| 1 | AMAT | Applied Materials, Inc. | 3.52% |
| 2 | CSCO | Cisco Systems, Inc. | 3.30% |
| 3 | AAPL | Apple Inc. | 3.24% |
| 4 | QCOM | QUALCOMM Incorporated | 3.19% |
| 5 | HPQ | HP Inc. | 3.16% |
| 6 | KLIC | Kulicke and Soffa Industries, Inc. | 3.13% |
| 7 | TXN | Texas Instruments Incorporated | 3.11% |
| 8 | AVT | Avnet, Inc. | 3.08% |
| 9 | LRCX | Lam Research Corporation | 3.06% |
| 10 | KLAC | KLA Corporation | 3.06% |
| 11 | CGNX | Cognex Corporation | 2.99% |
| 12 | V | Visa Inc. | 2.97% |
| 13 | CASS | Cass Information Systems, Inc. | 2.94% |
| 14 | MA | Mastercard Incorporated | 2.74% |
| 15 | BMI | Badger Meter, Inc. | 2.71% |
| 16 | SSNC | SS&C Technologies Holdings, Inc. | 2.68% |
| 17 | LFUS | Littelfuse, Inc. | 2.65% |
| 18 | ROP | Roper Technologies, Inc. | 2.62% |
| 19 | APH | Amphenol Corporation | 2.60% |
| 20 | SWKS | Skyworks Solutions, Inc. | 2.60% |
| 21 | ADI | Analog Devices, Inc. | 2.57% |
| 22 | MCHP | Microchip Technology Incorporated | 2.53% |
| 23 | JKHY | Jack Henry & Associates, Inc. | 2.51% |
| 24 | AVGO | Broadcom Inc. | 2.46% |
| 25 | CDW | CDW Corporation | 2.45% |
| View TDV holdings |