Arlo Technologies, Inc. |
ARLO |
2.4% |
Viasat, Inc. |
VSAT |
2.2% |
Jabil, Inc. |
JBL |
2.2% |
Zscaler, Inc. |
ZS |
2.1% |
Oracle Corp. |
ORCL |
2.1% |
Pegasystems, Inc. |
PEGA |
2.1% |
STMicroelectronics NV |
STM |
2.0% |
NVIDIA Corp. |
NVDA |
1.9% |
Axcelis Technologies, Inc. |
ACLS |
1.9% |
Canadian Solar, Inc. |
CSIQ |
1.9% |
Lam Research Corp. |
LRCX |
1.9% |
Hewlett Packard Enterprise Co. |
HPE |
1.9% |
ON Semiconductor Corp. |
ON |
1.9% |
Crowdstrike Holdings, Inc. |
CRWD |
1.8% |
Pure Storage, Inc. |
PSTG |
1.8% |
KLA Corp. |
KLAC |
1.8% |
Arista Networks, Inc. |
ANET |
1.8% |
Skyworks Solutions, Inc. |
SWKS |
1.7% |
AppLovin Corp. |
APP |
1.7% |
ScanSource, Inc. |
SCSC |
1.7% |
Meta Platforms, Inc. |
META |
1.7% |
Vishay Intertechnology, Inc. |
VSH |
1.7% |
Pinterest, Inc. |
PINS |
1.7% |
Bentley Systems, Inc. |
BSY |
1.7% |
TD SYNNEX Corp. |
SNX |
1.7% |
ServiceNow, Inc. |
NOW |
1.7% |
NetApp, Inc. |
NTAP |
1.7% |
Applied Materials, Inc. |
AMAT |
1.6% |
BlackLine, Inc. |
BL |
1.6% |
Palo Alto Networks, Inc. |
PANW |
1.6% |
Daktronics, Inc. |
DAKT |
1.6% |
Logitech International SA |
LOGI |
1.6% |
ASML Holding NV |
ASML |
1.6% |
Vontier Corp. |
VNT |
1.6% |
Autodesk, Inc. |
ADSK |
1.6% |
Avnet, Inc. |
AVT |
1.5% |
Shutterstock, Inc. |
SSTK |
1.5% |
Gilat Satellite Networks Ltd. |
GILT |
1.5% |
Telefonaktiebolaget LM Ericsson |
ERIC |
1.5% |
Qualys, Inc. |
QLYS |
1.5% |
QUALCOMM, Inc. |
QCOM |
1.5% |
United Microelectronics Corp. |
UMC |
1.5% |
CDW Corp. |
CDW |
1.5% |
Ituran Location and Control Ltd. |
ITRN |
1.5% |
CommVault Systems, Inc. |
CVLT |
1.5% |
Fortinet, Inc. |
FTNT |
1.5% |
InterDigital, Inc. |
IDCC |
1.4% |
Adobe Inc. |
ADBE |
1.4% |
Teradata Corp. |
TDC |
1.4% |
Clear Secure, Inc. |
YOU |
1.4% |
Infosys, Ltd. |
INFY |
1.4% |
Apple, Inc. |
AAPL |
1.4% |
DocuSign, Inc. |
DOCU |
1.3% |
Atlassian Corporaton |
TEAM |
1.3% |
Gartner, Inc. |
IT |
1.3% |
Motorola Solutions, Inc. |
MSI |
1.3% |
DXC Technology Co. |
DXC |
1.3% |
Hackett Group, Inc. |
HCKT |
1.2% |
Ziff Davis, Inc. |
ZD |
1.1% |
Cellebrite DI Ltd. |
CLBT |
1.1% |
Total as % of Net Assets |
|
97.72% |