| AVGO |
Broadcom Inc. |
1.15T |
6.95% |
|
|
|
|
|
245.66 |
2.50% |
42.76% |
39.85% |
|---|
| NVDA |
NVIDIA Corporation |
3.41T |
4.93% |
|
|
|
|
|
139.29 |
-0.66% |
45.06% |
7.06% |
|---|
| QCOM |
QUALCOMM Incorporated |
176.98B |
4.80% |
|
|
|
|
|
159.30 |
-0.04% |
30.37% |
36.86% |
|---|
| LRCX |
Lam Research Corporation |
95.64B |
4.79% |
|
|
|
|
|
74.33 |
0.68% |
39.14% |
47.97% |
|---|
| ADI |
Analog Devices, Inc. |
108.49B |
4.66% |
|
|
|
|
|
218.60 |
0.23% |
26.14% |
16.22% |
|---|
| AMAT |
Applied Materials, Inc. |
136.93B |
4.61% |
|
|
|
|
|
168.28 |
-0.05% |
33.45% |
16.11% |
|---|
| TXN |
Texas Instruments Incorporated |
175.55B |
4.53% |
|
|
|
|
|
192.44 |
0.00% |
30.75% |
38.22% |
|---|
| MU |
Micron Technology, Inc. |
99.34B |
4.08% |
|
|
|
|
|
89.16 |
-0.13% |
40.92% |
13.71% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
23.24B |
3.44% |
|
|
|
|
|
146.50 |
3.46% |
78.61% |
26.72% |
|---|
| MRVL |
Marvell Technology, Inc. |
100.10B |
3.28% |
|
|
|
|
|
115.68 |
-0.23% |
42.79% |
2.85% |
|---|
| SMTC |
Semtech Corporation |
5.63B |
3.15% |
|
|
|
|
|
65.39 |
1.39% |
60.11% |
30.95% |
|---|
| TER |
Teradyne, Inc. |
21.38B |
3.06% |
|
|
|
|
|
131.26 |
1.00% |
39.63% |
32.73% |
|---|
| CAMT |
Camtek Ltd. |
3.82B |
3.05% |
|
|
|
|
|
84.23 |
0.34% |
59.56% |
45.77% |
|---|
| FORM |
FormFactor, Inc. |
3.67B |
3.02% |
|
|
|
|
|
47.44 |
-0.76% |
70.44% |
65.45% |
|---|
| NVMI |
Nova Ltd. |
5.89B |
3.01% |
|
|
|
|
|
202.63 |
-0.26% |
46.32% |
38.94% |
|---|
| SLAB |
Silicon Laboratories Inc. |
4.21B |
3.00% |
|
|
|
|
|
129.74 |
0.58% |
50.68% |
38.40% |
|---|
| AMBA |
Ambarella, Inc. |
3.14B |
2.87% |
|
|
|
|
|
75.25 |
1.61% |
45.10% |
10.17% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
5.88B |
2.85% |
|
|
|
|
|
52.92 |
1.11% |
36.07% |
32.27% |
|---|
| SITM |
SiTime Corporation |
5.30B |
2.75% |
|
|
|
|
|
227.00 |
-0.07% |
62.57% |
32.11% |
|---|
| ONTO |
Onto Innovation Inc. |
8.56B |
2.73% |
|
|
|
|
|
173.24 |
0.31% |
43.88% |
18.51% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
30.41B |
2.69% |
|
|
|
|
|
623.32 |
0.60% |
52.10% |
56.77% |
|---|
| KLAC |
KLA Corporation |
87.15B |
2.63% |
|
|
|
|
|
651.52 |
0.15% |
37.50% |
28.33% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
9.85B |
2.62% |
|
|
|
|
|
136.10 |
0.21% |
41.93% |
46.12% |
|---|
| PLAB |
Photronics, Inc. |
1.53B |
2.48% |
|
|
|
|
|
24.17 |
-0.08% |
41.26% |
37.51% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
1.68B |
2.47% |
|
|
|
|
|
37.29 |
2.19% |
56.93% |
34.60% |
|---|
| CRUS |
Cirrus Logic, Inc. |
5.51B |
2.46% |
|
|
|
|
|
103.70 |
1.20% |
40.77% |
32.84% |
|---|
| MKSI |
MKS Instruments, Inc. |
7.26B |
2.41% |
|
|
|
|
|
107.82 |
0.27% |
42.34% |
22.87% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
1.06B |
2.35% |
|
|
|
|
|
31.52 |
1.55% |
52.29% |
53.14% |
|---|
| ACMR |
ACM Research, Inc. |
971.36M |
2.17% |
|
|
|
|
|
15.51 |
0.85% |
60.87% |
17.90% |
|---|
| PI |
Impinj, Inc. |
4.22B |
2.00% |
|
|
|
|
|
149.02 |
0.17% |
67.13% |
61.26% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.16% |
|
|
|
|
|
|
|
|
|
|---|