MASK LOCATION SUPPLIER MODEL DESCRIPTION United States N&K TECHNOLOGY, INC. GEMINI SCATTEROMETER/REFLECTANCE-TRANSMISSION Un

Total Page:16

File Type:pdf, Size:1020Kb

MASK LOCATION SUPPLIER MODEL DESCRIPTION United States N&K TECHNOLOGY, INC. GEMINI SCATTEROMETER/REFLECTANCE-TRANSMISSION Un NOTE: LIST INCLUDES ONLY MAKE AND MODEL AND DOES NOT INCLUDE QUANTITIES MASK LOCATION SUPPLIER MODEL DESCRIPTION United States N&K TECHNOLOGY, INC. GEMINI SCATTEROMETER/REFLECTANCE-TRANSMISSION United States SIGMAMELTEC LTD MRC8000 MASK CLEAN TOOL - 2 CHAMBER CC/FC United States FORTREND ENGINEERING CORP PLUS 500T-RET RETICLE HANDLER United States PLASMA THERM EUROPE GEN4 MASK IV DRY ETCHER C 300mm LOCATION SUPPLIER MODEL DESCRIPTION Ireland APPLIED MATERIALS INC SEM VISION REVIEW STATION, SEM DEFECT United States APPLIED MATERIALS INC ULTIMA X 300MM DEP TOOL United States ASML US, LLC NXT-AI 1.35NA IMMERSION SCANNER United States ASML US, LLC XT1400 HIGH NA SCANNER SAHli United States EBARA TECHNOLOGIES INCORPORATE FREX 300 POLISHER, RG, CU United States FEI COMPANY EXPIDA 1255S 300mm MAN'L LOAD,NO STEM,NGSEM COL United States FEI COMPANY EXPIDA 1255 300MM DUAL BEAM FIB w/MANUAL WAFER LOAD United States HITACHI HIGH TECHNOLOGIES AMER CG4000 CD SEM, CU United States HITACHI HTA S-4160 SEM SEMhb TDO United States KLA CORPORATION EAIM+ OVERLAY REGISTRATION TOOL, CU OMTcu United States N&K TECHNOLOGY, INC. GEMINI SCATTEROMETER/REFLECTANCE-TRANSMISSION United States NIKON PRECISION INC 9M(SF100) EXPOSURE, PDPI Israel NIKON PRECISION INC S308F 193 SCANNER United States PLASMA THERM EUROPE GEN4 MASK IV DRY ETCHER C Israel RUDOLPH TECHNOLOGIES CV9812 FOUP METROLOGY, CU Israel SCREEN SPE USA LLC SS3000 SCRUBBER, BEVEL United States SCREEN SPE USA LLC SS3000 SCRUBBER, CU United States SCREEN SPE USA LLC FC-3000 WET STATION, RG, CU Israel SCREEN SPE USA LLC FC-3000 WET STATION, RG, CU United States TOKYO ELECTRON LIMITED LITHIUS SINGLE BLOCK FOR NIKON S205, CU Israel TOKYO ELECTRON LIMITED TACTRAS ETCHER United States TOKYO ELECTRON LIMITED ACT12 TRACK BARC, CU TCXCB.
