Ticker Name CUSIP ETF Weight Shares
NATI National Instrs Corp 636518102 1.83% 36,369
AYX Alteryx Inc 02156B103 1.71% 33,094
20 HK Sensetime Grp Inc BPK3C96 1.70% 5,035,000
SYNA Synaptics Inc 87157D109 1.67% 14,304
STM Stmicroelectronics N V 861012102 1.66% 37,732
MKSI Mks Instrs Inc 55306N104 1.66% 17,399
BABA Alibaba Group Hldg Ltd 01609W102 1.65% 16,101
CRUS Cirrus Logic Inc 172755100 1.62% 19,209
NVDA Nvidia Corporation 67066G104 1.61% 8,822
BIDU Baidu Inc 056752108 1.56% 12,412
AMBA Ambarella Inc G037AX101 1.56% 18,643
TSM Taiwan Semiconductor Mfg Ltd Sponsored Ads 874039100 1.55% 17,946
SPLK Splunk Inc 848637104 1.52% 16,987
CDNS Cadence Design System Inc 127387108 1.51% 8,857
6503 JP Mitsubishi Elec Cp 6597045 1.50% 146,800
ABB Abb Ltd 000375204 1.50% 46,021
ESTC Elastic N V N14506104 1.50% 27,352
MU Micron Technology Inc 595112103 1.49% 26,422
LRCX Lam Research Corp 512807108 1.49% 3,202
QCOM Qualcomm Inc 747525103 1.49% 12,031
NXPI NXP Semiconductors N V N6596X109 1.49% 8,674
TER Teradyne Inc 880770102 1.48% 15,567
9432 JP Nippon Tel&tel Cp 6641373 1.47% 52,500
IFX GR Infineon Technolog 5889505 1.46% 43,864
ASML Asml Holding N V N07059210 1.46% 2,366
6723 JP Renesas Electronic 6635677 1.46% 152,600
LSCC Lattice Semiconductor Corp 518415104 1.45% 20,478
AIR FP Airbus Group Se 4012250 1.45% 12,492
KPN NA Kon Kpn Nv 5956078 1.45% 456,922
SNPS Synopsys Inc 871607107 1.45% 4,394
REY IM Reply Spa BZ1DZ96 1.45% 12,024
ORAN Orange 684060106 1.44% 145,253
MRVL Marvell Technology Inc 573874104 1.42% 35,190
AMD Advanced Micro Devices Inc 007903107 1.42% 20,276
6702 JP Fujitsu 6356945 1.41% 10,600
4185 JP Jsr Corp 6470986 1.41% 67,700
6502 JP Toshiba Corp 6897217 1.41% 44,100
TDC Teradata Corp Del 88076W103 1.40% 43,040
AMAT Applied Matls Inc 038222105 1.39% 13,403
6701 JP Nec Corp 6640400 1.39% 41,400
ON ON Semiconductor Corp 682189105 1.39% 20,276
2454 TT Mediatek Inc 6372480 1.38% 62,000
GOOGL Alphabet Inc 02079K305 1.38% 14,980
ONTO Onto Innovation Inc 683344105 1.37% 18,721
ADI Analog Devices Inc 032654105 1.37% 8,568
MCHP Microchip Technology Inc. 595017104 1.37% 18,905
2357 TT Asustek Computer 6051046 1.36% 161,000
9613 JP Ntt Data Corp 6125639 1.36% 94,900
TXN Texas Instrs Inc 882508104 1.35% 8,184
IONQ Ionq Inc 46222L108 1.35% 326,902
MSFT Microsoft Corp 594918104 1.35% 5,821
KLAC Kla Corp 482480100 1.34% 3,666
JNPR Juniper Networks Inc 48203R104 1.34% 44,482
3661 TT Alchip Technologie B4TPSL0 1.34% 51,000
RTX Raytheon Technologies Corp 75513E101 1.34% 14,358
6501 JP Hitachi 6429104 1.34% 27,500
NVEC Nve Corp 629445206 1.33% 19,573
HPE Hewlett Packard Enterprise Co Com 42824C109 1.33% 88,544
WIT Wipro Ltd 97651M109 1.32% 290,210
INTC Intel Corp 458140100 1.32% 50,196
NOK Nokia Corp 654902204 1.31% 295,027
HON Honeywell Intl Inc 438516106 1.30% 6,665
BB Blackberry Ltd 09228F103 1.29% 325,407
ACN Accenture Plc Ireland G1151C101 1.29% 4,961
LMT Lockheed Martin Corp 539830109 1.28% 2,956
TSEM Tower Semiconductor Ltd M87915274 1.24% 31,794
IBM International Business Machs Com 459200101 1.21% 9,656
BAH Booz Allen Hamilton Hldg Corp Cl A 099502106 1.18% 13,384
NOC Northrop Grumman Corp 666807102 1.10% 2,634
RGTI Rigetti Computing Inc 76655K103 1.04% 1,422,021
Cash&Other Cash & Other Cash&Other 0.19% 201,329
Data as of 02/01/2023. Fund holdings are subject to change at any time and should not be considered recommendations to buy or sell any security.
Download full holdings