RYSCX Holdings List

As of Jan 31, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	16.35%	114,791
2	AVGO	Broadcom Inc.	11.11%	45,200
3	AMD	Advanced Micro Devices, Inc.	4.00%	31,204
4	TXN	Texas Instruments Incorporated	3.86%	19,416
5	QCOM	QUALCOMM Incorporated	3.85%	23,605
6	FGXXX	First American Government Obligations Fund	3.55%	3,348,225
7	AMAT	Applied Materials, Inc.	3.38%	19,587
8	ADI	Analog Devices, Inc.	3.01%	13,342
9	MRVL	Marvell Technology, Inc.	2.95%	25,187
10	LRCX	Lam Research Corporation	2.82%	36,804
11	KLAC	KLA Corporation	2.70%	4,046
12	MU	Micron Technology, Inc.	2.67%	29,877
13	INTC	Intel Corporation	2.58%	121,367
14	TSM	Taiwan Semiconductor Manufacturing Company Limited	1.76%	8,386
15	NXPI	NXP Semiconductors N.V.	1.68%	7,618
16	ASML	ASML Holding N.V.	1.59%	2,160
17	MPWR	Monolithic Power Systems, Inc.	1.59%	2,530
18	MCHP	Microchip Technology Incorporated	1.58%	26,002
19	ON	ON Semiconductor Corporation	1.51%	22,534
20	TER	Teradyne, Inc.	1.38%	10,339
21	ALAB	Astera Labs, Inc.	1.23%	8,755
22	FSLR	First Solar, Inc.	1.18%	6,311
23	ARM	Arm Holdings plc	1.13%	8,632
24	CAMT	Camtek Ltd.	1.13%	13,143
25	SWKS	Skyworks Solutions, Inc.	1.12%	11,911
26	ENTG	Entegris, Inc.	1.10%	10,433
27	UMC	United Microelectronics Corporation	1.06%	154,068
28	ASX	ASE Technology Holding Co., Ltd.	1.05%	98,701
29	CRDO	Credo Technology Group Holding Ltd	1.04%	14,583
30	STM	STMicroelectronics N.V.	1.02%	38,509
31	CSIQ	Canadian Solar Inc.	0.88%	74,622
32	ENPH	Enphase Energy, Inc.	0.86%	11,864
33	ONTO	Onto Innovation Inc.	0.86%	4,852
34	SEDG	SolarEdge Technologies, Inc.	0.84%	58,389
35	NVMI	Nova Ltd.	0.83%	3,961
36	MTSI	MACOM Technology Solutions Holdings, Inc.	0.81%	5,856
37	LSCC	Lattice Semiconductor Corporation	0.79%	13,115
38	QRVO	Qorvo, Inc.	0.77%	10,433
39	MKSI	MKS Instruments, Inc.	0.76%	6,832
40	OLED	Universal Display Corporation	0.72%	4,633
41	RMBS	Rambus Inc.	0.67%	11,959
42	CRUS	Cirrus Logic, Inc.	0.66%	6,273
43	SMTC	Semtech Corporation	0.66%	10,092
44	GFS	GlobalFoundries Inc.	0.62%	13,636
45	FORM	FormFactor, Inc.	0.56%	12,034
46	POWI	Power Integrations, Inc.	0.54%	8,244
47	PI	Impinj, Inc.	0.54%	3,487
48	SLAB	Silicon Laboratories Inc.	0.52%	3,971
49	SYNA	Synaptics Incorporated	0.52%	6,453
50	AMKR	Amkor Technology, Inc.	0.52%	19,084
51	AMBA	Ambarella, Inc.	0.50%	6,434
52	ALGM	Allegro MicroSystems, Inc.	0.49%	20,979
53	DIOD	Diodes Incorporated	0.48%	7,410
54	KLIC	Kulicke and Soffa Industries, Inc.	0.45%	9,144
55	ACLS	Axcelis Technologies, Inc.	0.43%	5,790
56	n/a	J.P. Morgan Securities Llc	0.37%	351,791
57	VECO	Veeco Instruments Inc.	0.36%	12,575
58	MXL	MaxLinear, Inc.	0.36%	16,934
59	SITM	SiTime Corporation	0.31%	1,374
60	n/a	Bofa Securities, Inc.	0.29%	276,522
61	PENG	Penguin Solutions, Inc.	0.29%	14,214
62	ACMR	ACM Research, Inc.	0.26%	16,460
63	WOLF	Wolfspeed, Inc.	0.25%	35,402
64	n/a	Cash	-0.00%	n/a
65	n/a	Other Assets & Liabilities	-3.72%	n/a

As of Jan 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.60%
Cash	3.51%
Other	-3.11%

Sector Breakdown

Sector	% Weight
Information Technology	86.87%
Other	11.53%
Industrials	0.85%
Health Care	0.75%

Country Breakdown

Sector	% Weight
United States	92.38%
Netherlands	2.47%
Other	2.41%
Israel	1.40%
China	1.34%