Each N-PORT filing of UFOX 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/ufox/https://themulden.com/funds/ufox/59 positions became 59: 1 added (5.24% of the fund), 1 dropped (1.25%). Turnover proxy 19.1%. Largest increases: MaxLinear Inc 1.28% to 6.47%; Marvell Technology Inc 1.84% to 3.8%; Credo Technology Group Holding 1.12% to 2.22%; ARM Holdings PLC 1.72% to 2.76%; CEVA Inc 1.17% to 2.02%; Datadog Inc 1.38% to 2.09%. Largest decreases: AST SpaceMobile Inc 4.73% to 3.48%; EchoStar Corp 2.85% to 1.69%; Apple Inc 4.9% to 3.83%; NVIDIA Corp 4.72% to 3.71%; Oracle Corp 2.98% to 2.03%; AT&T Inc 1.61% to 0.79%. New: SPACEX (5.24%). Gone: CSG Systems International Inc (1.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Aug 2026 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 59: 8 added (14.08% of the fund), 0 dropped (0%). Turnover proxy 18.6%. Largest increases: AST SpaceMobile Inc 3.01% to 4.73%; ARM Holdings PLC 1.2% to 1.72%; AT&T Inc 1.21% to 1.61%; T-Mobile US Inc 1.2% to 1.49%; Kingsoft Cloud Holdings Ltd 0.97% to 1.24%; Digital Realty Trust Inc 1.26% to 1.51%. Largest decreases: Globalstar Inc 2.93% to 1.33%; Gilat Satellite Networks Ltd 2.04% to 0.51%; Ciena Corp 2.86% to 1.7%; QUALCOMM Inc 3.05% to 2.03%; Cisco Systems Inc 4.12% to 3.23%; Viavi Solutions Inc 2.23% to 1.4%. New: Rocket Lab Corp (4.49%), EchoStar Corp (2.85%), Planet Labs PBC (2.07%), Lumentum Holdings Inc (1.54%), Firefly Aerospace Inc (1.12%), Intuitive Machines Inc (0.87%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 May 2026 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 51: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.5%. Largest increases: Globalstar Inc 1.81% to 2.93%; Ciena Corp 1.85% to 2.86%; AST SpaceMobile Inc 2.11% to 3.01%; Viavi Solutions Inc 1.65% to 2.23%; DigitalOcean Holdings Inc 1.55% to 2.1%; Nokia Oyj 1.87% to 2.42%. Largest decreases: Oracle Corp 4.21% to 2.81%; Kingsoft Cloud Holdings Ltd 1.46% to 0.97%; ARM Holdings PLC 1.61% to 1.2%; F5 Inc 1.63% to 1.24%; Arista Networks Inc 2.82% to 2.44%; Skyworks Solutions Inc 1.67% to 1.33%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Feb 2026 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/50 positions became 51: 3 added (5.13% of the fund), 2 dropped (2.94%). Turnover proxy 12.4%. Largest increases: Apple Inc 3.98% to 5.52%; Kingsoft Cloud Holdings Ltd 0.95% to 1.46%; DigitalOcean Holdings Inc 1.05% to 1.55%; Marvell Technology Inc 1.98% to 2.45%; InterDigital Inc 1.42% to 1.84%; Viavi Solutions Inc 1.24% to 1.65%. Largest decreases: Broadcom Inc 5.97% to 4.39%; Oracle Corp 5.65% to 4.21%; Credo Technology Group Holding 2.67% to 1.57%; CommScope Holding Co Inc 2.2% to 1.49%; Celestica Inc 2.46% to 1.75%; Calix Inc 2.16% to 1.52%. New: Gilat Satellite Networks Ltd (1.89%), CEVA Inc (1.77%), Digital Realty Trust Inc (1.47%). Gone: Juniper Networks Inc (1.58%), Crown Castle Inc (1.