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| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 9.882% | -0.092% | 49,856 | +4,512 |
| 2 | ASML | ASML Holding NV | 8.344% | +0.233% | 10,906 | +987 |
| 3 | LRCX | Lam Research Corp | 5.166% | +0.174% | 35,834 | +3,243 |
| 4 | AMAT | Applied Materials Inc | 4.917% | +0.072% | 23,370 | +2,115 |
| 5 | GLW | Corning Inc | 4.863% | -0.023% | 54,530 | +4,935 |
| 6 | CIEN | Ciena Corp | 4.266% | -0.036% | 15,580 | +1,410 |
| 7 | KLAC | KLA CORP | 4.220% | +0.075% | 4,674 | +423 |
| 8 | LITE | Lumentum Holdings Inc | 4.005% | -0.235% | 9,348 | +846 |
| 9 | COHR | Coherent Corp | 3.859% | -0.071% | 21,812 | +1,974 |
| 10 | MTSI | MACOM Technology Solutions Holdings Inc | 3.467% | +0.047% | 18,696 | +1,692 |
| 11 | MRVL | MARVELL TECHNOLOGY INC | 2.585% | +0.067% | 28,044 | +2,538 |
| 12 | FN | Fabrinet | 2.546% | -0.144% | 7,790 | +705 |
| 13 | CRDO | Credo Technology Group Holding Ltd | 2.392% | +0.111% | 26,486 | +2,397 |
| 14 | NVMI | Nova Ltd | 2.279% | +0.029% | 9,348 | +846 |
| 15 | AXTI | AXT Inc | 2.252% | -0.257% | 43,624 | +3,948 |
| 16 | ENTG | Entegris Inc | 2.160% | -0.009% | 34,276 | +3,102 |
| 17 | VIAV | Viavi Solutions Inc | 2.071% | -0.120% | 87,248 | +7,896 |
| 18 | AAOI | Applied Optoelectronics Inc | 2.033% | -0.143% | 24,928 | +2,256 |
| 19 | ONTO | Onto Innovation Inc | 2.023% | +0.054% | 15,580 | +1,410 |
| 20 | NOVT | Novanta Inc | 2.008% | +0.016% | 26,486 | +2,397 |