|
Other/Cash |
|
8.42% |
|
|
|
|
|
|
|
|
|
|---|
| 6861.T |
Keyence Corp |
|
4.72% |
|
|
|
|
|
|
|
|
|
|---|
| NVDA |
NVIDIA Corporation |
2.64T |
4.69% |
|
|
|
|
|
108.38 |
-1.18% |
86.97% |
93.52% |
|---|
| ASML |
ASML Holding N.V. |
260.60B |
4.63% |
|
|
|
|
|
662.63 |
-1.77% |
67.96% |
107.56% |
|---|
| SIE.DE |
Siemens Ag |
|
4.51% |
|
|
|
|
|
|
|
|
|
|---|
| ABBN.SW |
Abb Ltd |
|
4.39% |
|
|
|
|
|
|
|
|
|
|---|
| EMR |
Emerson Electric Co. |
61.83B |
4.32% |
|
|
|
|
|
109.64 |
0.92% |
57.44% |
117.06% |
|---|
| ADSK |
Autodesk, Inc. |
55.76B |
3.84% |
|
|
|
|
|
261.80 |
0.06% |
53.89% |
111.90% |
|---|
| DSY.PA |
Dassault Systemes Se |
|
3.60% |
|
|
|
|
|
|
|
|
|
|---|
| HEXAB.ST |
Hexagon Ab |
|
2.46% |
|
|
|
|
|
|
|
|
|
|---|
| 6902.T |
Denso Corp |
|
2.42% |
|
|
|
|
|
|
|
|
|
|---|
| PTC |
PTC Inc. |
18.64B |
2.27% |
|
|
|
|
|
154.95 |
0.10% |
34.71% |
95.03% |
|---|
| TDY |
Teledyne Technologies Incorporated |
23.31B |
2.24% |
|
|
|
|
|
497.71 |
0.44% |
19.22% |
103.55% |
|---|
| ROK |
Rockwell Automation, Inc. |
29.22B |
2.05% |
|
|
|
|
|
258.38 |
-0.10% |
37.33% |
95.59% |
|---|
| ANSS |
ANSYS, Inc. |
27.75B |
2.00% |
|
|
|
|
|
316.56 |
-0.10% |
28.99% |
123.65% |
|---|
| 6954.T |
Fanuc Corp |
|
1.75% |
|
|
|
|
|
|
|
|
|
|---|
| ISRG |
Intuitive Surgical, Inc. |
177.44B |
1.67% |
|
|
|
|
|
495.27 |
0.70% |
62.86% |
99.38% |
|---|
| TXN |
Texas Instruments Incorporated |
163.51B |
1.57% |
|
|
|
|
|
179.70 |
1.91% |
70.07% |
109.18% |
|---|
| AMAT |
Applied Materials, Inc. |
117.90B |
1.32% |
|
|
|
|
|
145.12 |
0.04% |
65.66% |
100.26% |
|---|
| ADI |
Analog Devices, Inc. |
100.02B |
1.20% |
|
|
|
|
|
201.67 |
0.05% |
67.79% |
107.54% |
|---|
| BSY |
Bentley Systems, Incorporated |
11.47B |
1.19% |
|
|
|
|
|
39.34 |
-0.91% |
34.56% |
89.74% |
|---|
| LRCX |
Lam Research Corporation |
93.32B |
1.13% |
|
|
|
|
|
72.70 |
0.12% |
76.23% |
121.96% |
|---|
| KLAC |
KLA Corporation |
90.34B |
1.12% |
|
|
|
|
|
679.80 |
0.92% |
43.41% |
140.91% |
|---|
| LECO |
Lincoln Electric Holdings, Inc. |
10.60B |
1.05% |
|
|
|
|
|
189.16 |
-0.59% |
35.42% |
120.33% |
|---|
| CGNX |
Cognex Corporation |
5.05B |
1.00% |
|
|
|
|
|
29.83 |
-0.60% |
48.99% |
100.53% |
|---|
| AZPN |
Aspen Technology Inc |
|
0.98% |
|
|
|
|
|
|
|
|
|
|---|
| 6383.T |
Daifuku Co Ltd |
|
0.96% |
|
|
|
|
|
|
|
|
|
|---|
| 8035.T |
Tokyo Electron Ltd |
|
0.95% |
|
|
|
|
|
|
|
|
|
|---|
| 6645.T |
Omron Corp |
|
0.90% |
|
|
|
|
|
|
|
|
|
|---|
| ALTR |
Altair Engineering Inc |
|
0.90% |
|
|
|
|
|
|
|
|
|
|---|
| NOVT |
Novanta Inc. |
4.60B |
0.88% |
|
|
|
|
|
127.87 |
-0.94% |
36.06% |
107.42% |
|---|
| ASM.AS |
Asm International Nv |
|
0.88% |
|
|
