Ticker Name CUSIP ETF Weight Shares
AMD Advanced Micro Devices Inc 007903107 6.99% 711,789
ADI Analog Devices Inc 032654105 5.33% 324,783
QCOM Qualcomm Inc 747525103 4.62% 331,218
VZ Verizon Communications Inc 92343V104 3.67% 718,843
NXPI NXP Semiconductors N V N6596X109 3.39% 183,964
T At&t Inc 00206R102 3.31% 1,566,437
TMUS T-mobile Us Inc 872590104 3.18% 240,736
AMT American Tower Corp 03027X100 3.16% 131,592
AKAM Akamai Technologies Inc 00971T101 3.03% 294,020
MRVL Marvell Technology Inc 573874104 2.74% 475,563
KEYS Keysight Technologies Inc 49338L103 2.53% 179,510
NOK Nokia Corp 654902204 2.32% 4,555,696
ERIC Ericsson 294821608 2.14% 2,623,639
CCI Crown Castle Intl Corp New 22822V101 1.96% 106,890
DOX Amdocs Ltd G02602103 1.84% 212,148
BCE Bce Inc 05534B760 1.71% 304,030
CHTR Charter Communications Inc New Cl A 16119P108 1.64% 33,925
EQIX Equinix Inc 29444U700 1.62% 24,232
FFIV F5 Inc 315616102 1.57% 90,278
VOD Vodafone Group Plc New 92857W308 1.38% 883,846
CIEN Ciena Corp 171779309 1.37% 256,011
HPE Hewlett Packard Enterprise Co Com 42824C109 1.29% 776,524
AVGO Broadcom Inc 11135F101 1.25% 20,574
SWKS Skyworks Solutions Inc 83088M102 1.20% 112,995
VMW Vmware Inc 928563402 1.11% 105,409
CSCO Cisco Sys Inc 17275R102 1.08% 212,197
TEF Telefonica S A 879382208 1.06% 2,050,156
ANET Arista Networks Inc 040413106 1.06% 96,431
INTC Intel Corp 458140100 1.05% 233,793
AAPL Apple Inc 037833100 1.05% 69,104
SBAC Sba Communications Corp New 78410G104 1.02% 29,681
DELL Dell Technologies Inc 24703L202 0.96% 205,593
JNPR Juniper Networks Inc 48203R104 0.91% 288,970
ORAN Orange 684060106 0.88% 686,768
SWIR Sierra Wireless Inc 826516106 0.81% 371,892
DLR Digital Rlty Tr Inc 253868103 0.80% 59,853
QRVO Qorvo Inc 74736K101 0.80% 75,322
AMZN Amazon Com Inc 023135106 0.80% 3,458
GLW Corning Inc 219350105 0.77% 211,043
LLNW Limelight Networks Inc 53261M104 0.70% 2,057,514
NTCT Netscout Sys Inc 64115T104 0.69% 192,419
KT Kt Corp 48268K101 0.69% 462,472
RCI Rogers Communications Inc 775109200 0.69% 130,532
NVDA Nvidia Corporation 67066G104 0.68% 38,015
CSGS Csg Sys Intl Inc 126349109 0.67% 110,263
CTS Cts Corp 126501105 0.64% 167,308
ATEN A10 Networks Inc 002121101 0.63% 400,344
DZSI Dzs Inc 268211109 0.62% 430,557
NATI National Instrs Corp 636518102 0.62% 178,830
IDCC Interdigital Inc 45867G101 0.61% 97,180
LSCC Lattice Semiconductor Corp 518415104 0.61% 122,674
LUMN Lumen Technologies Inc 550241103 0.61% 500,339
NPTN Neophotonics Corp 64051T100 0.60% 393,572
IIVI Ii-vi Inc 902104108 0.59% 90,281
LITE Lumentum Hldgs Inc 55024U109 0.59% 64,773
VIAV Viavi Solutions Inc 925550105 0.56% 375,040
CASA Casa Sys Inc 14713L102 0.55% 1,300,529
UI Ubiquiti Inc 90353W103 0.53% 21,326
ADTN Adtran Inc 00738A106 0.52% 289,292
Cash&Other Cash & Other Cash&Other 0.50% 4,841,179
CLFD Clearfield Inc 18482P103 0.50% 91,254
IHS Ihs Holding Limited G4701H109 0.49% 451,422
UNIT Uniti Group Inc 91325V108 0.49% 449,746
CEVA Ceva Inc 157210105 0.49% 139,269
RDWR Radware Ltd M81873107 0.49% 196,041
SILC Silicom Ltd M84116108 0.45% 125,823
EXTR Extreme Networks Inc 30226D106 0.44% 438,994
AIRG Airgain Inc 00938A104 0.43% 402,086
INFN Infinera Corp 45667G103 0.43% 717,584
MTSI Macom Tech Solutions Hldgs Inc Com 55405Y100 0.41% 77,325
COMM Commscope Hldg Co Inc 20337X109 0.40% 545,464
CALX Calix Inc 13100M509 0.39% 110,661
CRNT Ceragon Networks Ltd M22013102 0.38% 2,160,374
ATUS Altice Usa Inc 02156K103 0.37% 381,410
SKM Sk Telecom Ltd 78440P306 0.37% 135,784
IPGP Ipg Photonics Corp 44980X109 0.36% 35,404
MXL Maxlinear Inc 57776J100 0.35% 81,542
AKTS Akoustis Technologies Inc 00973N102 0.34% 854,405
CMBM Cambium Networks Corp G17766109 0.33% 231,328
RBBN Ribbon Communications Inc 762544104 0.33% 1,064,981
GDS Gds Hldgs Ltd 36165L108 0.33% 111,526
CMTL Comtech Telecommunications Cp Com New 205826209 0.30% 239,482
EMKR Emcore Corp 290846203 0.29% 876,688
ALLT Allot Ltd M0854Q105 0.28% 499,122
INSG Inseego Corp 45782B104 0.23% 952,133
Data as of 05/17/2022. 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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