| Advanced Micro Devices Inc (AMD) |
US |
AMD |
Electronic Compo-S ... |
1,100,000 |
$6,556,000 |
$1,903,000 |
40.89 % |
No Compare |
- |
- |
- |
| Altera Corp (ALTR) |
US |
ALTR |
Electronic Compo-S ... |
1,600,000 |
$33,152,000 |
$-1,904,000 |
-5.43 % |
No Compare |
- |
- |
- |
| Applied Matls Inc (AMAT) |
US |
AMAT |
Semiconductor Equi ... |
4,900,000 |
$84,084,000 |
$-245,000 |
-0.29 % |
No Compare |
- |
- |
- |
| Atheros Communications Inc (ATHR) |
US |
ATHR |
Networking Product ... |
177,939 |
$5,048,129 |
$-352,319 |
-6.52 % |
No Compare |
- |
- |
- |
| Broadcom Corp (BRCM) |
US |
BRCM |
Electronic Compo-S ... |
2,294,200 |
$51,229,486 |
$-3,349,532 |
-6.13 % |
No Compare |
- |
- |
- |
| Cavium Networks Inc (DQD.BE) |
US |
DQD.BE |
Electronic Compo-S ... |
354,311 |
$5,158,768 |
$-662,562 |
-11.38 % |
No Compare |
- |
- |
- |
| Ceva Inc (PVJA.BE) |
US |
PVJA.BE |
Electronic Compo-S ... |
121,200 |
$1,083,528 |
$92,112 |
9.29 % |
No Compare |
- |
- |
- |
| Cisco Sys Inc (CSCO) |
US |
CSCO |
Networking Product ... |
500,000 |
$11,130,000 |
$45,000 |
0.40 % |
No Compare |
- |
- |
- |
| Cymer Inc (CYMI) |
US |
CYMI |
Lasers-Syst/Compon ... |
200,000 |
$5,534,000 |
$148,000 |
2.74 % |
No Compare |
- |
- |
- |
| Cypress Semiconductor Corp (CY) |
US |
CY |
Semicon Compo-Intg ... |
130,500 |
$3,804,075 |
$237,510 |
6.65 % |
No Compare |
- |
- |
- |
| Diodes Inc (DIOD) |
US |
DIOD |
Electronic Compo-S ... |
300,000 |
$6,516,000 |
$-1,224,000 |
-15.81 % |
No Compare |
- |
- |
- |
| Epistar Corporation (2448.TW) |
TW |
2448.TW |
- |
1,999,593 |
$3,279,333 |
$-879,821 |
-21.15 % |
No Compare |
- |
- |
- |
| Evergreen Solar Inc (ESLR) |
US |
ESLR |
Energy-Alternate S ... |
300,000 |
$2,361,000 |
$-474,000 |
-16.71 % |
No Compare |
- |
- |
- |
| First Solar Inc (FSLR) |
US |
FSLR |
Energy-Alternate S ... |
70,000 |
$16,520,700 |
$-3,429,300 |
-17.18 % |
No Compare |
- |
- |
- |
| Formfactor Inc (FORM) |
US |
FORM |
Semiconductor Equi ... |
800,000 |
$14,552,000 |
$1,368,000 |
10.37 % |
No Compare |
- |
- |
- |
| Global Unichip Corp (3443.TW) |
TW |
3443.TW |
- |
400,000 |
$2,248,000 |
$-596,000 |
-20.95 % |
No Compare |
- |
- |
- |
| Greatek Electronics Inc (2441.TW) |
TW |
2441.TW |
- |
2,479,040 |
$2,429,459 |
$-421,437 |
-14.78 % |
No Compare |
- |
- |
- |
| Harris And Harris Group Inc (TINY) |
US |
TINY |
Investment Compani ... |
691,460 |
$5,262,011 |
$726,033 |
16.00 % |
No Compare |
- |
- |
- |
| Hittite Microwave Corp (HITT) |
US |
HITT |
Semicon Compo-Intg ... |
302,900 |
$10,156,237 |
$399,828 |
4.09 % |
No Compare |
- |
- |
- |
| Ibiden Co Ltd (IBIDF.PK) |
JP |
IBIDF.PK |
Circuit Boards |
18,200 |
$789,880 |
$0 |
0.00 % |
No Compare |
- |
- |
- |
| Intel Corp (INTC) |
US |
INTC |
Electronic Compo-S ... |
11,730,600 |
$241,767,666 |
$-19,003,572 |
-7.28 % |
No Compare |
- |
- |
- |
| Intersil Corp (ISIL) |
US |
ISIL |
Electronic Compo-S ... |
602,300 |
$12,208,621 |
$-2,276,694 |
-15.71 % |
No Compare |
- |
- |
- |
| Ja Solar Hldgs Co Ltd (JASO) |
US |
JASO |
Energy-Alternate S ... |
300,000 |
$4,662,000 |
$-159,000 |
-3.29 % |
No Compare |
- |
- |
- |
| Jumptv Inc (KC5.BE) |
CA |
KC5.BE |
Cable Tv |
1,431,300 |
$844,467 |
$-85,878 |
-9.23 % |
No Compare |
- |
- |
- |
| Lam Resh Corp (LRCX) |
US |
LRCX |
Semiconductor Equi ... |
600,000 |
$19,398,000 |
$-1,068,000 |
-5.21 % |
No Compare |
- |
- |
- |
| Linear Technology Corp (LLTC) |
US |
LLTC |
Semicon Compo-Intg ... |
98,100 |
$3,010,689 |
$-83,385 |
-2.69 % |
No Compare |
- |
- |
- |
| Marvell Technology Group Ltd (MRVL) |
