|
Other/Cash |
|
8.42% |
|
|
|
|
|
|
|
|
|
|---|
| 6861.T |
Keyence Corp |
|
4.72% |
|
|
|
|
|
|
|
|
|
|---|
| NVDA |
NVIDIA Corporation |
2.66T |
4.69% |
|
|
|
|
|
108.92 |
-0.09% |
60.98% |
40.69% |
|---|
| ASML |
ASML Holding N.V. |
262.69B |
4.63% |
|
|
|
|
|
668.08 |
0.30% |
45.14% |
31.34% |
|---|
| SIE.DE |
Siemens Ag |
|
4.51% |
|
|
|
|
|
|
|
|
|
|---|
| ABBN.SW |
Abb Ltd |
|
4.39% |
|
|
|
|
|
|
|
|
|
|---|
| EMR |
Emerson Electric Co. |
59.27B |
4.32% |
|
|
|
|
|
105.11 |
0.02% |
35.11% |
45.23% |
|---|
| ADSK |
Autodesk, Inc. |
58.42B |
3.84% |
|
|
|
|
|
274.25 |
0.50% |
35.62% |
40.56% |
|---|
| DSY.PA |
Dassault Systemes Se |
|
3.60% |
|
|
|
|
|
|
|
|
|
|---|
| HEXAB.ST |
Hexagon Ab |
|
2.46% |
|
|
|
|
|
|
|
|
|
|---|
| 6902.T |
Denso Corp |
|
2.42% |
|
|
|
|
|
|
|
|
|
|---|
| PTC |
PTC Inc. |
18.65B |
2.27% |
|
|
|
|
|
154.97 |
0.86% |
34.71% |
68.11% |
|---|
| TDY |
Teledyne Technologies Incorporated |
21.83B |
2.24% |
|
|
|
|
|
466.03 |
0.74% |
19.22% |
75.36% |
|---|
| ROK |
Rockwell Automation, Inc. |
28.01B |
2.05% |
|
|
|
|
|
247.68 |
0.01% |
37.33% |
54.74% |
|---|
| ANSS |
ANSYS, Inc. |
28.21B |
2.00% |
|
|
|
|
|
321.88 |
0.64% |
28.99% |
69.32% |
|---|
| 6954.T |
Fanuc Corp |
|
1.75% |
|
|
|
|
|
|
|
|
|
|---|
| ISRG |
Intuitive Surgical, Inc. |
184.87B |
1.67% |
|
|
|
|
|
515.80 |
0.18% |
52.46% |
64.98% |
|---|
| TXN |
Texas Instruments Incorporated |
145.40B |
1.57% |
|
|
|
|
|
160.05 |
0.40% |
49.26% |
51.85% |
|---|
| AMAT |
Applied Materials, Inc. |
122.44B |
1.32% |
|
|
|
|
|
150.71 |
0.78% |
52.62% |
50.50% |
|---|
| ADI |
Analog Devices, Inc. |
96.68B |
1.20% |
|
|
|
|
|
194.92 |
1.17% |
49.57% |
52.37% |
|---|
| BSY |
Bentley Systems, Incorporated |
12.52B |
1.19% |
|
|
|
|
|
42.99 |
-0.32% |
34.56% |
54.63% |
|---|
| LRCX |
Lam Research Corporation |
91.67B |
1.13% |
|
|
|
|
|
71.67 |
1.09% |
61.14% |
50.64% |
|---|
| KLAC |
KLA Corporation |
93.38B |
1.12% |
|
|
|
|
|
702.69 |
2.14% |
43.41% |
50.42% |
|---|
| LECO |
Lincoln Electric Holdings, Inc. |
9.87B |
1.05% |
|
|
|
|
|
176.20 |
-4.24% |
35.42% |
55.49% |
|---|
| CGNX |
Cognex Corporation |
4.62B |
1.00% |
|
|
|
|
|
27.30 |
1.87% |
48.99% |
77.57% |
|---|
| AZPN |
Aspen Technology Inc |
|
0.98% |
|
|
|
|
|
|
|
|
|
|---|
| 6383.T |
Daifuku Co Ltd |
|
0.96% |
|
|
|
|
|
|
|
|
|
|---|
| 8035.T |
Tokyo Electron Ltd |
|
0.95% |
|
|
|
|
|
|
|
|
|
|---|
| 6645.T |
Omron Corp |
|
0.90% |
|
|
|
|
|
|
|
|
|
|---|
| ALTR |
Altair Engineering Inc |
|
0.90% |
|
|
|
|
|
|
|
|
|
|---|
| NOVT |
Novanta Inc. |
4.27B |
0.88% |
|
|
|
|
|
118.86 |
0.98% |
36.06% |
63.93% |
|---|
| ASM.AS |
Asm International Nv |
|
0.88% |
|
|
|
|
|
|
|
|
|
