Each N-PORT filing of XSD 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/xsd/https://themulden.com/funds/xsd/44 positions became 48: 4 added (6.05% of the fund), 0 dropped (0%). Turnover proxy 15.4%. Largest increases: Wolfspeed Inc 0.78% to 2.34%; MaxLinear Inc 2.19% to 3.75%; Penguin Solutions Inc 1.47% to 2.74%; Alpha & Omega Semiconductor Ltd 0.65% to 1.87%; Allegro MicroSystems Inc 2.66% to 3.29%; Astera Labs Inc 2.45% to 3.08%. Largest decreases: ON Semiconductor Corp 2.91% to 1.8%; Cirrus Logic Inc 2.98% to 1.98%; Monolithic Power Systems Inc 2.84% to 1.97%; Silicon Laboratories Inc 2.88% to 2.11%; First Solar Inc 2.75% to 1.99%; Qorvo Inc 2.75% to 2.06%. New: T1 Energy Inc (2.59%), Cerebras Systems Inc (1.96%), Ambiq Micro Inc (0.89%), Everspin Technologies Inc (0.62%). 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/xsd/https://themulden.com/funds/xsd/44 positions became 44: 1 added (0.78% of the fund), 1 dropped (0.37%). Turnover proxy 4.5%. Largest increases: SkyWater Technology Inc 0.65% to 1.25%; MaxLinear Inc 1.66% to 2.19%; indie Semiconductor Inc 0.93% to 1.43%; Marvell Technology Inc 2.71% to 3.06%; Power Integrations Inc 2.79% to 3.05%; Silicon Laboratories Inc 2.64% to 2.88%. Largest decreases: Micron Technology Inc 3.19% to 2.25%; Astera Labs Inc 2.99% to 2.45%; Credo Technology Group Holding Ltd 2.69% to 2.26%; Impinj Inc 3.31% to 2.89%; NVIDIA Corp 2.99% to 2.62%; Semtech Corp 2.74% to 2.5%. New: Wolfspeed Inc (0.78%). Gone: Datavault AI Inc (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/41 positions became 44: 3 added (1.65% of the fund), 0 dropped (0%). Turnover proxy 7.3%. Largest increases: Impinj Inc 2.5% to 3.31%; Astera Labs Inc 2.23% to 2.99%; Power Integrations Inc 2.07% to 2.79%; Credo Technology Group Holding Ltd 2.33% to 2.69%; Navitas Semiconductor Corp 1.92% to 2.18%; Analog Devices Inc 2.61% to 2.84%. Largest decreases: Rigetti Computing Inc 4.84% to 2.5%; Rambus Inc 3.55% to 2.54%; Intel Corp 3.56% to 2.67%; Marvell Technology Inc 3.29% to 2.71%; Diodes Inc 2.25% to 1.77%; SiTime Corp 3.23% to 2.77%. New: SkyWater Technology Inc (0.65%), Kopin Corp (0.63%), Datavault AI Inc (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Feb 2026 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/41 positions became 41: 1 added (1.65% of the fund), 1 dropped (1.12%). Turnover proxy 8.9%. Largest increases: Rigetti Computing Inc 2.62% to 4.84%; Navitas Semiconductor Corp 0.65% to 1.92%; Rambus Inc 2.9% to 3.55%; Intel Corp 3% to 3.56%; indie Semiconductor Inc 0.74% to 1.28%; SiTime Corp 2.74% to 3.23%. Largest decreases: Credo Technology Group Holding Ltd 3.58% to 2.33%; Ambarella Inc 3.38% to 2.6%; Broadcom Inc 3.02% to 2.35%; Allegro MicroSystems Inc 3.15% to 2.52%; Advanced Micro Devices Inc 3.24% to 2.67%; MACOM Technology Solutions Holdings Inc 3.02% to 2.49%. New: Penguin Solutions Inc (1.65%). Gone: Penguin Solutions Inc (1.12%). 