| AVGO |
Broadcom Inc. |
0 |
7.09% |
|
|
|
|
|
N/A |
0.00% |
42.75% |
10.24% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
4.87% |
|
|
|
|
|
N/A |
0.00% |
38.76% |
4.63% |
|---|
| LRCX |
Lam Research Corporation |
0 |
4.81% |
|
|
|
|
|
N/A |
0.00% |
42.15% |
14.68% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
4.78% |
|
|
|
|
|
N/A |
0.00% |
31.31% |
9.05% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
4.69% |
|
|
|
|
|
N/A |
0.00% |
29.16% |
8.81% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
4.62% |
|
|
|
|
|
N/A |
0.00% |
38.01% |
15.96% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
4.55% |
|
|
|
|
|
N/A |
0.00% |
32.19% |
16.24% |
|---|
| MU |
Micron Technology, Inc. |
0 |
4.09% |
|
|
|
|
|
N/A |
0.00% |
65.15% |
47.24% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
0 |
3.48% |
|
|
|
|
|
N/A |
0.00% |
74.24% |
23.03% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
3.25% |
|
|
|
|
|
N/A |
0.00% |
48.99% |
15.11% |
|---|
| SMTC |
Semtech Corporation |
0 |
3.12% |
|
|
|
|
|
N/A |
0.00% |
54.54% |
4.77% |
|---|
| TER |
Teradyne, Inc. |
0 |
3.06% |
|
|
|
|
|
N/A |
0.00% |
43.58% |
18.06% |
|---|
| CAMT |
Camtek Ltd. |
0 |
3.03% |
|
|
|
|
|
N/A |
0.00% |
47.78% |
5.57% |
|---|
| SLAB |
Silicon Laboratories Inc. |
0 |
3.00% |
|
|
|
|
|
N/A |
0.00% |
45.92% |
9.20% |
|---|
| NVMI |
Nova Ltd. |
0 |
2.99% |
|
|
|
|
|
N/A |
0.00% |
43.60% |
13.63% |
|---|
| FORM |
FormFactor, Inc. |
0 |
2.93% |
|
|
|
|
|
N/A |
0.00% |
52.97% |
31.42% |
|---|
| AMBA |
Ambarella, Inc. |
0 |
2.88% |
|
|
|
|
|
N/A |
0.00% |
38.77% |
14.90% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
0 |
2.87% |
|
|
|
|
|
N/A |
0.00% |
52.50% |
49.24% |
|---|
| ONTO |
Onto Innovation Inc. |
0 |
2.72% |
|
|
|
|
|
N/A |
0.00% |
55.05% |
25.99% |
|---|
| SITM |
SiTime Corporation |
0 |
2.70% |
|
|
|
|
|
N/A |
0.00% |
60.31% |
15.79% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
2.69% |
|
|
|
|
|
N/A |
0.00% |
39.92% |
2.74% |
|---|
| KLAC |
KLA Corporation |
0 |
2.64% |
|
|
|
|
|
N/A |
0.00% |
39.08% |
11.66% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
0 |
2.60% |
|
|
|
|
|
N/A |
0.00% |
36.71% |
10.55% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
0 |
2.50% |
|
|
|
|
|
N/A |
0.00% |
58.48% |
13.05% |
|---|
| PLAB |
Photronics, Inc. |
0 |
2.48% |
|
|
|
|
|
N/A |
0.00% |
42.10% |
26.39% |
|---|
| CRUS |
Cirrus Logic, Inc. |
0 |
2.47% |
|
|
|
|
|
N/A |
0.00% |
35.52% |
12.22% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
0 |
2.41% |
|
|
|
|
|
N/A |
0.00% |
73.66% |
48.83% |
|---|
| MKSI |
MKS Instruments, Inc. |
0 |
2.40% |
|
|
|
|
|
N/A |
0.00% |
47.78% |
11.09% |
|---|
| ACMR |
ACM Research, Inc. |
0 |
2.17% |
|
|
|
|
|
N/A |
0.00% |
59.19% |
15.76% |
|---|
| PI |
Impinj, Inc. |
0 |
2.01% |
|
|
|
|
|
N/A |
0.00% |
53.71% |
10.71% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|