<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>DTCR filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of DTCR compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>DTCR: filing for 2026-05-31 -- 0 added, 1 dropped, turnover 12.5%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>26 positions became 25: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 12.5%. Largest increases: MICRON TECHNOLOGY, INC. 2.35% to 4.42%; MARVELL TECHNOLOGY, INC. 1.9% to 3.85%; SK hynix Inc. 2.79% to 4.72%; INTEL CORPORATION 1.77% to 3.59%; ADVANCED MICRO DEVICES, INC. 1.69% to 3.51%; APPLIED DIGITAL CORPORATION 3.21% to 4.5%. Largest decreases: AMERICAN TOWER CORPORATION 12.25% to 9.64%; DIGITAL REALTY TRUST, INC. 12.61% to 10.92%; EQUINIX, INC. 13.8% to 12.23%; CROWN CASTLE INC. 8.58% to 7.09%; GDS HOLDINGS LIMITED 3.99% to 2.77%; VNET Group, Inc. 3.84% to 2.9%. Gone: BANK OF NEW YORK (THE) (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jul 2026 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2026-02-28 -- 4 added, 4 dropped, turnover 21.7%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>26 positions became 26: 4 added (3.48% of the fund), 4 dropped (12.52%). Turnover proxy 21.7%. Largest increases: AMERICAN TOWER CORPORATION 8.57% to 12.25%; EQUINIX, INC. 10.3% to 13.8%; DIGITAL REALTY TRUST, INC. 9.69% to 12.61%; CROWN CASTLE INC. 6.96% to 8.58%; SBA COMMUNICATIONS CORPORATION 3.29% to 4.45%; NEXTDC LIMITED 3.84% to 5%. Largest decreases: APPLIED DIGITAL CORPORATION 7.89% to 3.21%; INTEL CORPORATION 3.05% to 1.77%; MICRON TECHNOLOGY, INC. 3.38% to 2.35%; ADVANCED MICRO DEVICES, INC. 2.4% to 1.69%; BROADCOM INC. 2.45% to 1.77%; China Tower Corporation Limited 3.3% to 2.8%. New: Taiwan Semiconductor Manufacturing Co., Ltd. (2.26%), MACQUARIE TECHNOLOGY GROUP LIMITED (0.96%), WHITEFIBER, INC. (0.25%), BANK OF NEW YORK (THE) (0%). Gone: Winbond Electronics Corporation (5.22%), United States of America (4.58%), Arm Holdings PLC (1.6%), ELITE SEMICONDUCTOR MICROELECTRONICS TECHNOLOGY INC. (1.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Apr 2026 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2025-11-30 -- 1 added, 0 dropped, turnover 14.9%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 26: 1 added (4.58% of the fund), 0 dropped (0%). Turnover proxy 14.9%. Largest increases: Winbond Electronics Corporation 2.1% to 5.22%; APPLIED DIGITAL CORPORATION 5.39% to 7.89%; MICRON TECHNOLOGY, INC. 1.97% to 3.38%; SK hynix Inc. 1.77% to 2.85%; INTEL CORPORATION 2.11% to 3.05%; MARVELL TECHNOLOGY, INC. 1.73% to 2.12%. Largest decreases: AMERICAN TOWER CORPORATION 11.16% to 8.57%; EQUINIX, INC. 12.42% to 10.3%; DIGITAL REALTY TRUST, INC. 11.75% to 9.69%; CROWN CASTLE INC. 8.75% to 6.96%; NEXTDC LIMITED 5.39% to 3.84%; SBA COMMUNICATIONS CORPORATION 4.01% to 3.29%. New: United States of America (4.58%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Jan 2026 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2025-08-31 -- 6 added, 7 dropped, turnover 