Each N-PORT filing of USD 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/usd/https://themulden.com/funds/usd/39 positions became 43: 5 added (7.21% of the fund), 1 dropped (7.89%). Turnover proxy 44%. Largest increases: N/A 0.15% to 36.95%; Intel Corp. 1.15% to 1.17%; Astera Labs, Inc. 0.09% to 0.1%. Largest decreases: NVIDIA Corp. 24.25% to 11.19%; ProShares GENIUS Money Market ETF 38.49% to 27.93%; Broadcom, Inc. 8.5% to 4.62%; Repurchase Agreement 4.94% to 1.15%; Applied Materials, Inc. 1.67% to 0.78%; Lam Research Corp. 1.65% to 0.87%. New: United States of America (4.08%), U.S. Treasury Bills (1.64%), U.S. Treasury Bills (0.82%), U.S. Treasury Bills (0.66%), Cerebras Systems, Inc. (0.02%). Gone: United States of America (7.89%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jul 2026 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/42 positions became 39: 2 added (46.38% of the fund), 5 dropped (24.12%). Turnover proxy 50.6%. Largest increases: Micron Technology, Inc. 1.46% to 2.6%; Lam Research Corp. 1.09% to 1.65%; Applied Materials, Inc. 1.12% to 1.67%; NVIDIA Corp. 23.85% to 24.25%; KLA Corp. 0.86% to 1.13%; Analog Devices, Inc. 0.73% to 0.99%. Largest decreases: Repurchase Agreement 26.57% to 4.94%; N/A 2.62% to 0.15%; Broadcom, Inc. 10.47% to 8.5%; QUALCOMM, Inc. 1% to 0.86%; Advanced Micro Devices, Inc. 1.95% to 1.84%; Credo Technology Group Holding Ltd. 0.15% to 0.1%. New: ProShares GENIUS Money Market ETF (38.49%), United States of America (7.89%). Gone: United States of America (8.04%), United States of America (6.42%), United States of America (5.15%), United States of America (3.22%), United States of America (1.29%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Apr 2026 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/39 positions became 42: 8 added (23.25% of the fund), 5 dropped (10.56%). Turnover proxy 44.9%. Largest increases: Repurchase Agreement 6.35% to 26.57%; Micron Technology, Inc. 0.97% to 1.46%; Broadcom, Inc. 10.21% to 10.47%; Intel Corp. 0.78% to 0.98%; Applied Materials, Inc. 0.95% to 1.12%; Lam Research Corp. 0.94% to 1.09%. Largest decreases: N/A 28.15% to 2.62%; NVIDIA Corp. 31.01% to 23.85%; Texas Instruments, Inc. 1.34% to 0.85%; QUALCOMM, Inc. 1.29% to 1%; Analog Devices, Inc. 0.91% to 0.73%; NXP Semiconductors NV 0.43% to 0.27%. New: United States of America (8.04%), United States of America (6.42%), United States of America (5.15%), United States of America (3.22%), Credo Technology Group Holding Ltd. (0.15%), Astera Labs, Inc. (0.11%). Gone: United States of America (5.43%), United States of America (2.91%), United States of America (2.18%), Axcelis Technologies, Inc. (0.02%), Power Integrations, Inc. (0.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jan 2026 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/39 positions became 39: 4 added (11.96% of the fund), 4 dropped (24.53%). Turnover proxy 32.1%. Largest increases: N/A 8.13% to 28.15%; Advanced Micro Devices, Inc. 1.85% to 1.92%; Teradyne, Inc. 0.13% to 0.14%; Lattice Semiconductor Corp. 0.06% to 0.07%. Largest decreases: NVIDIA Corp. 34.13% to 31.01%; Broadcom, Inc. 11.7% to 10.21%; Repurchase Agreement 6.93% to 6.35%; Texas Instruments, Inc. 1.72% to 1.34%; QUALCOMM, Inc. 1.66% to 1.29%; Applied Materials, Inc. 1.31% to 0.95%. New: United States of America (5.43%), United States of America (2.91%), United States of America (2.18%), United States of America (1.44%). Gone: United States of America (8.93%), United States of America (8.92%), United States of America (4.45%), United States of America (2.