Each N-PORT filing of PSI 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.https://themulden.com/enhttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 9 added (28.37% of the fund), 9 dropped (28.49%). Turnover proxy 38.3%. Largest increases: MaxLinear, Inc. 2.49% to 8%; Advanced Micro Devices, Inc. 4.29% to 6.27%; Broadcom Inc. 3.42% to 4.85%; Skyworks Solutions, Inc. 1.88% to 2.42%; ON Semiconductor Corp. 2.68% to 2.97%; SiTime Corp. 2.76% to 2.86%. Largest decreases: Micron Technology, Inc. 7.21% to 4.68%; Lam Research Corp. 6.04% to 3.99%; MKS Inc. 3.34% to 2.33%; Teradyne, Inc. 3.08% to 2.15%; Photronics, Inc. 3.37% to 2.69%; KLA Corp. 4.9% to 4.4%. New: Texas Instruments Inc. (4.98%), Applied Materials, Inc. (3.95%), Tower Semiconductor Ltd. (3.62%), Diodes Inc. (3.19%), FormFactor, Inc. (2.79%), Lattice Semiconductor Corp. (2.56%). Gone: Intel Corp. (5.06%), Ultra Clean Holdings, Inc. (4.02%), ACM Research, Inc. (3.85%), QUALCOMM Inc. (3.57%), Allegro Microsystems, Inc. (3.15%), Silicon Laboratories Inc. (2.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2026 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 10 added (32.35% of the fund), 10 dropped (25.51%). Turnover proxy 35.3%. Largest increases: Allegro Microsystems, Inc. 2.09% to 3.15%; nLight, Inc. 2.5% to 3%; Silicon Laboratories Inc. 2.04% to 2.5%; MKS Inc. 2.98% to 3.34%; Axcelis Technologies, Inc. 2.17% to 2.37%; Amkor Technology, Inc. 2.92% to 3.1%. Largest decreases: Advanced Micro Devices, Inc. 6.22% to 4.29%; Credo Technology Group Holding Ltd. 3.45% to 1.77%; Broadcom Inc. 5.02% to 3.42%; QUALCOMM Inc. 4.6% to 3.57%; Analog Devices, Inc. 3.71% to 2.76%; KLA Corp. 5.51% to 4.9%. New: Intel Corp. (5.06%), Ultra Clean Holdings, Inc. (4.02%), ACM Research, Inc. (3.85%), Photronics, Inc. (3.37%), Teradyne, Inc. (3.08%), Kulicke and Soffa Industries, Inc. (2.93%). Gone: Camtek Ltd. (3.22%), Tower Semiconductor Ltd. (3.13%), Nova Ltd. (2.93%), Ambarella, Inc. (2.67%), MACOM Technology Solutions Holdings, Inc. (2.55%), Lattice Semiconductor Corp. (2.45%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 30 Mar 2026 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 8 added (23.27% of the fund), 8 dropped (25.09%). Turnover proxy 31.2%. Largest increases: Micron Technology, Inc. 2.73% to 7.77%; Lam Research Corp. 5% to 6.15%; KLA Corp. 4.93% to 5.51%; Tower Semiconductor Ltd. 2.65% to 3.13%; QUALCOMM Inc. 4.37% to 4.6%; SiTime Corp. 2.44% to 2.6%. Largest decreases: NVIDIA Corp. 5.8% to 4.51%; Analog Devices, Inc. 4.58% to 3.71%; Allegro Microsystems, Inc. 2.9% to 2.09%; Credo Technology Group Holding Ltd. 4.23% to 3.45%; Semtech Corp. 3.18% to 2.55%; Silicon Laboratories Inc. 2.53% to 2.04%. New: Advanced Micro Devices, Inc. (6.22%), MKS Inc. (2.98%), Amkor Technology, Inc. (2.92%), nLight, Inc. (2.5%), Astera Labs, Inc. (2.31%), Axcelis Technologies, Inc. (2.17%). Gone: Applied Materials, Inc. (4.92%), Texas Instruments Inc. (4.37%), ACM Research, Inc. (3.14%), Marvell Technology, Inc. (3.04%), Photronics, Inc. (2.45%), Cohu, Inc. (2.43%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Dec 2025 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 7 added (17.67% of the fund), 7 dropped (17.35%). Turnover proxy 23.7%. Largest increases: Credo Technology Group Holding Ltd. 2.48% to 4.23%; Marvell Technology, Inc. 2.06% to 3.04%; Camtek