17.4%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>26 positions became 25: 6 added (9.18% of the fund), 7 dropped (9.17%). Turnover proxy 17.4%. Largest increases: APPLIED DIGITAL CORPORATION 2.35% to 5.39%; NEXTDC LIMITED 3.89% to 5.39%; EQUINIX, INC. 11.34% to 12.42%; VNET Group, Inc. 2.71% to 3.74%; DIGITAL REALTY TRUST, INC. 11.26% to 11.75%; ADVANCED MICRO DEVICES, INC. 1.77% to 2.08%. Largest decreases: AMERICAN TOWER CORPORATION 13.67% to 11.16%; CROWN CASTLE INC. 9.98% to 8.75%; SBA COMMUNICATIONS CORPORATION 5.06% to 4.01%; SUPER MICRO COMPUTER, INC. 2.47% to 1.55%; China Tower Corporation Limited 4.52% to 3.61%; GDS HOLDINGS LIMITED 4.76% to 4.12%. New: Arm Holdings PLC (1.87%), MICROCHIP TECHNOLOGY INCORPORATED (1.77%), MARVELL TECHNOLOGY, INC. (1.73%), UNITI GROUP INC. (1.72%), SUNEVISION HOLDINGS LTD. (1.12%), ELITE SEMICONDUCTOR MICROELECTRONICS TECHNOLOGY INC. (0.97%). Gone: UNITI GROUP INC. (2.3%), LAM RESEARCH CORPORATION (2.03%), Taiwan Semiconductor Manufacturing Co., Ltd. (1.91%), PT Sarana Menara Nusantara Tbk (1.61%), Sealsq Corp (0.66%), Jeju Semiconductor Corp. (0.65%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 Oct 2025 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2025-05-31 -- 2 added, 1 dropped, turnover 11.2%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 26: 2 added (4.52% of the fund), 1 dropped (4.18%). Turnover proxy 11.2%. Largest increases: DIGITAL REALTY TRUST, INC. 9.93% to 11.26%; AMERICAN TOWER CORPORATION 12.67% to 13.67%; CROWN CASTLE INC. 9.05% to 9.98%; Keppel DC REIT 4.08% to 4.67%; SBA COMMUNICATIONS CORPORATION 4.59% to 5.06%; BROADCOM INC. 1.61% to 2.03%. Largest decreases: VNET Group, Inc. 5.76% to 2.71%; GDS HOLDINGS LIMITED 7.4% to 4.76%; UNITI GROUP INC. 2.97% to 2.3%; INTEL CORPORATION 2.22% to 1.9%; APPLIED DIGITAL CORPORATION 2.66% to 2.35%; Jeju Semiconductor Corp. 0.71% to 0.65%. New: China Tower Corporation Limited (4.52%), HONG KONG DOLLAR (0%). Gone: China Tower Corporation Limited (4.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 30 Jul 2025 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2025-02-28 -- 7 added, 8 dropped, turnover 23%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>26 positions became 25: 7 added (12.5% of the fund), 8 dropped (13.18%). Turnover proxy 23%. Largest increases: VNET Group, Inc. 2.99% to 5.76%; SUPER MICRO COMPUTER, INC. 0.67% to 2.47%; AMERICAN TOWER CORPORATION 10.95% to 12.67%; Winbond Electronics Corporation 1.15% to 2.56%; INTEL CORPORATION 1.27% to 2.22%; CROWN CASTLE INC. 8.46% to 9.05%. Largest decreases: DIGITAL REALTY TRUST, INC. 13.42% to 9.93%; EQUINIX, INC. 13.36% to 11.17%; PT Sarana Menara Nusantara Tbk 2.68% to 1.37%; UNITI GROUP INC. 4.23% to 2.97%; APPLIED DIGITAL CORPORATION 3.34% to 2.66%; Keppel DC REIT 4.67% to 4.08%. New: China Tower Corporation Limited (4.18%), LAM RESEARCH CORPORATION (1.86%), Taiwan Semiconductor Manufacturing Co., Ltd. (1.81%), SK hynix Inc. (1.77%), BROADCOM INC. (1.61%), Jeju Semiconductor Corp. (0.71%). Gone: China Tower Corporation Limited (4.07%), VERTIV HOLDINGS CO (2.64%), PT Dayamitra Telekomunikasi Tbk (1.58%), IHS Holding Limited (1.54%), Wiwynn Corporation (1.48%), MICROCHIP TECHNOLOGY INCORPORATED (1.