| 1 | NVDA | NVIDIA Corporation | 5.40% |
| 2 | AVGO | Broadcom Inc. | 5.10% |
| 3 | LRCX | Lam Research Corporation | 5.09% |
| 4 | TXN | Texas Instruments Incorporated | 5.02% |
| 5 | KLAC | KLA Corporation | 5.01% |
| 6 | AMAT | Applied Materials, Inc. | 4.99% |
| 7 | ADI | Analog Devices, Inc. | 4.73% |
| 8 | QCOM | QUALCOMM Incorporated | 4.42% |
| 9 | CRDO | Credo Technology Group Holding Ltd | 3.40% |
| 10 | NVMI | Nova Ltd. | 3.25% |
| 11 | ALGM | Allegro MicroSystems, Inc. | 3.24% |
| 12 | CAMT | Camtek Ltd. | 3.24% |
| 13 | SMTC | Semtech Corporation | 3.20% |
| 14 | ACMR | ACM Research, Inc. | 2.99% |
| 15 | AEIS | Advanced Energy Industries, Inc. | 2.82% |
| 16 | SLAB | Silicon Laboratories Inc. | 2.76% |
| 17 | MU | Micron Technology, Inc. | 2.75% |
| 18 | MRVL | Marvell Technology, Inc. | 2.71% |
| 19 | TSEM | Tower Semiconductor Ltd. | 2.70% |
| 20 | MTSI | MACOM Technology Solutions Holdings, Inc. | 2.66% |
| 21 | INTC | Intel Corporation | 2.60% |
| 22 | AMBA | Ambarella, Inc. | 2.57% |
| 23 | LSCC | Lattice Semiconductor Corporation | 2.57% |
| 24 | COHU | Cohu, Inc. | 2.56% |
| 25 | KLIC | Kulicke and Soffa Industries, Inc. | 2.51% |
| View PSI holdings |
