FSELX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	26.75%	35,595,980
2	AVGO	Broadcom Inc.	14.70%	11,457,052
3	NXPI	NXP Semiconductors N.V.	7.22%	7,127,988
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	5.58%	5,600,939
5	MU	Micron Technology, Inc.	5.48%	10,673,777
6	ON	ON Semiconductor Corporation	5.07%	23,719,190
7	MPWR	Monolithic Power Systems, Inc.	5.07%	1,405,922
8	MRVL	Marvell Technology, Inc.	4.56%	16,815,895
9	LRCX	Lam Research Corporation	4.42%	10,240,657
10	ALAB	Astera Labs, Inc.	3.55%	4,513,058
11	GFS	GlobalFoundries Inc.	3.44%	23,849,360
12	WDC	Western Digital Corporation	2.96%	8,536,415
13	NVMI	Nova Ltd.	2.19%	1,928,080
14	ALGM	Allegro MicroSystems, Inc.	1.81%	13,589,321
15	MTSI	MACOM Technology Solutions Holdings, Inc.	1.68%	3,041,164
16	PI	Impinj, Inc.	1.14%	1,410,366
17	AMD	Advanced Micro Devices, Inc.	1.00%	1,430,100
18	n/a	Fidelity Cash Central Fund	0.61%	141,790,779
19	ENTG	Entegris, Inc.	0.58%	1,605,218
20	SIMO	Silicon Motion Technology Corporation	0.42%	1,220,400
21	SYNA	Synaptics Incorporated	0.41%	1,366,828
22	TYO: 285A	Kioxia Holdings Corporation	0.37%	5,007,400
23	COHR	Coherent Corp.	0.26%	653,962
24	n/a	Frore Systems Inc Ser C Pc Pp	0.08%	1,078,255
25	AOSL	Alpha and Omega Semiconductor Limited	0.06%	513,296

Showing 25 of 55 holdings

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As of Aug 31, 2025

Asset Allocation