| AVGO |
Broadcom Inc. |
0 |
7.09% |
|
|
|
|
|
N/A |
0.00% |
46.43% |
26.38% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
4.87% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| LRCX |
Lam Research Corporation |
0 |
4.81% |
|
|
|
|
|
N/A |
0.00% |
33.92% |
4.25% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
4.78% |
|
|
|
|
|
N/A |
0.00% |
32.19% |
6.39% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
4.69% |
|
|
|
|
|
N/A |
0.00% |
36.34% |
22.83% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
4.62% |
|
|
|
|
|
N/A |
0.00% |
40.01% |
17.83% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
4.55% |
|
|
|
|
|
N/A |
0.00% |
29.58% |
10.33% |
|---|
| MU |
Micron Technology, Inc. |
0 |
4.09% |
|
|
|
|
|
N/A |
0.00% |
48.02% |
20.17% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
0 |
3.48% |
|
|
|
|
|
N/A |
0.00% |
93.03% |
52.76% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
3.25% |
|
|
|
|
|
N/A |
0.00% |
63.52% |
40.70% |
|---|
| SMTC |
Semtech Corporation |
0 |
3.12% |
|
|
|
|
|
N/A |
0.00% |
72.58% |
36.57% |
|---|
| TER |
Teradyne, Inc. |
0 |
3.06% |
|
|
|
|
|
N/A |
0.00% |
43.08% |
16.40% |
|---|
| CAMT |
Camtek Ltd. |
0 |
3.03% |
|
|
|
|
|
N/A |
0.00% |
55.75% |
20.63% |
|---|
| SLAB |
Silicon Laboratories Inc. |
0 |
3.00% |
|
|
|
|
|
N/A |
0.00% |
56.31% |
27.21% |
|---|
| NVMI |
Nova Ltd. |
0 |
2.99% |
|
|
|
|
|
N/A |
0.00% |
54.26% |
27.16% |
|---|
| FORM |
FormFactor, Inc. |
0 |
2.93% |
|
|
|
|
|
N/A |
0.00% |
52.03% |
27.26% |
|---|
| AMBA |
Ambarella, Inc. |
0 |
2.88% |
|
|
|
|
|
N/A |
0.00% |
56.26% |
55.53% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
0 |
2.87% |
|
|
|
|
|
N/A |
0.00% |
57.13% |
62.99% |
|---|
| ONTO |
Onto Innovation Inc. |
0 |
2.72% |
|
|
|
|
|
N/A |
0.00% |
69.36% |
55.59% |
|---|
| SITM |
SiTime Corporation |
0 |
2.70% |
|
|
|
|
|
N/A |
0.00% |
77.92% |
37.78% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
2.69% |
|
|
|
|
|
N/A |
0.00% |
45.97% |
11.03% |
|---|
| KLAC |
KLA Corporation |
0 |
2.64% |
|
|
|
|
|
N/A |
0.00% |
37.52% |
9.04% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
0 |
2.60% |
|
|
|
|
|
N/A |
0.00% |
50.72% |
29.65% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
0 |
2.50% |
|
|
|
|
|
N/A |
0.00% |
61.71% |
26.74% |
|---|
| PLAB |
Photronics, Inc. |
0 |
2.48% |
|
|
|
|
|
N/A |
0.00% |
53.66% |
39.27% |
|---|
| CRUS |
Cirrus Logic, Inc. |
0 |
2.47% |
|
|
|
|
|
N/A |
0.00% |
49.54% |
41.77% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
0 |
2.41% |
|
|
|
|
|
N/A |
0.00% |
85.28% |
54.71% |
|---|
| MKSI |
MKS Instruments, Inc. |
0 |
2.40% |
|
|
|
|
|
N/A |
0.00% |
57.78% |
31.30% |
|---|
| ACMR |
ACM Research, Inc. |
0 |
2.17% |
|
|
|
|
|
N/A |
0.00% |
68.57% |
24.65% |
|---|
| PI |
Impinj, Inc. |
0 |
2.01% |
|
|
|
|
|
N/A |
0.00% |
52.24% |
13.72% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|