Ticker Name CUSIP ETF Weight Shares
IONQ Ionq Inc 46222L108 2.03% 409,996
TXN Texas Instrs Inc 882508104 1.92% 12,023
NOK Nokia Corp 654902204 1.80% 420,594
HON Honeywell Intl Inc 438516106 1.80% 10,604
TSEM Tower Semiconductor Ltd M87915274 1.79% 40,937
MSFT Microsoft Corp 594918104 1.78% 7,535
BIDU Baidu Inc 056752108 1.77% 14,871
CDNS Cadence Design System Inc 127387108 1.74% 10,631
BAH Booz Allen Hamilton Hldg Corp Cl A 099502106 1.74% 19,009
GOOGL Alphabet Inc 02079K305 1.72% 17,582
ACN Accenture Plc Ireland G1151C101 1.71% 6,650
ON ON Semiconductor Corp 682189105 1.71% 26,629
IFX GR Infineon Technolog 5889505 1.70% 78,096
AYX Alteryx Inc 02156B103 1.70% 29,269
TSM Taiwan Semiconductor Mfg Ltd Sponsored Ads 874039100 1.69% 23,921
SNPS Synopsys Inc 871607107 1.68% 5,488
QCOM Qualcomm Inc 747525103 1.66% 14,298
3661 TT Alchip Technologie B4TPSL0 1.64% 66,000
MCHP Microchip Technology Inc. 595017104 1.63% 26,062
BB Blackberry Ltd 09228F103 1.62% 331,957
ADI Analog Devices Inc 032654105 1.60% 11,322
6701 JP Nec Corp 6640400 1.60% 51,300
KLAC Kla Corp 482480100 1.60% 5,165
IBM International Business Machs Com 459200101 1.59% 13,270
NXPI NXP Semiconductors N V N6596X109 1.59% 10,406
NATI National Instrs Corp 636518102 1.58% 41,631
2357 TT Asustek Computer 6051046 1.52% 209,000
6501 JP Hitachi 6429104 1.52% 36,200
NOC Northrop Grumman Corp 666807102 1.51% 3,193
MU Micron Technology Inc 595112103 1.46% 29,306
AIR FP Airbus Group Se 4012250 1.45% 17,240
ABB Abb Ltd 000375204 1.43% 55,442
6503 JP Mitsubishi Elec Cp 6597045 1.43% 160,900
LSCC Lattice Semiconductor Corp 518415104 1.42% 28,355
6702 JP Fujitsu 6356945 1.42% 13,500
ONTO Onto Innovation Inc 683344105 1.40% 21,662
SPLK Splunk Inc 848637104 1.40% 17,408
LRCX Lam Research Corp 512807108 1.38% 3,693
ASML Asml Holding N V N07059210 1.38% 3,205
AMAT Applied Matls Inc 038222105 1.38% 16,392
AMD Advanced Micro Devices Inc 007903107 1.38% 20,665
AMBA Ambarella Inc G037AX101 1.38% 23,460
6502 JP Toshiba Corp 6897217 1.37% 39,900
RTX Raytheon Technologies Corp 75513E101 1.36% 16,664
CRUS Cirrus Logic Inc 172755100 1.36% 19,078
LMT Lockheed Martin Corp 539830109 1.33% 3,403
TER Teradyne Inc 880770102 1.32% 17,080
STM Stmicroelectronics N V 861012102 1.29% 39,616
ORAN Orange 684060106 1.28% 143,495
6723 JP Renesas Electronic 6635677 1.28% 155,200
INTC Intel Corp 458140100 1.28% 48,206
ESTC Elastic N V N14506104 1.27% 17,732
NVDA Nvidia Corporation 67066G104 1.26% 10,137
HPE Hewlett Packard Enterprise Co Com 42824C109 1.25% 103,946
MRVL Marvell Technology Inc 573874104 1.23% 28,234
2454 TT Mediatek Inc 6372480 1.22% 73,000
JNPR Juniper Networks Inc 48203R104 1.20% 45,907
BABA Alibaba Group Hldg Ltd 01609W102 1.17% 14,816
REY IM Reply Spa BZ1DZ96 1.17% 11,589
KPN NA Kon Kpn Nv 5956078 1.13% 425,205
PRFT Perficient Inc 71375U101 1.10% 17,201
MKSI Mks Instrs Inc 55306N104 1.08% 12,864
FORM Formfactor Inc 346375108 1.00% 39,524
TDC Teradata Corp Del 88076W103 0.99% 32,123
4185 JP Jsr Corp 6470986 0.88% 46,700
9613 JP Ntt Data Corp 6125639 0.84% 67,000
SYNA Synaptics Inc 87157D109 0.79% 7,744
9432 JP Nippon Tel&tel Cp 6641373 0.68% 26,700
RGTI Rigetti Computing Inc 76655K103 0.67% 364,462
ATO FP Atos Se 5654781 0.63% 86,070
Cash&Other Cash & Other Cash&Other 0.49% 496,179
WIT Wipro Ltd 97651M109 0.46% 96,207
20 HK Sensetime Grp Inc BPK3C96 0.35% 1,601,000
Data as of 09/29/2022. 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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