BM |
MRVL |
Semicon Compo-Intg ... |
4,356,300 |
$53,974,557 |
$-10,106,616 |
-15.77 % |
No Compare |
- |
- |
- |
| Maxim Integrated Prods Inc (MXIM) |
US |
MXIM |
Semicon Compo-Intg ... |
600,000 |
|
|
% |
No Compare |
- |
- |
- |
| Memc Electronic Materials Spa (WFR) |
IT |
WFR |
Electronic Compo-S ... |
614,500 |
$24,696,755 |
$-4,491,995 |
-15.38 % |
No Compare |
- |
- |
- |
| Microchip Technology Inc (MCHP) |
US |
MCHP |
Electronic Compo-S ... |
895,800 |
$26,605,260 |
$-2,248,458 |
-7.79 % |
No Compare |
- |
- |
- |
| Motech Industries Inc (DLT1.BE) |
TW |
DLT1.BE |
Energy-Alternate S ... |
877,427 |
$4,887,268 |
$-1,017,815 |
-17.23 % |
No Compare |
- |
- |
- |
| National Semiconductor Corp (NSM) |
US |
NSM |
Electronic Compo-S ... |
900,000 |
$17,055,000 |
$-1,863,000 |
-9.84 % |
No Compare |
- |
- |
- |
| Ngk Insulators Ltd (NGKIF.PK) |
JP |
NGKIF.PK |
Electronic Compo-M ... |
43,000 |
$546,100 |
$-163,400 |
-23.03 % |
No Compare |
- |
- |
- |
| Nidec Corp (NJ) |
US |
NJ |
Electronic Compo-M ... |
73,400 |
$1,218,440 |
$-112,302 |
-8.43 % |
No Compare |
- |
- |
- |
| Nintendo Co Ltd (NTDOF.PK) |
JP |
NTDOF.PK |
Toys |
40,000 |
$19,234,400 |
$-868,000 |
-4.31 % |
No Compare |
- |
- |
- |
| Nitto Denko Corp (NDEKF.PK) |
US |
NDEKF.PK |
Chemicals-Diversif ... |
44,400 |
$1,320,900 |
$-44,400 |
-3.25 % |
No Compare |
- |
- |
- |
| Nvidia Corp (NVDA) |
US |
NVDA |
Electronic Compo-S ... |
545,350 |
$6,364,235 |
$103,617 |
1.65 % |
No Compare |
- |
- |
- |
| Powertech Technology Inc (PWT.IL) |
US |
PWT.IL |
S&L/Thrifts-Centra ... |
214,000 |
$1,177,000 |
$-395,900 |
-25.17 % |
No Compare |
- |
- |
- |
| Qualcomm Inc (QCOM) |
US |
QCOM |
Wireless Equipment |
300,000 |
$14,301,000 |
$-2,391,000 |
-14.32 % |
No Compare |
- |
- |
- |
| Richtek Technology Corporation (RHTKF.PK) |
TW |
RHTKF.PK |
Semicon Compo-Intg ... |
1,100,500 |
$17,718,050 |
$0 |
0.00 % |
No Compare |
- |
- |
- |
| Samsung Electronics Co Ltd (SSNKF.PK) |
KR |
SSNKF.PK |
Electronic Compo-S ... |
16,000 |
$2,464,480 |
$0 |
0.00 % |
No Compare |
- |
- |
- |
| Silicon Laboratories Inc (SLAB) |
US |
SLAB |
Electronic Compo-S ... |
300,000 |
$9,477,000 |
$-516,000 |
-5.16 % |
No Compare |
- |
- |
- |
| Solarworld Ag (SRWRF.PK) |
DE |
SRWRF.PK |
Energy-Alternate S ... |
175,000 |
$7,612,500 |
$-568,750 |
-6.95 % |
No Compare |
- |
- |
- |
| Stec Inc (STEC.DE) |
US |
STEC.DE |
- |
542,674 |
$3,478,540 |
$-320,178 |
-8.42 % |
No Compare |
- |
- |
- |
| Synaptics Inc (SYNA) |
US |
SYNA |
Computers-Peripher ... |
260,823 |
$8,372,418 |
$-3,661,955 |
-30.42 % |
No Compare |
- |
- |
- |
| Tessera Technologies Inc (TSRA) |
US |
TSRA |
Semiconductor Equi ... |
300,000 |
$6,006,000 |
$657,000 |
12.28 % |
No Compare |
- |
- |
- |
| Texas Instrs Inc (TXN) |
US |
TXN |
Electronic Compo-S ... |
2,887,700 |
$65,377,528 |
$-5,371,122 |
-7.59 % |
No Compare |
- |
- |
- |
| Topco Scientific Co Ltd (5434.TW) |
TW |
5434.TW |
- |
1,348,200 |
$1,550,430 |
$-404,460 |
-20.68 % |
No Compare |
- |
- |
- |
| Universal Display Corp (PANL) |
US |
PANL |
Lighting Products& ... |
60,000 |
$768,000 |
$-52,800 |
-6.43 % |
No Compare |
- |
- |
- |
| Vodone Ltd (VODOF.PK) |
BM |
VODOF.PK |
Therapeutics |
1,766,000 |
$70,640 |
$-35,320 |
-33.33 % |
No Compare |
- |
- |
- |
| Wacker Chemie (WKCMF.PK) |
CH |
WKCMF.PK |
Chemicals-Diversif ... |
14,200 |
$2,389,150 |
$-312,400 |
-11.56 % |
No Compare |
- |
- |
- |
| Xilinx Inc (XLNX) |
US |
XLNX |
Electronic Compo-S ... |
1,700,000 |
$40,698,000 |
$-1,632,000 |
-3.85 % |
No Compare |
- |
- |
- |