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Nov 2025 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 50: 0 added (0% of the fund), 1 dropped (1.62%). Turnover proxy 9.9%. Largest increases: Broadcom Inc 4.42% to 5.97%; Credo Technology Group Holding 1.41% to 2.67%; Oracle Corp 4.41% to 5.65%; Celestica Inc 1.51% to 2.46%; AST SpaceMobile Inc 1.37% to 2.31%; NVIDIA Corp 4.81% to 5.74%. Largest decreases: Apple Inc 5.25% to 3.98%; QUALCOMM Inc 3.55% to 3.01%; DigitalOcean Holdings Inc 1.49% to 1.05%; Viavi Solutions Inc 1.68% to 1.24%; T-Mobile US Inc 1.61% to 1.18%; Nokia Oyj 2.01% to 1.62%. Gone: SolarWinds Corp (1.62%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 22 Aug 2025 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 51: 3 added (4.33% of the fund), 3 dropped (5.06%). Turnover proxy 15%. Largest increases: Viasat Inc 0.76% to 1.77%; Qorvo Inc 0.93% to 1.74%; Crown Castle Inc 0.98% to 1.68%; American Tower Corp 0.99% to 1.62%; QUALCOMM Inc 2.94% to 3.55%; N-able Inc/US 1.02% to 1.59%. Largest decreases: Credo Technology Group Holding 3.45% to 1.41%; Broadcom Inc 6.3% to 4.42%; Celestica Inc 2.82% to 1.51%; Marvell Technology Inc 2.78% to 1.92%; Ciena Corp 2.21% to 1.53%; Kyndryl Holdings Inc 2.1% to 1.55%. New: Globalstar Inc (1.52%), Radware Ltd (1.49%), Kingsoft Cloud Holdings Ltd (1.33%). Gone: Globalstar Inc (2.29%), HashiCorp Inc (1.4%), Infinera Corp (1.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 May 2025 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 51: 1 added (2.91% of the fund), 1 dropped (2.78%). Turnover proxy 11%. Largest increases: Credo Technology Group Holding 1.73% to 3.45%; Broadcom Inc 5.15% to 6.3%; Celestica Inc 1.71% to 2.82%; Marvell Technology Inc 1.99% to 2.78%; Globalstar Inc 1.51% to 2.29%; Kyndryl Holdings Inc 1.53% to 2.1%. Largest decreases: QUALCOMM Inc 3.57% to 2.94%; Qorvo Inc 1.51% to 0.93%; N-able Inc/US 1.56% to 1.02%; Oracle Corp 4.91% to 4.38%; Crown Castle Inc 1.4% to 0.98%; Viasat Inc 1.18% to 0.76%. New: Arista Networks Inc (2.91%). Gone: Arista Networks Inc (2.78%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Feb 2025 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 51: 9 added (13.8% of the fund), 9 dropped (19.03%). Turnover proxy 23.4%. Largest increases: Viavi Solutions Inc 0.79% to 1.6%; Ciena Corp 1.04% to 1.77%; CSG Systems International Inc 0.97% to 1.58%; NetScout Systems Inc 1.08% to 1.65%; First American Government Obli 0.04% to 0.58%; Akamai Technologies Inc 1.18% to 1.69%. Largest decreases: NVIDIA Corp 6.6% to 4.91%; Apple Inc 5.9% to 4.95%; QUALCOMM Inc 4.27% to 3.57%; Broadcom Inc 5.64% to 5.15%; Credo Technology Group Holding 1.88% to 1.73%; AT&T Inc 1.58% to 1.45%. New: CommScope Holding Co Inc (1.74%), Iridium Communications Inc (1.67%), A10 Networks Inc (1.63%), SolarWinds Corp (1.56%), N-able Inc/US (1.56%), Infinera Corp (1.54%). Gone: Advanced Micro Devices Inc (3.65%), Analog Devices Inc (2.92%), Intel Corp (2.53%), Dell Technologies Inc (2.21%), NXP Semiconductors NV (2.09%), Hewlett Packard Enterprise Co (1.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Nov 2024 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 51: 1 added (1.61% of the fund), 1 dropped (1.36%). Turnover proxy 8.1%. Largest increases: NVIDIA Corp 5.19% to 6.6%; Apple Inc 5.16% to 5.9%; Broadcom Inc 5% to 5.64%; Credo Technology Group Holding 1.34% to 1.88%; Dell Technologies Inc 1.72% to 2.21%; QUALCOMM Inc 3.9% to 4.27%. Largest decreases: Intel Corp 3.88% to 2.53%; Advanced Micro Devices Inc 4.36% to 3.65%; Cisco Systems Inc 4.08% to 3.62%; Lattice Semiconductor Corp 1.39% to 0.96%; Akamai Technologies Inc 1.53% to 1.18%; CSG Systems International Inc 1.31% to 0.97%. New: Celestica Inc (1.61%). Gone: Celestica Inc (1.