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Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%
Top 25 Holdings Portfolio Weight % Shares Owned Shares Change   Sector Mkt Cap (Mil) Total Ret YTD (Daily)  
Intel Corp 11.45 26,448 1,089 technology 633,430.00 18.91
Texas Instruments, Inc. 6.39 9,760 400 technology 353,410.00 18.16
Broadcom Corporation 4.57 7,024 290 technology 252,864.00 10.84
Applied Materials, Inc. 4.29 16,358 672 technology 237,355.00 28.76
Analog Devices Inc 3.57 4,486 183 technology 197,339.00 9.11
Taiwan Semiconductor Manufacturing Co Ltd ADR 3.12 9,039 367 technology 172,464.00 10.08
Xilinx Inc 3.10 4,518 183 technology 171,277.00 11.49
Micron Technology, Inc. 3.03 17,804 729 technology 167,714.00 72.24
NVIDIA Corporation 3.03 12,155 494 technology 167,374.00 18.68
Altera Corp. 3.01 5,200 216 technology 166,452.00 -4.04
KLA-Tencor Corporation 2.98 3,038 126 technology 164,812.00 17.84
Maxim Integrated Products Inc. 2.88 5,154 206 technology 159,413.00 4.35
Lam Research Corporation 2.85 3,413 143 technology 157,749.00 29.95
Linear Technology 2.83 4,290 169 technology 156,585.00 9.50
Cree, Inc. 2.66 2,598 108 technology 146,969.00 77.78
Microchip Technology, Inc. 2.65 4,026 164 technology 146,627.00 13.61
First Solar, Inc. 2.61 3,104 128 technology 144,522.00 69.82
Marvell Technology Group, Ltd. 2.24 11,514 473 technology 123,891.00 57.29
ASML Holding NV ADR 2.07 1,541 59 technology 114,604.00 25.30
Skyworks Solutions, Inc. 2.04 5,120 215 technology 112,998.00 14.43
Avago Technologies Ltd 2.04 3,529 145 technology 112,787.00 9.79
Freescale Semiconductor Ltd 1.94 6,943 288 technology 107,478.00 45.59
Cymer, Inc. 1.83 964 38 technology 100,989.00 23.75
LSI Corporation 1.82 15,370 624 technology 100,520.00 -0.28
ON Semiconductor Corporation 1.81 12,760 526 technology 100,294.00 14.61
YTD Return through 05-22-13| Portfolio Holdings as of 04-30-13