Ltd. 2.79% to 3.44%; Nova Ltd. 2.57% to 3.2%; NVIDIA Corp. 5.18% to 5.8%; Ambarella, Inc. 2.14% to 2.55%. Largest decreases: QUALCOMM Inc. 5.55% to 4.37%; KLA Corp. 5.84% to 4.93%; SiTime Corp. 3.01% to 2.44%; Applied Materials, Inc. 5.49% to 4.92%; Cirrus Logic, Inc. 2.94% to 2.38%; Texas Instruments Inc. 4.82% to 4.37%. New: Allegro Microsystems, Inc. (2.9%), Advanced Energy Industries, Inc. (2.85%), Micron Technology, Inc. (2.73%), Cohu, Inc. (2.43%), Intel Corp. (2.32%), Skyworks Solutions, Inc. (2.32%). Gone: Monolithic Power Systems, Inc. (2.99%), FormFactor, Inc. (2.72%), Amkor Technology, Inc. (2.64%), Power Integrations, Inc. (2.54%), MaxLinear, Inc. (2.3%), Ichor Holdings, Ltd. (2.16%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Sep 2025 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 7 added (17.08% of the fund), 7 dropped (19.39%). Turnover proxy 25.3%. Largest increases: KLA Corp. 2.99% to 5.84%; NVIDIA Corp. 4.23% to 5.18%; Photronics, Inc. 2.36% to 2.9%; Applied Materials, Inc. 4.95% to 5.49%; SiTime Corp. 2.48% to 3.01%; Cirrus Logic, Inc. 2.41% to 2.94%. Largest decreases: Marvell Technology, Inc. 3.2% to 2.06%; Nova Ltd. 3.64% to 2.57%; Silicon Laboratories Inc. 3.16% to 2.32%; Ambarella, Inc. 2.98% to 2.14%; Broadcom Inc. 6.43% to 5.73%; Camtek Ltd. 3.45% to 2.79%. New: Kulicke and Soffa Industries, Inc. (2.66%), Amkor Technology, Inc. (2.64%), Power Integrations, Inc. (2.54%), Credo Technology Group Holding Ltd. (2.48%), Lattice Semiconductor Corp. (2.46%), MaxLinear, Inc. (2.3%). Gone: Micron Technology, Inc. (4.19%), Onto Innovation Inc. (3.24%), Teradyne, Inc. (2.74%), MKS Instruments, Inc. (2.54%), Ultra Clean Holdings, Inc. (2.51%), Astera Labs, Inc. (2.47%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Jun 2025 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 5 added (14.56% of the fund), 5 dropped (12.3%). Turnover proxy 21.1%. Largest increases: Nova Ltd. 2.36% to 3.64%; Camtek Ltd. 2.41% to 3.45%; Broadcom Inc. 5.52% to 6.43%; KLA Corp. 2.35% to 2.99%; Onto Innovation Inc. 2.7% to 3.24%; Lam Research Corp. 4.76% to 5.27%. Largest decreases: Astera Labs, Inc. 4.5% to 2.47%; Impinj, Inc. 3.3% to 1.71%; NVIDIA Corp. 5.43% to 4.23%; Micron Technology, Inc. 5.35% to 4.19%; Texas Instruments Inc. 5.06% to 4.36%; MACOM Technology Solutions Holdings, Inc. 3.08% to 2.55%. New: Marvell Technology, Inc. (3.2%), Silicon Laboratories Inc. (3.16%), Ambarella, Inc. (2.98%), Teradyne, Inc. (2.74%), SiTime Corp. (2.48%). Gone: NXP Semiconductors N.V. (2.65%), Entegris, Inc. (2.59%), Alpha and Omega Semiconductor Ltd. (2.51%), Skyworks Solutions, Inc. (2.33%), Amkor Technology, Inc. (2.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Mar 2025 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 5 added (17.47% of the fund), 5 dropped (18.71%). Turnover proxy 24.6%. Largest increases: Astera Labs, Inc. 1.83% to 4.5%; Semtech Corp. 2.25% to 3.32%; Micron Technology, Inc. 4.36% to 5.35%; ACM Research, Inc. 2.19% to 2.93%; QUALCOMM Inc. 4.47% to 4.91%; Impinj, Inc. 2.88% to 3.3%. Largest decreases: Cirrus Logic, Inc. 3.21% to 2.19%; Monolithic Power Systems, Inc. 3.26% to 2.31%; KLA Corp. 3.01% to 2.35%; Amkor Technology, Inc. 2.8% to 2.21%; FormFactor, Inc. 2.62% to 2.15%; Broadcom Inc. 5.98% to 5.52%. New: Texas Instruments Inc. (5.06%), Lam Research Corp. (4.76%), Tower Semiconductor