|---|
| 6857.T |
Advantest Corp |
|
0.87% |
|
|
|
|
|
|
|
|
|
|---|
| TEL |
TE Connectivity Ltd. |
43.67B |
0.86% |
|
|
|
|
|
146.38 |
0.78% |
23.33% |
61.10% |
|---|
| IMI.L |
Imi Plc |
|
0.86% |
|
|
|
|
|
|
|
|
|
|---|
| FTI |
TechnipFMC plc |
11.81B |
0.84% |
|
|
|
|
|
28.17 |
-2.19% |
34.09% |
63.97% |
|---|
| TER |
Teradyne, Inc. |
11.94B |
0.84% |
|
|
|
|
|
74.21 |
-0.91% |
55.11% |
64.90% |
|---|
| MCHP |
Microchip Technology Incorporated |
24.78B |
0.81% |
|
|
|
|
|
46.08 |
0.35% |
66.44% |
61.27% |
|---|
| KCR.HE |
Konecranes Oyj |
|
0.80% |
|
|
|
|
|
|
|
|
|
|---|
| 6845.T |
Azbil Corp |
|
0.80% |
|
|
|
|
|
|
|
|
|
|---|
| 6506.T |
Yaskawa Electric Corp |
|
0.80% |
|
|
|
|
|
|
|
|
|
|---|
| ANDR.VI |
Andritz Ag |
|
0.79% |
|
|
|
|
|
|
|
|
|
|---|
| 6723.T |
Renesas Electronics Corp |
|
0.78% |
|
|
|
|
|
|
|
|
|
|---|
| STM |
STMicroelectronics N.V. |
20.28B |
0.77% |
|
|
|
|
|
22.71 |
-1.17% |
49.76% |
68.39% |
|---|
| ON |
ON Semiconductor Corporation |
16.76B |
0.77% |
|
|
|
|
|
39.70 |
2.16% |
81.14% |
67.80% |
|---|
| 6841.T |
Yokogawa Electric Corp |
|
0.76% |
|
|
|
|
|
|
|
|
|
|---|
| ONTO |
Onto Innovation Inc. |
5.96B |
0.75% |
|
|
|
|
|
121.97 |
-0.25% |
65.37% |
77.95% |
|---|
| NVMI |
Nova Ltd. |
5.74B |
0.75% |
|
|
|
|
|
196.21 |
0.81% |
62.90% |
68.29% |
|---|
| 6113.T |
Amada Co Ltd |
|
0.74% |
|
|
|
|
|
|
|
|
|
|---|
| AMBA |
Ambarella, Inc. |
2.04B |
0.73% |
|
|
|
|
|
47.99 |
1.80% |
74.99% |
52.99% |
|---|
| 6622.T |
Daihen Corp |
|
0.72% |
|
|
|
|
|
|
|
|
|
|---|
| 6920.T |
Lasertec Corp |
|
0.68% |
|
|
|
|
|
|
|
|
|
|---|
| ATS |
ATS Corporation |
2.46B |
0.67% |
|
|
|
|
|
25.16 |
-0.16% |
70.94% |
71.68% |
|---|
| 6134.T |
Fuji Corp/Aichi |
|
0.66% |
|
|
|
|
|
|
|
|
|
|---|
| LSCC |
Lattice Semiconductor Corporation |
6.73B |
0.66% |
|
|
|
|
|
48.93 |
1.41% |
60.92% |
62.51% |
|---|
| KRN.DE |
Krones Ag |
|
0.65% |
|
|
|
|
|
|
|
|
|
|---|
| KARN.SW |
Kardex Holding Ag |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| RSW.L |
Renishaw Plc |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| OUST |
Ouster, Inc. |
399.48M |
0.62% |
|
|
|
|
|
7.43 |
-3.76% |
100.18% |
63.20% |
|---|
| INRN.SW |
Interroll Holding Ag |
|
0.61% |
|
|
|
|
|
|
|
|
|
|---|
| AUTO.OL |
Autostore Holdings Ltd |
|
0.58% |
|
|
|
|
|
|
|
|
|
|---|
| TWEKA.AS |
Tkh Group Nv |
|
0.58% |
|
|
|
|
|
|
|
|
|
|---|
| DUE.DE |
Duerr Ag |
|
0.57% |
|
|
|
|
|
|
|
|
|
|---|
| SYM |
Symbotic Inc. |
12.70B |
0.56% |
|
|
|
|
|
21.58 |
-1.82% |
104.36% |
61.06% |
|---|
| 6914.T |
Optex Group Co Ltd |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| 7595.T |
Argo Graphics Inc |
|
0.42% |
|
|
|
|
|
|
|
|
|
|---|