inc. |
YOU |
1.5% |
Enphase Energy, Inc. |
ENPH |
1.5% |
Vishay Intertechnology, Inc. |
VSH |
1.5% |
Cisco Systems, Inc. |
CSCO |
1.5% |
Palo Alto Networks, Inc. |
PANW |
1.5% |
Infosys, Ltd. |
INFY |
1.5% |
United Microelectronics Corp. |
UMC |
1.5% |
Ziff Davis, Inc. |
ZD |
1.4% |
Logitech International SA |
LOGI |
1.4% |
STMicroelectronics NV |
STM |
1.4% |
Axcelis Technologies, Inc. |
ACLS |
1.4% |
ON Semiconductor Corp. |
ON |
1.4% |
DXC Technology Co. |
DXC |
1.4% |
Apple, Inc. |
AAPL |
1.4% |
Qualys, Inc. |
QLYS |
1.4% |
Teradata Corp. |
TDC |
1.3% |
Telefonaktiebolaget LM Ericsson |
ERIC |
1.3% |
Atlassian Corporaton |
TEAM |
1.3% |
Adobe Inc. |
ADBE |
1.3% |
Unisys Corp. |
UIS |
1.3% |
Extreme Networks,, Inc.. |
EXTR |
1.0% |
Total as % of Net Assets |
|
99.68% |