| ASML |
ASML Holding N.V. |
283.15B |
5.10% |
|
|
|
|
|
719.71 |
-0.18% |
32.39% |
24.82% |
|---|
| NVDA |
NVIDIA Corporation |
3.43T |
5.07% |
|
|
|
|
|
140.22 |
0.39% |
42.82% |
14.55% |
|---|
| SIE.DE |
Siemens Ag |
|
4.86% |
|
|
|
|
|
|
|
|
|
|---|
| 6861.T |
Keyence Corp |
|
4.83% |
|
|
|
|
|
|
|
|
|
|---|
| ABBN.SW |
Abb Ltd |
|
4.74% |
|
|
|
|
|
|
|
|
|
|---|
| EMR |
Emerson Electric Co. |
71.89B |
4.58% |
|
|
|
|
|
126.23 |
1.86% |
20.35% |
17.75% |
|---|
| ADSK |
Autodesk, Inc. |
64.76B |
4.09% |
|
|
|
|
|
301.23 |
1.26% |
25.53% |
6.36% |
|---|
| DSY.PA |
Dassault Systemes Se |
|
3.86% |
|
|
|
|
|
|
|
|
|
|---|
| HEXAB.ST |
Hexagon Ab |
|
2.63% |
|
|
|
|
|
|
|
|
|
|---|
| 6902.T |
Denso Corp |
|
2.46% |
|
|
|
|
|
|
|
|
|
|---|
| PTC |
PTC Inc. |
22.48B |
2.43% |
|
|
|
|
|
187.10 |
1.00% |
25.50% |
31.69% |
|---|
| TDY |
Teledyne Technologies Incorporated |
22.08B |
2.41% |
|
|
|
|
|
473.75 |
0.78% |
20.91% |
14.51% |
|---|
| ROK |
Rockwell Automation, Inc. |
32.85B |
2.20% |
|
|
|
|
|
291.00 |
0.62% |
26.03% |
10.32% |
|---|
| ANSS |
ANSYS, Inc. |
29.98B |
2.14% |
|
|
|
|
|
342.84 |
0.98% |
28.97% |
44.91% |
|---|
|
Other/Cash |
|
1.92% |
|
|
|
|
|
|
|
|
|
|---|
| 6954.T |
Fanuc Corp |
|
1.80% |
|
|
|
|
|
|
|
|
|
|---|
| ISRG |
Intuitive Surgical, Inc. |
191.28B |
1.78% |
|
|
|
|
|
537.02 |
1.86% |
37.65% |
67.23% |
|---|
| TXN |
Texas Instruments Incorporated |
175.55B |
1.69% |
|
|
|
|
|
192.44 |
1.21% |
30.34% |
46.53% |
|---|
| AMAT |
Applied Materials, Inc. |
137.00B |
1.44% |
|
|
|
|
|
168.37 |
0.54% |
33.85% |
16.40% |
|---|
| ADI |
Analog Devices, Inc. |
108.24B |
1.30% |
|
|
|
|
|
218.09 |
1.49% |
26.87% |
16.55% |
|---|
| BSY |
Bentley Systems, Incorporated |
13.96B |
1.28% |
|
|
|
|
|
48.01 |
0.21% |
34.48% |
40.44% |
|---|
| LRCX |
Lam Research Corporation |
95.00B |
1.23% |
|
|
|
|
|
73.83 |
0.04% |
39.25% |
44.58% |
|---|
| KLAC |
KLA Corporation |
87.01B |
1.22% |
|
|
|
|
|
650.53 |
0.39% |
36.57% |
26.69% |
|---|
| LECO |
Lincoln Electric Holdings, Inc. |
10.72B |
1.13% |
|
|
|
|
|
190.00 |
0.23% |
28.34% |
24.83% |
|---|
| CGNX |
Cognex Corporation |
6.29B |
1.08% |
|
|
|
|
|
36.69 |
1.49% |
40.19% |
54.95% |
|---|
| 8035.T |
Tokyo Electron Ltd |
|
1.08% |
|
|
|
|
|
|
|
|
|
|---|
| AZPN |
Aspen Technology, Inc. |
15.86B |
1.05% |
|
|
|
|
|
250.80 |
0.50% |
16.13% |
16.96% |
|---|
| 6383.T |
Daifuku Co Ltd |
|
1.04% |
|
|
|
|
|
|
|
|
|
|---|
| 6857.T |
Advantest Corp |
|
0.96% |
|
|
|
|
|
|
|
|
|
|---|
| ASM.AS |
Asm International Nv |
|
0.96% |
|
|
|
|
|
|
|
|
|
|---|
| ALTR |
Altair Engineering Inc. |
9.33B |
0.95% |
|
|
|
|
|
109.02 |
0.29% |
20.34% |
14.14% |
|---|
| NOVT |
Novanta Inc. |
