| Micron Technology, Inc. | 4,195 | US$4.84M | 9.1% |
| Advanced Micro Devices Inc | 7,472 | US$4.34M | 8.2% |
| Intel Corporation | 28,646 | US$4M | 7.5% |
| Samsung Electronics Co., Ltd. | 12,850 | US$2.77M | 5.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 30,733 | US$2.31M | 4.3% |
| Tesla, Inc. | 5,116 | US$2.15M | 4.0% |
| Alphabet Inc (google) Class C | 5,551 | US$1.98M | 3.7% |
| Apple Inc | 6,788 | US$1.96M | 3.7% |
| Nvidia Corporation | 9,614 | US$1.92M | 3.6% |
| Microsoft Corp. | 4,739 | US$1.77M | 3.3% |
| Maxlinear, Inc | 9,902 | US$1.27M | 2.4% |
| Texas Instruments Incorporated | 4,051 | US$1.21M | 2.3% |
| Marvell Technology, Inc. | 3,881 | US$1.16M | 2.2% |
| Qualcomm Incorporated | 4,755 | US$879K | 1.7% |
| Analog Devices, Inc. | 2,172 | US$863K | 1.6% |
| Schneider Electric Se | 2,505 | US$817K | 1.5% |
| Toyota Motor Corp. | 40,060 | US$671K | 1.3% |
| Infineon Technologies Ag | 5,797 | US$541K | 1.0% |
| Cummins Inc. | 614 | US$438K | 0.82% |
| Aeva Technologies, Inc. | 15,053 | US$432K | 0.81% |
| Stmicroelectronics Nv | 5,056 | US$376K | 0.71% |
| Allegro Microsystems, Inc. | 5,306 | US$369K | 0.69% |
| Sitime Corporation | 482 | US$359K | 0.67% |
| Renesas Electronics Corporation | 12,100 | US$358K | 0.67% |
| Ams-osram Ag | 15,702 | US$339K | 0.64% |
| Aurora Innovation, Inc. | 48,747 | US$332K | 0.62% |
| Synaptics Incorporated | 2,655 | US$330K | 0.62% |
| Ambarella, Inc. | 3,690 | US$317K | 0.59% |
| Nxp Semiconductors N.v. | 1,123 | US$316K | 0.59% |
| Indie Semiconductor, Inc. | 69,416 | US$312K | 0.59% |
| General Motors Company | 4,023 | US$310K | 0.58% |
| Panasonic Holdings Corporation | 10,700 | US$296K | 0.56% |
| Lattice Semiconductor Corporation | 1,849 | US$283K | 0.53% |
| Versigent Plc | 6,662 | US$280K | 0.53% |
| Paccar Inc. | 2,302 | US$277K | 0.52% |
| On Semiconductor Corporation | 2,868 | US$271K | 0.51% |
| Volvo Ab Class A | 7,798 | US$265K | 0.50% |
| Mobileye Global Inc. | 27,247 | US$264K | 0.50% |
| Te Connectivity Plc | 1,308 | US$264K | 0.50% |
| Microchip Technology Incorporated | 2,759 | US$252K | 0.47% |
| Rambus, Inc. | 1,860 | US$247K | 0.46% |
| Ford Mtr Co Del | 17,411 | US$242K | 0.45% |
| Hyundai Motor Company | 757 | US$242K | 0.45% |
| Adeia Inc. | 7,259 | US$239K | 0.45% |
| Borgwarner Inc. | 3,574 | US$237K | 0.45% |
| Skyworks Solutions, Inc. | 3,473 | US$235K | 0.44% |
| Hyundai Mobis Co., Ltd | 725 | US$234K | 0.44% |
| Lithium Argentina Ag | 27,787 | US$230K | 0.43% |
| Qorvo, Inc. | 2,462 | US$230K | 0.43% |
| Nidec Corporation | 14,000 | US$228K | 0.43% |
| Ferrari Nv | 610 | US$227K | 0.43% |
| Honda Motor Co., Ltd. | 24,592 | US$224K | 0.42% |
