| 1 | LRCX | Lam Research Corporation | 2.26% |
| 2 | MTSI | MACOM Technology Solutions Holdings, Inc. | 2.17% |
| 3 | AMAT | Applied Materials, Inc. | 2.08% |
| 4 | MU | Micron Technology, Inc. | 2.00% |
| 5 | ARW | Arrow Electronics, Inc. | 1.98% |
| 6 | VRT | Vertiv Holdings Co | 1.91% |
| 7 | KLAC | KLA Corporation | 1.89% |
| 8 | AMD | Advanced Micro Devices, Inc. | 1.87% |
| 9 | CRUS | Cirrus Logic, Inc. | 1.79% |
| 10 | GOOGL | Alphabet Inc. | 1.79% |
| 11 | ZM | Zoom Communications, Inc. | 1.75% |
| 12 | APH | Amphenol Corporation | 1.75% |
| 13 | AVT | Avnet, Inc. | 1.72% |
| 14 | DXC | DXC Technology Company | 1.70% |
| 15 | MPWR | Monolithic Power Systems, Inc. | 1.69% |
| 16 | DOX | Amdocs Limited | 1.64% |
| 17 | SAIC | Science Applications International Corporation | 1.63% |
| 18 | AMKR | Amkor Technology, Inc. | 1.59% |
| 19 | CNXC | Concentrix Corporation | 1.55% |
| 20 | MSTR | Strategy Inc | 1.50% |
| 21 | SWKS | Skyworks Solutions, Inc. | 1.46% |
| 22 | MDB | MongoDB, Inc. | 1.45% |
| 23 | AKAM | Akamai Technologies, Inc. | 1.44% |
| 24 | SNX | TD SYNNEX Corporation | 1.39% |
| 25 | JBL | Jabil Inc. | 1.39% |
| View FXL holdings |