25 holdings
NVDA
NVIDIA CORP
Technology
6.69%
MU
MICRON TECHNOLOGY INC
Technology
6.57%
AMAT
APPLIED MATERIALS INC
Technology
5.99%
INTC
INTEL CORP
Technology
5.64%
AVGO
BROADCOM INC
Technology
5.57%
AMD
ADVANCED MICRO DEVICES INC
Technology
5.48%
LRCX
LAM RESEARCH CORP
Technology
5.46%
KLAC
KLA CORPORATION
Technology
5.25%
TXN
TEXAS INSTRUMENTS INC
Technology
4.20%
ADI
ANALOG DEVICES INC
Technology
3.86%
MRVL
MARVELL TECHNOLOGY INC
Technology
3.78%
TER
TERADYNE INC
Technology
3.70%
ALAB
ASTERA LABS INC
Technology
3.60%
QCOM
QUALCOMM INC
Technology
3.46%
CRDO
CREDO TECHNOLOGY GROUP HOLDING LTD
Technology
3.40%
MKSI
MKS INC
Technology
3.33%
ENTG
ENTEGRIS INC
Technology
3.26%
ONTO
ONTO INNOVATION INC
Technology
3.07%
MCHP
MICROCHIP TECHNOLOGY
Technology
3.02%
MPWR
MONOLITHIC POWER SYSTEM INC
Technology
2.84%
MTSI
MACOM TECHNOLOGY SOLUTIONS HOLDINGS
Technology
2.82%
LSCC
LATTICE SEMICONDUCTOR
Technology
2.56%
ON
ON SEMICONDUCTOR CORP
Technology
2.28%
SWKS
SKYWORKS SOLUTIONS INC
Technology
2.16%
CRUS
CIRRUS LOGIC INC
Technology
2.01%
