| 1 | MU | Micron Technology, Inc. | 1.99% |
| 2 | MCHP | Microchip Technology Incorporated | 1.70% |
| 3 | LRCX | Lam Research Corporation | 1.53% |
| 4 | ALB | Albemarle Corporation | 1.52% |
| 5 | MPWR | Monolithic Power Systems, Inc. | 1.51% |
| 6 | ON | ON Semiconductor Corporation | 1.48% |
| 7 | WDC | Western Digital Corporation | 1.41% |
| 8 | TSLA | Tesla, Inc. | 1.41% |
| 9 | TER | Teradyne, Inc. | 1.35% |
| 10 | UAL | United Airlines Holdings, Inc. | 1.33% |
| 11 | AMAT | Applied Materials, Inc. | 1.32% |
| 12 | WBD | Warner Bros. Discovery, Inc. | 1.31% |
| 13 | FCX | Freeport-McMoRan Inc. | 1.31% |
| 14 | INTC | Intel Corporation | 1.29% |
| 15 | HOOD | Robinhood Markets, Inc. | 1.28% |
| 16 | KLAC | KLA Corporation | 1.23% |
| 17 | APP | AppLovin Corporation | 1.23% |
| 18 | NXPI | NXP Semiconductors N.V. | 1.18% |
| 19 | DAL | Delta Air Lines, Inc. | 1.18% |
| 20 | GEV | GE Vernova Inc. | 1.18% |
| 21 | ADI | Analog Devices, Inc. | 1.15% |
| 22 | AMD | Advanced Micro Devices, Inc. | 1.12% |
| 23 | KKR | KKR & Co. Inc. | 1.12% |
| 24 | SNPS | Synopsys, Inc. | 1.10% |
| 25 | NCLH | Norwegian Cruise Line Holdings Ltd. | 1.10% |
| View ALTL holdings |