| AVGO |
Broadcom Inc. |
1.01T |
7.09% |
|
|
|
|
|
215.66 |
4.51% |
51.08% |
72.79% |
|---|
| NVDA |
NVIDIA Corporation |
3.05T |
4.87% |
|
|
|
|
|
124.65 |
0.77% |
75.74% |
65.53% |
|---|
| LRCX |
Lam Research Corporation |
103.87B |
4.81% |
|
|
|
|
|
80.73 |
7.43% |
41.34% |
45.25% |
|---|
| QCOM |
QUALCOMM Incorporated |
190.05B |
4.78% |
|
|
|
|
|
171.93 |
0.13% |
42.41% |
60.81% |
|---|
| ADI |
Analog Devices, Inc. |
105.37B |
4.69% |
|
|
|
|
|
212.40 |
1.19% |
33.59% |
33.05% |
|---|
| AMAT |
Applied Materials, Inc. |
147.68B |
4.62% |
|
|
|
|
|
181.72 |
3.67% |
44.93% |
41.41% |
|---|
| TXN |
Texas Instruments Incorporated |
169.01B |
4.55% |
|
|
|
|
|
185.27 |
2.77% |
29.39% |
41.79% |
|---|
| MU |
Micron Technology, Inc. |
103.06B |
4.09% |
|
|
|
|
|
92.50 |
3.92% |
51.32% |
34.89% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
15.36B |
3.48% |
|
|
|
|
|
96.87 |
7.12% |
98.38% |
56.32% |
|---|
| MRVL |
Marvell Technology, Inc. |
95.47B |
3.25% |
|
|
|
|
|
110.33 |
3.31% |
53.93% |
62.50% |
|---|
| SMTC |
Semtech Corporation |
5.83B |
3.12% |
|
|
|
|
|
67.69 |
12.26% |
71.40% |
48.51% |
|---|
| TER |
Teradyne, Inc. |
18.74B |
3.06% |
|
|
|
|
|
115.08 |
-5.71% |
55.11% |
33.48% |
|---|
| CAMT |
Camtek Ltd. |
4.13B |
3.03% |
|
|
|
|
|
90.95 |
3.39% |
67.35% |
61.36% |
|---|
| SLAB |
Silicon Laboratories Inc. |
4.40B |
3.00% |
|
|
|
|
|
135.70 |
1.92% |
63.08% |
58.38% |
|---|
| NVMI |
Nova Ltd. |
7.03B |
2.99% |
|
|
|
|
|
242.01 |
4.14% |
62.90% |
73.40% |
|---|
| FORM |
FormFactor, Inc. |
3.08B |
2.93% |
|
|
|
|
|
39.83 |
2.21% |
73.98% |
68.47% |
|---|
| AMBA |
Ambarella, Inc. |
3.26B |
2.88% |
|
|
|
|
|
78.15 |
3.02% |
60.92% |
64.45% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
5.41B |
2.87% |
|
|
|
|
|
48.68 |
3.88% |
61.56% |
91.16% |
|---|
| ONTO |
Onto Innovation Inc. |
10.13B |
2.72% |
|
|
|
|
|
205.18 |
6.97% |
65.37% |
54.20% |
|---|
| SITM |
SiTime Corporation |
4.76B |
2.70% |
|
|
|
|
|
203.76 |
4.80% |
89.87% |
68.17% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
31.06B |
2.69% |
|
|
|
|
|
636.78 |
2.91% |
76.29% |
93.16% |
|---|
| KLAC |
KLA Corporation |
99.31B |
2.64% |
|
|
|
|
|
742.43 |
4.13% |
43.41% |
37.61% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
9.73B |
2.60% |
|
|
|
|
|
130.86 |
3.12% |
58.74% |
83.33% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
1.63B |
2.50% |
|
|
|
|
|
36.16 |
2.84% |
63.46% |
38.40% |
|---|
| PLAB |
Photronics, Inc. |
1.46B |
2.48% |
|
|
|
|
|
23.06 |
1.05% |
44.75% |
36.50% |
|---|
| CRUS |
Cirrus Logic, Inc. |
5.28B |
2.47% |
|
|
|
|
|
99.29 |
1.17% |
53.12% |
64.60% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
934.08M |
2.41% |
|
|
|
|
|
27.69 |
1.80% |
74.95% |
47.20% |
|---|
| MKSI |
MKS Instruments, Inc. |
7.60B |
2.40% |
|
|
|
|
|
112.98 |
4.18% |
52.73% |
42.91% |
|---|
| ACMR |
ACM Research, Inc. |
1.29B |
2.17% |
|
|
|
|
|
20.54 |
17.51% |
69.40% |
28.35% |
|---|
| PI |
Impinj, Inc. |
3.62B |
2.01% |
|
|
|
|
|
127.94 |
-2.72% |
82.14% |
95.79% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|