Ticker Name CUSIP ETF Weight Shares
NXPI NXP Semiconductors N V N6596X109 5.79% 341,709
ERIC Ericsson 294821608 5.19% 4,422,340
ADI Analog Devices Inc 032654105 5.18% 388,276
QCOM Qualcomm Inc 747525103 4.17% 361,959
SWKS Skyworks Solutions Inc 83088M102 3.30% 207,891
XLNX Xilinx Inc 983919101 3.21% 302,990
KEYS Keysight Technologies Inc 49338L103 3.19% 265,448
NOK Nokia Corp 654902204 2.91% 8,389,620
AMT American Tower Corp 03027X100 2.78% 136,624
T At&t Inc 00206R102 2.77% 1,113,830
AKAM Akamai Technologies Inc 00971T101 2.74% 312,764
VZ Verizon Communications Inc 92343V104 2.55% 527,325
TMUS T-mobile Us Inc 872590104 2.41% 219,515
MXIM Maxim Integrated Prods Inc 57772K101 2.29% 288,577
MRVL Marvell Technology Group Ltd Ord G5876H105 2.10% 513,818
QRVO Qorvo Inc 74736K101 2.10% 130,263
CHTR Charter Communications Inc New Cl A 16119P108 2.04% 39,179
FFIV F5 Networks Inc 315616102 1.98% 114,335
DOX Amdocs Ltd G02602103 1.79% 288,644
CCI Crown Castle Intl Corp New 22822V101 1.70% 114,403
CIEN Ciena Corp 171779309 1.54% 326,772
EQIX Equinix Inc 29444U700 1.48% 24,982
VOD Vodafone Group Plc New 92857W308 1.42% 910,276
INTC Intel Corp 458140100 1.16% 212,809
AVGO Broadcom Inc 11135F101 1.10% 27,139
CSCO Cisco Sys Inc 17275R102 1.07% 246,022
NVDA Nvidia Corporation 67066G104 1.06% 20,233
AAPL Apple Inc 037833100 0.99% 88,248
AMZN Amazon Com Inc 023135106 0.97% 3,400
DELL Dell Technologies Inc 24703L202 0.95% 122,773
CALX Calix Inc 13100M509 0.90% 244,707
HPE Hewlett Packard Enterprise Co Com 42824C109 0.89% 674,981
ANET Arista Networks Inc 040413106 0.87% 33,137
GLW Corning Inc 219350105 0.85% 226,180
AMD Advanced Micro Devices Inc 007903107 0.79% 117,554
ORAN Orange 684060106 0.78% 759,716
SBAC Sba Communications Corp New 78410G104 0.76% 32,024
EXTR Extreme Networks Inc 30226D106 0.74% 923,639
VMW Vmware Inc 928563402 0.74% 57,189
DLR Digital Rlty Tr Inc 253868103 0.71% 58,160
COMM Commscope Hldg Co Inc 20337X109 0.68% 471,440
CEVA Ceva Inc 157210105 0.68% 142,934
MTSI Macom Tech Solutions Hldgs Inc Com 55405Y100 0.67% 136,286
JNPR Juniper Networks Inc 48203R104 0.66% 308,513
NPTN Neophotonics Corp 64051T100 0.64% 658,770
SKM Sk Telecom Ltd 78440P108 0.64% 260,245
LSCC Lattice Semiconductor Corp 518415104 0.64% 152,108
MAXR Maxar Technologies Inc 57778K105 0.63% 204,412
CMTL Comtech Telecommunications Cp Com New 205826209 0.63% 300,292
LUMN Lumen Technologies Inc 550241103 0.62% 578,251
VIAV Viavi Solutions Inc 925550105 0.61% 443,017
ADTN Adtran Inc 00738A106 0.61% 394,367
UI Ubiquiti Inc 90353W103 0.60% 25,233
NATI National Instrs Corp 636518102 0.60% 161,231
INFN Infinera Corp 45667G103 0.59% 687,082
CLFD Clearfield Inc 18482P103 0.58% 227,247
RBBN Ribbon Communications Inc 762544104 0.58% 815,614
IDCC Interdigital Inc 45867G101 0.58% 96,598
IIVI Ii-vi Inc 902104108 0.56% 84,186
IPGP Ipg Photonics Corp 44980X109 0.55% 29,459
NTCT Netscout Sys Inc 64115T104 0.55% 231,032
KT Kt Corp 48268K101 0.53% 511,080
ATEN A10 Networks Inc 002121101 0.53% 694,868
CONE Cyrusone Inc 23283R100 0.52% 86,483
QTS Qts Rlty Tr Inc 74736A103 0.51% 94,716
RDWR Radware Ltd M81873107 0.51% 220,339
LITE Lumentum Hldgs Inc 55024U109 0.51% 66,212
CSGS Csg Sys Intl Inc 126349109 0.51% 130,381
COR Coresite Rlty Corp 21870Q105 0.49% 47,635
GDS Gds Hldgs Ltd 36165L108 0.47% 71,111
UNIT Uniti Group Inc 91325V108 0.47% 527,633
CTS Cts Corp 126501105 0.46% 181,947
SWIR Sierra Wireless Inc 826516106 0.45% 360,166
LLNW Limelight Networks Inc 53261M104 0.40% 1,317,942
INSG Inseego Corp 45782B104 0.39% 514,271
Cash&Other Cash & Other Cash&Other 0.36% 4,279,571
Data as of 04/14/2021. 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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