Ltd. (2.81%), Alpha and Omega Semiconductor Ltd. (2.51%), Skyworks Solutions, Inc. (2.33%). Gone: Lam Research Corp. (4.99%), Advanced Micro Devices, Inc. (4.43%), Credo Technology Group Holding Ltd. (3.84%), Veeco Instruments Inc. (2.86%), Teradyne, Inc. (2.59%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Dec 2024 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 6 added (19.19% of the fund), 6 dropped (16.73%). Turnover proxy 25%. Largest increases: Credo Technology Group Holding Ltd. 2.16% to 3.84%; Broadcom Inc. 5.03% to 5.98%; Monolithic Power Systems, Inc. 2.43% to 3.26%; Cirrus Logic, Inc. 2.55% to 3.21%; Photronics, Inc. 2.27% to 2.67%; Lam Research Corp. 4.71% to 4.99%. Largest decreases: Micron Technology, Inc. 6.64% to 4.36%; KLA Corp. 5.02% to 3.01%; ACM Research, Inc. 3.6% to 2.19%; QUALCOMM Inc. 5.18% to 4.47%; NVIDIA Corp. 5.9% to 5.4%; Onto Innovation Inc. 2.84% to 2.39%. New: Analog Devices, Inc. (5.22%), Advanced Micro Devices, Inc. (4.43%), Impinj, Inc. (2.88%), Teradyne, Inc. (2.59%), Semtech Corp. (2.25%), Astera Labs, Inc. (1.83%). Gone: Intel Corp. (3.25%), Microchip Technology Inc. (2.89%), Qorvo, Inc. (2.7%), Skyworks Solutions, Inc. (2.65%), Marvell Technology, Inc. (2.62%), TE Connectivity Ltd. (2.61%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Sep 2024 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/30 positions became 31: 9 added (22.08% of the fund), 8 dropped (22.25%). Turnover proxy 27.7%. Largest increases: KLA Corp. 2.62% to 5.02%; Micron Technology, Inc. 4.92% to 6.64%; FormFactor, Inc. 2.41% to 2.91%; NVIDIA Corp. 5.5% to 5.9%; NXP Semiconductors N.V. 2.55% to 2.87%; Applied Materials, Inc. 4.85% to 4.98%. Largest decreases: Intel Corp. 4.34% to 3.25%; Photronics, Inc. 3.3% to 2.27%; MKS Instruments, Inc. 3.38% to 2.58%; Camtek Ltd. 3.16% to 2.59%; Lam Research Corp. 5.17% to 4.71%; Marvell Technology, Inc. 2.95% to 2.62%. New: ACM Research, Inc. (3.6%), MACOM Technology Solutions Holdings, Inc. (3.15%), Microchip Technology Inc. (2.89%), Skyworks Solutions, Inc. (2.65%), Ultra Clean Holdings, Inc. (2.59%), Cirrus Logic, Inc. (2.55%). Gone: Advanced Micro Devices, Inc. (6.22%), Advanced Energy Industries, Inc. (2.64%), Teradyne, Inc. (2.55%), Tower Semiconductor Ltd. (2.55%), Axcelis Technologies, Inc. (2.43%), Vishay Intertechnology, Inc. (2.35%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Jun 2024 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 30: 10 added (31.63% of the fund), 11 dropped (26.21%). Turnover proxy 34%. Largest increases: Photronics, Inc. 2.54% to 3.3%; Nova Ltd. 2.47% to 2.93%; NVIDIA Corp. 5.13% to 5.5%; Amkor Technology, Inc. 2.55% to 2.87%; Advanced Energy Industries, Inc. 2.41% to 2.64%; Lam Research Corp. 5.07% to 5.17%. Largest decreases: KLA Corp. 5.54% to 2.62%; Intel Corp. 6.37% to 4.34%; Micron Technology, Inc. 6.06% to 4.92%; Broadcom Inc. 5.64% to 5.34%; Applied Materials, Inc. 5.14% to 4.85%; Vishay Intertechnology, Inc. 2.61% to 2.35%. New: Advanced Micro Devices, Inc. (6.22%), Qualcomm Inc. (5.17%), MKS Instruments, Inc. (3.38%), Marvell Technology, Inc. (2.95%), Entegris, Inc. (2.75%), Monolithic Power Systems, Inc. (2.69%). Gone: Analog Devices, Inc. (5.11%), Microchip Technology Inc. (2.78%), Cohu, Inc. (2.66%), Skyworks Solutions, Inc. (2.58%), Kulicke and Soffa Industries, Inc. (2.57%), Sitime