TickerNameCUSIPETF WeightShares
AMDAdvanced Micro Devices Inc0079031076.39%781,933
QCOMQualcomm Inc7475251035.42%470,487
ADIAnalog Devices Inc0326541053.79%294,054
NXPINXP Semiconductors N VN6596X1093.26%205,191
KEYSKeysight Technologies Inc49338L1033.23%255,248
VZVerizon Communications Inc92343V1042.82%657,564
TAt&t Inc00206R1022.79%1,293,143
AKAMAkamai Technologies Inc00971T1012.79%302,301
ERICEricsson2948216082.72%3,069,731
AMTAmerican Tower Corp03027X1002.68%123,135
NOKNokia Corp6549022042.64%5,636,362
XLNXXilinx Inc9839191012.41%209,069
MRVLMarvell Technology Inc5738741042.35%505,273
TMUST-mobile Us Inc8725901042.25%202,997
CHTRCharter Communications Inc New Cl A16119P1082.01%35,195
SWKSSkyworks Solutions Inc83088M1021.99%140,397
CCICrown Castle Intl Corp New22822V1011.74%117,270
FFIVF5 Networks Inc3156161021.65%103,656
EQIXEquinix Inc29444U7001.53%24,302
DOXAmdocs LtdG026021031.50%252,289
MXIMMaxim Integrated Prods Inc57772K1011.43%185,432
QRVOQorvo Inc74736K1011.41%96,942
CIENCiena Corp1717793091.28%287,044
AAPLApple Inc0378331001.10%98,359
NVDANvidia Corporation67066G1041.08%72,022
BCEBce Inc05534B7601.07%279,215
VODVodafone Group Plc New92857W3081.05%838,512
ANETArista Networks Inc0404131061.02%34,759
AVGOBroadcom Inc11135F1011.01%26,949
CSCOCisco Sys Inc17275R1020.99%231,481
AMZNAmazon Com Inc0231351060.97%3,807
INTCIntel Corp4581401000.91%219,378
DELLDell Technologies Inc24703L2020.89%120,279
HPEHewlett Packard Enterprise Co Com42824C1090.82%730,607
VMWVmware Inc9285634020.79%66,451
SBACSba Communications Corp New78410G1040.73%27,815
LSCCLattice Semiconductor Corp5184151040.71%162,578
JNPRJuniper Networks Inc48203R1040.67%308,074
GLWCorning Inc2193501050.66%205,022
DLRDigital Rlty Tr Inc2538681030.65%54,438
MXLMaxlinear Inc57776J1000.65%174,743
NATINational Instrs Corp6365181020.63%184,583
TEFTelefonica S A8793822080.61%1,734,692
ATENA10 Networks Inc0021211010.60%614,471
SWIRSierra Wireless Inc8265161060.59%398,028
MAXRMaxar Technologies Inc57778K1050.56%201,545
CALXCalix Inc13100M5090.56%154,203
CEVACeva Inc1572101050.56%147,645
CMTLComtech Telecommunications Cp Com New2058262090.55%286,011
ORANOrange6840601060.55%640,592
IPGPIpg Photonics Corp44980X1090.54%32,214
ADTNAdtran Inc00738A1060.53%304,668
CRNTCeragon Networks LtdM220131020.53%1,707,271
MTSIMacom Tech Solutions Hldgs Inc Com55405Y1000.53%112,270
RDWRRadware LtdM818731070.53%214,187
RCIRogers Communications Inc7751092000.53%133,990
UNITUniti Group Inc91325V1080.52%577,063
LITELumentum Hldgs Inc55024U1090.52%80,426
CLFDClearfield Inc18482P1030.52%156,132
UIUbiquiti Inc90353W1030.51%20,975
COMMCommscope Hldg Co Inc20337X1090.51%313,749
CSGSCsg Sys Intl Inc1263491090.51%146,407
CORCoresite Rlty Corp21870Q1050.50%47,378
SILCSilicom LtdM841161080.50%145,845
VIAVViavi Solutions Inc9255501050.50%392,252
QTSQts Rlty Tr Inc74736A1030.49%82,253
IIVIIi-vi Inc9021041080.49%91,458
EXTRExtreme Networks Inc30226D1060.48%566,470
DZSIDzs Inc2682111090.48%315,116
KTKt Corp48268K1010.48%431,914
ATUSAltice Usa Inc02156K1030.47%196,875
NTCTNetscout Sys Inc64115T1040.47%211,910
INFNInfinera Corp45667G1030.47%611,572
SKMSk Telecom Ltd78440P1080.47%208,414
AKTSAkoustis Technologies Inc00973N1020.46%620,492
CTSCts Corp1265011050.46%169,376
CMBMCambium Networks CorpG177661090.45%132,087
AIRGAirgain Inc00938A1040.45%320,555
IDCCInterdigital Inc45867G1010.44%87,005
CONECyrusone Inc23283R1000.44%80,403
NPTNNeophotonics Corp64051T1000.44%591,305
INSGInseego Corp45782B1040.42%622,963
RBBNRibbon Communications Inc7625441040.42%796,155
LUMNLumen Technologies Inc5502411030.42%441,783
LLNWLimelight Networks Inc53261M1040.42%1,955,042
EMKREmcore Corp2908462030.42%631,127
CASACasa Sys Inc14713L1020.41%706,875
GDSGds Hldgs Ltd36165L1080.40%88,673
Cash&OtherCash & OtherCash&Other0.40%5,260,010
RESNResonant Inc76118L1020.39%1,668,457
Data as of 08/02/2021. 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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