Holdings of the Fund as of 11/20/2024
Total Number of Holdings (excluding cash): 86
Oracle Corporation |
ORCL |
68389X105 |
Software |
1,440,000 |
$274,680,000.00 |
9.66% |
International Business Machines Corporation |
IBM |
459200101 |
IT Services |
1,112,818 |
$238,810,742.80 |
8.40% |
Broadcom Inc. |
AVGO |
11135F101 |
Semiconductors & Semiconductor Equipment |
1,381,488 |
$225,527,916.00 |
7.93% |
Microsoft Corporation |
MSFT |
594918104 |
Software |
539,229 |
$224,044,257.21 |
7.88% |
Texas Instruments Incorporated |
TXN |
882508104 |
Semiconductors & Semiconductor Equipment |
1,022,091 |
$202,568,215.29 |
7.12% |
Taiwan Semiconductor Manufacturing Company Ltd. (ADR) |
TSM |
874039100 |
Semiconductors & Semiconductor Equipment |
613,113 |
$115,485,964.68 |
4.06% |
QUALCOMM Incorporated |
QCOM |
747525103 |
Semiconductors & Semiconductor Equipment |
641,569 |
$98,974,849.63 |
3.48% |
Analog Devices, Inc. |
ADI |
032654105 |
Semiconductors & Semiconductor Equipment |
366,535 |
$77,342,550.35 |
2.72% |
T-Mobile US, Inc. |
TMUS |
872590104 |
Wireless Telecommunication Services |
282,979 |
$66,633,065.13 |
2.34% |
AT&T Inc. |
T |
00206R102 |
Diversified Telecommunication Services |
2,825,804 |
$64,513,105.32 |
2.27% |
Cisco Systems, Inc. |
CSCO |
17275R102 |
Communications Equipment |
1,112,653 |
$63,977,547.50 |
2.25% |
Comcast Corporation (Class A) |
CMCSA |
20030N101 |
Media |
1,421,114 |
$61,093,690.86 |
2.15% |
Verizon Communications Inc. |
VZ |
92343V104 |
Diversified Telecommunication Services |
1,345,943 |
$56,825,713.46 |
2.00% |
Motorola Solutions, Inc. |
MSI |
620076307 |
Communications Equipment |
113,295 |
$55,809,117.00 |
1.96% |
TELUS Corporation |
TU |
87971M103 |
Diversified Telecommunication Services |
3,484,107 |
$54,038,499.57 |
1.90% |
Corning Incorporated |
GLW |
219350105 |
Electronic Equipment, Instruments & Components |
1,115,240 |
$52,806,614.00 |
1.86% |
HP Inc. |
HPQ |
40434L105 |
Technology Hardware, Storage & Peripherals |
1,413,034 |
$51,830,087.12 |
1.82% |
Intuit Inc. |
INTU |
461202103 |
Software |
77,760 |
$50,590,656.00 |
1.78% |
Applied Materials, Inc. |
AMAT |
038222105 |
Semiconductors & Semiconductor Equipment |
276,798 |
$47,191,291.02 |
1.66% |
BCE Inc. |
BCE |
05534B760 |
Diversified Telecommunication Services |
1,606,671 |
$43,380,117.00 |
1.53% |
Lam Research Corporation |
LRCX |
512807306 |
Semiconductors & Semiconductor Equipment |
616,303 |
$43,172,025.15 |
1.52% |
NXP Semiconductors N.V. |
NXPI |
N6596X109 |
Semiconductors & Semiconductor Equipment |
196,271 |
$43,246,352.14 |
1.52% |
Rogers Communications Inc. (Class B) |
RCI |
775109200 |
Wireless Telecommunication Services |
1,199,592 |
$42,333,601.68 |
1.49% |
Microchip Technology Incorporated |
MCHP |
595017104 |
Semiconductors & Semiconductor Equipment |
556,831 |
$36,260,834.72 |
1.27% |
Hewlett Packard Enterprise Company |
HPE |
42824C109 |
Technology Hardware, Storage & Peripherals |
1,666,473 |
$35,295,898.14 |
1.24% |
TE Connectivity Plc |
TEL |
G87052109 |
Electronic Equipment, Instruments & Components |
233,188 |
$34,469,850.16 |
1.21% |
Cognizant Technology Solutions Corporation |
CTSH |
192446102 |
IT Services |
366,249 |
$28,409,934.93 |
1.00% |
Dell Technologies Inc. (Class C) |
DELL |
24703L202 |
