<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>SOXX filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of SOXX 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>SOXX: filing for 2026-06-30 -- 1 added, 0 dropped, turnover 12.1%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 32: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 12.1%. Largest increases: Intel Corp. 4.13% to 6.33%; Astera Labs, Inc. 1.31% to 3.02%; Advanced Micro Devices, Inc. 6.47% to 8.09%; Micron Technology, Inc. 6.99% to 8.54%; KLA Corp. 4.12% to 5.64%; Lam Research Corp. 3.9% to 4.89%. Largest decreases: Broadcom, Inc. 8.27% to 6.08%; NVIDIA Corp. 8.4% to 6.81%; ASML Holding NV 3.57% to 2.3%; QUALCOMM, Inc. 3.86% to 2.65%; Monolithic Power Systems, Inc. 4.08% to 2.93%; Microchip Technology, Inc. 3.02% to 2.17%. New: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Aug 2026 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2026-03-31 -- 0 added, 0 dropped, turnover 5.9%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 31: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.9%. Largest increases: Broadcom, Inc. 6.74% to 8.27%; Marvell Technology, Inc. 3.73% to 5.17%; Teradyne, Inc. 3.04% to 3.95%; Intel Corp. 3.56% to 4.13%; Entegris, Inc. 1.27% to 1.56%; Monolithic Power Systems, Inc. 3.83% to 4.08%. Largest decreases: Advanced Micro Devices, Inc. 7.72% to 6.47%; Astera Labs, Inc. 2.23% to 1.31%; Credo Technology Group Holding Ltd. 2.21% to 1.34%; NXP Semiconductors NV 4.37% to 3.7%; Lam Research Corp. 4.3% to 3.9%; Microchip Technology, Inc. 3.39% to 3.02%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2025-12-31 -- 0 added, 1 dropped, turnover 8.2%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 8.2%. Largest increases: Micron Technology, Inc. 4.98% to 6.97%; Applied Materials, Inc. 4.51% to 5.88%; NXP Semiconductors NV 3.43% to 4.37%; Teradyne, Inc. 2.15% to 3.04%; NVIDIA Corp. 7.59% to 8.26%; Advanced Micro Devices, Inc. 7.05% to 7.72%. Largest decreases: QUALCOMM, Inc. 5.47% to 3.99%; Intel Corp. 4.88% to 3.56%; Broadcom, Inc. 7.86% to 6.74%; Marvell Technology, Inc. 4.74% to 3.73%; Texas Instruments, Inc. 4.8% to 4.04%; ASML Holding NV 4.38% to 3.72%. Gone: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Feb 2026 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2025-09-30 -- 5 added, 5 dropped, turnover 13%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 5 added (7.4% of the fund), 5 dropped (4.33%). Turnover proxy 13%. Largest increases: ASML Holding NV 3.21% to 4.38%; Intel Corp. 3.91% to 4.88%; Lam Research Corp. 4.11% to 4.73%; Taiwan Semiconductor Manufacturing Co. Ltd. 3.46% to 4.07%; Micron Technology, Inc. 4.46% to 4.98%; Applied Materials, Inc. 3.99% to 4.51%. Largest decreases: Texas Instruments, Inc. 6.59% to 4.8%; Advanced Micro Devices, Inc. 8.75% to 7.05%; ON Semiconductor Corp. 2.88% to 1.97%; QUALCOMM, Inc. 6.37% to 5.47%; Microchip Technology, Inc. 4.14% to 3.34%; NXP Semiconductors NV 3.9% to 3.43%. New: Astera Labs, Inc. (2.45%), Credo Technology Group Holding Ltd. (2.14%), Rambus, Inc. (1.09%), Nova Ltd. (0.93%), MACOM Technology Solutions Holdings, Inc. (0.79%). Gone: Qorvo, Inc. (1.04%), Universal Display Corp. (0.89%), Lattice Semiconductor Corp. (0.88%), MKS, Inc. (0.88%), Onto Innovation, Inc. (0.65%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Nov 2025 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2025-06-30 -- 1 added, 0 dropped, turnover 5%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 