Recommended publications
  • Solactive Global Semiconductor Leaders Index
    Public Solactive Global Semiconductor Leaders Index Semiconductors – the heart of digitalization Platforms & Services Public Why semiconductors are the heart of digitalization May 2021 Semiconductor chips can be found in nearly every electronic product … … and form the nerve center of emerging technologies: Artificial 5G intelli- Internet of Augmented Cloud gence Things reality computing 2 Public We are at the beginning of a new computing age May 2021 Semiconductor chips Growth drivers of computing power over time, 1960–2020E control electrical currents to process, store and transfer data. Alongside tech giants such as Apple, Google and Amazon, however, semiconductor companies are often overlooked as their work is more “backstage.” Yet they are at least as important for the digital economy of the 21st century. Source: Morgan Stanley Research as of January 2021 3 Public The 450-billion-dollar industry May 2021 The growth story of the semiconductor industry is arousing significant interest among investors. Global semiconductor sales have grown more than twice as fast as global GDP historically, transforming the sector into the 450-billion-dollar industry it is today. Semiconductor industry: sales trend in billions of dollars Source: Bloomberg, International Data Corporation as of December 31, 2020 4 Public B2B clients bringing greater stability May 2021 The semiconductor industry Previously Today was seen as volatile and unprofitable until the 2010s. For a few years now, Diversified markets: cars, industrial facilities, Core market: consumer
    [Show full text]
  • MM .1.20 Clking
    CL King Market Maker List AAXN Axon Enterprise, Inc. CROX Crocs, Inc. HELE Helen of Troy Limited MPAA Motorcar Parts of America, Inc. SBAC SBA Communications Corporation ADBE Adobe Inc. CSCO Cisco Systems, Inc. HIBB Hibbett Sports, Inc. MRVL Marvell Technology Group Ltd. SBUX Starbucks Corporation ADSK Autodesk, Inc. CSOD Cornerstone OnDemand, Inc. HLIT Harmonic Inc. MSFT Microsoft Corporation SCVL Shoe Carnival, Inc. ADTN ADTRAN, Inc. CTAS Cintas Corporation HSIC Henry Schein, Inc. MU Micron Technology, Inc. SGMS Scientific Games Corp AGNC AGNC Investment Corp. CTSH Cognizant Technology Solutions Corporation HSII Heidrick & Struggles International, Inc. NDLS Noodles & Company SHOO Steven Madden, Ltd. AIMC Altra Industrial Motion Corp. CVLT Commvault Systems, Inc. HSKA Heska Corporation NEOG Neogen Corporation SMPL The Simply Good Foods Company ALGT Allegiant Travel Company DAKT Daktronics, Inc. HSON Hudson Global, Inc. NLOK NortonLifeLock Inc. SMRT Stein Mart, Inc. AMZN Amazon.com, Inc. DECK Deckers Outdoor Corporation IART Integra LifeSciences Holdings Corporation NTUS Natus Medical Incorporated SMSI Smith Micro Software, Inc. ANDE The Andersons, Inc. DENN Denny's Corporation ICON Iconix Brand Group, Inc. ON ON Semiconductor Corporation SNBR Sleep Number Corporation ANGO AngioDynamics, Inc. DIOD Diodes Incorporated IDXX IDEXX Laboratories, Inc. OSUR OraSure Technologies, Inc. SQBG Sequential Brands Group, Inc. ANSS ANSYS, Inc. DISCA Discovery, Inc. ILMN Illumina, Inc. Holdings PACB Pacific Biosciences of California, Inc. SRDX Surmodics, Inc. AOBC American Outdoor Brands Corporation DISH DISH Network Corporation IMBI iMedia Brands, Inc. PATK Patrick Industries, Inc. STAF Staffing 360 Solutions, Inc. AOSL Alpha and Omega Semiconductor Limited DLTR Dollar Tree, Inc. IOSP Innospec Inc. PDCO Patterson Companies, Inc.