Corp. (2.45%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Apr 2024 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 7 added (20.97% of the fund), 7 dropped (20.64%). Turnover proxy 27.5%. Largest increases: KLA Corp. 2.77% to 5.54%; Micron Technology, Inc. 4.43% to 6.06%; Analog Devices, Inc. 4.35% to 5.11%; Onto Innovation Inc. 2.8% to 3.12%; Broadcom Inc. 5.36% to 5.64%; TE Connectivity Ltd. 2.62% to 2.89%. Largest decreases: NVIDIA Corp. 6.23% to 5.13%; Allegro Microsystems, Inc. 3.07% to 2.11%; Photronics, Inc. 3.43% to 2.54%; Axcelis Technologies, Inc. 3.14% to 2.32%; ON Semiconductor Corp. 2.92% to 2.12%; Lattice Semiconductor Corp. 2.52% to 1.91%. New: Intel Corp. (6.37%), Qorvo, Inc. (2.73%), Kulicke and Soffa Industries, Inc. (2.57%), Teradyne, Inc. (2.54%), Nova Ltd. (2.47%), Sitime Corp. (2.45%). Gone: Texas Instruments Inc. (4.34%), Advanced Micro Devices, Inc. (4.33%), Ultra Clean Holdings, Inc. (2.75%), Silicon Laboratories Inc. (2.4%), Cirrus Logic, Inc. (2.38%), Diodes Inc. (2.3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Dec 2023 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 6 added (17.65% of the fund), 6 dropped (17.03%). Turnover proxy 22.4%. Largest increases: Camtek Ltd. 2.8% to 3.84%; Photronics, Inc. 2.47% to 3.43%; Allegro Microsystems, Inc. 2.34% to 3.07%; Axcelis Technologies, Inc. 2.75% to 3.14%; ON Semiconductor Corp. 2.55% to 2.92%; Ultra Clean Holdings, Inc. 2.4% to 2.75%. Largest decreases: Micron Technology, Inc. 5.74% to 4.43%; Texas Instruments Inc. 5.03% to 4.34%; NVIDIA Corp. 6.9% to 6.23%; Analog Devices, Inc. 4.97% to 4.35%; Lam Research Corp. 5.63% to 5.13%; Vishay Intertechnology, Inc. 2.85% to 2.47%. New: Advanced Micro Devices, Inc. (4.33%), Advanced Energy Industries, Inc. (3%), Onto Innovation Inc. (2.8%), Veeco Instruments Inc. (2.77%), TE Connectivity Ltd. (2.62%), Mobileye Global Inc. (2.13%). Gone: Qualcomm Inc. (4.85%), Monolithic Power Systems, Inc. (2.69%), Kulicke and Soffa Industries, Inc. (2.57%), MACOM Technology Solutions Holdings, Inc. (2.51%), Ichor Holdings, Ltd. (2.4%), Impinj, Inc. (2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Sep 2023 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 6 added (15.18% of the fund), 6 dropped (17.34%). Turnover proxy 21.7%. Largest increases: Lam Research Corp. 2.78% to 5.63%; NVIDIA Corp. 5.91% to 6.9%; Micron Technology, Inc. 4.8% to 5.74%; Texas Instruments Inc. 4.72% to 5.03%; Vishay Intertechnology, Inc. 2.55% to 2.85%; Applied Materials, Inc. 4.96% to 5.22%. Largest decreases: Allegro Microsystems, Inc. 3.29% to 2.34%; Axcelis Technologies, Inc. 3.65% to 2.75%; Impinj, Inc. 2.87% to 2%; Cirrus Logic, Inc. 3% to 2.37%; NXP Semiconductors N.V. 2.73% to 2.53%; Lattice Semiconductor Corp. 2.87% to 2.7%. New: Camtek Ltd. (2.8%), Monolithic Power Systems, Inc. (2.69%), Skyworks Solutions, Inc. (2.64%), Ichor Holdings, Ltd. (2.4%), Ultra Clean Holdings, Inc. (2.4%), Silicon Laboratories Inc. (2.24%). Gone: Intel Corp. (4.41%), MaxLinear, Inc. (2.94%), Teradyne, Inc. (2.78%), Onto Innovation Inc. (2.51%), Tower Semiconductor Ltd. (2.46%), GLOBALFOUNDRIES Inc. (2.