| Rivian Automotive, Inc. | 12,891 | US$224K | 0.42% |
| Magna International Inc. | 3,400 | US$223K | 0.42% |
| Contemporary Amperex Technology Co., Limited Class A | 3,782 | US$221K | 0.41% |
| Silicon Laboratories, Inc. | 933 | US$204K | 0.38% |
| Furukawa Electric Co., Ltd. | 7,000 | US$204K | 0.38% |
| Aptiv Plc | 3,268 | US$201K | 0.38% |
| Aumovio Se | 4,757 | US$196K | 0.37% |
| Wacker Chemie Ag | 1,881 | US$195K | 0.37% |
| Samsung Sdi Co., Ltd | 608 | US$191K | 0.36% |
| Nickel Industries Limited | 287K | US$189K | 0.35% |
| Denso Corporation | 16,000 | US$185K | 0.35% |
| Cirrus Logic, Inc. | 1,229 | US$183K | 0.34% |
| Pls Group Limited | 52,502 | US$182K | 0.34% |
| Sigma Lithium Corporation | 14,307 | US$181K | 0.34% |
| Sociedad Quimica Y Minera De Chile Sa Pfd Series A | 2,390 | US$177K | 0.33% |
| Igo Limited | 34,184 | US$174K | 0.33% |
| Mercedes-benz Group Ag | 3,451 | US$173K | 0.33% |
| Kia Corporation | 1,936 | US$172K | 0.32% |
| Solid Power, Inc. | 66,368 | US$172K | 0.32% |
| Liontown Limited | 146K | US$170K | 0.32% |
| Amprius Technologies, Inc. | 12,164 | US$169K | 0.32% |
| Hesai Group Class B | 9,023 | US$164K | 0.31% |
| Lg Energy Solution Ltd. | 692 | US$162K | 0.30% |
| Tianqi Lithium Corp. Class A | 14,722 | US$160K | 0.30% |
| Albemarle Corporation | 1,139 | US$154K | 0.29% |
| Byd Company Limited Class A | 16,412 | US$152K | 0.28% |
| Posco Future M Co., Ltd. | 1,337 | US$152K | 0.28% |
| Weride Inc. Class A | 25,882 | US$151K | 0.28% |
| Lucid Group, Inc. | 22,400 | US$150K | 0.28% |
| Xpeng, Inc. Class A | 23,002 | US$149K | 0.28% |
| Pony Ai Inc. Class A | 20,966 | US$146K | 0.27% |
| Pt Merdeka Copper Gold Tbk | 1.04M | US$141K | 0.26% |
| Yadea Group Holdings Ltd. | 122K | US$138K | 0.26% |
| Geely Automobile Holdings Limited | 63,141 | US$136K | 0.25% |
| Calb Group Co., Ltd. Class H | 44,779 | US$134K | 0.25% |
| Bayerische Motoren Werke Ag | 2,040 | US$133K | 0.25% |
| Black Sesame International Holding Limited | 96,740 | US$132K | 0.25% |
| Ecopro Bm Co., Ltd. | 1,414 | US$130K | 0.24% |
| Ganfeng Lithium Group Co., Ltd. Class A | 19,897 | US$128K | 0.24% |
| Pt Vale Indonesia Tbk | 550K | US$127K | 0.24% |
| Li Auto, Inc. Class A | 21,365 | US$126K | 0.24% |
| Zhejiang Leapmotor Technology Co., Ltd. Class H | 28,364 | US$125K | 0.23% |
| Robosense Technology Company., Ltd | 42,811 | US$121K | 0.23% |
| Horizon Robotics Class B | 220K | US$115K | 0.22% |
| Seres Group Co. Ltd. Class A | 12,806 | US$113K | 0.21% |
| Microvast Holdings, Inc. | 0 | US$0 | 0.00% |
| Subaru Corporation | 0 | US$0 | 0.00% |
| Lg Chem Ltd. | 0 | US$0 | 0.00% |