    [Show full text]
  • Printmgr File
    Portfolio of investments—September 30, 2020 (unaudited) Shares Value Common Stocks: 60.14% Communication Services: 6.52% Diversified Telecommunication Services: 1.00% AT&T Incorporated 11,482 $ 327,352 CenturyLink Incorporated 1,585 15,993 Verizon Communications Incorporated 6,652 395,727 739,072 Entertainment: 1.24% Activision Blizzard Incorporated 1,237 100,135 Electronic Arts Incorporated † 462 60,249 Live Nation Entertainment Incorporated † 227 12,231 Netflix Incorporated † 712 356,021 Take-Two Interactive Software Incorporated † 181 29,905 The Walt Disney Company 2,919 362,190 920,731 Interactive Media & Services: 3.33% Alphabet Incorporated Class A † 484 709,350 Alphabet Incorporated Class C † 473 695,121 Facebook Incorporated Class A † 3,889 1,018,529 TripAdvisor Incorporated 0 0 Twitter Incorporated † 1,269 56,471 2,479,471 Media: 0.81% Charter Communications Incorporated Class A † 240 149,842 Comcast Corporation Class A 7,297 337,559 Discovery Incorporated Class A † 257 5,595 Discovery Incorporated Class C † 495 9,702 DISH Network Corporation Class A † 396 11,496 Fox Corporation Class A 556 15,473 Fox Corporation Class B 253 7,076 Interpublic Group of Companies Incorporated 624 10,402 News Corporation Class A 623 8,734 News Corporation Class B 194 2,712 Omnicom Group Incorporated 343 16,979 ViacomCBS Incorporated Class B 901 25,237 600,807 Wireless Telecommunication Services: 0.14% T-Mobile US Incorporated † 933 106,698 Consumer Discretionary: 6.93% Auto Components: 0.07% Aptiv plc 435 39,881 BorgWarner Incorporated 331 12,823 52,704 Automobiles: 0.14% Ford Motor Company 6,277 41,805 General Motors Company 2,018 59,713 101,518 See accompanying notes to portfolio of investments.
    [Show full text]
  • Central San Diego Credit Tenant Net Leased Investment Opportunity
    for sale central san diego credit tenant net leased investment opportunity 10655 Roselle Street SAN DIEGO, CA 92121 INVESTMENT HIGHLIGHTS THE TENANT • CREDIT SINGLE TENANT, NET-LEASED INVESTMENT OPPORTUNITY FILMETRICS • Leased thru 3/1/2024 w/ 3.5% annual escalations (one 3-year option @ FMV) • ± 22,275 SF HQ Creative Office Building • ± 39,204 SF Land Area THE WORLD’S SALES LEADER IN THIN-FILM THICKNESS MEASUREMENT • 60KW Solar Panels w/ Four EV Charging Stations Filmetrics, Inc., a KLA company, is a prime supplier of thin-film measurement and 3D optical surface profilers to • Retrofitted dimmable LED lighting throughout nearly every manufacturer of high-tech hardware in the world. 10655 Roselle Street is the headquarter location. Filmetrics operates six application labs in Los Angeles, Santa Clara, Rochester, Germany, South Korea and • Enclosed bicycle lockers and a shower for employees who bike to work Taiwan. • Ample parking KLA Corporation is a capital equipment company based in Milpitas, California. It supplies process control and • Central to Carmel Valley, Del Mar, UTC, Sorrento Mesa, Torrey Pines yield management systems for the semiconductor industry and other related nanoelectronics industries. The and La Jolla company’s products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packag- • Easy access to I-5, I-805 and CA 56 ing production, from research and development to final volume manufacturing. • Walk to Sorrento Valley Coaster Station KLA IS AN S&P 500 AND NASDAQ 100 COMPANY WITH A MARKET CAP OF OVER $27.8 BILLION. THEY HAVE OVER 10,000 EMPLOYEES AND REVENUES OVER $4 BILLION.
    [Show full text]
  • Parnassus Mid Cap Growth Fund Commentary
    Parnassus Mid Cap Growth Fund Commentary Second Quarter 2020 Ticker: Investor Shares - PARNX Ticker: Institutional Shares - PFPRX As of June 30, 2020, the net asset value (“NAV”) of the Parnassus Mid Cap Growth Fund – Investor Shares was $50.99, resulting in a gain of 25.78% for the second quarter. During the quarter, we transitioned the Fund from a multi cap strategy to a mid cap growth strategy. To reflect the new strategy, our benchmark changed from the S&P 500 Index (“S&P 500”) to the Russell Midcap Growth Index (“Russell Midcap Growth”). We completed the transition mid-quarter, and the Fund’s 25.78% return for the second quarter was between the Average Annual Total Returns (%)1 S&P 500’s return of 20.54% and the Russell Midcap Gross Net Growth’s return of 30.26%. The Fund was substantially 1Y 3Y 5Y 10Y Expense Expense Ratio Ratio ahead of the 21.12% increase for the Lipper Multi-Cap PARNX 9.23 7.88 8.65 13.73 0.84 0.84 Core Funds Average, which represents the average PFPRX 9.37 8.04 8.81 13.82 0.68 0.68 multi cap core funds followed by Lipper (“Lipper S&P 500 Average”). We anticipate that Lipper will eventually 7.51 10.73 10.73 13.99 — — Index change the Fund’s peer group to reflect the new Russell strategy. Midcap 11.91 14.76 11.60 15.09 — — Growth Index Lipper To the left is a table that summarizes the performance Multi-Cap 2.89 7.17 7.28 11.56 — — of the Parnassus Mid Cap Growth Fund, S&P 500, Core Funds Average Russell Midcap Growth and Lipper Average.