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jun 2023 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 6 added (18.28% of the fund), 6 dropped (14.23%). Turnover proxy 22.4%. Largest increases: NVIDIA Corp. 4.57% to 5.91%; Axcelis Technologies, Inc. 2.55% to 3.65%; Cirrus Logic, Inc. 2.52% to 3%; MaxLinear, Inc. 2.58% to 2.94%; Lattice Semiconductor Corp. 2.59% to 2.87%; Photronics, Inc. 2.21% to 2.42%. Largest decreases: Lam Research Corp. 5.07% to 2.78%; Cohu, Inc. 3.69% to 2.57%; GLOBALFOUNDRIES Inc. 3% to 2.23%; Texas Instruments Inc. 5.41% to 4.72%; Vishay Intertechnology, Inc. 3.22% to 2.55%; Micron Technology, Inc. 5.44% to 4.8%. New: Intel Corp. (4.41%), Allegro Microsystems, Inc. (3.29%), Impinj, Inc. (2.87%), Teradyne, Inc. (2.78%), MACOM Technology Solutions Holdings, Inc. (2.47%), Tower Semiconductor Ltd. (2.46%). Gone: Silicon Laboratories Inc. (2.72%), Veeco Instruments Inc. (2.63%), Alpha and Omega Semiconductor Ltd. (2.52%), Wolfspeed, Inc. (2.23%), Monolithic Power Systems, Inc. (2.17%), FormFactor, Inc. (1.96%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 03 Apr 2023 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 8 added (26.06% of the fund), 8 dropped (24.81%). Turnover proxy 30.2%. Largest increases: Micron Technology, Inc. 4.35% to 5.44%; GLOBALFOUNDRIES Inc. 2.37% to 3%; Vishay Intertechnology, Inc. 2.7% to 3.22%; Texas Instruments Inc. 4.99% to 5.41%; Broadcom Inc. 4.78% to 5.16%; Amkor Technology, Inc. 2.75% to 3.12%. Largest decreases: Monolithic Power Systems, Inc. 3.06% to 2.17%; Axcelis Technologies, Inc. 3.32% to 2.55%; Lattice Semiconductor Corp. 3.3% to 2.59%; NVIDIA Corp. 5.26% to 4.57%; Qualcomm Inc. 5.28% to 4.86%; ON Semiconductor Corp. 3.13% to 2.73%. New: Lam Research Corp. (5.07%), Applied Materials, Inc. (5.04%), Cohu, Inc. (3.69%), NXP Semiconductors N.V. (2.66%), Veeco Instruments Inc. (2.63%), Cirrus Logic, Inc. (2.52%). Gone: Advanced Micro Devices, Inc. (4.85%), Intel Corp. (4.08%), Nova Ltd. (2.75%), Semtech Corp. (2.72%), Power Integrations, Inc. (2.7%), Tower Semiconductor Ltd. (2.63%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Dec 2022 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 10 added (27.79% of the fund), 10 dropped (29.48%). Turnover proxy 32.7%. Largest increases: Lattice Semiconductor Corp. 2.56% to 3.3%; Axcelis Technologies, Inc. 2.63% to 3.32%; NVIDIA Corp. 4.59% to 5.26%; Advanced Micro Devices, Inc. 4.28% to 4.85%; MaxLinear, Inc. 2.5% to 2.92%; QUALCOMM, Inc. 4.87% to 5.28%. Largest decreases: Texas Instruments, Inc. 5.91% to 4.99%; Broadcom, Inc. 5.55% to 4.78%; Analog Devices, Inc. 5.55% to 4.97%; SiTime Corp. 2.92% to 2.49%; Kulicke & Soffa Industries, Inc. 2.87% to 2.59%; Power Integrations, Inc. 2.88% to 2.7%. New: Intel Corp. (4.08%), Monolithic Power Systems, Inc. (3.06%), Silicon Laboratories, Inc. (2.73%), Semtech Corp. (2.72%), Vishay Intertechnology, Inc. (2.7%), Tower Semiconductor Ltd. (2.63%). Gone: Applied Materials, Inc. (4.9%), NXP Semiconductors N.V. (2.88%), Atotech Ltd. (2.81%), Allegro MicroSystems, Inc. (2.81%), TE Connectivity Ltd. (2.8%), Camtek Ltd. (2.79%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Sep 2022 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 5 added (15.39% of the fund), 5 dropped (14.84%). Turnover proxy 18.4%. Largest increases: Texas Instruments, Inc. 5.31% to 5.91%; Analog Devices, Inc. 5.03% to 5.55%; Power Integrations, Inc. 2.38% to 2.88%; Lattice Semiconductor Corp. 2.12% to 2.56%; Entegris, Inc. 2.46% to 2.77%; Camtek Ltd. 2.51% to 2.79%. Largest decreases: QUALCOMM, Inc. 5.52% to 4.87%; Onto Innovation, Inc. 