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Aug 2024 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/48 positions became 51: 5 added (6.85% of the fund), 2 dropped (2.1%). Turnover proxy 9.8%. Largest increases: Oracle Corp 3.95% to 4.51%; Extreme Networks Inc 0.85% to 1.3%; NetScout Systems Inc 0.98% to 1.38%; Lattice Semiconductor Corp 0.99% to 1.39%; Nokia Oyj 1.38% to 1.6%; CTS Corp 1.25% to 1.42%. Largest decreases: Broadcom Inc 6.18% to 5%; Intel Corp 5.01% to 3.88%; Advanced Micro Devices Inc 5.49% to 4.36%; First American Government Obli 0.39% to 0.05%; InterDigital Inc 1.66% to 1.36%; American Tower Corp 1.76% to 1.47%. New: ARM Holdings PLC (1.43%), HashiCorp Inc (1.4%), Celestica Inc (1.36%), Credo Technology Group Holding (1.34%), DigitalOcean Holdings Inc (1.33%). Gone: A10 Networks Inc (1.12%), Ubiquiti Inc (0.99%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 30 May 2024 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/51 positions became 48: 0 added (0% of the fund), 3 dropped (4.95%). Turnover proxy 8.6%. Largest increases: Advanced Micro Devices Inc 4.16% to 5.49%; Broadcom Inc 5% to 6.18%; Intel Corp 3.85% to 5.01%; QUALCOMM Inc 3.43% to 4.12%; Datadog Inc 1.73% to 2.13%; Arista Networks Inc 2.07% to 2.44%. Largest decreases: Cisco Systems Inc 4.94% to 4.27%; Extreme Networks Inc 1.27% to 0.85%; NetScout Systems Inc 1.36% to 0.98%; Oracle Corp 4.31% to 3.95%; Lattice Semiconductor Corp 1.34% to 0.99%; A10 Networks Inc 1.39% to 1.12%. Gone: VMware Inc (2.05%), National Instruments Corp (1.46%), New Relic Inc (1.43%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Feb 2024 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/78 positions became 51: 6 added (11.67% of the fund), 33 dropped (20.97%). Turnover proxy 45%. Largest increases: Broadcom Inc 1.05% to 5%; Cisco Systems Inc 0.99% to 4.94%; Apple Inc 1.04% to 4.91%; NVIDIA Corp 1.08% to 4.85%; Intel Corp 1.02% to 3.85%; QUALCOMM Inc 0.99% to 3.43%. Largest decreases: NXP Semiconductors NV 5.18% to 2.07%; Marvell Technology Inc 4.54% to 1.89%; Analog Devices Inc 5.16% to 2.79%; Nokia Oyj 3.41% to 1.64%; Verizon Communications Inc 3.03% to 1.49%; T-Mobile US Inc 3.15% to 1.64%. New: Oracle Corp (4.31%), Datadog Inc (1.73%), NetApp Inc (1.48%), Dynatrace Inc (1.47%), New Relic Inc (1.43%), Kyndryl Holdings Inc (1.25%). Gone: BCE Inc (1.62%), Charter Communications Inc (1.25%), Amazon.com Inc (1.03%), Telefonica SA (1.01%), CEVA Inc (0.98%), Corning Inc (0.95%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Nov 2023 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/80 positions became 78: 0 added (0% of the fund), 2 dropped (0.54%). Turnover proxy 7.7%. Largest increases: National Instruments Corp 0.63% to 1.67%; Akamai Technologies Inc 2.14% to 2.76%; Amdocs Ltd 1.78% to 2.32%; Keysight Technologies Inc 2.57% to 2.97%; T-Mobile US Inc 2.76% to 3.15%; Calix