Technology Hardware, Storage & Peripherals |
212,319 |
$28,442,253.24 |
1.00% |
Seagate Technology Holdings Plc |
STX |
G7997R103 |
Technology Hardware, Storage & Peripherals |
287,914 |
$28,221,330.28 |
0.99% |
KLA Corporation |
KLAC |
482480100 |
Semiconductors & Semiconductor Equipment |
45,138 |
$27,842,472.54 |
0.98% |
ASML Holding N.V. (New York Registry Shares) |
ASML |
N07059210 |
Semiconductors & Semiconductor Equipment |
41,614 |
$27,399,906.02 |
0.96% |
Amphenol Corporation |
APH |
032095101 |
Electronic Equipment, Instruments & Components |
378,235 |
$26,813,079.15 |
0.94% |
NetApp, Inc. |
NTAP |
64110D104 |
Technology Hardware, Storage & Peripherals |
166,874 |
$20,600,595.30 |
0.72% |
Ubiquiti Inc. |
UI |
90353W103 |
Communications Equipment |
58,930 |
$20,094,540.70 |
0.71% |
Cogent Communications Holdings, Inc. |
CCOI |
19239V302 |
Diversified Telecommunication Services |
211,300 |
$17,199,820.00 |
0.60% |
Gen Digital Inc. |
GEN |
668771108 |
Software |
566,434 |
$16,675,816.96 |
0.59% |
Skyworks Solutions, Inc. |
SWKS |
83088M102 |
Semiconductors & Semiconductor Equipment |
193,051 |
$16,106,244.93 |
0.57% |
Roper Technologies, Inc. |
ROP |
776696106 |
Software |
27,614 |
$15,172,512.30 |
0.53% |
CDW Corporation |
CDW |
12514G108 |
Electronic Equipment, Instruments & Components |
70,632 |
$12,430,525.68 |
0.44% |
Open Text Corporation |
OTEX |
683715106 |
Software |
410,455 |
$11,849,835.85 |
0.42% |
Infosys Limited (ADR) |
INFY |
456788108 |
IT Services |
526,987 |
$11,588,444.13 |
0.41% |
SS&C Technologies Holdings, Inc. |
SSNC |
78467J100 |
Professional Services |
152,800 |
$11,220,104.00 |
0.39% |
Leidos Holdings, Inc. |
LDOS |
525327102 |
Professional Services |
62,082 |
$10,066,596.30 |
0.35% |
Amdocs Limited |
DOX |
G02602103 |
IT Services |
116,886 |
$9,786,864.78 |
0.34% |
SAP SE (ADR) |
SAP |
803054204 |
Software |
33,055 |
$7,768,586.10 |
0.27% |
Logitech International S.A. |
LOGI |
H50430232 |
Technology Hardware, Storage & Peripherals |
94,899 |
$7,411,611.90 |
0.26% |
Nokia Corporation (ADR) |
NOK |
654902204 |
Communications Equipment |
1,667,619 |
$7,087,380.75 |
0.25% |
KT Corporation (ADR) |
KT |
48268K101 |
Diversified Telecommunication Services |
430,113 |
$6,881,808.00 |
0.24% |
Autohome Inc. (ADR) |
ATHM |
05278C107 |
Interactive Media & Services |
224,888 |
$6,416,054.64 |
0.23% |
Monolithic Power Systems, Inc. |
MPWR |
609839105 |
Semiconductors & Semiconductor Equipment |
11,430 |
$6,401,485.80 |
0.23% |
TD SYNNEX Corporation |
SNX |
87162W100 |
Electronic Equipment, Instruments & Components |
53,129 |
$6,164,026.58 |
0.22% |
Telefonaktiebolaget LM Ericsson (ADR) |
ERIC |
294821608 |
Communications Equipment |
792,528 |
$6,332,298.72 |
0.22% |
Cable One, Inc. |
CABO |
12685J105 |
Media |
14,772 |
$5,958,581.64 |
0.21% |
Iridium Communications Inc. |
IRDM |
46269C102 |
Diversified Telecommunication Services |
191,097 |
$5,333,517.27 |
0.19% |
Paycom Software, Inc. |
PAYC |
70432V102 |
Professional Services |
25,101 |
$5,516,697.78 |
0.19% |
Avnet, Inc. |
AVT |
053807103 |
Electronic Equipment, Instruments & Components |
96,428 |
$5,102,969.76 |
0.18% |
US Dollar |
$USD |
|
Other |
4,449,630 |
$4,449,629.98 |
0.16% |
Xerox Holdings Corporation |
XRX |
98421M106 |
Technology Hardware, Storage & Peripherals |
534,411 |
