| 1 | LITE | Lumentum Holdings Inc. | 2.46% |
| 2 | MU | Micron Technology, Inc. | 1.87% |
| 3 | WBD | Warner Bros. Discovery, Inc. | 1.61% |
| 4 | MKSI | MKS Inc. | 1.59% |
| 5 | UCTT | Ultra Clean Holdings, Inc. | 1.46% |
| 6 | AMAT | Applied Materials, Inc. | 1.32% |
| 7 | KLAC | KLA Corporation | 1.03% |
| 8 | SMTC | Semtech Corporation | 0.96% |
| 9 | AMD | Advanced Micro Devices, Inc. | 0.93% |
| 10 | TDC | Teradata Corporation | 0.91% |
| 11 | ADI | Analog Devices, Inc. | 0.86% |
| 12 | MPWR | Monolithic Power Systems, Inc. | 0.86% |
| 13 | ARRY | Array Technologies, Inc. | 0.85% |
| 14 | JBL | Jabil Inc. | 0.80% |
| 15 | ARW | Arrow Electronics, Inc. | 0.80% |
| 16 | TDY | Teledyne Technologies Incorporated | 0.79% |
| 17 | TKO | TKO Group Holdings, Inc. | 0.78% |
| 18 | SBGI | Sinclair, Inc. | 0.77% |
| 19 | IBM | International Business Machines Corporation | 0.77% |
| 20 | TWLO | Twilio Inc. | 0.77% |
| 21 | NVDA | NVIDIA Corporation | 0.74% |
| 22 | LBRDK | Liberty Broadband Corporation | 0.68% |
| 23 | APP | AppLovin Corporation | 0.67% |
| 24 | CMCSA | Comcast Corporation | 0.67% |
| 25 | CHTR | Charter Communications, Inc. | 0.67% |
| View OPTZ holdings |