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/xsd/https://themulden.com/funds/xsd/42 positions became 41: 0 added (0% of the fund), 1 dropped (0.83%). Turnover proxy 4.7%. Largest increases: Credo Technology Group Holding Ltd 2.53% to 3.58%; Marvell Technology Inc 2.64% to 3.14%; Astera Labs Inc 2.15% to 2.65%; Ambarella Inc 2.89% to 3.38%; Broadcom Inc 2.57% to 3.02%; NVIDIA Corp 2.8% to 3.06%. Largest decreases: Penguin Solutions Inc 1.6% to 1.12%; Synaptics Inc 3.05% to 2.59%; Alpha & Omega Semiconductor Ltd 1.1% to 0.76%; Intel Corp 3.28% to 3%; Qorvo Inc 3.12% to 2.85%; CEVA Inc 0.82% to 0.55%. Gone: Wolfspeed Inc (0.83%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Aug 2025 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/42 positions became 42: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.1%. Largest increases: Rigetti Computing Inc 1.17% to 2.65%; Synaptics Inc 2.5% to 3.05%; Ambarella Inc 2.4% to 2.89%; CEVA Inc 0.34% to 0.82%; Alpha & Omega Semiconductor Ltd 0.66% to 1.1%; Power Integrations Inc 2.03% to 2.41%. Largest decreases: Broadcom Inc 3.95% to 2.57%; Astera Labs Inc 3.37% to 2.15%; Wolfspeed Inc 1.54% to 0.83%; Credo Technology Group Holding Ltd 3.02% to 2.53%; Marvell Technology Inc 3.1% to 2.64%; Skyworks Solutions Inc 3.1% to 2.85%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 May 2025 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/41 positions became 42: 1 added (1.17% of the fund), 0 dropped (0%). Turnover proxy 6.9%. Largest increases: Astera Labs Inc 1.5% to 3.37%; Broadcom Inc 2.94% to 3.95%; Qorvo Inc 2.74% to 3.16%; MaxLinear Inc 1.24% to 1.63%; Skyworks Solutions Inc 2.75% to 3.1%; Marvell Technology Inc 2.76% to 3.1%. Largest decreases: Micron Technology Inc 3.24% to 2.58%; Ambarella Inc 3.01% to 2.4%; Lattice Semiconductor Corp 3.38% to 2.81%; Alpha & Omega Semiconductor Ltd 1.21% to 0.66%; Silicon Laboratories Inc 2.98% to 2.43%; Power Integrations Inc 2.53% to 2.03%. New: Rigetti Computing Inc (1.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2025 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/40 positions became 41: 2 added (1.57% of the fund), 1 dropped (0.08%). Turnover proxy 6.1%. Largest increases: SiTime Corp 1.77% to 2.89%; Alpha & Omega Semiconductor Ltd 0.32% to 1.21%; Ambarella Inc 2.43% to 3.01%; First Solar Inc 2.58% to 3.11%; Lattice Semiconductor Corp 3.02% to 3.38%; Micron Technology Inc 2.91% to 3.24%. Largest decreases: Wolfspeed Inc 2.63% to 1.94%; Cirrus Logic Inc 3.26% to 2.66%; Qorvo Inc 3.23% to 2.74%; Skyworks Solutions Inc 3.2% to 2.75%; Universal Display Corp 3.27% to 2.86%; Credo Technology Group Holding Ltd 3.46% to 3.08%. New: Astera Labs Inc (1.5%), State Street Global Advisors (0.07%). Gone: State Street Global Advisors (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Nov 2024 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/40 positions became 40: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 9.8%. Largest increases: Credo Technology Group Holding Ltd 2.63% to 3.46%; Advanced Micro Devices Inc 2.4% to 3.18%; Allegro MicroSystems Inc 2.38% to 3.16%; Monolithic Power Systems Inc 2.55% to 3.19%; Rambus Inc 2.67% to 3.23%; MACOM Technology Solutions Holdings Inc 2.83% to 3.35%. Largest decreases: indie Semiconductor Inc 2.87% to 1.25%; Navitas Semiconductor Corp 2.29% to 0.68%; SMART Global Holdings Inc 