    [Show full text]
  • KLA Corporation Annual Report 2020
    KLA Corporation Annual Report 2020 Form 10-K (NASDAQ:KLAC) Published: August 7th, 2020 PDF generated by stocklight.com UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number 000-09992 KLA CORPORATION (Exact name of registrant as specified in its charter) Delaware 04-2564110 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) One Technology Drive, Milpitas, California 95035 (Address of Principal Executive Offices) (Zip Code) Registrant’s Telephone Number, Including Area Code: (408) 875-3000 Securities Registered Pursuant to Section 12(b) of the Act: Title of Each Class Trading Symbol(s) Name of Each Exchange on Which Registered Common Stock, $0.001 par value per share KLAC The Nasdaq Stock Market, LLC The NASDAQ Global Select Market Securities Registered Pursuant to Section 12(g) of the Act: None (Title of Class) Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes x No o Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes o No x Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.
    [Show full text]
  • KLA-Tencor Corporation Annual Report 2019
    KLA-Tencor Corporation Annual Report 2019 Form 10-K (NASDAQ:KLAC) Published: August 16th, 2019 PDF generated by stocklight.com UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended June 30, 2019 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number 000-09992 KLA CORPORATION (Exact name of registrant as specified in its charter) Delaware 04-2564110 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification Number) One Technology Drive, Milpitas, California 95035 (Address of Principal Executive Offices) (Zip Code) Registrant’s Telephone Number, Including Area Code: (408) 875-3000 Securities Registered Pursuant to Section 12(b) of the Act: Trading Title of Each Class Symbol(s) Name of Each Exchange on Which Registered Common Stock, $0.001 par value per share KLAC The Nasdaq Stock Market, LLC The NASDAQ Global Select Market Securities Registered Pursuant to Section 12(g) of the Act: None (Title of Class) Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes x No o Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes o No x Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.
    [Show full text]
  • Xilinx Executive Bios
    Xilinx Executive Bios Victor Peng President and Chief Executive Officer Victor Peng is president and chief executive officer of Xilinx, Inc., and serves on the board of directors. Peng has more than 30 years of experience defining and delivering leadership technologies across FPGAs, SoCs, GPUs, high-performance microprocessors and chip sets, and microprocessor IP products. Since becoming CEO of Xilinx in February of 2018, Peng has rolled out plans for a transformation to address new markets with new technology, underpinned by the Adaptive Compute Acceleration Platform (ACAP). In his previous role as chief operating officer, Peng managed global sales, product and vertical marketing, product development, and global operations and quality. Prior to that, he served as executive vice president and general manager of products, where he led the definition, development, and product marketing of the company’s portfolio of products and differentiated technologies – resulting in three consecutive generations of core product leadership and significant industry breakouts in integration and programming. Peng previously served as corporate vice president of the graphics products group (GPG) silicon engineering with AMD and was a leader for AMD's central silicon engineering team supporting graphics, console game products, CPU chipset and consumer business units. Prior to that, Peng held executive and engineering leadership roles at TZero Technologies, MIPS Technologies, SGI and Digital Equipment Corp. Peng holds four U.S. patents and serves on the boards of the Semiconductor Industry Association and KLA Corporation, a developer of industry-leading equipment and services for electronics industry. He earned a bachelor’s degree in electrical engineering from Rensselaer Polytechnic Institute and a master’s degree, also in electrical engineering, from Cornell University.
