|
Other/Cash |
|
8.42% |
|
|
|
|
|
|
|
|
|
|---|
| 6861.T |
Keyence Corp |
|
4.72% |
|
|
|
|
|
|
|
|
|
|---|
| NVDA |
NVIDIA Corporation |
0 |
4.69% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| ASML |
ASML Holding N.V. |
0 |
4.63% |
|
|
|
|
|
N/A |
0.00% |
31.05% |
8.72% |
|---|
| SIE.DE |
Siemens Ag |
|
4.51% |
|
|
|
|
|
|
|
|
|
|---|
| ABBN.SW |
Abb Ltd |
|
4.39% |
|
|
|
|
|
|
|
|
|
|---|
| EMR |
Emerson Electric Co. |
0 |
4.32% |
|
|
|
|
|
N/A |
0.00% |
28.96% |
34.66% |
|---|
| ADSK |
Autodesk, Inc. |
0 |
3.84% |
|
|
|
|
|
N/A |
0.00% |
33.28% |
31.13% |
|---|
| DSY.PA |
Dassault Systemes Se |
|
3.60% |
|
|
|
|
|
|
|
|
|
|---|
| HEXAB.ST |
Hexagon Ab |
|
2.46% |
|
|
|
|
|
|
|
|
|
|---|
| 6902.T |
Denso Corp |
|
2.42% |
|
|
|
|
|
|
|
|
|
|---|
| PTC |
PTC Inc. |
0 |
2.27% |
|
|
|
|
|
N/A |
0.00% |
24.96% |
20.03% |
|---|
| TDY |
Teledyne Technologies Incorporated |
0 |
2.24% |
|
|
|
|
|
N/A |
0.00% |
21.84% |
15.24% |
|---|
| ROK |
Rockwell Automation, Inc. |
0 |
2.05% |
|
|
|
|
|
N/A |
0.00% |
38.69% |
33.88% |
|---|
| ANSS |
ANSYS, Inc. |
0 |
2.00% |
|
|
|
|
|
N/A |
0.00% |
29.52% |
27.40% |
|---|
| 6954.T |
Fanuc Corp |
|
1.75% |
|
|
|
|
|
|
|
|
|
|---|
| ISRG |
Intuitive Surgical, Inc. |
0 |
1.67% |
|
|
|
|
|
N/A |
0.00% |
26.20% |
11.39% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
1.57% |
|
|
|
|
|
N/A |
0.00% |
29.58% |
10.33% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
1.32% |
|
|
|
|
|
N/A |
0.00% |
40.01% |
17.83% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
1.20% |
|
|
|
|
|
N/A |
0.00% |
36.34% |
22.83% |
|---|
| BSY |
Bentley Systems, Incorporated |
0 |
1.19% |
|
|
|
|
|
N/A |
0.00% |
35.84% |
24.04% |
|---|
| LRCX |
Lam Research Corporation |
0 |
1.13% |
|
|
|
|
|
N/A |
0.00% |
33.92% |
4.25% |
|---|
| KLAC |
KLA Corporation |
0 |
1.12% |
|
|
|
|
|
N/A |
0.00% |
37.52% |
9.04% |
|---|
| LECO |
Lincoln Electric Holdings, Inc. |
0 |
1.05% |
|
|
|
|
|
N/A |
0.00% |
27.79% |
7.19% |
|---|
| CGNX |
Cognex Corporation |
0 |
1.00% |
|
|
|
|
|
N/A |
0.00% |
41.92% |
22.59% |
|---|
| 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. |
0 |
0.88% |
|
|
|
|
|
N/A |
0.00% |
42.14% |
46.29% |
|---|
| ASM.AS |
Asm International Nv |
|
0.88% |
|
|
|
|
|
|
|
|
|
|---|
| 6857.T |
Advantest Corp |
|
0.87% |
|
|
|
|
|
|
|
|
|
|---|
| TEL |
TE Connectivity Ltd. |
0 |
0.86% |
|
|
|
|
|
N/A |
0.00% |
23.08% |
13.88% |
|---|
| IMI.L |
Imi Plc |
|
0.86% |
|
|
|
|
|
|
|
|
|
|---|
| FTI |
TechnipFMC plc |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
33.80% |
31.41% |
|---|
| TER |
Teradyne, Inc. |
0 |
0.84% |
|
|
|
|
|
N/A |
0.00% |
43.08% |
16.40% |
|---|
| MCHP |
Microchip Technology Incorporated |
0 |
0.81% |
|
|
|
|
|
N/A |
0.00% |
48.51% |
29.30% |
|---|
| 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. |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
41.96% |
17.16% |
|---|
| ON |
ON Semiconductor Corporation |
0 |
0.77% |
|
|
|
|
|
N/A |
0.00% |
58.58% |
42.41% |
|---|
| 6841.T |
Yokogawa Electric Corp |
|
0.76% |
|
|
|
|
|
|
|
|
|
|---|
| ONTO |
Onto Innovation Inc. |
0 |
0.75% |
|
|
|
|
|
N/A |
0.00% |
69.36% |
55.59% |
|---|
| NVMI |
Nova Ltd. |
0 |
0.75% |
|
|
|
|
|
N/A |
0.00% |
54.26% |
27.16% |
|---|
| 6113.T |
Amada Co Ltd |
|
0.74% |
|
|
|
|
|
|
|
|
|
|---|
| AMBA |
Ambarella, Inc. |
0 |
0.73% |
|
|
|
|
|
N/A |
0.00% |
56.26% |
55.53% |
|---|
| 6622.T |
Daihen Corp |
|
0.72% |
|
|
|
|
|
|
|
|
|
|---|
| 6920.T |
Lasertec Corp |
|
0.68% |
|
|
|
|
|
|
|
|
|
|---|
| ATS |
ATS Corporation |
0 |
0.67% |
|
|
|
|
|
N/A |
0.00% |
142.28% |
64.98% |
|---|
| 6134.T |
Fuji Corp/Aichi |
|
0.66% |
|
|
|
|
|
|
|
|
|
|---|
| LSCC |
Lattice Semiconductor Corporation |
0 |
0.66% |
|
|
|
|
|
N/A |
0.00% |
74.58% |
48.66% |
|---|
| KRN.DE |
Krones Ag |
|
0.65% |
|
|
|
|
|
|
|
|
|
|---|
| KARN.SW |
Kardex Holding Ag |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| RSW.L |
Renishaw Plc |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| OUST |
Ouster, Inc. |
0 |
0.62% |
|
|
|
|
|
N/A |
0.00% |
118.66% |
52.05% |
|---|
| 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. |
0 |
0.56% |
|
|
|
|
|
N/A |
0.00% |
103.94% |
67.83% |
|---|
| 6914.T |
Optex Group Co Ltd |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| 7595.T |
Argo Graphics Inc |
|
0.42% |
|
|
|
|
|
|
|
|
|
|---|