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Apr 2025 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2024-11-30 -- 2 added, 1 dropped, turnover 8.6%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 26: 2 added (0.7% of the fund), 1 dropped (0.97%). Turnover proxy 8.6%. Largest increases: DIGITAL REALTY TRUST, INC. 11.34% to 13.42%; APPLIED DIGITAL CORPORATION 1.31% to 3.34%; EQUINIX, INC. 12.37% to 13.36%; UNITI GROUP INC. 3.39% to 4.23%; VERTIV HOLDINGS CO 1.87% to 2.64%; VNET Group, Inc. 2.32% to 2.99%. Largest decreases: AMERICAN TOWER CORPORATION 12.8% to 10.95%; CROWN CASTLE INC. 9.72% to 8.46%; PT Sarana Menara Nusantara Tbk 3.56% to 2.68%; Winbond Electronics Corporation 1.91% to 1.15%; NEXTDC LIMITED 4.18% to 3.53%; MICROCHIP TECHNOLOGY INCORPORATED 1.76% to 1.35%. New: SUPER MICRO COMPUTER, INC. (0.67%), KEPPEL DC REIT - RTS (0.03%). Gone: SUPER MICRO COMPUTER, INC. (0.97%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Jan 2025 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2024-08-31 -- 2 added, 2 dropped, turnover 18.8%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 25: 2 added (3.46% of the fund), 2 dropped (5.78%). Turnover proxy 18.8%. Largest increases: GDS HOLDINGS LIMITED 3.76% to 6.58%; DIGITAL REALTY TRUST, INC. 9.5% to 11.34%; AMERICAN TOWER CORPORATION 11.16% to 12.8%; VNET Group, Inc. 0.69% to 2.32%; UNITI GROUP INC. 2.01% to 3.39%; PT Sarana Menara Nusantara Tbk 2.24% to 3.56%. Largest decreases: SUPER MICRO COMPUTER, INC. 4.61% to 0.97%; NEXTDC LIMITED 6.65% to 4.18%; NVIDIA CORPORATION 3.95% to 1.84%; MICRON TECHNOLOGY, INC. 3.02% to 1.46%; CROWN CASTLE INC. 10.85% to 9.72%; China Tower Corporation Limited 5.15% to 4.17%. New: VERTIV HOLDINGS CO (1.87%), Wiwynn Corporation (1.59%). Gone: DIGITALBRIDGE GROUP, INC. (3.36%), SILICON MOTION TECHNOLOGY CORPORATION (2.42%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 30 Oct 2024 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2024-05-31 -- 0 added, 2 dropped, turnover 10.1%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>27 positions became 25: 0 added (0% of the fund), 2 dropped (6.48%). Turnover proxy 10.1%. Largest increases: NEXTDC LIMITED 4.99% to 6.65%; NVIDIA CORPORATION 2.58% to 3.95%; MICRON TECHNOLOGY, INC. 1.96% to 3.02%; AMERICAN TOWER CORPORATION 10.2% to 11.16%; GDS HOLDINGS LIMITED 2.87% to 3.76%; DIGITAL REALTY TRUST, INC. 8.63% to 9.5%. Largest decreases: UNITI GROUP INC. 3.35% to 2.01%; DIGITALBRIDGE GROUP, INC. 4.06% to 3.36%; PT Sarana Menara Nusantara Tbk 2.78% to 2.24%; EQUINIX, INC. 11.71% to 11.19%; INTEL CORPORATION 1.63% to 1.3%; ADVANCED MICRO DEVICES, INC. 2.34% to 2.26%. Gone: United States of America (6.48%), BANK OF NEW YORK (THE) (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 Jul 2024 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2024-02-29 -- 8 added, 5 dropped, turnover 