3.17% to 2.66%; Broadcom, Inc. 6.03% to 5.55%; Axcelis Technologies, Inc. 3.06% to 2.63%; Applied Materials, Inc. 5.33% to 4.9%; Amkor Technology, Inc. 2.95% to 2.61%. New: Micron Technology, Inc. (4.36%), Atotech Ltd. (2.81%), Veeco Instruments, Inc. (2.77%), MACOM Technology Solutions Holdings, Inc. (2.76%), Alpha & Omega Semiconductor Ltd. (2.7%). Gone: Intel Corp. (5.58%), Ultra Clean Holdings, Inc. (2.72%), Silicon Laboratories, Inc. (2.58%), Monolithic Power Systems, Inc. (2.24%), Navitas Semiconductor Corp. (1.72%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Jun 2022 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/30 positions became 31: 7 added (22.64% of the fund), 6 dropped (18.74%). Turnover proxy 27.2%. Largest increases: Broadcom, Inc. 5.12% to 6.03%; Amkor Technology, Inc. 2.15% to 2.95%; Texas Instruments, Inc. 4.63% to 5.31%; Kulicke & Soffa Industries, Inc. 2.23% to 2.85%; Applied Materials, Inc. 4.82% to 5.33%; Onto Innovation, Inc. 2.86% to 3.17%. Largest decreases: KLA Corp. 5.27% to 2.96%; NXP Semiconductors N.V. 4.34% to 2.88%; NVIDIA Corp. 5.44% to 4.36%; Lattice Semiconductor Corp. 3.02% to 2.12%; Entegris, Inc. 3.09% to 2.46%; Monolithic Power Systems, Inc. 2.74% to 2.24%. New: Intel Corp. (5.58%), QUALCOMM, Inc. (5.52%), Advanced Micro Devices, Inc. (4.27%), SiTime Corp. (2.87%), Silicon Laboratories, Inc. (2.58%), Navitas Semiconductor Corp. (1.72%). Gone: Lam Research Corp. (4.47%), Brooks Automation, Inc. (3.61%), MACOM Technology Solutions Holdings, Inc. (2.91%), MKS Instruments, Inc. (2.62%), Atotech Ltd. (2.6%), Microchip Technology, Inc. (2.53%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 31 Mar 2022 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/30 positions became 30: 6 added (19.95% of the fund), 6 dropped (26.09%). Turnover proxy 29.8%. Largest increases: KLA Corp. 2.83% to 5.27%; Analog Devices, Inc. 2.64% to 4.85%; NXP Semiconductors N.V. 2.6% to 4.34%; Brooks Automation, Inc. 2.39% to 3.61%; MKS Instruments, Inc. 2.17% to 2.62%; Entegris, Inc. 2.76% to 3.09%. Largest decreases: Amkor Technology, Inc. 3.1% to 2.15%; Monolithic Power Systems, Inc. 3.5% to 2.74%; Kulicke & Soffa Industries, Inc. 2.79% to 2.23%; TE Connectivity Ltd. 2.84% to 2.44%; Camtek Ltd. 2.76% to 2.47%; Lam Research Corp. 4.71% to 4.47%. New: NVIDIA Corp. (5.44%), MaxLinear, Inc. (3.14%), Axcelis Technologies, Inc. (3.07%), Allegro MicroSystems, Inc. (2.97%), Synaptics, Inc. (2.81%), Power Integrations, Inc. (2.52%). Gone: Advanced Micro Devices, Inc. (6.46%), QUALCOMM, Inc. (5.3%), Micron Technology, Inc. (4.52%), Intel Corp. (4.47%), Skyworks Solutions, Inc. (2.8%), Ichor Holdings Ltd. (2.53%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Dec 2021 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 30: 5 added (14.23% of the fund), 6 dropped (13.02%). Turnover proxy 19.7%. Largest increases: Advanced Micro Devices, Inc. 4.68% to 6.46%; Monolithic Power Systems, Inc. 2.57% to 3.5%; Amkor Technology, Inc. 2.29% to 3.1%; MACOM Technology Solutions Holdings, Inc. 2.33% to 2.89%; QUALCOMM, Inc. 4.85% to 5.3%; Broadcom, Inc. 4.72% to 5%. Largest decreases: Analog Devices, Inc. 4.72% to 2.64%; Brooks Automation, Inc. 3.27% to 2.39%; Applied Materials, Inc. 5.51% to 4.82%; Lam Research Corp. 5.36% to 4.71%; Camtek Ltd. 3.35% to 2.76%; Nova Ltd. 2.97% to 2.58%. New: Intel Corp. (4.47%), Onto