| 1 | MU | Micron Technology, Inc. | 6.15% |
| 2 | LRCX | Lam Research Corporation | 5.63% |
| 3 | KLAC | KLA Corporation | 4.91% |
| 4 | INTC | Intel Corporation | 4.84% |
| 5 | QCOM | QUALCOMM Incorporated | 4.64% |
| 6 | NVDA | NVIDIA Corporation | 4.27% |
| 7 | AMD | Advanced Micro Devices, Inc. | 4.01% |
| 8 | AVGO | Broadcom Inc. | 3.71% |
| 9 | AMKR | Amkor Technology, Inc. | 3.53% |
| 10 | ACMR | ACM Research, Inc. | 3.53% |
| 11 | PLAB | Photronics, Inc. | 3.35% |
| 12 | UCTT | Ultra Clean Holdings, Inc. | 3.24% |
| 13 | TER | Teradyne, Inc. | 2.99% |
| 14 | KLIC | Kulicke and Soffa Industries, Inc. | 2.98% |
| 15 | ON | ON Semiconductor Corporation | 2.95% |
| 16 | ALGM | Allegro MicroSystems, Inc. | 2.89% |
| 17 | MXL | MaxLinear, Inc. | 2.88% |
| 18 | ADI | Analog Devices, Inc. | 2.87% |
| 19 | LASR | nLIGHT, Inc. | 2.84% |
| 20 | NVTS | Navitas Semiconductor Corporation | 2.79% |
| 21 | SLAB | Silicon Laboratories Inc. | 2.78% |
| 22 | MKSI | MKS Inc. | 2.74% |
| 23 | SITM | SiTime Corporation | 2.74% |
| 24 | ACLS | Axcelis Technologies, Inc. | 2.61% |
| 25 | MPWR | Monolithic Power Systems, Inc. | 2.46% |
| View PSI holdings |