| 1 | LRCX | Lam Research Corporation | 3.93% |
| 2 | AMAT | Applied Materials, Inc. | 3.48% |
| 3 | KLAC | KLA Corporation | 3.22% |
| 4 | ADI | Analog Devices, Inc. | 3.18% |
| 5 | G | Genpact Limited | 3.08% |
| 6 | JKHY | Jack Henry & Associates, Inc. | 3.07% |
| 7 | CSGS | CSG Systems International, Inc. | 3.04% |
| 8 | MCHP | Microchip Technology Incorporated | 2.97% |
| 9 | ACN | Accenture plc | 2.86% |
| 10 | TXN | Texas Instruments Incorporated | 2.83% |
| 11 | CASS | Cass Information Systems, Inc. | 2.78% |
| 12 | APH | Amphenol Corporation | 2.77% |
| 13 | SSNC | SS&C Technologies Holdings, Inc. | 2.70% |
| 14 | IBM | International Business Machines Corporation | 2.70% |
| 15 | LFUS | Littelfuse, Inc. | 2.69% |
| 16 | QCOM | QUALCOMM Incorporated | 2.67% |
| 17 | CSCO | Cisco Systems, Inc. | 2.66% |
| 18 | AVGO | Broadcom Inc. | 2.58% |
| 19 | V | Visa Inc. | 2.58% |
| 20 | TEL | TE Connectivity plc | 2.57% |
| 21 | MA | Mastercard Incorporated | 2.56% |
| 22 | AAPL | Apple Inc. | 2.56% |
| 23 | POWI | Power Integrations, Inc. | 2.49% |
| 24 | AVT | Avnet, Inc. | 2.48% |
| 25 | INTU | Intuit Inc. | 2.45% |
| View TDV holdings |