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Oct 2025 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/37 positions became 39: 4 added (24.53% of the fund), 2 dropped (25.96%). Turnover proxy 33.4%. Largest increases: Repurchase Agreement 2.06% to 6.93%; N/A 4.4% to 8.13%; Broadcom, Inc. 11.47% to 11.7%. Largest decreases: NVIDIA Corp. 37.73% to 34.13%; QUALCOMM, Inc. 2.15% to 1.66%; Texas Instruments, Inc. 2.2% to 1.72%; Marvell Technology, Inc. 0.98% to 0.54%; Intel Corp. 1.26% to 0.87%; Analog Devices, Inc. 1.41% to 1.1%. New: United States of America (8.93%), United States of America (8.92%), United States of America (4.45%), United States of America (2.22%). Gone: United States of America (18.87%), United States of America (7.09%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Jul 2025 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/37 positions became 37: 2 added (25.96% of the fund), 2 dropped (27.45%). Turnover proxy 42.2%. Largest increases: NVIDIA Corp. 30.43% to 37.73%; Broadcom, Inc. 6.75% to 11.47%; QUALCOMM, Inc. 1.58% to 2.15%; Texas Instruments, Inc. 1.64% to 2.2%; Analog Devices, Inc. 0.97% to 1.41%; KLA Corp. 0.78% to 1.17%. Largest decreases: Repurchase Agreement 14.93% to 2.06%; N/A 6.22% to 4.4%; ON Semiconductor Corp. 0.27% to 0.25%. New: United States of America (18.87%), United States of America (7.09%). Gone: United States of America (21.22%), United States of America (6.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 24 Apr 2025 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/39 positions became 37: 4 added (28.39% of the fund), 6 dropped (13.25%). Turnover proxy 37%. Largest increases: Repurchase Agreement 6.95% to 14.93%; NVIDIA Corp. 29.85% to 30.43%; Marvell Technology, Inc. 0.67% to 0.72%; Rambus, Inc. 0.05% to 0.06%; Allegro MicroSystems, Inc. 0.02% to 0.03%; Lattice Semiconductor Corp. 0.07% to 0.07%. Largest decreases: N/A 26.29% to 6.22%; Broadcom, Inc. 7.21% to 6.75%; Advanced Micro Devices, Inc. 2.44% to 1.99%; QUALCOMM, Inc. 1.99% to 1.58%; Applied Materials, Inc. 1.67% to 1.29%; KLA Corp. 1.12% to 0.78%. New: United States of America (21.22%), United States of America (6.23%), Lam Research Corp. (0.86%), Onto Innovation, Inc. (0.07%). Gone: United States of America (10.68%), Lam Research Corp. (1.09%), United States of America (0.86%), United States of America (0.6%), SolarEdge Technologies, Inc. (0.01%), Wolfspeed, Inc. (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Jan 2025 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/37 positions became 39: 3 added (12.14% of the fund), 1 dropped (3.18%). Turnover proxy 18.4%. Largest increases: Repurchase Agreement 0.66% to 6.95%; Monolithic Power Systems, Inc. 0.44% to 0.46%; Cirrus Logic, Inc. 0.08% to 0.08%. Largest decreases: N/A 31.32% to 26.29%; NVIDIA Corp. 34.08% to 29.85%; Advanced Micro Devices, Inc. 3.39% to 2.44%; QUALCOMM, Inc. 2.87% to 1.99%; Intel Corp. 1.64% to 0.95%; Micron Technology, Inc. 1.74% to 1.08%. New: United States of America (10.68%), United States of America (0.86%), United States of America (0.6%). Gone: United States of America (3.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Oct 2024 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/36 positions became 37: 1 added (3.18% of the fund), 0 dropped (0%). Turnover proxy 8.9%. Largest increases: NVIDIA Corp. 29% to 34.08%; Micron Technology, Inc. 1.48% to 1.74%; QUALCOMM, Inc. 2.61% to 2.87%; Analog Devices, Inc. 1.42% to 1.46%; Teradyne, Inc. 0.24% to 0.27%; Cirrus Logic, Inc. 0.07% to 0.08%. Largest decreases: N/A 34.07% to 31.32%; Repurchase Agreement 1.92% to 0.66%; Advanced Micro Devices, Inc. 4.62% to 3.39%; Broadcom, Inc. 8.47% to 7.36%; Intel Corp. 2.69% to 1.64%; Lam Research Corp. 1.84% to 1.54%. New: United States of America (3.