| NVDA |
NVIDIA Corporation |
0 |
19.79% |
|
|
|
|
|
N/A |
0.00% |
39.67% |
3.99% |
|---|
| TSM |
Taiwan Semiconductor Manufacturing Compa... |
0 |
12.52% |
|
|
|
|
|
N/A |
0.00% |
35.89% |
3.72% |
|---|
| AVGO |
Broadcom Inc. |
0 |
10.15% |
|
|
|
|
|
N/A |
0.00% |
51.83% |
33.81% |
|---|
| ASML |
ASML Holding N.V. |
0 |
4.88% |
|
|
|
|
|
N/A |
0.00% |
33.11% |
7.20% |
|---|
| AMD |
Advanced Micro Devices, Inc. |
0 |
4.72% |
|
|
|
|
|
N/A |
0.00% |
44.54% |
11.75% |
|---|
| TXN |
Texas Instruments Incorporated |
0 |
4.42% |
|
|
|
|
|
N/A |
0.00% |
29.09% |
14.29% |
|---|
| QCOM |
QUALCOMM Incorporated |
0 |
4.36% |
|
|
|
|
|
N/A |
0.00% |
31.81% |
7.89% |
|---|
| AMAT |
Applied Materials, Inc. |
0 |
4.31% |
|
|
|
|
|
N/A |
0.00% |
38.26% |
15.88% |
|---|
| ADI |
Analog Devices, Inc. |
0 |
3.97% |
|
|
|
|
|
N/A |
0.00% |
30.92% |
17.10% |
|---|
| LRCX |
Lam Research Corporation |
0 |
3.68% |
|
|
|
|
|
N/A |
0.00% |
41.74% |
15.40% |
|---|
| MU |
Micron Technology, Inc. |
0 |
3.61% |
|
|
|
|
|
N/A |
0.00% |
61.71% |
42.66% |
|---|
| INTC |
Intel Corporation |
0 |
3.43% |
|
|
|
|
|
N/A |
0.00% |
43.03% |
16.15% |
|---|
| KLAC |
KLA Corporation |
0 |
3.36% |
|
|
|
|
|
N/A |
0.00% |
43.41% |
10.43% |
|---|
| MRVL |
Marvell Technology, Inc. |
0 |
3.26% |
|
|
|
|
|
N/A |
0.00% |
52.83% |
22.48% |
|---|
| CDNS |
Cadence Design Systems, Inc. |
0 |
3.24% |
|
|
|
|
|
N/A |
0.00% |
43.85% |
17.89% |
|---|
| SNPS |
Synopsys, Inc. |
0 |
3.00% |
|
|
|
|
|
N/A |
0.00% |
36.97% |
21.49% |
|---|
| NXPI |
NXP Semiconductors N.V. |
0 |
1.65% |
|
|
|
|
|
N/A |
0.00% |
43.32% |
20.06% |
|---|
| MCHP |
Microchip Technology Incorporated |
0 |
1.19% |
|
|
|
|
|
N/A |
0.00% |
42.39% |
18.50% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
0 |
1.02% |
|
|
|
|
|
N/A |
0.00% |
76.29% |
20.81% |
|---|
| ON |
ON Semiconductor Corporation |
0 |
0.83% |
|
|
|
|
|
N/A |
0.00% |
50.89% |
23.25% |
|---|
| STM |
STMicroelectronics N.V. |
0 |
0.79% |
|
|
|
|
|
N/A |
0.00% |
49.76% |
21.52% |
|---|
| TER |
Teradyne, Inc. |
0 |
0.71% |
|
|
|
|
|
N/A |
0.00% |
55.11% |
24.57% |
|---|
| SWKS |
Skyworks Solutions, Inc. |
0 |
0.55% |
|
|
|
|
|
N/A |
0.00% |
42.72% |
16.85% |
|---|
| OLED |
Universal Display Corporation |
0 |
0.28% |
|
|
|
|
|
N/A |
0.00% |
57.81% |
21.63% |
|---|
| QRVO |
Qorvo, Inc. |
0 |
0.25% |
|
|
|
|
|
N/A |
0.00% |
55.64% |
17.98% |
|---|
|
Other/Cash |
|
0.03% |
|
|
|
|
|
|
|
|
|
|---|