32: 1 added (0.01% of the fund), 0 dropped (0%). Turnover proxy 5%. Largest increases: Advanced Micro Devices, Inc. 7.29% to 8.75%; Marvell Technology, Inc. 2.97% to 4.39%; Microchip Technology, Inc. 3.65% to 4.14%; Micron Technology, Inc. 4.11% to 4.46%; Broadcom, Inc. 7.44% to 7.78%; ON Semiconductor Corp. 2.57% to 2.88%. Largest decreases: Texas Instruments, Inc. 8.13% to 6.59%; QUALCOMM, Inc. 6.93% to 6.37%; ASML Holding NV 3.67% to 3.21%; Entegris, Inc. 1.97% to 1.6%; Intel Corp. 4.24% to 3.91%; Monolithic Power Systems, Inc. 4.09% to 3.77%. New: N/A (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2025-03-31 -- 0 added, 1 dropped, turnover 7.8%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 7.8%. Largest increases: Texas Instruments, Inc. 5.89% to 8.13%; Intel Corp. 3.34% to 4.24%; QUALCOMM, Inc. 6.12% to 6.93%; Micron Technology, Inc. 3.45% to 4.11%; Monolithic Power Systems, Inc. 3.43% to 4.09%; KLA Corp. 3.91% to 4.25%. Largest decreases: Broadcom, Inc. 11.47% to 7.44%; Marvell Technology, Inc. 4.78% to 2.97%; ON Semiconductor Corp. 3.3% to 2.57%; Teradyne, Inc. 2.47% to 1.96%; Taiwan Semiconductor Manufacturing Co. Ltd. 3.88% to 3.61%; Skyworks Solutions, Inc. 1.75% to 1.56%. Gone: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2024-12-31 -- 1 added, 1 dropped, turnover 9.9%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 1 added (3.92% of the fund), 1 dropped (3.97%). Turnover proxy 9.9%. Largest increases: Broadcom, Inc. 8.47% to 11.47%; Marvell Technology, Inc. 3.78% to 4.78%; Teradyne, Inc. 2.16% to 2.47%; ASML Holding NV 3.39% to 3.66%; Lattice Semiconductor Corp. 0.73% to 0.96%; ON Semiconductor Corp. 3.11% to 3.3%. Largest decreases: Advanced Micro Devices, Inc. 8.83% to 7.06%; Intel Corp. 4.25% to 3.34%; Micron Technology, Inc. 4.31% to 3.45%; Microchip Technology, Inc. 3.91% to 3.37%; Monolithic Power Systems, Inc. 3.95% to 3.43%; Applied Materials, Inc. 4.09% to 3.73%. New: Lam Research Corp. (3.92%). Gone: Lam Research Corp. (3.97%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2025 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2024-09-30 -- 3 added, 3 dropped, turnover 7.9%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 3 added (2.48% of the fund), 3 dropped (1.39%). Turnover proxy 7.9%. Largest increases: Texas Instruments, Inc. 3.78% to 6.02%; Advanced Micro Devices, Inc. 7.37% to 8.83%; Intel Corp. 3.81% to 4.25%; Microchip Technology, Inc. 3.57% to 3.91%; Micron Technology, Inc. 3.99% to 4.31%; Analog Devices, Inc. 3.69% to 3.92%. Largest decreases: Applied Materials, Inc. 6.59% to 4.09%; Broadcom, Inc. 9.17% to 8.47%; NVIDIA Corp. 8.55% to 8.13%; Entegris, Inc. 2.07% to 1.7%; Lam Research Corp. 4.33% to 3.97%; ASML Holding NV 3.74% to 3.39%. New: Onto Innovation, Inc. (1.02%), Universal Display Corp. (0.92%), ARM Holdings plc (0.53%). Gone: Rambus, Inc. (0.64%), Axcelis Technologies, Inc. (0.46%), Wolfspeed, Inc. (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Nov 2024 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2024-06-30 -- 0 added, 0 dropped, turnover 6.4%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.4%. Largest increases: Applied Materials, Inc. 3.94% to 6.59%; Broadcom, Inc. 7.85% to 9.17%; Monolithic Power Systems, Inc. 3.23% to 3.89%; Teradyne, Inc. 1.79% to 2.32%; Lam Research Corp. 3.99% to 4.33%; Taiwan Semiconductor Manufacturing Co. Ltd. 3.76% to 4.04%. Largest decreases: Intel Corp. 6.17% to 3.81%; Micron Technology, Inc. 