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jul 2024 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/36 positions became 36: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 24.2%. Largest increases: N/A 9.88% to 34.07%. Largest decreases: NVIDIA Corp. 32.86% to 29%; Broadcom, Inc. 11.46% to 8.47%; Intel Corp. 5.33% to 2.69%; Repurchase Agreement 3.97% to 1.92%; Texas Instruments, Inc. 3.94% to 2.26%; QUALCOMM, Inc. 4.1% to 2.61%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Apr 2024 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/35 positions became 36: 2 added (0.33% of the fund), 1 dropped (0.04%). Turnover proxy 11.1%. Largest increases: NVIDIA Corp. 30.56% to 32.86%; Broadcom, Inc. 9.63% to 11.46%; Intel Corp. 3.67% to 5.33%; Advanced Micro Devices, Inc. 4.26% to 5.57%; QUALCOMM, Inc. 3.19% to 4.1%; Micron Technology, Inc. 1.92% to 2.37%. Largest decreases: N/A 17.71% to 9.88%; Repurchase Agreement 6.65% to 3.97%; ON Semiconductor Corp. 1.06% to 0.88%; Lattice Semiconductor Corp. 0.34% to 0.23%; SolarEdge Technologies, Inc. 0.23% to 0.13%; Enphase Energy, Inc. 0.43% to 0.39%. New: Rambus, Inc. (0.21%), Axcelis Technologies, Inc. (0.12%). Gone: Semtech Corp. (0.04%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Jan 2024 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/35 positions became 35: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.3%. Largest increases: NVIDIA Corp. 26.03% to 30.56%; Repurchase Agreement 5.34% to 6.65%; Broadcom, Inc. 9.44% to 9.63%; Applied Materials, Inc. 3.14% to 3.23%; ON Semiconductor Corp. 1.01% to 1.06%; NXP Semiconductors NV 1.3% to 1.34%. Largest decreases: N/A 20.8% to 17.71%; Advanced Micro Devices, Inc. 5.33% to 4.26%; Texas Instruments, Inc. 4.41% to 3.82%; QUALCOMM, Inc. 3.54% to 3.19%; Enphase Energy, Inc. 0.66% to 0.43%; Analog Devices, Inc. 2.52% to 2.3%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Oct 2023 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/35 positions became 35: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 22.8%. Largest increases: N/A 5.07% to 20.8%; NVIDIA Corp. 20.62% to 26.03%; Broadcom, Inc. 8.58% to 9.44%; Advanced Micro Devices, Inc. 4.52% to 5.33%; Marvell Technology, Inc. 1.37% to 1.4%. Largest decreases: Repurchase Agreement 21.17% to 5.34%; QUALCOMM, Inc. 4.94% to 3.54%; Texas Instruments, Inc. 5.55% to 4.41%; Analog Devices, Inc. 3.37% to 2.52%; Microchip Technology, Inc. 1.59% to 1.15%; Applied Materials, Inc. 3.57% to 3.14%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Jul 2023 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/35 positions became 35: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 8.8%. Largest increases: Repurchase Agreement 15.61% to 21.17%; NVIDIA Corp. 17.5% to 20.62%; Monolithic Power Systems, Inc. 0.7% to 0.77%; Cirrus Logic, Inc. 0.17% to 0.2%; Allegro MicroSystems, Inc. 0.08% to 0.1%; Universal Display Corp. 0.2% to 0.21%. Largest decreases: Intel Corp. 5.1% to 3.67%; Texas Instruments, Inc. 6.81% to 5.55%; QUALCOMM, Inc. 5.87% to 4.94%; Enphase Energy, Inc. 1.79% to 1.02%; Advanced Micro Devices, Inc. 5.18% to 4.52%; Broadcom, Inc. 9.19% to 8.58%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Apr 2023 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/35 positions became 35: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.6%. Largest increases: Repurchase Agreement 8.67% to 15.61%; Microchip Technology, Inc. 1.67% to 1.81%; NVIDIA Corp. 17.37% to 17.5%; Applied Materials, Inc. 3.82% to 3.94%; Lattice Semiconductor Corp. 0.34% to 0.41%; Analog Devices, Inc. 3.64% to 3.69%. Largest decreases: N/A 7.75% to 5.18%; Advanced Micro Devices, Inc. 