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Name	Sector	Morningstar Rating for Stocks	Fair Value	Economic Moat	Market Cap
Albemarle Corp ALB	Basic Materials		$735.00	Dzbqb	$11.8 Bil
Analog Devices Inc ADI	Technology		$192.00	Dkn	$114.1 Bil
Ansys Inc ANSS	Technology		$158.00	Bvbs	$28.5 Bil
Aptiv PLC APTV	Consumer Cyclical		$593.45	Qrnf	$19.0 Bil
Arcadium Lithium PLC ALTM	Basic Materials		$42.00	Qtxwby	$3.7 Bil
Celanese Corp Class A CE	Basic Materials		$267.00	Brfdwg	$14.7 Bil
Diodes Inc DIOD	Technology		$64.27	Glsds	$3.3 Bil
DuPont de Nemours Inc DD	Basic Materials		$32.00	Dlbhsv	$33.1 Bil
Eastman Chemical Co EMN	Basic Materials		$497.00	Ywrylq	$11.3 Bil
Intel Corp INTC	Technology		$24.00	Czby	$132.9 Bil
Joby Aviation Inc JOBY	Industrials		$4.17	Pvh	$3.6 Bil
Lattice Semiconductor Corp LSCC	Technology		$68.71	Pxxlrz	$8.6 Bil
Lucid Group Inc Shs LCID	Consumer Cyclical		$1.47	Zgnzb	$6.8 Bil
Microchip Technology Inc MCHP	Technology		$29.00	Hgp	$50.2 Bil
NVIDIA Corp NVDA	Technology		$277.00	Pkmj	$3.2 Tril
NXP Semiconductors NV NXPI	Technology		$773.00	Jwcr	$69.6 Bil
ON Semiconductor Corp ON	Technology		$38.00	Cbmyft	$31.3 Bil
Qualcomm Inc QCOM	Technology		$316.00	Lbktzvs	$227.5 Bil
QuantumScape Corp Ordinary Shares - Class A QS	Consumer Cyclical		$34.22	Yblkv	$2.5 Bil
Sensata Technologies Holding PLC ST	Technology		$95.00	Ntkdkpw	$5.7 Bil
TE Connectivity Ltd TEL	Technology		$287.00	Lzkxzs	$45.6 Bil
Tesla Inc TSLA	Consumer Cyclical		$738.00	Cmbgl	$785.8 Bil
Texas Instruments Inc TXN	Technology		$536.00	Bnfm	$181.1 Bil

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