Titelia

Holdings of Electronics Fund

Rydex Series Funds · 65 declared positions · as of Mar 31, 2026

Original filing · Net assets 161.3M $ · Ten largest lines: 53 % of the equity sleeve

Sector breakdown

  • Technology 66.3 %
  • Unattributed 33.7 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 87.1 %
  • NL 4.0 %
  • TW 3.2 %
  • IL 2.7 %
  • GB 1.4 %
  • KY 1.0 %
  • CA 0.6 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US52139.8M $87.07 %
NL36.4M $3.96 %
TW35.1M $3.16 %
IL34.4M $2.73 %
GB12.3M $1.44 %
KY21.7M $1.04 %
CA1958.3K $0.60 %

Positions

CompanySharesValueWeight
NVIDIA Corp 136,13623.7M $14.72 %
Broadcom Inc 44,90813.9M $8.62 %
Advanced Micro Devices Inc 34,9427.1M $4.41 %
Micron Technology Inc 20,2686.8M $4.25 %
Applied Materials Inc 18,7096.4M $3.96 %
Lam Research Corp 29,8476.4M $3.95 %
KLA Corp 3,7295.5M $3.40 %
Texas Instruments Inc 26,7935.2M $3.23 %
Intel Corp 117,1065.2M $3.20 %
Analog Devices Inc 15,3824.9M $3.03 %
QUALCOMM Inc 34,5414.4M $2.76 %
Marvell Technology Inc 38,3503.8M $2.36 %
Monolithic Power Systems Inc 2,6042.8M $1.77 %
Teradyne Inc 9,0812.7M $1.67 %
ASML Holding NV 1,9452.6M $1.59 %
Taiwan Semiconductor Manufacturing Co Ltd 7,4422.5M $1.56 %
NXP Semiconductors NV 12,3602.4M $1.51 %
ARM Holdings PLC 15,2692.3M $1.43 %
Microchip Technology Inc 35,6662.3M $1.43 %
Tower Semiconductor Ltd 11,2352M $1.22 %
ON Semiconductor Corp 31,6472M $1.22 %
Qnity Electronics Inc 16,6681.9M $1.19 %
SolarEdge Technologies Inc 37,2091.9M $1.18 %
First Solar Inc 8,6471.7M $1.06 %
Entegris Inc 14,4331.7M $1.05 %
MKS Inc 6,8791.6M $0.98 %
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 6,7991.5M $0.94 %
Astera Labs Inc 13,6141.5M $0.93 %
Nova Ltd 3,3431.5M $0.90 %
Lattice Semiconductor Corp 15,3341.4M $0.88 %
Credo Technology Group Holding Ltd 14,8191.4M $0.86 %
STMicroelectronics NV 39,4431.4M $0.85 %
ASE Technology Holding Co Ltd 61,6881.3M $0.83 %
Kulicke & Soffa Industries Inc 19,7701.3M $0.81 %
Onto Innovation Inc 6,3171.3M $0.80 %
United Microelectronics Corp 136,1521.2M $0.76 %
Rambus Inc 13,2921.1M $0.71 %
FormFactor Inc 11,4121.1M $0.69 %
Cirrus Logic Inc 7,4901.1M $0.67 %
SiTime Corp 3,1341.1M $0.67 %
Skyworks Solutions Inc 19,7541.1M $0.66 %
Silicon Laboratories Inc 4,774993.7K $0.62 %
Semtech Corp 12,778982.5K $0.61 %
Amkor Technology Inc 21,586972K $0.60 %
Camtek Ltd/Israel 6,381967.4K $0.60 %
Canadian Solar Inc 69,194958.3K $0.59 %
Qorvo Inc 12,376957.9K $0.59 %
GLOBALFOUNDRIES Inc 19,641873.6K $0.54 %
Silicon Motion Technology Corp 7,104797.7K $0.49 %
Enphase Energy Inc 20,847788.2K $0.49 %
Allegro MicroSystems Inc 24,575774.8K $0.48 %
Rigetti Computing Inc 54,744768.6K $0.48 %
Universal Display Corp 8,278758.8K $0.47 %
Impinj Inc 6,927711.4K $0.44 %
Diodes Inc 10,335705.5K $0.44 %
Axcelis Technologies Inc 7,169667.3K $0.41 %
Power Integrations Inc 13,019666.6K $0.41 %
Photronics Inc 15,928643.7K $0.40 %
Synaptics Inc 8,647605.6K $0.38 %
Veeco Instruments Inc 16,475557.8K $0.35 %
Ambarella Inc 10,705551K $0.34 %
ACM Research Inc 13,726540.1K $0.33 %
Navitas Semiconductor Corp 54,905481.5K $0.30 %
MaxLinear Inc 26,761465.4K $0.29 %
Penguin Solutions Inc 20,525361.2K $0.22 %