5.01% to 3.99%; QUALCOMM, Inc. 6.45% to 5.87%; Microchip Technology, Inc. 4.11% to 3.57%; Lattice Semiconductor Corp. 1.11% to 0.8%; Analog Devices, Inc. 3.97% to 3.69%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Aug 2024 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2024-03-31 -- 0 added, 0 dropped, turnover 4.2%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: NVIDIA Corp. 7.53% to 8.79%; Micron Technology, Inc. 3.99% to 5.01%; Taiwan Semiconductor Manufacturing Co. Ltd. 3.41% to 3.76%; Microchip Technology, Inc. 3.84% to 4.11%; Entegris, Inc. 1.96% to 2.19%; MKS Instruments, Inc. 0.71% to 0.92%. Largest decreases: Advanced Micro Devices, Inc. 8.65% to 7.22%; Broadcom, Inc. 8.58% to 7.85%; ON Semiconductor Corp. 3.93% to 3.26%; Intel Corp. 6.42% to 6.17%; Wolfspeed, Inc. 0.59% to 0.38%; STMicroelectronics NV 1.4% to 1.2%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2023-12-31 -- 1 added, 0 dropped, turnover 4.9%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 32: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.9%. Largest increases: QUALCOMM, Inc. 4.14% to 6.4%; Broadcom, Inc. 7.69% to 8.58%; Monolithic Power Systems, Inc. 2.5% to 3.15%; Advanced Micro Devices, Inc. 8.31% to 8.65%; Entegris, Inc. 1.68% to 1.96%; Skyworks Solutions, Inc. 1.88% to 1.97%. Largest decreases: Texas Instruments, Inc. 6.29% to 3.97%; Lattice Semiconductor Corp. 1.4% to 1.03%; BlackRock Funds III 0.49% to 0.14%; Intel Corp. 6.72% to 6.42%; Analog Devices, Inc. 4.11% to 3.85%; Taiwan Semiconductor Manufacturing Co. Ltd. 3.66% to 3.41%. New: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2023-09-30 -- 2 added, 3 dropped, turnover 4.7%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 31: 2 added (1.35% of the fund), 3 dropped (0.95%). Turnover proxy 4.7%. Largest increases: Advanced Micro Devices, Inc. 7.22% to 8.31%; Micron Technology, Inc. 3.47% to 4.15%; Intel Corp. 6.26% to 6.72%; BlackRock Funds III 0.15% to 0.49%; QUALCOMM, Inc. 3.93% to 4.14%; Texas Instruments, Inc. 6.1% to 6.29%. Largest decreases: NVIDIA Corp. 8.38% to 7.53%; Microchip Technology, Inc. 4.46% to 4.07%; Broadcom, Inc. 8.05% to 7.69%; Monolithic Power Systems, Inc. 2.78% to 2.5%; Wolfspeed, Inc. 0.79% to 0.57%; Entegris, Inc. 1.89% to 1.68%. New: Rambus, Inc. (0.72%), Axcelis Technologies, Inc. (0.63%). Gone: Silicon Laboratories, Inc. (0.56%), Synaptics, Inc. (0.38%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 22 Nov 2023 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2023-06-30 -- 0 added, 0 dropped, turnover 5.3%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.3%. Largest increases: Intel Corp. 4.82% to 6.26%; Microchip Technology, Inc. 3.8% to 4.46%; Entegris, Inc. 1.35% to 1.89%; NXP Semiconductors NV 3.84% to 4.28%; ON Semiconductor Corp. 3.91% to 4.24%; Monolithic Power Systems, Inc. 2.46% to 2.78%. Largest decreases: Texas Instruments, Inc. 7.98% to 6.1%; QUALCOMM, Inc. 5.81% to 3.93%; NVIDIA Corp. 8.8% to 8.38%; Micron Technology, Inc. 3.84% to 3.47%; ASML Holding NV 3.63% to 3.42%; Lam Research Corp. 4.01% to 3.91%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Aug 2023 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2023-03-31 -- 0 added, 0 dropped, turnover 4.1%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.1%. Largest increases: Advanced Micro Devices, Inc. 5.79% to 7.02%; NVIDIA Corp. 7.7% to 8.8%; Intel Corp. 3.92% to 4.82%; ON Semiconductor Corp. 3.7% to 3.91%; STMicroelectronics NV 1.39% to 