| Symbol | Company | Weighting |
|---|---|---|
| MU | MICRON TECHNOLOGY | 10.26% |
| LRCX | LAM RESEARCH CORP | 9.03% |
| KLAC | KLA CORP | 6.62% |
| AVGO | BROADCOM INC | 5.72% |
| AMAT | APPLIED MATERIALS INC | 5.64% |
| GOOGL | ALPHABET INC CLASS A | 5.03% |
| WDC | WESTERN DIGITAL CORP | 4.71% |
| AMD | ADVANCED MICRO DEVICES INC | 4.20% |
| SNDK | SANDISK CORP | 3.89% |
| CSCO | CISCO SYSTEMS | 3.84% |
| NVDA | NVIDIA CORP | 3.47% |
| TER | TERADYNE INC | 2.99% |
| META | META PLATFORMS INC | 2.96% |
| AAPL | APPLE COMPUTER INC | 2.90% |
| VZ | VERIZON COMMUNICATIONS | 2.88% |
| SNOW | SNOWFLAKE INC | 2.75% |
| CDNS | CADENCE DESIGN SYS INC | 2.72% |
| DIS | WALT DISNEY CO | 2.72% |
| MSFT | MICROSOFT CORP | 2.22% |
| JBL | JABIL CIRCUIT INC | 2.18% |
| SNPS | SYNOPSYS INC | 2.00% |
| QCOM | QUALCOMM INC | 1.97% |
| ACN | ACCENTURE PLC | 1.31% |
| WDAY | WORKDAY INC | 1.25% |
| ADBE | ADOBE SYSTEMS INC | 1.25% |
| PSTG | EVERPURE INC | 1.02% |
| ON | ON SEMICONDUCTOR CORP | 0.88% |
| TEAM | ATLASSIAN CORP | 0.78% |
| OKTA | OKTA INC | 0.78% |
| PATH | UIPATH INC | 0.68% |
| NTNX | NUTANIX INC CLASS A | 0.50% |
| ZETA | ZETA GLOBAL HOLDINGS CORP. (CLASS A) | 0.46% |
| FIVN | FIVE9 INC | 0.40% |
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