| AVGO |
Broadcom Inc. |
904.98B |
7.09% |
|
|
|
|
|
192.47 |
0.68% |
56.13% |
44.25% |
|---|
| NVDA |
NVIDIA Corporation |
2.66T |
4.87% |
|
|
|
|
|
108.92 |
-0.09% |
60.98% |
40.69% |
|---|
| LRCX |
Lam Research Corporation |
91.67B |
4.81% |
|
|
|
|
|
71.67 |
1.09% |
61.14% |
50.64% |
|---|
| QCOM |
QUALCOMM Incorporated |
164.20B |
4.78% |
|
|
|
|
|
148.46 |
1.08% |
53.30% |
54.18% |
|---|
| ADI |
Analog Devices, Inc. |
96.68B |
4.69% |
|
|
|
|
|
194.92 |
1.17% |
49.57% |
52.37% |
|---|
| AMAT |
Applied Materials, Inc. |
122.44B |
4.62% |
|
|
|
|
|
150.71 |
0.78% |
52.62% |
50.50% |
|---|
| TXN |
Texas Instruments Incorporated |
145.40B |
4.55% |
|
|
|
|
|
160.05 |
0.40% |
49.26% |
51.85% |
|---|
| MU |
Micron Technology, Inc. |
86.00B |
4.09% |
|
|
|
|
|
76.95 |
0.09% |
66.93% |
50.18% |
|---|
| ALAB |
Astera Labs, Inc. Common Stock |
10.77B |
3.48% |
|
|
|
|
|
65.31 |
-0.52% |
99.04% |
63.40% |
|---|
| MRVL |
Marvell Technology, Inc. |
50.55B |
3.25% |
|
|
|
|
|
58.37 |
-0.53% |
72.61% |
50.33% |
|---|
| SMTC |
Semtech Corporation |
2.71B |
3.12% |
|
|
|
|
|
31.25 |
0.19% |
71.40% |
68.47% |
|---|
| TER |
Teradyne, Inc. |
11.94B |
3.06% |
|
|
|
|
|
74.21 |
-0.91% |
55.11% |
64.90% |
|---|
| CAMT |
Camtek Ltd. |
2.98B |
3.03% |
|
|
|
|
|
65.34 |
0.52% |
67.35% |
55.48% |
|---|
| SLAB |
Silicon Laboratories Inc. |
3.30B |
3.00% |
|
|
|
|
|
101.76 |
0.04% |
63.08% |
77.89% |
|---|
| NVMI |
Nova Ltd. |
5.74B |
2.99% |
|
|
|
|
|
196.21 |
0.81% |
62.90% |
68.29% |
|---|
| FORM |
FormFactor, Inc. |
2.17B |
2.93% |
|
|
|
|
|
28.14 |
0.82% |
73.98% |
70.09% |
|---|
| AMBA |
Ambarella, Inc. |
2.04B |
2.88% |
|
|
|
|
|
47.99 |
1.80% |
74.99% |
52.99% |
|---|
| TSEM |
Tower Semiconductor Ltd. |
3.97B |
2.87% |
|
|
|
|
|
35.78 |
-1.11% |
61.56% |
62.62% |
|---|
| ONTO |
Onto Innovation Inc. |
5.96B |
2.72% |
|
|
|
|
|
121.97 |
-0.25% |
65.37% |
77.95% |
|---|
| SITM |
SiTime Corporation |
3.48B |
2.70% |
|
|
|
|
|
146.86 |
0.05% |
89.87% |
74.26% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
28.40B |
2.69% |
|
|
|
|
|
593.10 |
1.08% |
76.29% |
73.80% |
|---|
| KLAC |
KLA Corporation |
93.38B |
2.64% |
|
|
|
|
|
702.69 |
2.14% |
43.41% |
50.42% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
7.71B |
2.60% |
|
|
|
|
|
103.75 |
0.55% |
58.74% |
70.08% |
|---|
| UCTT |
Ultra Clean Holdings, Inc. |
844.20M |
2.50% |
|
|
|
|
|
18.71 |
-2.58% |
63.46% |
65.76% |
|---|
| PLAB |
Photronics, Inc. |
1.16B |
2.48% |
|
|
|
|
|
18.27 |
-0.76% |
44.75% |
49.70% |
|---|
| CRUS |
Cirrus Logic, Inc. |
5.10B |
2.47% |
|
|
|
|
|
96.04 |
2.66% |
53.12% |
74.35% |
|---|
| ICHR |
Ichor Holdings, Ltd. |
674.76M |
2.41% |
|
|
|
|
|
19.78 |
-0.75% |
74.95% |
74.94% |
|---|
| MKSI |
MKS Instruments, Inc. |
4.73B |
2.40% |
|
|
|
|
|
70.14 |
-1.82% |
52.73% |
72.64% |
|---|
| ACMR |
ACM Research, Inc. |
1.23B |
2.17% |
|
|
|
|
|
19.47 |
5.13% |
69.40% |
68.62% |
|---|
| PI |
Impinj, Inc. |
2.67B |
2.01% |
|
|
|
|
|
92.13 |
2.72% |
82.14% |
70.02% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.11% |
|
|
|
|
|
|
|
|
|
|---|