FSELX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	27.45%	35,595,980
2	AVGO	Broadcom Inc.	13.87%	10,887,452
3	NXPI	NXP Semiconductors N.V.	6.42%	6,922,288
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	6.25%	5,965,439
5	MRVL	Marvell Technology, Inc.	6.25%	17,930,595
6	ON	ON Semiconductor Corporation	5.49%	22,449,790
7	MU	Micron Technology, Inc.	4.75%	10,031,277
8	LRCX	Lam Research Corporation	4.69%	11,394,957
9	MPWR	Monolithic Power Systems, Inc.	4.39%	1,423,786
10	GFS	GlobalFoundries Inc.	3.58%	22,111,645
11	WDC	Western Digital Corporation	2.81%	8,232,115
12	ALAB	Astera Labs, Inc.	2.68%	4,514,452
13	NVMI	Nova Ltd.	2.16%	1,899,980
14	ALGM	Allegro MicroSystems, Inc.	1.85%	13,589,321
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.65%	2,767,864
16	n/a	Fidelity Cash Central Fund	1.21%	279,847,755
17	PI	Impinj, Inc.	0.95%	1,410,366
18	INTC	Intel Corporation	0.74%	8,638,767
19	SIMO	Silicon Motion Technology Corporation	0.41%	1,220,400
20	SYNA	Synaptics Incorporated	0.37%	1,366,828
21	TYO: 285A	Kioxia Holdings Corporation	0.35%	5,007,400
22	COHR	Coherent Corp.	0.31%	653,962
23	TER	Teradyne, Inc.	0.29%	612,180
24	ENTG	Entegris, Inc.	0.19%	545,200
25	LSCC	Lattice Semiconductor Corporation	0.16%	737,176

Showing 25 of 57 holdings

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As of Jul 31, 2025

Asset Allocation