1.58%; Monolithic Power Systems, Inc. 2.29% to 2.46%. Largest decreases: Broadcom, Inc. 9.05% to 7.94%; KLA Corp. 4.28% to 3.87%; Wolfspeed, Inc. 1.24% to 0.89%; Analog Devices, Inc. 4.26% to 3.95%; QUALCOMM, Inc. 6.03% to 5.81%; Qorvo, Inc. 1.33% to 1.12%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 May 2023 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2022-12-31 -- 1 added, 0 dropped, turnover 4%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 32: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 4%. Largest increases: NVIDIA Corp. 6.79% to 7.7%; Advanced Micro Devices, Inc. 5.14% to 5.79%; Broadcom, Inc. 8.43% to 9.05%; Intel Corp. 3.61% to 3.92%; KLA Corp. 4.01% to 4.28%; Lam Research Corp. 3.72% to 3.97%. Largest decreases: Wolfspeed, Inc. 1.98% to 1.24%; Texas Instruments, Inc. 8.8% to 8.17%; Microchip Technology, Inc. 4.51% to 3.96%; ON Semiconductor Corp. 4.21% to 3.7%; Entegris, Inc. 1.92% to 1.42%; Marvell Technology, Inc. 3.92% to 3.55%. New: N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Feb 2023 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2022-09-30 -- 1 added, 1 dropped, turnover 8.7%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 31: 1 added (0.69% of the fund), 1 dropped (0.66%). Turnover proxy 8.7%. Largest increases: Texas Instruments, Inc. 6.61% to 8.8%; QUALCOMM, Inc. 4.34% to 5.97%; ON Semiconductor Corp. 3.25% to 4.21%; Wolfspeed, Inc. 1.17% to 1.98%; Microchip Technology, Inc. 3.89% to 4.51%; Micron Technology, Inc. 3.64% to 4.12%. Largest decreases: Intel Corp. 8.19% to 3.61%; NVIDIA Corp. 7.9% to 6.79%; Advanced Micro Devices, Inc. 5.71% to 5.14%; Lam Research Corp. 3.99% to 3.72%; Teradyne, Inc. 2.14% to 1.88%; KLA Corp. 4.25% to 4.01%. New: Silicon Laboratories, Inc. (0.69%). Gone: Universal Display Corp (0.66%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2022-06-30 -- 0 added, 1 dropped, turnover 5.9%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 31: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 5.9%. Largest increases: Texas Instruments Inc 4.3% to 6.61%; Intel Corp 6.18% to 8.19%; ON Semiconductor Corp 2.89% to 3.25%; Taiwan Semiconductor Manufacturing Co Ltd 3.58% to 3.82%; Monolithic Power Systems Inc 2.28% to 2.52%; Lam Research Corp 3.81% to 3.99%. Largest decreases: Advanced Micro Devices Inc 7.06% to 5.71%; NVIDIA Corp 8.91% to 7.9%; QUALCOMM Inc 5.28% to 4.34%; Marvell Technology Inc 4.18% to 3.58%; Broadcom Inc 8.53% to 8.15%; Microchip Technology Inc 4.25% to 3.89%. Gone: Chicago Mercantile Exchange (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Aug 2022 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2022-03-31 -- 1 added, 1 dropped, turnover 9.3%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 1 added (0.84% of the fund), 1 dropped (3.6%). Turnover proxy 9.3%. Largest increases: Advanced Micro Devices Inc 5.06% to 7.06%; NVIDIA Corp 6.98% to 8.91%; ON Semiconductor Corp 2.35% to 2.89%; Monolithic Power Systems Inc 1.75% to 2.28%; Texas Instruments Inc 3.8% to 4.3%; Wolfspeed Inc 1.05% to 1.51%. Largest decreases: QUALCOMM Inc 7.85% to 5.28%; Micron Technology Inc 4.3% to 3.49%; Broadcom Inc 9.32% to 8.53%; Marvell Technology Inc 4.77% to 4.18%; Lam Research Corp 4.1% to 3.81%; Applied Materials Inc 4.15% to 3.91%. New: Synaptics Inc (0.84%). Gone: Xilinx Inc (3.6%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 May 2022 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2021-12-31 -- 2 added, 1 dropped, turnover 