3.09% to 1.67%; SiTime Corp 2.67% to 1.77%; MaxLinear Inc 2.16% to 1.27%; Diodes Inc 2.77% to 1.99%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Aug 2024 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/40 positions became 40: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.9%. Largest increases: SMART Global Holdings Inc 1.96% to 3.09%; Semtech Corp 2.76% to 3.25%; Micron Technology Inc 2.88% to 3.34%; indie Semiconductor Inc 2.41% to 2.87%; Impinj Inc 2.76% to 3.06%; NVIDIA Corp 2.64% to 2.85%. Largest decreases: MaxLinear Inc 2.99% to 2.16%; Advanced Micro Devices Inc 2.89% to 2.4%; Allegro MicroSystems Inc 2.85% to 2.38%; Marvell Technology Inc 2.88% to 2.59%; Monolithic Power Systems Inc 2.77% to 2.55%; Intel Corp 2.98% to 2.77%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 May 2024 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/40 positions became 40: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.6%. Largest increases: First Solar Inc 2.48% to 3%; Intel Corp 2.63% to 2.98%; Impinj Inc 2.46% to 2.76%; Allegro MicroSystems Inc 2.58% to 2.85%; MaxLinear Inc 2.72% to 2.99%; Broadcom Inc 2.72% to 2.99%. Largest decreases: SMART Global Holdings Inc 2.82% to 1.96%; Alpha & Omega Semiconductor Ltd 1.06% to 0.73%; indie Semiconductor Inc 2.72% to 2.41%; Semtech Corp 2.99% to 2.76%; Rambus Inc 2.84% to 2.63%; Synaptics Inc 2.91% to 2.7%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Feb 2024 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/39 positions became 40: 1 added (0.62% of the fund), 0 dropped (0%). Turnover proxy 3.9%. Largest increases: SMART Global Holdings Inc 1.71% to 2.82%; Advanced Micro Devices Inc 2.43% to 2.73%; QUALCOMM Inc 2.66% to 2.94%; Impinj Inc 2.17% to 2.46%; indie Semiconductor Inc 2.48% to 2.72%; Micron Technology Inc 2.57% to 2.73%. Largest decreases: Lattice Semiconductor Corp 3.17% to 2.64%; Allegro MicroSystems Inc 3.09% to 2.58%; Monolithic Power Systems Inc 2.87% to 2.6%; Wolfspeed Inc 2.78% to 2.55%; NVIDIA Corp 2.9% to 2.68%; Intel Corp 2.84% to 2.63%. New: NVE Corp (0.62%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Nov 2023 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/39 positions became 39: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5%. Largest increases: Navitas Semiconductor Corp 1.04% to 2.24%; indie Semiconductor Inc 1.49% to 2.48%; Semtech Corp 2.18% to 3.17%; SMART Global Holdings Inc 1.42% to 1.71%; Microchip Technology Inc 2.73% to 2.98%; Lattice Semiconductor Corp 2.93% to 3.17%. Largest decreases: Advanced Micro Devices Inc 3.15% to 2.43%; Impinj Inc 2.83% to 2.17%; Rambus Inc 3.29% to 2.68%; Micron Technology Inc 2.91% to 2.57%; Intel Corp 3.18% to 2.84%; Universal Display Corp 3.02% to 2.68%. 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/xsd/https://themulden.com/funds/xsd/40 positions became 39: 0 added (0% of the fund), 1 dropped (0.96%). Turnover proxy 4%. Largest increases: NVIDIA Corp 2.59% to 3.21%; Rambus Inc 2.88% to 3.29%; Intel Corp 2.82% to 3.18%; Advanced Micro Devices Inc 2.84% to 3.15%; Marvell Technology Inc 2.68% to 2.97%; Wolfspeed Inc 2.51% to 2.76%. Largest decreases: Semtech Corp 2.94% to 2.18%; Ambarella Inc 3.17% to 2.68%; Alpha & Omega Semiconductor Ltd 1.7% to 1.35%; Broadcom Inc 3.09% to 2.77%; First Solar Inc 2.98% to 2.78%; Silicon Laboratories Inc 2.88% to 2.74%. Gone: Meta Materials Inc (0.96%). 