| 1 | AMAT | Applied Materials, Inc. | 3.14% |
| 2 | AVGO | Broadcom Inc. | 3.09% |
| 3 | LRCX | Lam Research Corporation | 3.04% |
| 4 | CSGS | CSG Systems International, Inc. | 2.98% |
| 5 | G | Genpact Limited | 2.98% |
| 6 | ADI | Analog Devices, Inc. | 2.98% |
| 7 | JKHY | Jack Henry & Associates, Inc. | 2.98% |
| 8 | CSCO | Cisco Systems, Inc. | 2.92% |
| 9 | CASS | Cass Information Systems, Inc. | 2.90% |
| 10 | KLAC | KLA Corporation | 2.87% |
| 11 | IBM | International Business Machines Corporation | 2.80% |
| 12 | ACN | Accenture plc | 2.80% |
| 13 | APH | Amphenol Corporation | 2.78% |
| 14 | AAPL | Apple Inc. | 2.78% |
| 15 | SSNC | SS&C Technologies Holdings, Inc. | 2.73% |
| 16 | TXN | Texas Instruments Incorporated | 2.72% |
| 17 | QCOM | QUALCOMM Incorporated | 2.69% |
| 18 | MCHP | Microchip Technology Incorporated | 2.68% |
| 19 | TEL | TE Connectivity plc | 2.67% |
| 20 | DLB | Dolby Laboratories, Inc. | 2.60% |
| 21 | LFUS | Littelfuse, Inc. | 2.54% |
| 22 | INTU | Intuit Inc. | 2.53% |
| 23 | BR | Broadridge Financial Solutions, Inc. | 2.51% |
| 24 | BMI | Badger Meter, Inc. | 2.50% |
| 25 | AVT | Avnet, Inc. | 2.49% |
| View TDV holdings |