|COMPANY NAME||% NET ASSETS|
|Taiwan Semiconductor Manufacturing Co Ltd ADR||14.26%|
|Texas Instruments, Inc.||7.33%|
|ASML Holding NV ADR||5.11%|
|Applied Materials, Inc.||4.82%|
|ARM Holdings PLC ADR||4.74%|
|Micron Technology, Inc.||4.63%|
|Analog Devices Inc||4.32%|
|SECTOR NAME||% NET ASSETS|
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