Ticker Name CUSIP ETF Weight Shares
NXPI NXP Semiconductors N V N6596X109 5.26% 214,851
AMD Advanced Micro Devices Inc 007903107 4.96% 502,211
ADI Analog Devices Inc 032654105 4.89% 212,189
NOK Nokia Corp 654902204 4.16% 6,429,500
MRVL Marvell Technology Inc 573874104 4.14% 722,850
VZ Verizon Communications Inc 92343V104 3.18% 568,606
ERIC Ericsson 294821608 3.09% 3,938,442
T At&t Inc 00206R102 3.01% 1,095,080
AMT American Tower Corp 03027X100 2.98% 100,116
SWKS Skyworks Solutions Inc 83088M102 2.89% 194,968
KEYS Keysight Technologies Inc 49338L103 2.87% 118,940
TMUS T-mobile Us Inc 872590104 2.85% 142,049
AKAM Akamai Technologies Inc 00971T101 2.42% 203,445
QRVO Qorvo Inc 74736K101 1.95% 132,533
EQIX Equinix Inc 29444U700 1.84% 18,580
LSCC Lattice Semiconductor Corp 518415104 1.82% 180,820
DOX Amdocs Ltd G02602103 1.72% 138,204
CCI Crown Castle Inc 22822V101 1.70% 85,868
BCE Bce Inc 05534B760 1.55% 241,541
CHTR Charter Communications Inc New Cl A 16119P108 1.39% 26,123
IDCC Interdigital Inc 45867G101 1.38% 146,073
CIEN Ciena Corp 171779309 1.23% 177,770
FFIV F5 Inc 315616102 1.22% 61,631
CEVA Ceva Inc 157210105 1.20% 264,751
NVDA Nvidia Corporation 67066G104 1.14% 43,705
AMZN Amazon Com Inc 023135106 1.09% 79,643
AVGO Broadcom Inc 11135F101 1.08% 13,589
QCOM Qualcomm Inc 747525103 1.07% 59,596
VOD Vodafone Group Plc New 92857W308 1.00% 629,710
VMW Vmware Inc 928563402 0.99% 59,623
AAPL Apple Inc 037833100 0.98% 49,989
JNPR Juniper Networks Inc 48203R104 0.97% 220,363
CSCO Cisco Sys Inc 17275R102 0.96% 146,224
HPE Hewlett Packard Enterprise Co Com 42824C109 0.96% 438,668
INTC Intel Corp 458140100 0.95% 248,680
SBAC Sba Communications Corp New 78410G104 0.94% 23,821
ANET Arista Networks Inc 040413106 0.94% 55,581
DELL Dell Technologies Inc 24703L202 0.92% 168,057
GLW Corning Inc 219350105 0.91% 182,960
TEF Telefonica S A 879382208 0.85% 1,628,045
ORAN Orange 684060106 0.80% 555,749
DLR Digital Rlty Tr Inc 253868103 0.72% 47,387
RBBN Ribbon Communications Inc 762544104 0.72% 1,558,631
CHT Chunghwa Telecom Co Ltd 17133Q502 0.71% 135,277
RCI Rogers Communications Inc 775109200 0.69% 105,607
NATI National Instrs Corp 636518102 0.67% 90,092
GDS Gds Hldgs Ltd 36165L108 0.65% 200,713
COHR Coherent Corp 19247G107 0.60% 101,635
ATUS Altice Usa Inc 02156K103 0.59% 914,936
IPGP Ipg Photonics Corp 44980X109 0.59% 39,480
CMTL Comtech Telecommunications Cp Com New 205826209 0.57% 277,804
EGIO Edgio Inc 53261M104 0.57% 2,709,623
CALX Calix Inc 13100M509 0.56% 79,731
MXL Maxlinear Inc 57776J100 0.56% 101,604
LITE Lumentum Hldgs Inc 55024U109 0.55% 68,136
INFN Infinera Corp 45667G103 0.53% 551,253
DZSI Dzs Inc 268211109 0.53% 318,494
CTS Cts Corp 126501105 0.52% 88,045
DBRG Digitalbridge Group Inc 25401T603 0.52% 276,712
AKTS Akoustis Technologies Inc 00973N102 0.51% 1,012,215
UNIT Uniti Group Inc 91325V108 0.50% 579,838
RDWR Radware Ltd M81873107 0.50% 174,383
VIAV Viavi Solutions Inc 925550105 0.50% 330,443
COMM Commscope Hldg Co Inc 20337X109 0.50% 449,300
KT UT Kt Corp 48268K101 0.49% 248,242
CSGS Csg Sys Intl Inc 126349109 0.49% 61,446
SKM Sk Telecom Ltd 78440P306 0.48% 166,313
UI Ubiquiti Inc 90353W103 0.48% 12,496
ADTN Adtran Holdings Inc 00486H105 0.47% 184,910
MTSI Macom Tech Solutions Hldgs Inc Com 55405Y100 0.47% 52,476
CMBM Cambium Networks Corp G17766109 0.47% 165,375
LUMN Lumen Technologies Inc 550241103 0.45% 647,519
NTCT Netscout Sys Inc 64115T104 0.43% 99,647
EXTR Extreme Networks 30226D106 0.43% 180,181
ATEN A10 Networks Inc 002121101 0.38% 184,041
Cash&Other Cash & Other Cash&Other 0.35% 2,553,264
CLFD Clearfield Inc 18482P103 0.33% 34,034
CASA Casa Sys Inc 14713L102 0.30% 718,181
SILC Silicom Ltd M84116108 0.26% 45,817
FCUV Focus Unvl Inc 34417J104 0.13% 166,657
Data as of 01/31/2023. 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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