| 1 | Micron Technology, Inc.MU | 8.54% | $4.09B |
| 2 | Advanced Micro Devices, Inc.AMD | 8.09% | $3.87B |
| 3 | NVIDIA Corp.NVDA | 6.81% | $3.26B |
| 4 | Intel Corp.INTC | 6.33% | $3.03B |
| 5 | Broadcom, Inc.AVGO | 6.08% | $2.91B |
| 6 | Applied Materials, Inc.AMAT | 5.77% | $2.76B |
| 7 | KLA Corp.KLAC | 5.64% | $2.70B |
| 8 | Marvell Technology, Inc.MRVL | 5.22% | $2.50B |
| 9 | Lam Research Corp.LRCX | 4.89% | $2.34B |
| 10 | Taiwan Semiconductor Manufacturing Co. Ltd.TSM | 4.26% | $2.04B |
| 11 | Texas Instruments, Inc.TXN | 3.50% | $1.68B |
| 12 | Analog Devices, Inc.ADI | 3.45% | $1.65B |
| 13 | Teradyne, Inc.TER | 3.36% | $1.61B |
| 14 | NXP Semiconductors NV | 3.14% | $1.50B |
| 15 | Astera Labs, Inc.ALAB | 3.02% | $1.45B |
| 16 | Monolithic Power Systems, Inc.MPWR | 2.93% | $1.40B |
| 17 | QUALCOMM, Inc.QCOM | 2.65% | $1.27B |
| 18 | ASML Holding NV | 2.30% | $1.10B |
| 19 | Microchip Technology, Inc.MCHP | 2.17% | $1.04B |
| 20 | Credo Technology Group Holding Ltd. | 2.01% | $961.91M |
| 21 | ON Semiconductor Corp.ON | 1.65% | $787.63M |
| 22 | Entegris, Inc.ENTG | 1.22% | $583.00M |
| 23 | ASE Technology Holding Co. Ltd.ASX | 1.22% | $581.65M |
| 24 | MACOM Technology Solutions Holdings, Inc.MTSI | 1.17% | $561.30M |
| 25 | BlackRock Funds IIIBISXX | 1.17% | $561.29M |
| 26 | United Microelectronics Corp.UMC | 1.02% | $486.29M |
| 27 | ARM Holdings plcARM | 0.79% | $378.11M |
| 28 | STMicroelectronics NVSTM | 0.79% | $377.48M |
| 29 | Nova Ltd. | 0.77% | $368.59M |
| 30 | Rambus, Inc.RMBS | 0.64% | $304.61M |
| 31 | Skyworks Solutions, Inc.SWKS | 0.45% | $217.20M |
| 32 | BlackRock Funds IIIXTSLA | 0.09% | $43.48M |
| 33 | N/A | 0.00% | $864.8K |