19.8%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>24 positions became 27: 8 added (13.64% of the fund), 5 dropped (8.99%). Turnover proxy 19.8%. Largest increases: SUPER MICRO COMPUTER, INC. 1.88% to 4.56%; UNITI GROUP INC. 2.3% to 3.35%; China Tower Corporation Limited 4.21% to 4.78%; NVIDIA CORPORATION 2.03% to 2.58%; NEXTDC LIMITED 4.44% to 4.99%; PT Sarana Menara Nusantara Tbk 2.52% to 2.78%. Largest decreases: AMERICAN TOWER CORPORATION 12.76% to 10.2%; DIGITAL REALTY TRUST, INC. 10.59% to 8.63%; CROWN CASTLE INC. 12.24% to 10.48%; SBA COMMUNICATIONS CORPORATION 4.54% to 3.51%; INTEL CORPORATION 2.63% to 1.63%; DIGITALBRIDGE GROUP, INC. 4.93% to 4.06%. New: United States of America (6.48%), SILICON MOTION TECHNOLOGY CORPORATION (1.96%), MICROCHIP TECHNOLOGY INCORPORATED (1.76%), PT Dayamitra Telekomunikasi Tbk (1.29%), IHS Holding Limited (0.84%), Applied Digital Corp (0.83%). Gone: WESTERN DIGITAL CORPORATION (2.45%), LAM RESEARCH CORPORATION (2.2%), MARVELL TECHNOLOGY, INC (1.7%), Kinsus Interconnect Technology Corp (1.6%), PT Tower Bersama Infrastructure Tbk (1.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Apr 2024 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2023-11-30 -- 0 added, 1 dropped, turnover 5.1%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 24: 0 added (0% of the fund), 1 dropped (2.55%). Turnover proxy 5.1%. Largest increases: CROWN CASTLE INC. 10.72% to 12.24%; AMERICAN TOWER CORPORATION 11.33% to 12.76%; INTEL CORPORATION 2.12% to 2.63%; DIGITAL REALTY TRUST, INC. 10.28% to 10.59%; SBA Communications Corporation 4.25% to 4.54%; ADVANCED MICRO DEVICES, INC. 1.86% to 2.09%. Largest decreases: Keppel DC REIT 4.16% to 3.46%; GDS HOLDINGS LIMITED 3.77% to 3.16%; VNET Group, Inc. 0.89% to 0.65%; PT Sarana Menara Nusantara Tbk 2.71% to 2.52%; NVIDIA CORPORATION 2.19% to 2.03%; DIGITALBRIDGE GROUP, INC. 5.09% to 4.93%. Gone: RADIUS GLOBAL INFRASTRUCTURE, INC. (2.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jan 2024 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2023-08-31 -- 4 added, 3 dropped, turnover 19.9%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>24 positions became 25: 4 added (8.31% of the fund), 3 dropped (5.47%). Turnover proxy 19.9%. Largest increases: DIGITAL REALTY TRUST, INC. 4.73% to 10.28%; GDS HOLDINGS LIMITED 1.92% to 3.77%; DIGITALBRIDGE GROUP, INC. 3.68% to 5.09%; AMERICAN TOWER CORPORATION 10.34% to 11.33%; CROWN CASTLE INC. 9.8% to 10.72%; UNITI GROUP INC. 1.78% to 2.29%. Largest decreases: SBA Communications Corporation 7.08% to 4.25%; NVIDIA CORPORATION 4.87% to 2.19%; NEXTDC LIMITED 6.91% to 4.6%; ADVANCED MICRO DEVICES, INC. 3.62% to 1.86%; N/A 13.48% to 12%; Winbond Electronics Corporation 2.77% to 1.84%. New: WESTERN DIGITAL CORPORATION (2.33%), LAM RESEARCH CORPORATION (2.24%), SUPER MICRO COMPUTER, INC. (1.91%), MARVELL TECHNOLOGY, INC (1.82%). Gone: BROADCOM INC. (3.03%), Taiwan Semiconductor Manufacturing Co., Ltd. (2.41%), CYXTERA TECHNOLOGIES, INC. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Oct 2023 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2023-05-31 -- 0 added, 1 dropped, turnover 8.7%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 24: 0 added (0% of the fund), 1 dropped (1.71%). Turnover proxy 8.7%. Largest increases: NVIDIA CORPORATION 2.98% to 4.87%; NEXTDC LIMITED 5.16% to 6.91%; ADVANCED MICRO DEVICES, INC. 2.39% to 3.62%; EQUINIX, INC. 12.41% to 13.48%; BROADCOM INC. 2.22% to 3.03%; INTEL CORPORATION 1.79% to 2.27%. Largest decreases: GDS HOLDINGS LIMITED 3.79% to 1.92%; CROWN CASTLE INC. 11.28% to 9.8%; SBA Communications Corporation 8.27% to 7.08%; UNITI GROUP INC. 2.62% to 1.78%; AMERICAN TOWER CORPORATION 11.07% to 10.34%; VNET Group, Inc. 1.08% to 0.7%. Gone: Vantage Towers AG (1.71%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jul 2023 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2023-02-28 -- 4 added, 5 dropped, turnover 24.3%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>26 positions became 25: 4 added (8.35% of the fund), 5 dropped (20.02%). Turnover proxy 24.3%. Largest increases: SBA Communications Corporation 4.22% to 8.27%; CROWN CASTLE INC. 9.94% to 11.28%; Keppel DC REIT 2.48% to 3.79%; NEXTDC LIMITED 3.9% to 5.16%; GDS HOLDINGS LIMITED 2.57% to 3.79%; RADIUS GLOBAL INFRASTRUCTURE, INC. 1.57% to 2.46%. Largest decreases: DIGITAL REALTY TRUST, INC. 8.25% to 4.79%; EQUINIX, INC. 13.24% to 12.41%; PT Tower Bersama Infrastructure Tbk 1.34% to 1.34%. New: Taiwan Semiconductor Manufacturing Co., Ltd. (2.29%), BROADCOM INC. (2.22%), Kinsus Interconnect Technology Corp (2.12%), Vantage Towers AG (1.71%). Gone: United States of America (7.35%), SWITCH, INC. (4.57%), SUPER MICRO COMPUTER, INC. (4.39%), Vantage Towers AG (2.56%), SMART GLOBAL HOLDINGS, INC. (1.15%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 May 2023 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2022-11-30 -- 1 added, 0 dropped, turnover 10.2%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 26: 1 added (7.35% of the fund), 0 dropped (0%). Turnover proxy 10.2%. Largest increases: SUPER MICRO COMPUTER, INC. 3.14% to 4.39%; EQUINIX, INC. 12.57% to 13.24%; Vantage Towers AG 1.96% to 2.56%; NVIDIA CORPORATION 1.98% to 2.22%; SWITCH, INC. 4.5% to 4.57%; MICRON TECHNOLOGY, INC. 1.91% to 1.94%. Largest decreases: CROWN CASTLE INC. 11.96% to 9.94%; GDS HOLDINGS LIMITED 4.36% to 2.57%; AMERICAN TOWER CORPORATION 11.88% to 10.38%; DIGITAL REALTY TRUST, INC. 9.04% to 8.25%; DIGITALBRIDGE GROUP, INC. 3.45% to 2.82%; China Tower Corporation Limited 4.38% to 3.8%. New: United States of America (7.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Jan 2023 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2022-08-31 -- 3 added, 3 dropped, turnover 14.8%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 25: 3 added (7.84% of the fund), 3 dropped (12.01%). Turnover proxy 14.8%. Largest increases: GDS HOLDINGS LIMITED 3.03% to 4.36%; EQUINIX, INC. 11.33% to 12.57%; DIGITAL REALTY TRUST, INC. 8.2% to 9.04%; PT Sarana Menara Nusantara Tbk 1.85% to 2.63%; ADVANCED