5.59B |
0.95% |
|
|
|
|
|
155.56 |
1.13% |
30.21% |
44.95% |
|---|
| 6645.T |
Omron Corp |
|
0.94% |
|
|
|
|
|
|
|
|
|
|---|
| TEL |
TE Connectivity Ltd. |
43.54B |
0.92% |
|
|
|
|
|
145.53 |
0.99% |
22.56% |
32.08% |
|---|
| IMI.L |
Imi Plc |
|
0.92% |
|
|
|
|
|
|
|
|
|
|---|
| TER |
Teradyne, Inc. |
21.17B |
0.90% |
|
|
|
|
|
129.96 |
1.16% |
38.10% |
26.32% |
|---|
| 6845.T |
Azbil Corp |
|
0.89% |
|
|
|
|
|
|
|
|
|
|---|
| FTI |
TechnipFMC plc |
12.38B |
0.89% |
|
|
|
|
|
29.09 |
0.94% |
34.02% |
57.38% |
|---|
| MCHP |
Microchip Technology Incorporated |
31.45B |
0.87% |
|
|
|
|
|
58.56 |
1.19% |
40.70% |
42.50% |
|---|
| KCR.HE |
Konecranes Oyj |
|
0.86% |
|
|
|
|
|
|
|
|
|
|---|
| ON |
ON Semiconductor Corporation |
28.91B |
0.85% |
|
|
|
|
|
67.90 |
1.91% |
40.98% |
20.34% |
|---|
| 6506.T |
Yaskawa Electric Corp |
|
0.85% |
|
|
|
|
|
|
|
|
|
|---|
| 6723.T |
Renesas Electronics Corp |
|
0.85% |
|
|
|
|
|
|
|
|
|
|---|
| 6841.T |
Yokogawa Electric Corp |
|
0.84% |
|
|
|
|
|
|
|
|
|
|---|
| STM |
STMicroelectronics N.V. |
22.79B |
0.83% |
|
|
|
|
|
25.52 |
0.99% |
40.19% |
47.32% |
|---|
| ONTO |
Onto Innovation Inc. |
8.53B |
0.83% |
|
|
|
|
|
172.70 |
-0.90% |
43.45% |
15.50% |
|---|
| ANDR.VI |
Andritz Ag |
|
0.82% |
|
|
|
|
|
|
|
|
|
|---|
| NVMI |
Nova Ltd. |
5.90B |
0.80% |
|
|
|
|
|
203.15 |
2.00% |
43.53% |
34.25% |
|---|
| AMBA |
Ambarella, Inc. |
3.09B |
0.79% |
|
|
|
|
|
74.05 |
1.18% |
44.41% |
15.73% |
|---|
| 6920.T |
Lasertec Corp |
|
0.76% |
|
|
|
|
|
|
|
|
|
|---|
| 6113.T |
Amada Co Ltd |
|
0.76% |
|
|
|
|
|
|
|
|
|
|---|
| LSCC |
Lattice Semiconductor Corporation |
8.40B |
0.74% |
|
|
|
|
|
60.89 |
1.28% |
51.68% |
26.32% |
|---|
| 6622.T |
Daihen Corp |
|
0.71% |
|
|
|
|
|
|
|
|
|
|---|
| ATS |
ATS Corporation |
3.06B |
0.70% |
|
|
|
|
|
31.27 |
4.86% |
81.99% |
58.16% |
|---|
| 6134.T |
Fuji Corp/Aichi |
|
0.70% |
|
|
|
|
|
|
|
|
|
|---|
| KRN.DE |
Krones Ag |
|
0.69% |
|
|
|
|
|
|
|
|
|
|---|
| KARN.SW |
Kardex Holding Ag |
|
0.69% |
|
|
|
|
|
|
|
|
|
|---|
| RSW.L |
Renishaw Plc |
|
0.67% |
|
|
|
|
|
|
|
|
|
|---|
| INRN.SW |
Interroll Holding Ag |
|
0.64% |
|
|
|
|
|
|
|
|
|
|---|
| OUST |
Ouster, Inc. |
663.20M |
0.64% |
|
|
|
|
|
12.81 |
4.91% |
105.63% |
34.78% |
|---|
| SYM |
Symbotic Inc. |
14.42B |
0.63% |
|
|
|
|
|
24.55 |
-3.84% |
61.51% |
10.03% |
|---|
| TWEKA.AS |
Tkh Group Nv |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| AUTO.OL |
Autostore Holdings Ltd |
|
0.62% |
|
|
|
|
|
|
|
|
|
|---|
| DUE.DE |
Duerr Ag |
|
0.61% |
|
|
|
|
|
|
|
|
|
|---|
| 7595.T |
Argo Graphics Inc |
|
0.48% |
|
|
|
|
|
|
|
|
|
|---|
| 6914.T |
Optex Group Co Ltd |
|
0.47% |
|
|
|
|
|
|
|
|
|
|---|