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/xsd/https://themulden.com/funds/xsd/39 positions became 40: 1 added (0.96% of the fund), 0 dropped (0%). Turnover proxy 5.4%. Largest increases: Credo Technology Group Holding Ltd 1.47% to 2.63%; Allegro MicroSystems Inc 2.12% to 2.78%; Ambarella Inc 2.59% to 3.17%; SiTime Corp 2.53% to 3%; Advanced Micro Devices Inc 2.43% to 2.84%; Broadcom Inc 2.79% to 3.09%. Largest decreases: Alpha & Omega Semiconductor Ltd 2.6% to 1.7%; SMART Global Holdings Inc 2.04% to 1.25%; Wolfspeed Inc 2.97% to 2.51%; Rambus Inc 3.26% to 2.88%; Diodes Inc 3% to 2.63%; Silicon Laboratories Inc 3.13% to 2.88%. New: Meta Materials Inc (0.96%). 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/xsd/https://themulden.com/funds/xsd/41 positions became 39: 1 added (1.47% of the fund), 3 dropped (5.84%). Turnover proxy 7.3%. Largest increases: Rambus Inc 2.65% to 3.26%; NXP Semiconductors NV 2.44% to 2.88%; Marvell Technology Inc 2.42% to 2.83%; ON Semiconductor Corp 2.47% to 2.85%; Diodes Inc 2.66% to 3%; Wolfspeed Inc 2.63% to 2.97%. Largest decreases: Allegro MicroSystems Inc 2.65% to 2.12%; Impinj Inc 3.33% to 2.86%; CEVA Inc 0.89% to 0.7%; Intel Corp 2.82% to 2.69%; SMART Global Holdings Inc 2.13% to 2.04%; Navitas Semiconductor Corp 1.06% to 1.03%. New: Credo Technology Group Holding Ltd (1.47%). Gone: SunPower Corp (2.58%), NeoPhotonics Corp (2.18%), Meta Materials Inc (1.07%). 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/xsd/https://themulden.com/funds/xsd/41 positions became 41: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.7%. Largest increases: Impinj Inc 2.51% to 3.33%; QUALCOMM Inc 2.32% to 2.83%; Silicon Laboratories Inc 2.53% to 2.96%; Qorvo Inc 2.33% to 2.75%; First Solar Inc 2.57% to 2.95%; Texas Instruments Inc 2.49% to 2.87%. Largest decreases: Navitas Semiconductor Corp 3.02% to 1.06%; Meta Materials Inc 2.4% to 1.07%; indie Semiconductor Inc 2.42% to 1.3%; SiTime Corp 3.06% to 2.44%; Ambarella Inc 2.84% to 2.51%; Wolfspeed Inc 2.87% to 2.63%. 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/xsd/https://themulden.com/funds/xsd/41 positions became 41: 2 added (3.18% of the fund), 2 dropped (3.74%). Turnover proxy 8.5%. Largest increases: NeoPhotonics Corp 0.72% to 1.99%; Alpha & Omega Semiconductor Ltd 1.79% to 2.62%; SiTime Corp 2.64% to 3.06%; indie Semiconductor Inc 2.04% to 2.42%; Meta Materials Inc 2.04% to 2.4%; Wolfspeed Inc 2.52% to 2.87%. Largest decreases: SMART Global Holdings Inc 3.02% to 2.37%; Synaptics Inc 2.67% to 2.25%; Micron Technology Inc 2.83% to 2.48%; Power Integrations Inc 2.75% to 2.46%; Advanced Micro Devices Inc 2.7% to 2.43%; QUALCOMM Inc 2.59% to 2.32%. New: Navitas Semiconductor Corp (3.02%), State Street Global Advisors (0.15%). Gone: Xilinx Inc (2.53%), Kopin Corp (1.2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 May 2022 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/41 