| 1 | AMAT | Applied Materials, Inc. | 4.95% |
| 2 | TER | Teradyne, Inc. | 4.30% |
| 3 | VRT | Vertiv Holdings Co | 4.19% |
| 4 | LRCX | Lam Research Corporation | 3.84% |
| 5 | ASML | ASML Holding N.V. | 3.84% |
| 6 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 3.67% |
| 7 | FLEX | Flex Ltd. | 3.44% |
| 8 | MTZ | MasTec, Inc. | 3.26% |
| 9 | ENTG | Entegris, Inc. | 3.14% |
| 10 | MPWR | Monolithic Power Systems, Inc. | 3.05% |
| 11 | FORM | FormFactor, Inc. | 3.04% |
| 12 | ECG | Everus Construction Group, Inc. | 3.04% |
| 13 | AMKR | Amkor Technology, Inc. | 3.03% |
| 14 | GLW | Corning Incorporated | 2.85% |
| 15 | SNX | TD SYNNEX Corporation | 2.70% |
| 16 | TWLO | Twilio Inc. | 2.70% |
| 17 | ETN | Eaton Corporation plc | 2.65% |
| 18 | EME | EMCOR Group, Inc. | 2.56% |
| 19 | NXPI | NXP Semiconductors N.V. | 2.53% |
| 20 | APH | Amphenol Corporation | 2.50% |
| 21 | DLR | Digital Realty Trust, Inc. | 2.45% |
| 22 | AM | Antero Midstream Corporation | 2.43% |
| 23 | GEV | GE Vernova Inc. | 2.39% |
| 24 | SANM | Sanmina Corporation | 2.34% |
| 25 | JCI | Johnson Controls International plc | 2.32% |
| View EPAI holdings |