8.7%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>31 positions became 32: 2 added (1.05% of the fund), 1 dropped (0.9%). Turnover proxy 8.7%. Largest increases: QUALCOMM Inc 5.24% to 7.85%; Advanced Micro Devices Inc 3.88% to 5.06%; Broadcom Inc 8.15% to 9.32%; Marvell Technology Inc 4.12% to 4.77%; ON Semiconductor Corp 1.89% to 2.35%; Teradyne Inc 1.74% to 2.17%. Largest decreases: Intel Corp 8.24% to 5.82%; Texas Instruments Inc 6% to 3.8%; NVIDIA Corp 7.74% to 6.98%; Skyworks Solutions Inc 2.63% to 2.09%; Analog Devices Inc 4.3% to 3.78%; Qorvo Inc 1.79% to 1.4%. New: Wolfspeed Inc (1.05%), Chicago Mercantile Exchange (0%). Gone: Cree Inc (0.9%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2021-09-30 -- 1 added, 2 dropped, turnover 6.4%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 31: 1 added (0.84% of the fund), 2 dropped (2.5%). Turnover proxy 6.4%. Largest increases: Intel Corp 7.47% to 8.24%; Texas Instruments Inc 5.29% to 6%; Monolithic Power Systems Inc 1.43% to 2.03%; Broadcom Inc 7.67% to 8.15%; Xilinx Inc 3.16% to 3.62%; ON Semiconductor Corp 1.43% to 1.89%. Largest decreases: NVIDIA Corp 9.36% to 7.74%; Advanced Micro Devices Inc 4.46% to 3.88%; QUALCOMM Inc 5.55% to 5.24%; ASML Holding NV 3.68% to 3.43%; Teradyne Inc 1.97% to 1.74%; Skyworks Solutions Inc 2.81% to 2.63%. New: Lattice Semiconductor Corp (0.84%). Gone: Maxim Integrated Products Inc (2.5%), Chicago Mercantile Exchange (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Nov 2021 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2021-06-30 -- 6 added, 6 dropped, turnover 14.1%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 6 added (9.86% of the fund), 6 dropped (5.62%). Turnover proxy 14.1%. Largest increases: NVIDIA Corp 7.64% to 9.36%; Advanced Micro Devices Inc 3.64% to 4.46%; Xilinx Inc 2.59% to 3.16%; Teradyne Inc 1.73% to 1.97%; Skyworks Solutions Inc 2.57% to 2.81%; Qorvo Inc 1.76% to 1.95%. Largest decreases: Texas Instruments Inc 8.61% to 5.29%; QUALCOMM Inc 7.64% to 5.55%; Intel Corp 8.26% to 7.47%; NXP Semiconductors NV 4.33% to 3.7%; Applied Materials Inc 4.44% to 3.92%; ASML Holding NV 4.08% to 3.68%. New: Marvell Technology Inc (4.23%), Maxim Integrated Products Inc (2.5%), STMicroelectronics NV (1.02%), Universal Display Corp (0.85%), United Microelectronics Corp (0.72%), ASE Technology Holding Co Ltd (0.54%). Gone: Marvell Technology Group Ltd (2.8%), Inphi Corp (0.81%), Silicon Laboratories Inc (0.53%), Lattice Semiconductor Corp (0.52%), Brooks Automation Inc (0.52%), CMC Materials Inc (0.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Aug 2021 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2021-03-31 -- 0 added, 0 dropped, turnover 4.1%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.1%. Largest increases: Texas Instruments Inc 7.76% to 8.61%; ASML Holding NV 3.53% to 4.08%; NXP Semiconductors NV 3.82% to 4.33%; Applied Materials Inc 3.99% to 4.44%; Intel Corp 7.85% to 8.26%; KLA Corp 3.83% to 4.17%. Largest decreases: Xilinx Inc 3.33% to 2.59%; Micron Technology Inc 4.47% to 3.78%; Taiwan Semiconductor Manufacturing Co Ltd 4.28% to 3.69%; Broadcom Inc 8.31% to 7.74%; Marvell Technology Group Ltd 3.05% to 2.8%; QUALCOMM Inc 7.89% to 7.64%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 May 2021 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2020-12-31 -- 1 added, 1 dropped, turnover 2.9%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 1 added (0.42% of the fund), 1 dropped (0.51%). Turnover