$4,483,708.29 |
0.16% |
Dun & Bradstreet Holdings, Inc. |
DNB |
26484T106 |
Professional Services |
358,579 |
$4,406,935.91 |
0.15% |
InterDigital, Inc. |
IDCC |
45867G101 |
Software |
22,802 |
$4,156,576.58 |
0.15% |
Dolby Laboratories, Inc. |
DLB |
25659T107 |
Software |
47,650 |
$3,906,347.00 |
0.14% |
Telefonica Brasil, S.A. (ADR) |
VIV |
87936R205 |
Diversified Telecommunication Services |
428,955 |
$3,856,305.45 |
0.14% |
Science Applications International Corporation |
SAIC |
808625107 |
Professional Services |
28,276 |
$3,479,361.80 |
0.12% |
KBR, Inc. |
KBR |
48242W106 |
Professional Services |
53,248 |
$3,092,643.84 |
0.11% |
Telefonica, S.A. (ADR) |
TEF |
879382208 |
Diversified Telecommunication Services |
713,169 |
$3,216,392.19 |
0.11% |
Amkor Technology, Inc. |
AMKR |
031652100 |
Semiconductors & Semiconductor Equipment |
113,516 |
$2,878,765.76 |
0.10% |
Universal Display Corporation |
OLED |
91347P105 |
Semiconductors & Semiconductor Equipment |
17,893 |
$2,968,448.70 |
0.10% |
Camtek Ltd. |
CAMT |
M20791105 |
Semiconductors & Semiconductor Equipment |
32,115 |
$2,414,084.55 |
0.08% |
Kulicke and Soffa Industries, Inc. |
KLIC |
501242101 |
Semiconductors & Semiconductor Equipment |
47,869 |
$2,235,482.30 |
0.08% |
Concentrix Corporation |
CNXC |
20602D101 |
Professional Services |
51,171 |
$2,034,558.96 |
0.07% |
CSG Systems International, Inc. |
CSGS |
126349109 |
Professional Services |
34,350 |
$1,871,388.00 |
0.07% |
Power Integrations, Inc. |
POWI |
739276103 |
Semiconductors & Semiconductor Equipment |
32,584 |
$1,992,023.18 |
0.07% |
Silicon Motion Technology Corporation (ADR) |
SIMO |
82706C108 |
Semiconductors & Semiconductor Equipment |
38,634 |
$2,050,306.38 |
0.07% |
Progress Software Corporation |
PRGS |
743312100 |
Software |
25,077 |
$1,682,917.47 |
0.06% |
Shutterstock, Inc. |
SSTK |
825690100 |
Interactive Media & Services |
54,803 |
$1,669,299.38 |
0.06% |
Vishay Intertechnology, Inc. |
VSH |
928298108 |
Electronic Equipment, Instruments & Components |
120,521 |
$1,828,303.57 |
0.06% |
Benchmark Electronics, Inc. |
BHE |
08160H101 |
Electronic Equipment, Instruments & Components |
27,299 |
$1,284,144.96 |
0.05% |
Clear Secure, Inc. (Class A) |
YOU |
18467V109 |
Software |
51,740 |
$1,386,114.60 |
0.05% |
A10 Networks, Inc. |
ATEN |
002121101 |
Software |
62,697 |
$1,033,246.56 |
0.04% |
Sapiens International Corporation N.V. |
SPNS |
G7T16G103 |
Software |
40,276 |
$1,092,285.12 |
0.04% |
Adeia Inc. |
ADEA |
00676P107 |
Software |
84,183 |
$969,788.16 |
0.03% |
STMicroelectronics N.V. |
STM |
861012102 |
Semiconductors & Semiconductor Equipment |
31,336 |
$767,732.00 |
0.03% |
PC Connection, Inc. |
CNXN |
69318J100 |
Electronic Equipment, Instruments & Components |
6,307 |
$443,886.66 |
0.02% |
The Hackett Group, Inc. |
HCKT |
404609109 |
IT Services |
22,355 |
$682,945.25 |
0.02% |
Turkcell Iletisim Hizmetleri A.S. (ADR) |
TKC |
900111204 |
Wireless Telecommunication Services |
66,793 |
$452,856.54 |
0.02% |
Simulations Plus, Inc. |
SLP |
829214105 |
Health Care Technology |
6,451 |
$177,918.58 |
0.01% |
Mobile TeleSystems Public Joint Stock Company (ADR) |
MBT |
607409109 |
Wireless Telecommunication Services |
1,324,111 |
$0.00 |
0.00% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
|
|