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% |