Inc 0.57% to 0.94%. Largest decreases: Advanced Micro Devices Inc 6.6% to 4.62%; Nokia Oyj 4.23% to 3.41%; NVIDIA Corp 1.63% to 1.08%; Skyworks Solutions Inc 3.08% to 2.62%; Analog Devices Inc 5.61% to 5.16%; InterDigital Inc 1.43% to 1.06%. Gone: Altice USA Inc (0.42%), Casa Systems Inc (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Aug 2023 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/81 positions became 80: 0 added (0% of the fund), 1 dropped (1.02%). Turnover proxy 7.3%. Largest increases: Advanced Micro Devices Inc 4.72% to 6.6%; NVIDIA Corp 0.93% to 1.63%; Lattice Semiconductor Corp 1.7% to 2.32%; Analog Devices Inc 5.05% to 5.61%; Skyworks Solutions Inc 2.58% to 3.08%; NXP Semiconductors NV 4.92% to 5.37%. Largest decreases: First American Government Obli 0.93% to 0.26%; Keysight Technologies Inc 2.95% to 2.57%; Akamai Technologies Inc 2.49% to 2.14%; American Tower Corp 3.08% to 2.74%; Verizon Communications Inc 3.25% to 2.96%; Lumen Technologies Inc 0.49% to 0.23%. Gone: Sierra Wireless Inc (1.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/87 positions became 81: 1 added (0.44% of the fund), 7 dropped (2.73%). Turnover proxy 14%. Largest increases: Nokia Oyj 3.06% to 4.33%; Skyworks Solutions Inc 1.57% to 2.58%; Advanced Micro Devices Inc 3.78% to 4.72%; Qorvo Inc 0.86% to 1.74%; Ericsson 2.52% to 3.33%; First American Government Obli 0.18% to 0.93%. Largest decreases: QUALCOMM Inc 4.94% to 0.95%; Keysight Technologies Inc 3.96% to 2.95%; ADTRAN Holdings Inc 1.13% to 0.5%; Calix Inc 1.36% to 0.79%; Edgio Inc 0.97% to 0.44%; Clearfield Inc 0.97% to 0.46%. New: DigitalBridge Group Inc (0.44%). Gone: Inseego Corp (0.62%), Switch Inc (0.61%), Allot Ltd (0.44%), Ceragon Networks Ltd (0.37%), EMCORE Corp (0.29%), IHS Holding Ltd (0.28%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Feb 2023 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/88 positions became 87: 2 added (1.56% of the fund), 3 dropped (1.5%). Turnover proxy 8.3%. Largest increases: Keysight Technologies Inc 3.16% to 3.96%; Calix Inc 0.69% to 1.36%; Edgio Inc 0.46% to 0.97%; Clearfield Inc 0.52% to 0.97%; NXP Semiconductors NV 3.9% to 4.27%; Arista Networks Inc 1.01% to 1.33%. Largest decreases: AT&T Inc 3.3% to 2.66%; Verizon Communications Inc 3.26% to 2.68%; Ericsson 2.96% to 2.52%; Advanced Micro Devices Inc 4.15% to 3.78%; Charter Communications Inc 1.28% to 0.91%; Telefonica SA 0.95% to 0.66%. New: ADTRAN Holdings Inc (1.13%), Coherent Corp (0.42%). Gone: NeoPhotonics Corp (0.56%), ADTRAN Inc (0.5%), II-VI Inc (0.44%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/85 positions became 88: 4 added (1.98% of the fund), 1 dropped (0.28%). Turnover proxy 8.9%. Largest increases: NXP Semiconductors NV 3.12% to 3.9%; Ericsson 2.2% to 2.96%; Nokia Oyj 2.28% to 3.01%; Keysight Technologies Inc 2.6% to 3.16%; QUALCOMM Inc 4.64% to 5.08%; Lattice Semiconductor Corp 0.68% to 1.03%. Largest decreases: Advanced Micro Devices Inc 7.13% to 4.15%; Edgio Inc 0.98% to 0.46%; First American Government Obli 0.55% to 0.08%; Akamai Technologies Inc 3.22% to 2.77%; Charter Communications Inc 1.69% to 1.28%; F5 Inc 1.73% to 1.42%. New: Chunghwa Telecom Co Ltd (0.65%), Switch Inc (0.55%), Focus Universal Inc (0.46%), Starry Group Holdings Inc (0.32%). Gone: Airgain Inc (0.28%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Aug 2022 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/88 positions became 85: 0 added (0% of the fund), 3 dropped (3.84%). Turnover proxy 8%. Largest increases: Advanced Micro Devices Inc 4.84% to 7.13%; T-Mobile US Inc 2.26% to 2.83%; Akamai Technologies Inc 2.78% to 3.22%; Limelight Networks Inc 0.57% to 0.98%; Verizon Communications Inc 3.02% to 3.35%; Amdocs Ltd 1.28% to 1.6%. Largest decreases: Keysight Technologies Inc 3% to 2.6%; Calix Inc 0.72% to 0.43%; NXP Semiconductors NV 3.39% to 3.12%; QUALCOMM Inc 4.9% to 4.64%; Marvell Technology Inc 3.36% to 3.12%; Ribbon Communications Inc 0.52% to 0.3%. Gone: Xilinx Inc (2.94%), CyrusOne Inc (0.49%), Resonant Inc (0.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 31 May 2022 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/88 positions became 88: 3 added (1.29% of the fund), 3 dropped (1.52%). Turnover proxy 8.7%. Largest increases: Marvell Technology Inc 2.5% to 3.36%; First American Government Obli 0.09% to 0.69%; American Tower Corp 2.68% to 3.11%; Ciena Corp 1.21% to 1.59%; Xilinx Inc 2.59% to 2.94%; DZS Inc 0.32% to 0.56%. Largest decreases: Advanced Micro Devices Inc 6.61% to 4.84%; Analog Devices Inc 5.65% to 4.61%; Ericsson 2.82% to 2.31%; Skyworks Solutions Inc 1.9% to 1.42%; Keysight Technologies Inc 3.44% to 3%; Qorvo Inc 1.33% to 0.95%. New: IHS Holding Ltd (0.51%), Allot Ltd (0.48%), SK Telecom Co Ltd (0.29%). Gone: CoreSite Realty Corp (0.54%), SK Telecom Co Ltd (0.52%), Maxar Technologies Inc (0.47%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/90 positions became 88: 0 added (0% of the fund), 2 dropped (2.02%). Turnover proxy 6%. Largest increases: Analog Devices Inc 3.94% to 5.65%; Advanced Micro Devices Inc 5.72% to 6.61%; Keysight Technologies Inc 3.07% to 3.44%; Xilinx Inc 2.36% to 2.59%; Marvell Technology Inc 2.3% to 2.5%; Nokia Oyj 2.34% to 2.52%. Largest decreases: QUALCOMM Inc 5.24% to 4.98%; Skyworks Solutions Inc 2.1% to 1.9%; DZS Inc 0.51% to 0.32%; Altice USA Inc 0.52% to 0.33%; Ericsson 3.01% to 2.82%; Airgain Inc 0.51% to 0.33%. Gone: Maxim Integrated Products Inc (1.52%), QTS Realty Trust Inc (0.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Nov 2021 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/76 positions became 90: 15 added (10.06% of the fund), 1 dropped (2.17%). Turnover proxy 17.6%. Largest increases: Advanced Micro Devices Inc 0.8% to 5.72%; QUALCOMM Inc 4.14% to 5.24%; Verizon Communications Inc 2.65% to 2.87%; NVIDIA Corp 0.93% to 1.12%; Sierra Wireless Inc 0.46% to 0.59%; Lattice Semiconductor Corp 0.59% to 0.71%. Largest decreases: NXP Semiconductors NV 5.94% to 3.29%; Ericsson 5.04% to 3.01%; Analog Devices Inc 5.2% to 3.94%; Skyworks Solutions Inc 3.29% to 2.1%; Xilinx Inc 3.24% to 2.36%; Maxim Integrated Products Inc 2.28% to 1.52%. New: Marvell Technology Inc (2.3%), BCE Inc (1.07%), Telefonica SA (0.64%), MaxLinear Inc (0.58%), Rogers Communications Inc (0.55%), Altice USA Inc (0.52%). Gone: Marvell Technology Group Ltd (2.