|
|
|
|
|
|
|
|---|
| 6857.T |
Advantest Corp |
|
0.87% |
|
|
|
|
|
|
|
|
|
|---|
| TEL |
TE Connectivity Ltd. |
42.16B |
0.86% |
|
|
|
|
|
141.32 |
-0.57% |
23.33% |
102.88% |
|---|
| IMI.L |
Imi Plc |
|
0.86% |
|
|
|
|
|
|
|
|
|
|---|
| FTI |
TechnipFMC plc |
13.33B |
0.84% |
|
|
|
|
|
31.69 |
1.64% |
34.09% |
112.00% |
|---|
| TER |
Teradyne, Inc. |
13.36B |
0.84% |
|
|
|
|
|
82.60 |
-0.22% |
55.11% |
112.24% |
|---|
| MCHP |
Microchip Technology Incorporated |
26.04B |
0.81% |
|
|
|
|
|
48.41 |
-0.60% |
75.50% |
98.57% |
|---|
| KCR.HE |
Konecranes Oyj |
|
0.80% |
|
|
|
|
|
|
|
|
|
|---|
| 6845.T |
Azbil Corp |
|
0.80% |
|
|
|
|
|
|
|
|
|
|---|
| 6506.T |
Yaskawa Electric Corp |
|
0.80% |
|
|
|
|
|
|
|
|
|
|---|
| ANDR.VI |
Andritz Ag |
|
0.79% |
|
|
|
|
|
|
|
|
|
|---|
| 6723.T |
Renesas Electronics Corp |
|
0.78% |
|
|
|
|
|
|
|
|
|
|---|
| STM |
STMicroelectronics N.V. |
19.64B |
0.77% |
|
|
|
|
|
21.96 |
-0.86% |
49.76% |
111.08% |
|---|
| ON |
ON Semiconductor Corporation |
17.15B |
0.77% |
|
|
|
|
|
40.69 |
-0.61% |
92.71% |
125.42% |
|---|
| 6841.T |
Yokogawa Electric Corp |
|
0.76% |
|
|
|
|
|
|
|
|
|
|---|
| ONTO |
Onto Innovation Inc. |
5.98B |
0.75% |
|
|
|
|
|
121.34 |
-0.60% |
65.37% |
94.90% |
|---|
| NVMI |
Nova Ltd. |
5.40B |
0.75% |
|
|
|
|
|
184.33 |
-1.13% |
62.90% |
102.42% |
|---|
| 6113.T |
Amada Co Ltd |
|
0.74% |
|
|
|
|
|
|
|
|
|
|---|
| AMBA |
Ambarella, Inc. |
2.10B |
0.73% |
|
|
|
|
|
50.33 |
-0.55% |
81.74% |
93.36% |
|---|
| 6622.T |
Daihen Corp |
|
0.72% |
|
|
|
|
|
|
|
|
|
|---|
| 6920.T |
Lasertec Corp |
|
0.68% |
|
|
|
|
|
|
|
|
|
|---|
| ATS |
ATS Corporation |
2.44B |
0.67% |
|
|
|
|
|
24.93 |
-3.82% |
70.94% |
92.43% |
|---|
| 6134.T |
Fuji Corp/Aichi |
|
0.66% |
|
|
|
|
|
|
|
|
|
|---|
| LSCC |
Lattice Semiconductor Corporation |
7.22B |
0.66% |
|
|
|
|
|
52.45 |
-5.15% |
60.92% |
109.51% |
|---|
| KRN.DE |
Krones Ag |
|
0.65% |
|
|
|
|
|
|
|
|
|
|---|
| KARN.SW |
Kardex Holding Ag |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| RSW.L |
Renishaw Plc |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| OUST |
Ouster, Inc. |
482.82M |
0.62% |
|
|
|
|
|
8.98 |
-5.87% |
100.18% |
81.01% |
|---|
| INRN.SW |
Interroll Holding Ag |
|
0.61% |
|
|
|
|
|
|
|
|
|
|---|
| AUTO.OL |
Autostore Holdings Ltd |
|
0.58% |
|
|
|
|
|
|
|
|
|
|---|
| TWEKA.AS |
Tkh Group Nv |
|
0.58% |
|
|
|
|
|
|
|
|
|
|---|
| DUE.DE |
Duerr Ag |
|
0.57% |
|
|
|
|
|
|
|
|
|
|---|
| SYM |
Symbotic Inc. |
11.89B |
0.56% |
|
|
|
|
|
20.21 |
0.25% |
85.36% |
59.55% |
|---|
| 6914.T |
Optex Group Co Ltd |
|
0.44% |
|
|
|
|
|
|
|
|
|
|---|
| 7595.T |
Argo Graphics Inc |
|
0.42% |
|
|
|
|
|
|
|
|
|
|---|