Innovation, Inc. (2.67%), Ichor Holdings Ltd. (2.53%), Microchip Technology, Inc. (2.39%), MKS Instruments, Inc. (2.17%). Gone: Advanced Energy Industries, Inc. (2.81%), Maxim Integrated Products, Inc. (2.65%), Xilinx, Inc. (2.63%), Marvell Technology, Inc. (2.51%), SiTime Corp. (2.36%), Invesco Government & Agency Portfolio (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Sep 2021 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 9 added (27.37% of the fund), 9 dropped (27.53%). Turnover proxy 31.5%. Largest increases: Brooks Automation, Inc. 2.58% to 3.27%; Lam Research Corp. 4.73% to 5.36%; Lattice Semiconductor Corp. 2.33% to 2.81%; Texas Instruments, Inc. 4.53% to 5.01%; Applied Materials, Inc. 5.08% to 5.51%; Nova Measuring Instruments Ltd. 2.6% to 2.97%. Largest decreases: SiTime Corp. 3.58% to 2.36%; MACOM Technology Solutions Holdings, Inc. 3.08% to 2.33%; Micron Technology, Inc. 5.33% to 4.62%; Broadcom, Inc. 5% to 4.72%; Amkor Technology, Inc. 2.57% to 2.29%; Skyworks Solutions, Inc. 2.9% to 2.66%. New: Analog Devices, Inc. (4.72%), Camtek Ltd. (3.35%), Kulicke & Soffa Industries, Inc. (3.09%), Atotech Ltd. (2.93%), NXP Semiconductors N.V. (2.78%), TE Connectivity Ltd. (2.76%). Gone: NVIDIA Corp. (4.37%), CEVA, Inc. (3.73%), Cohu, Inc. (3.51%), ACM Research, Inc. (2.9%), Power Integrations, Inc. (2.74%), Marvell Technology Group Ltd. (2.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Jun 2021 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 6 added (23.85% of the fund), 6 dropped (18.27%). Turnover proxy 27.5%. Largest increases: CEVA, Inc. 2.63% to 3.73%; ACM Research, Inc. 2.1% to 2.9%; Ultra Clean Holdings, Inc. 2.4% to 3.02%; Applied Materials, Inc. 4.74% to 5.08%; MACOM Technology Solutions Holdings, Inc. 2.77% to 3.08%; MKS Instruments, Inc. 2.47% to 2.73%. Largest decreases: KLA Corp. 4.78% to 2.66%; Skyworks Solutions, Inc. 5% to 2.9%; Lattice Semiconductor Corp. 3.27% to 2.33%; NVIDIA Corp. 4.92% to 4.37%; FormFactor, Inc. 2.9% to 2.36%; Texas Instruments, Inc. 5.07% to 4.53%. New: Micron Technology, Inc. (5.33%), Broadcom, Inc. (5%), QUALCOMM, Inc. (4.67%), SiTime Corp. (3.58%), Marvell Technology Group Ltd. (2.73%), Advanced Energy Industries, Inc. (2.54%). Gone: Microchip Technology, Inc. (4.85%), Inphi Corp. (3.39%), nLight, Inc. (2.59%), Axcelis Technologies, Inc. (2.54%), Semtech Corp. (2.49%), Synaptics, Inc. (2.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 01 Apr 2021 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 8 added (21.95% of the fund), 8 dropped (25.1%). Turnover proxy 31.6%. Largest increases: KLA Corp. 2.58% to 4.78%; Skyworks Solutions, Inc. 2.84% to 5%; Lam Research Corp. 3.19% to 4.97%; Inphi Corp. 2.41% to 3.39%; Texas Instruments, Inc. 4.55% to 5.07%; Lattice Semiconductor Corp. 2.86% to 3.27%. Largest decreases: Advanced Micro Devices, Inc. 6.19% to 4.46%; ACM Research, Inc. 3.69% to 2.1%; Ultra Clean Holdings, Inc. 3.32% to 2.4%; Synaptics, Inc. 2.9% to 2.41%; Amkor Technology, Inc. 2.95% to 2.56%; MACOM Technology Solutions Holdings, Inc. 3.1% to 2.77%. New: Microchip Technology, Inc. (4.85%), Cohu, Inc. (3.48%), ON Semiconductor Corp. (3.18%), Maxim Integrated Products, Inc. (2.69%), CEVA, Inc. (2.63%), nLight, Inc. (2.59%). Gone: QUALCOMM, Inc. (5.59%), Broadcom, Inc. (4.63%), Micron Technology, Inc. (4.45%), Intel Corp. (3.2%), Veeco Instruments, Inc. (2.68%), Photronics, Inc. (2.