    [Show full text]
  • Notes to Portfolio of Investments—March 31, 2021 (Unaudited)
    Portfolio of investments—March 31, 2021 (unaudited) Shares Value Common stocks: 59.94% Communication services: 6.55% Diversified telecommunication services: 0.84% AT&T Incorporated 10,125 $ 306,484 Lumen Technologies Incorporated 1 , 4 0 0 1 8 , 6 9 0 Verizon Communications Incorporated 5,863 340,933 666,107 Entertainment: 1.27% Activision Blizzard Incorporated 1 , 1 0 2 1 0 2 , 4 8 6 Electronic Arts Incorporated 4 0 7 5 5 , 0 9 6 Live Nation Entertainment Incorporated † 204 17,269 Netflix Incorporated † 630 328,646 Take-Two Interactive Software Incorporated † 163 28,802 The Walt Disney Company † 2,573 474,770 1,007,069 Interactive media & services: 3.52% Alphabet Incorporated Class A † 425 876,571 Alphabet Incorporated Class C † 408 844,001 Facebook Incorporated Class A † 3,385 996,984 Twitter Incorporated † 1,128 71,775 2,789,331 Media: 0.79% Charter Communications Incorporated Class A † 200 123,404 Comcast Corporation Class A 4 7 4,6 3 5 0 , 3 0 8 Discovery Incorporated Class A † 225 9,779 Discovery Incorporated Class C † 408 15,051 DISH Network Corporation Class A † 351 12,706 Fox Corporation Class A 470 16,972 Fox Corporation Class B 216 7,545 Interpublic Group of Companies Incorporated 555 16,206 News Corporation Class A 553 14,063 News Corporation Class B 172 4,035 Omnicom Group Incorporated 304 22,542 ViacomCBS Incorporated Class B 827 37,298 629,909 Wireless telecommunication services: 0.13% T-Mobile US Incorporated † 827 103,615 Consumer discretionary: 7.50% Auto components: 0.09% Aptiv plc † 383 52,816 BorgWarner Incorporated
    [Show full text]
  • US Vegan Climate
    US Vegan Climate ETF Schedule of Investments April 30, 2021 (Unaudited) Shares Security Description Value COMMON STOCKS - 99.4% Administrative and Support and Waste Management and Remediation Services - 13.4% 1,675 Accenture plc - Class A $ 485,700 233 Allegion plc 31,311 107 Booking Holdings, Inc. (a) 263,870 293 Broadridge Financial Solutions, Inc. 46,479 317 Equifax, Inc. 72,666 352 Expedia Group, Inc. 62,033 70 Fair Isaac Corporation (a) 36,499 729 Fidelity National Financial, Inc. 33,257 214 FleetCor Technologies, Inc. (a) 61,572 782 Global Payments, Inc. 167,841 961 IHS Markit, Ltd. 103,384 5,607 Mastercard, Inc. - Class A 2,142,210 425 Moody's Corporation 138,852 212 MSCI, Inc. 102,983 3,091 PayPal Holdings, Inc. (a) 810,738 491 TransUnion 51,354 8,745 Visa, Inc. - Class A 2,042,482 6,653,231 Construction - 0.9% 890 DR Horton, Inc. 87,478 1,956 Johnson Controls International plc 121,937 705 Lennar Corporation - Class A 73,038 19 NVR, Inc. (a) 95,344 682 PulteGroup, Inc. 40,320 396 Sunrun, Inc. (a) 19,404 437,521 Finance and Insurance - 14.1% 1,735 Aflac, Inc. 93,222 40 Alleghany Corporation (a) 27,159 797 Allstate Corporation 101,060 969 Ally Financial, Inc. 49,855 1,588 American Express Company 243,520 2,276 American International Group, Inc. 110,272 314 Ameriprise Financial, Inc. 81,138 657 Anthem, Inc. 249,259 596 Aon plc - Class A 149,858 1,025 Arch Capital Group, Ltd. (a) 40,703 496 Arthur J.