6.32% to 5.18%; QUALCOMM, Inc. 6.81% to 5.87%; Intel Corp. 6% to 5.1%; Micron Technology, Inc. 2.9% to 2.63%; Monolithic Power Systems, Inc. 0.91% to 0.7%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Jan 2023 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/35 positions became 35: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 20%. Largest increases: NVIDIA Corp. 14.02% to 17.37%; Broadcom, Inc. 7.2% to 9.37%; Texas Instruments, Inc. 4.91% to 7%; QUALCOMM, Inc. 4.85% to 6.81%; Advanced Micro Devices, Inc. 5% to 6.32%; Enphase Energy, Inc. 0.75% to 1.78%. Largest decreases: Repurchase Agreement 28.7% to 8.67%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Oct 2022 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/36 positions became 35: 0 added (0% of the fund), 1 dropped (0.21%). Turnover proxy 13.6%. Largest increases: Repurchase Agreement 15.39% to 28.7%; N/A 7.24% to 7.47%; Enphase Energy, Inc. 0.72% to 0.75%. Largest decreases: NVIDIA Corp. 19.55% to 14.02%; Advanced Micro Devices, Inc. 6.47% to 5%; QUALCOMM, Inc. 6.18% to 4.85%; Intel Corp. 6.22% to 5.43%; Applied Materials, Inc. 3.89% to 3.13%; Micron Technology, Inc. 3.19% to 2.48%. Gone: Azenta, Inc. (0.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Jul 2022 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/37 positions became 36: 0 added (0% of the fund), 1 dropped (1.69%). Turnover proxy 15.4%. Largest increases: Repurchase Agreement 2.51% to 15.39%; Broadcom, Inc. 6.81% to 7.76%; Advanced Micro Devices, Inc. 5.76% to 6.47%; Micron Technology, Inc. 2.83% to 3.19%; Intel Corp. 5.98% to 6.22%; ON Semiconductor Corp. 0.79% to 0.87%. Largest decreases: N/A 13.98% to 7.24%; NVIDIA Corp. 24.41% to 19.55%; Lam Research Corp. 2.9% to 2.53%; Texas Instruments, Inc. 5.32% to 5.03%; Enphase Energy, Inc. 1.01% to 0.72%; KLA Corp. 1.87% to 1.7%. Gone: Xilinx, Inc. (1.69%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Apr 2022 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/33 positions became 37: 5 added (1.16% of the fund), 1 dropped (0.32%). Turnover proxy 11.8%. Largest increases: NVIDIA Corp. 18.11% to 24.41%; Advanced Micro Devices, Inc. 4.37% to 5.76%; QUALCOMM, Inc. 5.37% to 6.1%; Xilinx, Inc. 1.24% to 1.69%; Repurchase Agreement 2.2% to 2.51%; Enphase Energy, Inc. 0.77% to 1.01%. Largest decreases: N/A 23.2% to 13.98%; Intel Corp. 7.09% to 5.98%; Texas Instruments, Inc. 5.73% to 5.32%; Skyworks Solutions, Inc. 0.99% to 0.75%; Qorvo, Inc. 0.69% to 0.49%; NXP Semiconductors NV 1.93% to 1.78%. New: Wolfspeed, Inc. (0.42%), Lattice Semiconductor Corp. (0.31%), Brooks Automation, Inc. (0.25%), GLOBALFOUNDRIES, Inc. (0.11%), Amkor Technology, Inc. (0.06%). Gone: Cree, Inc. (0.32%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Jan 2022 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/34 positions became 33: 0 added (0% of the fund), 1 dropped (1.01%). Turnover proxy 13.8%. Largest increases: N/A 14.73% to 23.2%; NVIDIA Corp. 14.82% to 18.11%; Advanced Micro Devices, Inc. 3.57% to 4.37%; Analog Devices, Inc. 2.23% to 2.85%; Marvell Technology, Inc. 1.42% to 1.63%; Monolithic Power Systems, Inc. 0.54% to 0.69%. Largest decreases: Repurchase Agreement 8.94% to 2.2%; Intel Corp. 8.54% to 7.09%; Micron Technology, Inc. 3.46% to 2.68%; Texas Instruments, Inc. 6.43% to 5.73%; Applied Materials, Inc. 4.66% to 4.03%; Lam Research Corp. 3.42% to 2.8%. Gone: Maxim Integrated Products, Inc. (1.