| AMD | ADVANCED MICRO DEVICES | -- | -- | 7.06M | 9.40% | $4.19B |
| INTC | INTEL CORPORATION | -- | -- | 37.12M | 8.43% | $3.76B |
| MU | MICRON TECHNOLOGY | -- | -- | 3.47M | 7.68% | $3.43B |
| NVDA | NVIDIA | -- | -- | 15.05M | 7.63% | $3.41B |
| AVGO | BROADCOM INC | -- | -- | 8.97M | 7.13% | $3.18B |
| MRVL | MARVELL TECHNOLOGY | -- | -- | 7.85M | 4.68% | $2.09B |
| ADI | ANALOG DEVICES | -- | -- | 4.59M | 4.18% | $1.86B |
| AMAT | APPLIED MATERIAL INC | -- | -- | 3.62M | 4.04% | $1.80B |
| KLAC | KLA | -- | -- | 9.47M | 4.04% | $1.80B |
| TXN | TEXAS INSTRUMENT INC | -- | -- | 6.37M | 4.02% | $1.79B |
| LRCX | LAM RESEARCH | -- | -- | 5.51M | 3.82% | $1.71B |
| QCOM | QUALCOMM | -- | -- | 9.74M | 3.81% | $1.70B |
| MPWR | MONOLITHIC POWER SYSTEMS INC | -- | -- | 1.09M | 3.22% | $1.44B |
| TER | TERADYNE | -- | -- | 3.56M | 3.07% | $1.37B |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING | -- | -- | 3.06M | 3.05% | $1.36B |
| NXPI | NXP SEMICONDUCTORS NV | -- | -- | 5.79M | 2.92% | $1.30B |
| SKHY | SK HYNIX AMERICAN DEPOSITARY SHARE | -- | -- | 7.72M | 2.81% | $1.25B |
| ALAB | ASTERA LABS | -- | -- | 3.27M | 2.37% | $1.06B |
| MCHP | MICROCHIP TECHNOLOGY INC | -- | -- | 12.25M | 2.03% | $904.60M |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | -- | -- | 3.88M | 1.75% | $779.36M |
| ON | ON SEMICONDUCTOR CORP | -- | -- | 8.88M | 1.51% | $675.14M |
| ASML | ASML HOLDING ADR REPRESENTING | -- | -- | 374.77K | 1.47% | $655.94M |
| ENTG | ENTEGRIS INC | -- | -- | 3.49M | 1.25% | $558.28M |
| TSEM | TOWER SEMICONDUCTOR | -- | -- | 2.41M | 1.17% | $522.12M |
| MTSI | MACOM TECHNOLOGY SOLUTIONS | -- | -- | 1.63M | 1.12% | $500.58M |
| ASX | ASE TECHNOLOGY HOLDING ADR REPRESE | -- | -- | 9.32M | 0.99% | $443.13M |
| CBRS | CEREBRAS SYSTEMS INC CLASS A | -- | -- | 2.21M | 0.72% | $323.45M |
| UMC | UNITED MICRO ELECTRONICS ADR REP | -- | -- | 12.86M | 0.65% | $289.97M |
| ARM | ARM HOLDINGS AMERICAN DEPOSITARY S | -- | -- | 797.50K | 0.46% | $203.55M |
| STM | STMICROELECTRONICS ADR | -- | -- | 3.63M | 0.41% | $183.21M |
| -- | BLK CSH FND TREASURY SL AGENCY | -- | -- | 62.73M | 0.14% | $62.73M |
| -- | CASH COLLATERAL USD WFFUT | -- | -- | 5.44M | 0.01% | $5.44M |
| -- | USD CASH | -- | -- | 685.97K | 0.00% | $685.97K |