|COMPANY NAME||% NET ASSETS|
|Taiwan Semiconductor Manufacturing Co Ltd ADR||13.21%|
|Texas Instruments, Inc.||5.00%|
|ARM Holdings PLC ADR||4.80%|
|ASML Holding NV ADR||4.68%|
|Analog Devices Inc||4.62%|
|Micron Technology, Inc.||4.46%|
|Applied Materials, Inc.||4.35%|
|SECTOR NAME||% NET ASSETS|
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