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Oct 2021 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/34 positions became 34: 2 added (1.46% of the fund), 2 dropped (1.7%). Turnover proxy 8.7%. Largest increases: Repurchase Agreement 2.75% to 8.94%; NVIDIA Corp. 14.07% to 14.82%; Applied Materials, Inc. 4.47% to 4.66%; NXP Semiconductors NV 2.12% to 2.15%; Lam Research Corp. 3.39% to 3.42%; MKS Instruments, Inc. 0.38% to 0.38%. Largest decreases: Intel Corp. 10.32% to 8.54%; Broadcom, Inc. 7.88% to 7.09%; Micron Technology, Inc. 4.22% to 3.46%; QUALCOMM, Inc. 6.38% to 5.62%; Advanced Micro Devices, Inc. 4.21% to 3.57%; N/A 14.98% to 14.73%. New: Marvell Technology, Inc. (1.42%), Allegro MicroSystems, Inc. (0.04%). Gone: Marvell Technology Group Ltd. (1.34%), Inphi Corp. (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jul 2021 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/34 positions became 34: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 15.3%. Largest increases: N/A 11.81% to 14.98%; Intel Corp. 8.19% to 10.32%; Applied Materials, Inc. 3% to 4.47%; Broadcom, Inc. 6.43% to 7.88%; Micron Technology, Inc. 2.84% to 4.22%; NVIDIA Corp. 13.17% to 14.07%. Largest decreases: Repurchase Agreement 17.6% to 2.75%; QUALCOMM, Inc. 6.61% to 6.38%; Advanced Micro Devices, Inc. 4.33% to 4.21%; Xilinx, Inc. 1.42% to 1.32%; Universal Display Corp. 0.39% to 0.38%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Apr 2021 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/31 positions became 34: 4 added (1.73% of the fund), 1 dropped (0.07%). Turnover proxy 11.4%. Largest increases: QUALCOMM, Inc. 5.23% to 6.61%; Broadcom, Inc. 5.42% to 6.43%; Micron Technology, Inc. 1.98% to 2.84%; Applied Materials, Inc. 2.2% to 3%; Texas Instruments, Inc. 5.09% to 5.88%; Lam Research Corp. 1.91% to 2.63%. Largest decreases: N/A 22.86% to 11.81%; Intel Corp. 8.42% to 8.19%; Skyworks Solutions, Inc. 0.94% to 0.94%. New: Enphase Energy, Inc. (0.69%), SolarEdge Technologies, Inc. (0.55%), Inphi Corp. (0.32%), Power Integrations, Inc. (0.17%). Gone: InterDigital, Inc. (0.07%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Jan 2021 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/30 positions became 31: 1 added (1.37% of the fund), 0 dropped (0%). Turnover proxy 21.3%. Largest increases: N/A 5.78% to 22.86%; NVIDIA Corp. 11.3% to 12.85%; Advanced Micro Devices, Inc. 3.26% to 4.15%; QUALCOMM, Inc. 4.82% to 5.23%. Largest decreases: Repurchase Agreement 28.23% to 17.3%; Intel Corp. 14.25% to 8.42%; Micron Technology, Inc. 2.76% to 1.98%; Texas Instruments, Inc. 5.77% to 5.09%; Broadcom, Inc. 6.01% to 5.42%; Applied Materials, Inc. 2.7% to 2.2%. New: NXP Semiconductors NV (1.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 26 Oct 2020 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/31 positions became 30: 0 added (0% of the fund), 1 dropped (0.66%). Turnover proxy 23.1%. Largest increases: Repurchase Agreement 8.4% to 28.23%; N/A 2.56% to 5.78%; Marvell Technology Group Ltd. 1.1% to 1.13%. Largest decreases: Intel Corp. 18.67% to 14.25%; Texas Instruments, Inc. 8.24% to 5.77%; Broadcom, Inc. 8.35% to 6.01%; QUALCOMM, Inc. 6.92% to 4.82%; Micron Technology, Inc. 4.49% to 2.76%; NVIDIA Corp. 12.76% to 11.3%. Gone: Cypress Semiconductor Corp. (0.66%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Jul 2020 12:00:00 GMThttps://themulden.com/funds/usd/https://themulden.com/funds/usd/31 positions became 31: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 18.2%. Largest increases: NVIDIA Corp. 8.34% to 12.76%; N/A 0.13% to 2.56%; Intel Corp. 16.25% to 18.67%; Advanced Micro Devices, Inc. 2.69% to 4.1%; Micron Technology, Inc. 3.31% to 4.49%; Texas Instruments, Inc. 7.09% to 8.24%. Largest decreases: Repurchase Agreement 26.6% to 8.4%; Marvell Technology Group Ltd. 1.1% to 1.1%; Semtech Corp. 0.2% to 0.2%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Apr 2020 12:00:00 GMT