    [Show full text]
  • Top 300 Organizations Granted U.S. Patents in 2020
    Top 300 Organizations Granted U.S. Patents in 2020 38th Annual Listing This list of organizations that received the most U.S. utility patents is being published by IPO for the 38th consecutive year, in collaboration with Harrity Analytics. It is based on data obtained from the U.S. Patent and Trademark Office. For additional patent prosecution, technology, and law firm statistics related to the U.S. Patents issued in 2020, visit the Patent 300® website for an interactive dashboard. January 14, 2021 2020 Patent Owners Numerical Listing The total number of patents granted by the USPTO in 2020 was 352,469, down less than 1 percent from 2019. The data for an individual organization could be affected by mergers, acquisitions, divestitures, inconsistent treatment of subsidiaries in 2019 and 2020, and many other factors. New organizations on the list are provided on page 9. Change Change 2020 from 2020 from Rank Organization Patents 2019 Rank Organization Patents 2019 1 INTERNATIONAL BUSINESS MACHINES 9435 0% 51 TCL CORPORATION 880 -30% 2 SAMSUNG ELECTRONICS CO., LTD. 8539 -1% 52 INFINEON TECHNOLOGIES AG 834 -12% 3 LG CORPORATION 5112 4% 53 HEWLETT PACKARD ENTERPRISE 831 1% 4 CANON K.K. 3689 -9% 54 GENERAL MOTORS COMPANY 802 -40% 5 INTEL CORPORATION 3284 -12% 55 WESTERN DIGITAL CORPORATION 788 6% 6 RAYTHEON TECHNOLOGIES 3213 1% 56 ORACLE CORPORATION 783 -11% 7 HUAWEI TECHNOLOGIES CO., LTD. 3178 9% 57 HALLIBURTON COMPANY 778 -24% 8 MICROSOFT CORPORATION 2972 -5% 58 NOKIA CORPORATION 757 -20% 9 TAIWAN SEMICONDUCTOR MFG. CO. 2892 22% 59 KIOXIA HOLDINGS CORPORATION 756 4% 10 SONY CORPORATION 2886 5% 60 CAPITAL ONE FINANCIAL CORP.
    [Show full text]
  • ETF Series Solutions Form NPORT-P Filed 2021-02-26
    SECURITIES AND EXCHANGE COMMISSION FORM NPORT-P Filing Date: 2021-02-26 | Period of Report: 2020-12-31 SEC Accession No. 0001145549-21-011908 (HTML Version on secdatabase.com) FILER ETF Series Solutions Mailing Address Business Address 615 EAST MICHIGAN ST 615 EAST MICHIGAN ST CIK:1540305| IRS No.: 000000000 | State of Incorp.:DE | Fiscal Year End: 1112 MILWAUKEE WI 53202 MILWAUKEE WI 53202 Type: NPORT-P | Act: 40 | File No.: 811-22668 | Film No.: 21685510 414-287-3700 Copyright © 2021 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Distillate U.S. Fundamental Stability & Value ETF Schedule of Investments December 31, 2020 (Unaudited) Shares Security Description Value COMMON STOCKS - 99.9% Basic Materials - 3.2% 12,715 Celanese Corporation $ 1,652,187 18,245 Eastman Chemical Company 1,829,609 12,272 PPG Industries, Inc. 1,769,868 16,153 RPM International, Inc. 1,466,369 6,718,033 Communications - 9.3% 4,805 Alphabet, Inc. - Class A (a) 8,421,435 6,565 Arista Networks, Inc. (a) 1,907,592 1,004 Booking Holdings, Inc. (a) 2,236,179 11,592 CDW Corporation 1,527,710 87,611 Cisco Systems, Inc. 3,920,592 18,080 GoDaddy, Inc. - Class A (a) 1,499,736 19,513,244 Consumer, Cyclical - 12.4% 8,874 Advance Auto Parts, Inc. 1,397,744 1,302 AutoZone, Inc. (a) 1,543,443 7,236 Cummins, Inc. 1,643,296 15,369 Dollar Tree, Inc. (a) 1,660,467 15,015 Genuine Parts Company 1,507,956 12,539 Home Depot, Inc.
    [Show full text]