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Ticker Name CUSIP ETF Weight Shares
AMD Advanced Micro Devices Inc 007903107 7.40% 796,533
ADI Analog Devices Inc 032654105 5.79% 418,551
QCOM Qualcomm Inc 747525103 4.89% 479,274
KEYS Keysight Technologies Inc 49338L103 3.55% 260,015
NXPI NXP Semiconductors N V N6596X109 3.24% 209,023
XLNX Xilinx Inc 983919101 2.85% 212,973
ERIC Ericsson 294821608 2.81% 3,127,035
AMT American Tower Corp 03027X100 2.77% 125,434
VZ Verizon Communications Inc 92343V104 2.75% 669,842
MRVL Marvell Technology Inc 573874104 2.65% 514,707
NOK Nokia Corp 654902204 2.62% 5,741,585
T At&t Inc 00206R102 2.60% 1,317,287
AKAM Akamai Technologies Inc 00971T101 2.58% 307,945
CHTR Charter Communications Inc New Cl A 16119P108 2.03% 35,852
TMUS T-mobile Us Inc 872590104 1.87% 206,787
SWKS Skyworks Solutions Inc 83088M102 1.83% 143,021
FFIV F5 Networks Inc 315616102 1.70% 105,592
CCI Crown Castle Intl Corp New 22822V101 1.66% 119,461
DOX Amdocs Ltd G02602103 1.62% 256,998
EQIX Equinix Inc 29444U700 1.58% 24,760
QRVO Qorvo Inc 74736K101 1.29% 98,753
NVDA Nvidia Corporation 67066G104 1.29% 73,383
CIEN Ciena Corp 171779309 1.19% 292,405
AAPL Apple Inc 037833100 1.15% 100,197
BCE Bce Inc 05534B760 1.13% 284,426
AVGO Broadcom Inc 11135F101 1.10% 27,456
DELL Dell Technologies Inc 24703L202 1.09% 122,529
ANET Arista Networks Inc 040413106 1.07% 35,408
VOD Vodafone Group Plc New 92857W308 1.02% 854,166
CSCO Cisco Sys Inc 17275R102 1.01% 235,803
AMZN Amazon Com Inc 023135106 1.00% 3,880
HPE Hewlett Packard Enterprise Co Com 42824C109 0.89% 744,249
VMW Vmware Inc 928563402 0.88% 67,691
LSCC Lattice Semiconductor Corp 518415104 0.88% 165,615
INTC Intel Corp 458140100 0.86% 223,475
SBAC Sba Communications Corp New 78410G104 0.76% 28,334
MXL Maxlinear Inc 57776J100 0.73% 178,007
JNPR Juniper Networks Inc 48203R104 0.68% 313,827
DLR Digital Rlty Tr Inc 253868103 0.67% 55,456
CALX Calix Inc 13100M509 0.66% 157,081
ATEN A10 Networks Inc 002121101 0.66% 625,947
UNIT Uniti Group Inc 91325V108 0.65% 587,838
CLFD Clearfield Inc 18482P103 0.63% 159,051
GLW Corning Inc 219350105 0.62% 208,850
RDWR Radware Ltd M81873107 0.60% 218,188
TEF Telefonica S A 879382208 0.60% 1,767,075
NATI National Instrs Corp 636518102 0.59% 188,028
MTSI Macom Tech Solutions Hldgs Inc Com 55405Y100 0.59% 114,366
CSGS Csg Sys Intl Inc 126349109 0.59% 149,143
ORAN Orange 684060106 0.57% 652,554
COR Coresite Rlty Corp 21870Q105 0.54% 48,262
LITE Lumentum Hldgs Inc 55024U109 0.53% 81,931
CONE Cyrusone Inc 23283R100 0.52% 81,907
RCI Rogers Communications Inc 775109200 0.51% 136,492
SWIR Sierra Wireless Inc 826516106 0.51% 405,461
CEVA Ceva Inc 157210105 0.50% 150,401
UI Ubiquiti Inc 90353W103 0.50% 21,366
CMTL Comtech Telecommunications Cp Com New 205826209 0.50% 291,348
SKM Sk Telecom Ltd 78440P108 0.49% 212,305
VIAV Viavi Solutions Inc 925550105 0.48% 399,576
MAXR Maxar Technologies Inc 57778K105 0.47% 205,308
SILC Silicom Ltd M84116108 0.47% 148,571
IDCC Interdigital Inc 45867G101 0.47% 88,632
KT Kt Corp 48268K101 0.46% 439,981
CRNT Ceragon Networks Ltd M22013102 0.45% 1,739,143
NTCT Netscout Sys Inc 64115T104 0.45% 215,867
GDS Gds Hldgs Ltd 36165L108 0.44% 90,329
LUMN Lumen Technologies Inc 550241103 0.44% 450,031
NPTN Neophotonics Corp 64051T100 0.44% 602,346
EXTR Extreme Networks Inc 30226D106 0.44% 577,049
CTS Cts Corp 126501105 0.43% 172,541
ADTN Adtran Inc 00738A106 0.43% 310,357
LLNW Limelight Networks Inc 53261M104 0.43% 1,991,537
IIVI Ii-vi Inc 902104108 0.42% 93,167
IPGP Ipg Photonics Corp 44980X109 0.41% 32,817
RBBN Ribbon Communications Inc 762544104 0.37% 811,020
INFN Infinera Corp 45667G103 0.36% 622,990
CASA Casa Sys Inc 14713L102 0.35% 720,073
EMKR Emcore Corp 290846203 0.35% 642,910
AKTS Akoustis Technologies Inc 00973N102 0.35% 632,080
INSG Inseego Corp 45782B104 0.32% 634,594
RESN Resonant Inc 76118L102 0.30% 1,699,603
COMM Commscope Hldg Co Inc 20337X109 0.29% 319,606
CMBM Cambium Networks Corp G17766109 0.29% 134,553
ATUS Altice Usa Inc 02156K103 0.29% 200,551
DZSI Dzs Inc 268211109 0.28% 320,999
AIRG Airgain Inc 00938A104 0.27% 326,539
Cash&Other Cash & Other Cash&Other 0.24% 3,042,599
Data as of 10/25/2021. 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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