| AVGO |
Broadcom Inc. |
916.69B |
7.09% |
|
|
|
|
|
194.96 |
8.64% |
52.95% |
60.28% |
|---|
| NVDA |
NVIDIA Corporation |
2.75T |
4.87% |
|
|
|
|
|
112.69 |
1.92% |
61.54% |
44.48% |
|---|
| LRCX |
Lam Research Corporation |
101.42B |
4.81% |
|
|
|
|
|
79.01 |
3.32% |
47.23% |
68.06% |
|---|
| QCOM |
QUALCOMM Incorporated |
178.31B |
4.78% |
|
|
|
|
|
161.22 |
3.32% |
36.53% |
39.01% |
|---|
| ADI |
Analog Devices, Inc. |
112.02B |
4.69% |
|
|
|
|
|
225.86 |
1.39% |
34.06% |
38.38% |
|---|
| AMAT |
Applied Materials, Inc. |
126.48B |
4.62% |
|
|
|
|
|
155.68 |
2.73% |
43.63% |
44.88% |
|---|
| TXN |
Texas Instruments Incorporated |
173.44B |
4.55% |
|
|
|
|
|
190.52 |
0.62% |
34.69% |
64.07% |
|---|
| MU |
Micron Technology, Inc. |
103.57B |
4.09% |
|
|
|
|
|
92.96 |
4.13% |
70.65% |
73.47% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
10.85B |
3.48% |
|
|
|
|
|
66.92 |
5.40% |
93.20% |
48.16% |
|---|
| MRVL |
Marvell Technology, Inc. |
61.30B |
3.25% |
|
|
|
|
|
70.84 |
-1.99% |
63.87% |
58.59% |
|---|
| SMTC |
Semtech Corporation |
2.89B |
3.12% |
|
|
|
|
|
33.50 |
3.62% |
71.40% |
96.34% |
|---|
| TER |
Teradyne, Inc. |
17.55B |
3.06% |
|
|
|
|
|
108.54 |
2.99% |
55.11% |
65.37% |
|---|
| CAMT |
Camtek Ltd. |
3.13B |
3.03% |
|
|
|
|
|
68.80 |
1.42% |
67.35% |
67.97% |
|---|
| SLAB |
Silicon Laboratories Inc. |
4.50B |
3.00% |
|
|
|
|
|
138.68 |
2.62% |
63.08% |
52.07% |
|---|
| NVMI |
Nova Ltd. |
6.62B |
2.99% |
|
|
|
|
|
226.02 |
4.82% |
62.90% |
55.18% |
|---|
| FORM |
FormFactor, Inc. |
2.56B |
2.93% |
|
|
|
|
|
33.00 |
3.61% |
73.98% |
61.29% |
|---|
| AMBA |
Ambarella, Inc. |
2.21B |
2.88% |
|
|
|
|
|
53.07 |
-0.84% |
56.89% |
49.35% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
4.37B |
2.87% |
|
|
|
|
|
39.30 |
0.61% |
61.56% |
58.73% |
|---|
| ONTO |
Onto Innovation Inc. |
6.54B |
2.72% |
|
|
|
|
|
132.82 |
-1.07% |
65.37% |
49.51% |
|---|
| SITM |
SiTime Corporation |
4.13B |
2.70% |
|
|
|
|
|
174.84 |
-1.82% |
89.87% |
52.43% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
28.57B |
2.69% |
|
|
|
|
|
596.79 |
5.50% |
76.29% |
53.13% |
|---|
| KLAC |
KLA Corporation |
94.52B |
2.64% |
|
|
|
|
|
711.29 |
2.77% |
43.41% |
46.30% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
7.64B |
2.60% |
|
|
|
|
|
102.75 |
-1.20% |
58.74% |
75.38% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
1.14B |
2.50% |
|
|
|
|
|
25.32 |
5.99% |
63.46% |
62.99% |
|---|
| PLAB |
Photronics, Inc. |
1.38B |
2.48% |
|
|
|
|
|
21.71 |
3.23% |
44.75% |
35.86% |
|---|
| CRUS |
Cirrus Logic, Inc. |
5.79B |
2.47% |
|
|
|
|
|
108.92 |
5.80% |
53.12% |
38.74% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
994.59M |
2.41% |
|
|
|
|
|
29.25 |
4.80% |
74.95% |
70.16% |
|---|
| MKSI |
MKS Instruments, Inc. |
5.72B |
2.40% |
|
|
|
|
|
84.89 |
2.87% |
52.73% |
46.73% |
|---|
| ACMR |
ACM Research, Inc. |
1.71B |
2.17% |
|
|
|
|
|
27.08 |
2.34% |
69.40% |
27.71% |
|---|
| PI |
Impinj, Inc. |
2.87B |
2.01% |
|
|
|
|
|
100.45 |
8.87% |
82.14% |
46.87% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|