MICRO DEVICES, INC. 1.57% to 2.17%; NVIDIA CORPORATION 1.44% to 1.98%. Largest decreases: CYXTERA TECHNOLOGIES, INC. 1.03% to 0.4%; CROWN CASTLE INC. 12.48% to 11.96%; AMERICAN TOWER CORPORATION 12.37% to 11.88%; SWITCH, INC. 4.81% to 4.5%; China Tower Corporation Limited 4.65% to 4.38%; UNITI GROUP INC. 3.05% to 2.86%. New: DIGITALBRIDGE GROUP, INC. (3.45%), SUPER MICRO COMPUTER, INC. (3.14%), SMART GLOBAL HOLDINGS, INC. (1.25%). Gone: United States of America (8.93%), MICROCHIP TECHNOLOGY INCORPORATED (1.77%), HELIOS TOWERS PLC (1.3%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Oct 2022 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2022-05-31 -- 1 added, 1 dropped, turnover 12.4%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 25: 1 added (8.93% of the fund), 1 dropped (4.88%). Turnover proxy 12.4%. Largest increases: CROWN CASTLE INTERNATIONAL CORP. 11.42% to 12.48%; AMERICAN TOWER CORPORATION 11.41% to 12.37%; SWITCH, INC. 3.87% to 4.81%; SBA Communications Corporation 4.38% to 4.66%; CYXTERA TECHNOLOGIES, INC. 0.89% to 1.03%; RADIUS GLOBAL INFRASTRUCTURE, INC. 1.11% to 1.22%. Largest decreases: GDS HOLDINGS LIMITED 5.04% to 3.03%; EQUINIX, INC. 12.19% to 11.33%; UNITI GROUP INC. 3.65% to 3.05%; HELIOS TOWERS PLC 1.86% to 1.3%; NVIDIA CORPORATION 1.96% to 1.44%; ADVANCED MICRO DEVICES, INC. 1.99% to 1.57%. New: United States of America (8.93%). Gone: CYRUSONE INC. (4.88%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Jul 2022 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2022-02-28 -- 3 added, 3 dropped, turnover 19.8%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 25: 3 added (4.61% of the fund), 3 dropped (16.61%). Turnover proxy 19.8%. Largest increases: GDS HOLDINGS LIMITED 3.16% to 5.04%; CROWN CASTLE INTERNATIONAL CORP. 9.87% to 11.42%; EQUINIX, INC. 10.69% to 12.19%; SWITCH, INC. 2.4% to 3.87%; UNITI GROUP INC. 2.41% to 3.65%; AMERICAN TOWER CORPORATION 10.23% to 11.41%. Largest decreases: ADVANCED MICRO DEVICES, INC. 3.24% to 1.99%; NVIDIA CORPORATION 3.01% to 1.96%; DIGITAL REALTY TRUST, INC. 8.77% to 8.25%; MICROCHIP TECHNOLOGY INCORPORATED 2.13% to 1.8%; CYRUSONE INC. 4.91% to 4.88%. New: HELIOS TOWERS PLC (1.86%), INTEL CORPORATION (1.86%), CYXTERA TECHNOLOGIES, INC. (0.89%). Gone: United States of America (11.37%), CORESITE REALTY CORPORATION (4.82%), SUNEVISION HOLDINGS LTD. (0.42%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Apr 2022 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2021-11-30 -- 1 added, 4 dropped, turnover 13.8%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>28 positions became 25: 1 added (11.37% of the fund), 4 dropped (4.24%). Turnover proxy 13.8%. Largest increases: ADVANCED MICRO DEVICES, INC. 2.44% to 3.24%; NVIDIA CORPORATION 2.21% to 3.01%; CYRUSONE INC. 4.56% to 4.91%; CORESITE REALTY CORPORATION 4.49% to 4.82%; MICRON TECHNOLOGY, INC. 1.84% to 1.95%; SWITCH, INC. 2.35% to 2.4%. Largest decreases: AMERICAN TOWER CORPORATION 12.23% to 10.23%; CROWN CASTLE INTERNATIONAL CORP. 11.36% to 