proxy 2.9%. Largest increases: Micron Technology Inc 4.14% to 4.47%; Teradyne Inc 1.64% to 1.9%; Cree Inc 0.87% to 1.12%; Microchip Technology Inc 3.22% to 3.44%; Taiwan Semiconductor Manufacturing Co Ltd 4.1% to 4.28%; ON Semiconductor Corp 1.11% to 1.29%. Largest decreases: NVIDIA Corp 8.11% to 7.42%; Skyworks Solutions Inc 3.02% to 2.43%; Texas Instruments Inc 8.05% to 7.76%; Intel Corp 8.15% to 7.85%; Marvell Technology Group Ltd 3.3% to 3.05%; NXP Semiconductors NV 3.98% to 3.82%. New: CMC Materials Inc (0.42%). Gone: Cabot Microelectronics Corp (0.51%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Feb 2021 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2020-09-30 -- 3 added, 3 dropped, turnover 5%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 3 added (1.63% of the fund), 3 dropped (3%). Turnover proxy 5%. Largest increases: Intel Corp 7.02% to 8.15%; Broadcom Inc 8% to 8.41%; Marvell Technology Group Ltd 3.02% to 3.3%; Skyworks Solutions Inc 2.76% to 3.02%; Entegris Inc 1.03% to 1.24%; NVIDIA Corp 7.9% to 8.11%. Largest decreases: Lam Research Corp 4.37% to 3.95%; QUALCOMM Inc 8.33% to 7.92%; Teradyne Inc 1.81% to 1.64%; KLA Corp 3.9% to 3.74%; ASML Holding NV 3.66% to 3.5%; NXP Semiconductors NV 4.12% to 3.98%. New: Inphi Corp (0.72%), Lattice Semiconductor Corp (0.49%), Brooks Automation Inc (0.42%). Gone: Maxim Integrated Products Inc (2.09%), Cirrus Logic Inc (0.47%), Semtech Corp (0.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2020-06-30 -- 0 added, 0 dropped, turnover 7%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7%. Largest increases: Broadcom Inc 6.8% to 8%; QUALCOMM Inc 7.35% to 8.33%; NXP Semiconductors NV 3.25% to 4.12%; Microchip Technology Inc 2.76% to 3.34%; Marvell Technology Group Ltd 2.58% to 3.02%; Analog Devices Inc 3.6% to 4.01%. Largest decreases: NVIDIA Corp 11.03% to 7.9%; Advanced Micro Devices Inc 5.27% to 3.61%; Intel Corp 8.46% to 7.02%; Xilinx Inc 3.34% to 3.09%; Cirrus Logic Inc 0.65% to 0.47%; Maxim Integrated Products Inc 2.24% to 2.09%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2020-03-31 -- 0 added, 0 dropped, turnover 5.4%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.4%. Largest increases: NVIDIA Corp 8.05% to 11.03%; Advanced Micro Devices Inc 4.35% to 5.27%; Intel Corp 7.65% to 8.46%; ASML Holding NV 3.05% to 3.31%; Monolithic Power Systems Inc 1.08% to 1.24%; Marvell Technology Group Ltd 2.47% to 2.58%. Largest decreases: NXP Semiconductors NV 4.08% to 3.25%; Microchip Technology Inc 3.49% to 2.76%; Broadcom Inc 7.4% to 6.8%; ON Semiconductor Corp 1.4% to 0.87%; QUALCOMM Inc 7.82% to 7.35%; Texas Instruments Inc 7.9% to 7.54%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>SOXX: filing for 2019-12-31 -- 0 added, 0 dropped, turnover 3.2%</title><link>https://themulden.com/funds/soxx/</link><guid isPermaLink="true">https://themulden.com/funds/soxx/</guid><description>32 positions became 32: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.2%. Largest increases: Advanced Micro Devices Inc 3.55% to 4.35%; Skyworks Solutions Inc 2.24% to 2.87%; Micron Technology Inc 3.65% to 4.19%; Qorvo Inc 1.44% to 1.88%; QUALCOMM Inc 7.56% to 7.82%; Cirrus Logic Inc 0.51% to 0.66%. Largest decreases: Intel Corp 8.37% to 7.65%; Maxim Integrated Products Inc 2.59% to 2.32%; Marvell Technology Group Ltd 2.72% to 2.47%; KLA Corp 4.15% to 3.92%; Cree Inc 0.86% to 0.69%; Chicago Mercantile Exchange 0.17% to 0%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>