| AMD | ADVANCED MICRO DEVICES | -- | -- | 7.08M | 9.59% | $4.28B |
| INTC | INTEL CORPORATION | -- | -- | 37.21M | 8.57% | $3.83B |
| NVDA | NVIDIA | -- | -- | 15.09M | 7.72% | $3.45B |
| MU | MICRON TECHNOLOGY | -- | -- | 3.47M | 7.42% | $3.31B |
| AVGO | BROADCOM INC | -- | -- | 8.99M | 7.20% | $3.21B |
| MRVL | MARVELL TECHNOLOGY | -- | -- | 7.87M | 4.74% | $2.11B |
| ADI | ANALOG DEVICES | -- | -- | 4.60M | 4.27% | $1.91B |
| TXN | TEXAS INSTRUMENT INC | -- | -- | 6.38M | 4.11% | $1.84B |
| KLAC | KLA | -- | -- | 9.49M | 3.91% | $1.75B |
| QCOM | QUALCOMM | -- | -- | 9.77M | 3.87% | $1.73B |
| AMAT | APPLIED MATERIAL INC | -- | -- | 3.63M | 3.78% | $1.69B |
| LRCX | LAM RESEARCH | -- | -- | 5.52M | 3.72% | $1.66B |
| MPWR | MONOLITHIC POWER SYSTEMS INC | -- | -- | 1.09M | 3.23% | $1.44B |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING | -- | -- | 3.07M | 3.06% | $1.37B |
| TER | TERADYNE | -- | -- | 3.57M | 3.04% | $1.36B |
| NXPI | NXP SEMICONDUCTORS NV | -- | -- | 5.80M | 2.94% | $1.31B |
| SKHY | SK HYNIX AMERICAN DEPOSITARY SHARE | -- | -- | 7.74M | 2.72% | $1.22B |
| ALAB | ASTERA LABS | -- | -- | 3.27M | 2.39% | $1.07B |
| MCHP | MICROCHIP TECHNOLOGY INC | -- | -- | 12.28M | 2.04% | $910.86M |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | -- | -- | 3.89M | 1.73% | $771.43M |
| ON | ON SEMICONDUCTOR CORP | -- | -- | 8.91M | 1.53% | $682.93M |
| ASML | ASML HOLDING ADR REPRESENTING | -- | -- | 375.69K | 1.45% | $645.34M |
| ENTG | ENTEGRIS INC | -- | -- | 3.50M | 1.26% | $563.66M |
| TSEM | TOWER SEMICONDUCTOR | -- | -- | 2.42M | 1.20% | $537.18M |
| MTSI | MACOM TECHNOLOGY SOLUTIONS | -- | -- | 1.64M | 1.13% | $505.72M |
| ASX | ASE TECHNOLOGY HOLDING ADR REPRESE | -- | -- | 9.35M | 1.00% | $444.86M |
| CBRS | CEREBRAS SYSTEMS INC CLASS A | -- | -- | 2.21M | 0.74% | $329.69M |
| UMC | UNITED MICRO ELECTRONICS ADR REP | -- | -- | 12.89M | 0.65% | $288.62M |
| ARM | ARM HOLDINGS AMERICAN DEPOSITARY S | -- | -- | 799.44K | 0.46% | $204.17M |
| STM | STMICROELECTRONICS ADR | -- | -- | 3.64M | 0.40% | $180.35M |
| -- | BLK CSH FND TREASURY SL AGENCY | -- | -- | 62.73M | 0.14% | $62.73M |
| -- | CASH COLLATERAL USD WFFUT | -- | -- | 5.40M | 0.01% | $5.40M |
| -- | USD CASH | -- | -- | -313.25K | 0.00% | -$313.26K |