| NVDA |
NVIDIA Corporation |
0 |
19.79% |
|
|
|
|
|
N/A |
0.00% |
50.42% |
20.98% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
0 |
12.52% |
|
|
|
|
|
N/A |
0.00% |
39.09% |
15.12% |
|---|
| AVGO |
Broadcom Inc. |
0 |
10.15% |
|
|
|
|
|
N/A |
0.00% |
46.43% |
26.38% |
|---|
| ASML |
ASML Holding N.V. |
0 |
4.88% |
|
|
|
|
|
N/A |
0.00% |
31.05% |
8.72% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
4.72% |
|
|
|
|
|
N/A |
0.00% |
60.07% |
37.62% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
4.42% |
|
|
|
|
|
N/A |
0.00% |
29.58% |
10.33% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
4.36% |
|
|
|
|
|
N/A |
0.00% |
32.19% |
6.39% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
4.31% |
|
|
|
|
|
N/A |
0.00% |
40.01% |
17.83% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
3.97% |
|
|
|
|
|
N/A |
0.00% |
36.34% |
22.83% |
|---|
| LRCX |
Lam Research Corporation |
0 |
3.68% |
|
|
|
|
|
N/A |
0.00% |
33.92% |
4.25% |
|---|
| MU |
Micron Technology, Inc. |
0 |
3.61% |
|
|
|
|
|
N/A |
0.00% |
48.02% |
20.17% |
|---|
| INTC |
Intel Corporation |
0 |
3.43% |
|
|
|
|
|
N/A |
0.00% |
44.02% |
5.12% |
|---|
| KLAC |
KLA Corporation |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
37.52% |
9.04% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
3.26% |
|
|
|
|
|
N/A |
0.00% |
63.52% |
40.70% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
0 |
3.24% |
|
|
|
|
|
N/A |
0.00% |
28.82% |
3.47% |
|---|
| SNPS |
Synopsys, Inc. |
0 |
3.00% |
|
|
|
|
|
N/A |
0.00% |
34.00% |
8.63% |
|---|
| NXPI |
NXP Semiconductors N.V. |
0 |
1.65% |
|
|
|
|
|
N/A |
0.00% |
36.96% |
10.80% |
|---|
| MCHP |
Microchip Technology Incorporated |
0 |
1.19% |
|
|
|
|
|
N/A |
0.00% |
48.51% |
29.30% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
1.02% |
|
|
|
|
|
N/A |
0.00% |
45.97% |
11.03% |
|---|
| ON |
ON Semiconductor Corporation |
0 |
0.83% |
|
|
|
|
|
N/A |
0.00% |
58.58% |
42.41% |
|---|
| STM |
STMicroelectronics N.V. |
0 |
0.79% |
|
|
|
|
|
N/A |
0.00% |
41.96% |
17.16% |
|---|
| TER |
Teradyne, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
43.08% |
16.40% |
|---|
| SWKS |
Skyworks Solutions, Inc. |
0 |
0.55% |
|
|
|
|
|
N/A |
0.00% |
49.15% |
34.74% |
|---|
| OLED |
Universal Display Corporation |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
40.95% |
18.43% |
|---|
| QRVO |
Qorvo, Inc. |
0 |
0.25% |
|
|
|
|
|
N/A |
0.00% |
37.54% |
13.82% |
|---|
|
Other/Cash |
|
0.03% |
|
|
|
|
|
|
|
|
|
|---|