| Amount | Holding |
|---|---|
| 13.42% | DexCom, Inc |
| 8.63% | Skyworks Solutions, Inc |
| 7.92% | STMicroelectronics NV ADR |
| 6.09% | Garmin Ltd |
| 5.08% | Advantech Co., Ltd |
| 4.06% | Sensata Technologies Holding plc |
| 3.93% | ADT Inc |
| 3.03% | ams AG |
| 2.98% | Silicon Laboratories Inc |
| 2.45% | Intel Corporation |