positions became 41: 3 added (6.6% of the fund), 3 dropped (3.15%). Turnover proxy 9.6%. Largest increases: Impinj Inc 1.62% to 2.29%; Alpha & Omega Semiconductor Ltd 1.24% to 1.79%; Allegro MicroSystems Inc 2.26% to 2.78%; SMART Global Holdings Inc 2.63% to 3.02%; Universal Display Corp 2.44% to 2.72%; Rambus Inc 2.38% to 2.65%. Largest decreases: Kopin Corp 1.97% to 1.2%; SunPower Corp 3.05% to 2.31%; Ambarella Inc 3% to 2.53%; First Solar Inc 2.75% to 2.33%; Texas Instruments Inc 2.88% to 2.5%; Semtech Corp 3.01% to 2.65%. New: Wolfspeed Inc (2.52%), indie Semiconductor Inc (2.04%), Meta Materials Inc (2.04%). Gone: Cree Inc (2.67%), DSP Group Inc (0.43%), State Street Global Advisors (0.06%). 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/xsd/https://themulden.com/funds/xsd/42 positions became 41: 0 added (0% of the fund), 1 dropped (2.48%). Turnover proxy 5.9%. Largest increases: Semtech Corp 2.53% to 3.01%; Intel Corp 2.37% to 2.83%; Ambarella Inc 2.57% to 3%; Microchip Technology Inc 2.37% to 2.79%; Texas Instruments Inc 2.49% to 2.88%; ON Semiconductor Corp 2.47% to 2.79%. Largest decreases: CEVA Inc 1.75% to 0.99%; NeoPhotonics Corp 1.35% to 0.73%; Impinj Inc 2.09% to 1.62%; Kopin Corp 2.36% to 1.97%; Rambus Inc 2.63% to 2.38%; Alpha & Omega Semiconductor Ltd 1.44% to 1.24%. Gone: Maxim Integrated Products Inc (2.48%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Nov 2021 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/43 positions became 42: 1 added (2.73% of the fund), 2 dropped (5.3%). Turnover proxy 8.1%. Largest increases: SMART Global Holdings Inc 1.67% to 2.39%; SunPower Corp 2.29% to 2.75%; MACOM Technology Solutions Holdings Inc 2.18% to 2.61%; Advanced Micro Devices Inc 2.4% to 2.82%; Ambarella Inc 2.2% to 2.57%; Silicon Laboratories Inc 2.37% to 2.69%. Largest decreases: CEVA Inc 2.34% to 1.75%; Impinj Inc 2.37% to 2.09%; Microchip Technology Inc 2.61% to 2.37%; NXP Semiconductors NV 2.72% to 2.49%; Texas Instruments Inc 2.71% to 2.49%; Universal Display Corp 2.66% to 2.44%. New: Marvell Technology Inc (2.73%). Gone: Inphi Corp (2.72%), Marvell Technology Group Ltd (2.59%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Aug 2021 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/39 positions became 43: 4 added (7.5% of the fund), 0 dropped (0%). Turnover proxy 12.2%. Largest increases: CEVA Inc 0.98% to 2.34%; Impinj Inc 1.16% to 2.37%; Rambus Inc 1.45% to 2.43%; SMART Global Holdings Inc 0.87% to 1.67%; SiTime Corp 2.12% to 2.45%; DSP Group Inc 0.33% to 0.39%. Largest decreases: SunPower Corp 3.25% to 2.29%; Synaptics Inc 3.34% to 2.47%; MACOM Technology Solutions Holdings Inc 3% to 2.18%; Cree Inc 3.11% to 2.45%; Ambarella Inc 2.83% to 2.2%; Power Integrations Inc 3.07% to 2.45%. New: Kopin Corp (2.4%), Allegro MicroSystems Inc (2.36%), Alpha & Omega Semiconductor Ltd (1.52%), NeoPhotonics Corp (1.24%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 May 2021 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/38 positions became 39: 1 added (2.12% of the fund), 0 dropped (0%). Turnover proxy 4.1%. Largest increases: Synaptics Inc 2.84% to 3.34%; First Solar Inc 2.7% to 3.12%; MaxLinear Inc 2.38% to 2.58%; Diodes Inc 2.49% to 2.7%; Semtech Corp 2.69% to 2.81%; State Street Global Advisors 0.04% to 0.15%. Largest decreases: Cirrus Logic Inc 3.31% to 2.88%; NVIDIA Corp 3.17% to 2.74%; Universal Display Corp 3.11% to 2.7%; Advanced Micro Devices Inc 3.06% to 2.73%; Xilinx Inc 3.01% to 2.69%; Rambus Inc 1.75% to 1.45%. New: SiTime Corp (2.