9.87%; EQUINIX, INC. 11.94% to 10.69%; VNET Group, Inc. 1.71% to 0.78%; NEXTDC LIMITED 3.63% to 2.99%; SBA Communications Corporation 4.77% to 4.26%. New: United States of America (11.37%). Gone: QTS REALTY TRUST, INC. (4.24%), HONG KONG DOLLAR (0%), AUSTRALIAN DOLLAR (0%), EURO (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Jan 2022 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2021-08-31 -- 4 added, 1 dropped, turnover 7.7%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 28: 4 added (1.73% of the fund), 1 dropped (2.84%). Turnover proxy 7.7%. Largest increases: QTS REALTY TRUST, INC. 3.33% to 4.24%; ADVANCED MICRO DEVICES, INC. 1.62% to 2.44%; SWITCH, INC. 1.54% to 2.35%; UNITI GROUP INC. 1.99% to 2.55%; NEXTDC LIMITED 3.19% to 3.63%; GDS HOLDINGS LIMITED 3.12% to 3.55%. Largest decreases: CROWN CASTLE INTERNATIONAL CORP. 13.88% to 11.36%; AMERICAN TOWER CORPORATION 13.17% to 12.23%; WINBOND ELECTRONICS CORP. 2.3% to 1.66%; DIGITAL REALTY TRUST, INC. 9.54% to 9.2%; 21Vianet Group, Inc. 1.92% to 1.71%; MICRON TECHNOLOGY, INC. 1.95% to 1.84%. New: Vantage Towers AG (1.73%), HONG KONG DOLLAR (0%), AUSTRALIAN DOLLAR (0%), EURO (0%). Gone: WESTERN DIGITAL CORPORATION (2.84%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Oct 2021 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2021-05-31 -- 0 added, 0 dropped, turnover 5.6%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.6%. Largest increases: CROWN CASTLE INTERNATIONAL CORP. 12.13% to 13.88%; AMERICAN TOWER CORPORATION 11.87% to 13.17%; EQUINIX, INC. 11.18% to 11.89%; DIGITAL REALTY TRUST, INC. 9.02% to 9.54%; SBA Communications Corporation 4.29% to 4.71%; NVIDIA CORPORATION 2% to 2.26%. Largest decreases: 21Vianet Group, Inc. 3.33% to 1.92%; GDS HOLDINGS LIMITED 4.49% to 3.12%; China Tower Corporation Limited 4.61% to 3.96%; UNITI GROUP INC. 2.33% to 1.99%; MICRON TECHNOLOGY, INC. 2.27% to 1.95%; CORESITE REALTY CORPORATION 4.53% to 4.23%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jul 2021 12:00:00 GMT</pubDate></item><item><title>DTCR: filing for 2021-02-28 -- 1 added, 1 dropped, turnover 4.7%</title><link>https://themulden.com/funds/dtcr/</link><guid isPermaLink="true">https://themulden.com/funds/dtcr/</guid><description>25 positions became 25: 1 added (0.66% of the fund), 1 dropped (1.33%). Turnover proxy 4.7%. Largest increases: DIGITAL REALTY TRUST, INC. 7.97% to 9.02%; EQUINIX, INC. 10.46% to 11.18%; China Tower Corporation Limited 4.13% to 4.61%; WINBOND ELECTRONICS CORP. 1.8% to 2.19%; UNITI GROUP INC. 2% to 2.33%; WESTERN DIGITAL CORPORATION 2.45% to 2.74%. Largest decreases: Keppel DC REIT 2.89% to 2.36%; ADVANCED MICRO DEVICES, INC. 2.3% to 1.82%; MICROCHIP TECHNOLOGY INCORPORATED 2.47% to 2.01%; GDS HOLDINGS LIMITED 4.91% to 4.49%; MICRON TECHNOLOGY, INC. 2.64% to 2.27%; CROWN CASTLE INTERNATIONAL CORP. 12.5% to 12.13%. New: Radius Global Infrastructure Inc (0.66%). Gone: SUPER MICRO COMPUTER, INC. (1.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Apr 2021 12:00:00 GMT</pubDate></item></channel></rss>