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Research & Analysis

CRWD

Crowdstrike Holdings, Inc.

Okta, Inc. CyberSecurity

CSCO

Cisco Systems, Inc.

Communications Equipment

CYBR

CyberArk Software, Ltd. (CYBR)

CyberSecurity

DIOD

Diodes, Inc.

Semiconductors & Emerging Technologies

EXTR

Extreme Networks, Inc.

Communications Equipment

FLYW

Flywire Corporation

Financial Technology & Payments

FOUR

Shift4 Payments Inc.

Financial Technology & Payments

FTNT

Fortinet Inc

CyberSecurity

IIVI

II-VI Incorporated

Communications Equipment

INFN

Infinera Corporation

Communications Equipment

INTC

Intel Corp.

Semiconductors & Emerging Technologies

INVZ

Innoviz Technologies

Semiconductors & Emerging Technologies

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