Fund Holdings as of,"30-Sep-26" Name,Weight (%) "LUMENTUM HOLDINGS","3.98" "NVIDIA","3.85" "MICRON TECHNOLOGY","3.69" "ASIA VITAL COMPONENTS","3.09" "SANDISK","3.04" "IBIDEN LTD","3.01" "SPACE EXPLORATION TECHNOLOGIES COR","2.78" "ADVANCED MICRO DEVICES","2.70" "SNOWFLAKE","2.65" "TOWER SEMICONDUCTOR","2.51"