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Aug 2021 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/77 positions became 76: 1 added (0.67% of the fund), 2 dropped (1.03%). Turnover proxy 5.2%. Largest increases: NXP Semiconductors NV 4.87% to 5.94%; Skyworks Solutions Inc 2.85% to 3.29%; Ericsson 4.74% to 5.04%; F5 Networks Inc 1.8% to 2.06%; Intel Corp 0.95% to 1.18%; Hewlett Packard Enterprise Co 0.72% to 0.92%. Largest decreases: QUALCOMM Inc 4.94% to 4.14%; Xilinx Inc 3.85% to 3.24%; T-Mobile US Inc 2.65% to 2.37%; Inseego Corp 0.71% to 0.44%; Charter Communications Inc 2.32% to 2.09%; Akamai Technologies Inc 2.94% to 2.75%. New: Lumen Technologies Inc (0.67%). Gone: Acacia Communications Inc (0.53%), CenturyLink Inc (0.51%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 May 2021 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/78 positions became 77: 2 added (1.47% of the fund), 3 dropped (2.26%). Turnover proxy 9.5%. Largest increases: T-Mobile US Inc 0.82% to 2.65%; Ciena Corp 0.77% to 1.55%; Analog Devices Inc 4.54% to 5.14%; F5 Networks Inc 1.35% to 1.8%; Keysight Technologies Inc 2.75% to 3.14%; AT&T Inc 2.56% to 2.87%. Largest decreases: QUALCOMM Inc 6.51% to 4.94%; NXP Semiconductors NV 5.42% to 4.87%; NVIDIA Corp 1.46% to 0.95%; Dell Technologies Inc 1.25% to 0.81%; Marvell Technology Group Ltd 2.62% to 2.19%; Maxim Integrated Products Inc 2.72% to 2.29%. New: Advanced Micro Devices Inc (0.97%), Clearfield Inc (0.5%). Gone: China Mobile Ltd (1.23%), GCI Liberty Inc (0.62%), Allot Ltd (0.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Feb 2021 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/79 positions became 78: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 5.4%. Largest increases: QUALCOMM Inc 5.27% to 6.51%; Ericsson 4.47% to 5.02%; Charter Communications Inc 2.34% to 2.74%; NVIDIA Corp 1.08% to 1.46%; NXP Semiconductors NV 5.17% to 5.42%; Skyworks Solutions Inc 2.68% to 2.92%. Largest decreases: Nokia Oyj 3.19% to 2.72%; Analog Devices Inc 4.98% to 4.54%; Ciena Corp 1.09% to 0.77%; American Tower Corp 2.97% to 2.66%; Vodafone Group PLC 1.56% to 1.25%; AT&T Inc 2.83% to 2.56%. Gone: T-Mobile US Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Nov 2020 12:00:00 GMThttps://themulden.com/funds/ufox/https://themulden.com/funds/ufox/74 positions became 79: 9 added (7.61% of the fund), 4 dropped (2.11%). Turnover proxy 13.1%. Largest increases: NXP Semiconductors NV 4.02% to 5.17%; QUALCOMM Inc 4.65% to 5.27%; Qorvo Inc 1.33% to 1.89%; Analog Devices Inc 4.48% to 4.98%; Comtech Telecommunications Cor 0.22% to 0.52%; Extreme Networks Inc 0.27% to 0.53%. Largest decreases: Nokia Oyj 4.96% to 3.19%; Digital Realty Trust Inc 2.54% to 0.84%; Akamai Technologies Inc 3.69% to 2.76%; Ericsson 5.02% to 4.47%; Crown Castle International Cor 2.36% to 1.85%; American Tower Corp 3.47% to 2.97%. New: Maxim Integrated Products Inc (2.55%), NVIDIA Corp (1.08%), Dell Technologies Inc (1.06%), Limelight Networks Inc (0.79%), GCI Liberty Inc (0.57%), Uniti Group Inc (0.55%). Gone: Sprint Corp (0.98%), Casa Systems Inc (0.55%), Ceragon Networks Ltd (0.39%), Intelsat SA (0.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Aug 2020 12:00:00 GMT