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 30 Dec 2020 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/30 positions became 31: 7 added (20.54% of the fund), 6 dropped (15.03%). Turnover proxy 24.1%. Largest increases: Ultra Clean Holdings, Inc. 2.47% to 3.32%; ACM Research, Inc. 3.05% to 3.69%; Applied Materials, Inc. 4.29% to 4.87%; QUALCOMM, Inc. 5.1% to 5.59%; Advanced Micro Devices, Inc. 5.86% to 6.19%; Amkor Technology, Inc. 2.66% to 2.95%. Largest decreases: Intel Corp. 5.29% to 3.2%; Lam Research Corp. 4.4% to 3.19%; Inphi Corp. 3.55% to 2.41%; Cirrus Logic, Inc. 3.03% to 2.16%; Lattice Semiconductor Corp. 3.5% to 2.86%; Power Integrations, Inc. 3.13% to 2.53%. New: Broadcom, Inc. (4.63%), Monolithic Power Systems, Inc. (2.91%), MKS Instruments, Inc. (2.78%), Veeco Instruments, Inc. (2.68%), Axcelis Technologies, Inc. (2.59%), Nova Measuring Instruments Ltd. (2.5%). Gone: Kulicke & Soffa Industries, Inc. (2.92%), Maxim Integrated Products, Inc. (2.64%), Rambus, Inc. (2.42%), Ambarella, Inc. (2.42%), NXP Semiconductors N.V. (2.33%), Ichor Holdings Ltd. (2.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Sep 2020 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 30: 5 added (13.51% of the fund), 6 dropped (17.81%). Turnover proxy 20.7%. Largest increases: Lam Research Corp. 2.84% to 4.4%; Lattice Semiconductor Corp. 2.51% to 3.5%; Inphi Corp. 2.76% to 3.55%; NVIDIA Corp. 5.13% to 5.7%; MACOM Technology Solutions Holdings, Inc. 2.94% to 3.41%; Power Integrations, Inc. 2.71% to 3.13%. Largest decreases: Rambus, Inc. 3.09% to 2.42%; Micron Technology, Inc. 5.22% to 4.66%; NXP Semiconductors N.V. 2.79% to 2.33%; Applied Materials, Inc. 4.71% to 4.29%; Ambarella, Inc. 2.77% to 2.42%; Synaptics, Inc. 2.96% to 2.72%. New: ACM Research, Inc. (3.05%), Kulicke & Soffa Industries, Inc. (2.92%), Maxim Integrated Products, Inc. (2.64%), Photronics, Inc. (2.6%), Ichor Holdings Ltd. (2.31%). Gone: Broadcom, Inc. (4.54%), Diodes, Inc. (2.87%), Nova Measuring Instruments (2.75%), Monolithic Power Systems, Inc. (2.71%), Impinj, Inc. (2.61%), Marvell Technology Group Ltd. (2.33%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jun 2020 12:00:00 GMThttps://themulden.com/funds/psi/https://themulden.com/funds/psi/31 positions became 31: 8 added (24.91% of the fund), 8 dropped (21.74%). Turnover proxy 26.5%. Largest increases: Impinj, Inc. 2.21% to 2.61%; Micron Technology, Inc. 4.84% to 5.22%; Texas Instruments, Inc. 4.35% to 4.69%; Rambus, Inc. 2.82% to 3.09%; Power Integrations, Inc. 2.56% to 2.71%; Lattice Semiconductor Corp. 2.45% to 2.51%. Largest decreases: Amkor Technology, Inc. 3.49% to 2.36%; Applied Materials, Inc. 5.22% to 4.71%; Cirrus Logic, Inc. 3.17% to 2.72%; Lam Research Corp. 3.24% to 2.84%; FormFactor, Inc. 3.19% to 2.79%; NVIDIA Corp. 5.48% to 5.13%. New: Advanced Micro Devices, Inc. (5.65%), Synaptics, Inc. (2.96%), MACOM Technology Solutions Holdings, Inc. (2.94%), Skyworks Solutions, Inc. (2.93%), Nova Measuring Instruments (2.75%), Monolithic Power Systems, Inc. (2.71%). Gone: Analog Devices, Inc. (4.45%), Photronics, Inc. (2.85%), Maxim Integrated Products, Inc. (2.7%), Cypress Semiconductor Corp. (2.52%), TE Connectivity Ltd. (2.42%), Silicon Laboratories, Inc. (2.42%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 31 Mar 2020 12:00:00 GMT