Ticker Name CUSIP ETF Weight Shares
ADI Analog Devices Inc 032654105 5.14% 269,589
QCOM Qualcomm Inc 747525103 5.02% 320,130
NXPI NXP Semiconductors N V N6596X109 4.37% 211,998
AMD Advanced Micro Devices Inc 007903107 3.93% 436,547
KEYS Keysight Technologies Inc 49338L103 3.88% 184,244
MRVL Marvell Technology Inc 573874104 3.66% 623,828
TMUS T-mobile Us Inc 872590104 3.30% 184,924
NOK Nokia Corp 654902204 3.02% 5,256,117
AMT American Tower Corp 03027X100 2.92% 100,339
VZ Verizon Communications Inc 92343V104 2.69% 517,759
T At&t Inc 00206R102 2.65% 1,267,950
AKAM Akamai Technologies Inc 00971T101 2.65% 244,183
ERIC Ericsson 294821608 2.48% 3,221,589
DOX Amdocs Ltd G02602103 1.87% 177,771
SWKS Skyworks Solutions Inc 83088M102 1.65% 135,001
CCI Crown Castle Inc 22822V101 1.60% 80,750
FFIV F5 Inc 315616102 1.47% 74,853
EQIX Equinix Inc 29444U700 1.39% 18,249
BCE Bce Inc 05534B760 1.36% 230,952
CALX Calix Inc 13100M509 1.34% 162,369
ANET Arista Networks Inc 040413106 1.33% 86,349
AAPL Apple Inc 037833100 1.19% 60,147
CIEN Ciena Corp 171779309 1.17% 210,936
LSCC Lattice Semiconductor Corp 518415104 1.16% 171,209
AMZN Amazon Com Inc 023135106 1.14% 73,432
ADTN Adtran Holdings Inc 00486H105 1.10% 424,139
CSCO Cisco Sys Inc 17275R102 1.08% 198,065
VOD Vodafone Group Plc New 92857W308 1.07% 696,443
JNPR Juniper Networks Inc 48203R104 1.03% 294,111
VMW Vmware Inc 928563402 0.99% 69,032
EGIO Edgio Inc 53261M104 0.99% 2,555,032
AVGO Broadcom Inc 11135F101 0.97% 15,747
HPE Hewlett Packard Enterprise Co Com 42824C109 0.96% 594,307
CHTR Charter Communications Inc New Cl A 16119P108 0.93% 21,933
SWIR Sierra Wireless Inc 826516106 0.88% 218,761
SBAC Sba Communications Corp New 78410G104 0.87% 22,523
CLFD Clearfield Inc 18482P103 0.86% 67,951
QRVO Qorvo Inc 74736K101 0.86% 78,946
DELL Dell Technologies Inc 24703L202 0.82% 176,785
NVDA Nvidia Corporation 67066G104 0.80% 47,725
INTC Intel Corp 458140100 0.77% 215,795
EXTR Extreme Networks Inc 30226D106 0.76% 444,408
GLW Corning Inc 219350105 0.68% 171,612
COMM Commscope Hldg Co Inc 20337X109 0.68% 513,076
CMBM Cambium Networks Corp G17766109 0.66% 293,625
INSG Inseego Corp 45782B104 0.66% 2,190,990
TEF Telefonica S A 879382208 0.65% 1,491,132
NATI National Instrs Corp 636518102 0.65% 126,708
UI Ubiquiti Inc 90353W103 0.64% 16,233
CTS Cts Corp 126501105 0.62% 111,806
ORAN Orange 684060106 0.62% 510,837
CHT Chunghwa Telecom Co Ltd 17133Q502 0.61% 127,394
DLR Digital Rlty Tr Inc 253868103 0.59% 45,172
SWCH Switch Inc 87105L104 0.59% 132,608
MTSI Macom Tech Solutions Hldgs Inc Com 55405Y100 0.59% 82,475
CSGS Csg Sys Intl Inc 126349109 0.54% 75,317
VIAV Viavi Solutions Inc 925550105 0.53% 299,573
NTCT Netscout Sys Inc 64115T104 0.53% 126,744
RDWR Radware Ltd M81873107 0.52% 183,140
INFN Infinera Corp 45667G103 0.51% 774,990
IPGP Ipg Photonics Corp 44980X109 0.50% 43,238
CEVA Ceva Inc 157210105 0.50% 139,034
MXL Maxlinear Inc 57776J100 0.50% 111,071
KT UT Kt Corp 48268K101 0.50% 303,440
ATEN A10 Networks Inc 002121101 0.50% 282,261
RBBN Ribbon Communications Inc 762544104 0.49% 1,513,059
IDCC Interdigital Inc 45867G101 0.48% 87,389
LITE Lumentum Hldgs Inc 55024U109 0.48% 50,910
SKM Sk Telecom Ltd 78440P306 0.47% 180,692
CMTL Comtech Telecommunications Cp Com New 205826209 0.47% 348,903
RCI Rogers Communications Inc 775109200 0.46% 88,933
COHR Coherent Corp 19247G107 0.43% 88,906
AKTS Akoustis Technologies Inc 00973N102 0.43% 1,066,757
FCUV Focus Unvl Inc 34417J104 0.42% 320,799
ALLT Allot Ltd M0854Q105 0.42% 814,717
CASA Casa Sys Inc 14713L102 0.42% 975,529
SILC Silicom Ltd M84116108 0.41% 87,985
LUMN Lumen Technologies Inc 550241103 0.39% 381,191
UNIT Uniti Group Inc 91325V108 0.38% 401,479
CRNT Ceragon Networks Ltd M22013102 0.37% 1,472,900
ATUS Altice Usa Inc 02156K103 0.34% 407,365
DZSI Dzs Inc 268211109 0.33% 221,836
GDS Gds Hldgs Ltd 36165L108 0.33% 130,387
IHS Ihs Holding Limited G4701H109 0.30% 371,021
EMKR Emcore Corp 290846203 0.30% 1,270,970
Cash&Other Cash & Other Cash&Other 0.27% 2,055,878
STRY Starry Group Holdings Inc 85572U102 0.14% 622,153
Data as of 09/29/2022. Fund holdings are subject to change at any time and should not be considered recommendations to buy or sell any security.
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