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Feb 2021 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/37 positions became 38: 1 added (2.85% of the fund), 0 dropped (0%). Turnover proxy 5.2%. Largest increases: MaxLinear Inc 1.73% to 2.38%; Cirrus Logic Inc 2.78% to 3.31%; Ambarella Inc 2.7% to 2.95%; SunPower Corp 3.1% to 3.35%; Universal Display Corp 2.9% to 3.11%; Cree Inc 2.9% to 3.03%. Largest decreases: Rambus Inc 2.15% to 1.75%; Diodes Inc 2.89% to 2.49%; Semtech Corp 3.08% to 2.69%; SMART Global Holdings Inc 1.32% to 0.95%; First Solar Inc 2.99% to 2.7%; Micron Technology Inc 3.16% to 2.9%. New: NXP Semiconductors NV (2.85%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Nov 2020 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/37 positions became 37: 1 added (0.63% of the fund), 1 dropped (3.75%). Turnover proxy 10%. Largest increases: MACOM Technology Solutions Holdings Inc 1.61% to 2.9%; ON Semiconductor Corp 2.02% to 3.12%; Rambus Inc 1.44% to 2.15%; Microchip Technology Inc 2.49% to 3.16%; SunPower Corp 2.49% to 3.1%; MaxLinear Inc 1.17% to 1.73%. Largest decreases: NVIDIA Corp 4.42% to 3.18%; Advanced Micro Devices Inc 4.15% to 2.94%; Inphi Corp 4% to 3.21%; Ambarella Inc 3.32% to 2.7%; Synaptics Inc 3.4% to 2.87%; Intel Corp 3.52% to 3.01%. New: DSP Group Inc (0.63%). Gone: Cypress Semiconductor Corp (3.75%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/37 positions became 37: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.6%. Largest increases: NVIDIA Corp 3.13% to 4.42%; Inphi Corp 2.96% to 4%; Advanced Micro Devices Inc 3.32% to 4.15%; Cypress Semiconductor Corp 2.97% to 3.75%; Monolithic Power Systems Inc 3.03% to 3.6%; Lattice Semiconductor Corp 2.97% to 3.5%. Largest decreases: ON Semiconductor Corp 3.14% to 2.02%; Universal Display Corp 3.16% to 2.56%; First Solar Inc 3.03% to 2.46%; Microchip Technology Inc 3.05% to 2.49%; SunPower Corp 3.03% to 2.49%; MaxLinear Inc 1.69% to 1.17%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/xsd/https://themulden.com/funds/xsd/36 positions became 37: 2 added (4.68% of the fund), 1 dropped (3.2%). Turnover proxy 7%. Largest increases: Power Integrations Inc 1.99% to 2.89%; Rambus Inc 1.07% to 1.42%; Micron Technology Inc 2.79% to 3.13%; Advanced Micro Devices Inc 3.11% to 3.32%; SunPower Corp 2.91% to 3.03%; Universal Display Corp 3.06% to 3.16%. Largest decreases: Impinj Inc 1.81% to 1.27%; MACOM Technology Solutions Holdings Inc 2.25% to 1.79%; Cypress Semiconductor Corp 3.29% to 2.97%; Diodes Inc 2.94% to 2.65%; Texas Instruments Inc 3.29% to 3.02%; Inphi Corp 3.21% to 2.96%. New: Ambarella Inc (3.28%), SMART Global Holdings Inc (1.4%). Gone: Applied Materials Inc (3.2%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT