| AVGO |
Broadcom Inc. |
0 |
7.09% |
|
|
|
|
|
N/A |
0.00% |
51.83% |
33.81% |
|---|
| NVDA |
NVIDIA Corporation |
0 |
4.87% |
|
|
|
|
|
N/A |
0.00% |
39.67% |
3.99% |
|---|
| LRCX |
Lam Research Corporation |
0 |
4.81% |
|
|
|
|
|
N/A |
0.00% |
41.74% |
15.40% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
4.78% |
|
|
|
|
|
N/A |
0.00% |
31.81% |
7.89% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
4.69% |
|
|
|
|
|
N/A |
0.00% |
30.92% |
17.10% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
4.62% |
|
|
|
|
|
N/A |
0.00% |
38.26% |
15.88% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
4.55% |
|
|
|
|
|
N/A |
0.00% |
29.09% |
14.29% |
|---|
| MU |
Micron Technology, Inc. |
0 |
4.09% |
|
|
|
|
|
N/A |
0.00% |
61.71% |
42.66% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
0 |
3.48% |
|
|
|
|
|
N/A |
0.00% |
59.80% |
3.65% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
3.25% |
|
|
|
|
|
N/A |
0.00% |
52.83% |
22.48% |
|---|
| SMTC |
Semtech Corporation |
0 |
3.12% |
|
|
|
|
|
N/A |
0.00% |
71.40% |
27.85% |
|---|
| TER |
Teradyne, Inc. |
0 |
3.06% |
|
|
|
|
|
N/A |
0.00% |
55.11% |
24.57% |
|---|
| CAMT |
Camtek Ltd. |
0 |
3.03% |
|
|
|
|
|
N/A |
0.00% |
67.35% |
10.79% |
|---|
| SLAB |
Silicon Laboratories Inc. |
0 |
3.00% |
|
|
|
|
|
N/A |
0.00% |
63.08% |
29.00% |
|---|
| NVMI |
Nova Ltd. |
0 |
2.99% |
|
|
|
|
|
N/A |
0.00% |
62.90% |
15.86% |
|---|
| FORM |
FormFactor, Inc. |
0 |
2.93% |
|
|
|
|
|
N/A |
0.00% |
73.98% |
34.96% |
|---|
| AMBA |
Ambarella, Inc. |
0 |
2.88% |
|
|
|
|
|
N/A |
0.00% |
45.58% |
20.71% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
0 |
2.87% |
|
|
|
|
|
N/A |
0.00% |
61.56% |
24.47% |
|---|
| ONTO |
Onto Innovation Inc. |
0 |
2.72% |
|
|
|
|
|
N/A |
0.00% |
65.37% |
30.03% |
|---|
| SITM |
SiTime Corporation |
0 |
2.70% |
|
|
|
|
|
N/A |
0.00% |
89.87% |
15.61% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
2.69% |
|
|
|
|
|
N/A |
0.00% |
76.29% |
20.81% |
|---|
| KLAC |
KLA Corporation |
0 |
2.64% |
|
|
|
|
|
N/A |
0.00% |
43.41% |
10.43% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
0 |
2.60% |
|
|
|
|
|
N/A |
0.00% |
58.74% |
8.19% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
0 |
2.50% |
|
|
|
|
|
N/A |
0.00% |
63.46% |
24.51% |
|---|
| PLAB |
Photronics, Inc. |
0 |
2.48% |
|
|
|
|
|
N/A |
0.00% |
44.75% |
27.58% |
|---|
| CRUS |
Cirrus Logic, Inc. |
0 |
2.47% |
|
|
|
|
|
N/A |
0.00% |
53.12% |
16.33% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
0 |
2.41% |
|
|
|
|
|
N/A |
0.00% |
74.95% |
43.88% |
|---|
| MKSI |
MKS Instruments, Inc. |
0 |
2.40% |
|
|
|
|
|
N/A |
0.00% |
52.73% |
18.76% |
|---|
| ACMR |
ACM Research, Inc. |
0 |
2.17% |
|
|
|
|
|
N/A |
0.00% |
69.40% |
17.02% |
|---|
| PI |
Impinj, Inc. |
0 |
2.01% |
|
|
|
|
|
N/A |
0.00% |
82.14% |
18.58% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|