 WESTERN DIGITAL CORPWDC |
| 23.09% | 5.04% | $901.6M | 1.4M | $192.7M | 712,395 | +699,180+98.14% | Add |
 LAM RESEARCH CORPLRCX |
| 13.92% | 2.87% | $543.6M | 1.3M | $109.7M | 513,407 | +741,080+144.35% | Add |
 CORNING INCGLW |
| 8.64% | 10.67% | $337.6M | 1.3M | $408.3M | 3.0M | -1.7M-55.99% | Reduce |
| TTERADYNE INCTER |
| 8.26% | 1.96% | $322.8M | 667,086 | $75.0M | 252,993 | +414,093+163.68% | Add |
 MICRON TECHNOLOGY INCMU |
| 8.05% | 8.9% | $314.4M | 272,408 | $340.4M | 1.0M | -735,044-72.96% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 7.76% | 6.69% | $303.0M | 634,447 | $256.1M | 757,925 | -123,478-16.29% | Reduce |
| SSANDISK CORP COMSNDK |
| 7.06% | 14.77% | $275.7M | 121,271 | $565.2M | 889,568 | -768,297-86.37% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 7% | 3.39% | $273.5M | 283,416 | $129.8M | 331,233 | -47,817-14.44% | Reduce |
 APPLIED MATLS INCAMAT |
| 5.26% | 4.09% | $205.6M | 284,335 | $156.6M | 458,157 | -173,822-37.94% | Reduce |
 ASML HLDG NVASML |
| 5.01% | 7.92% | $195.5M | 98,282 | $302.9M | 229,344 | -131,062-57.15% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 4.28% | 9.7% | $167.3M | 194,973 | $371.0M | 527,862 | -332,889-63.06% | Reduce |
 INTEL CORPINTC |
| 1.44% | 5.94% | $56.2M | 402,275 | $227.3M | 5.2M | -4.7M-92.19% | Reduce |
| UUNITED MICROELECTRONICS CORPUMC |
| 0.06% | — | $2.3M | 86,100 | $0 | 0 | +86,100 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.04% | 2.9% | $1.6M | 5,380 | $111.0M | 1.1M | -1.1M-99.52% | Reduce |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.04% | 0.01% | $1.5M | 115,990 | $498,480 | 62,000 | +53,990+87.08% | Add |
| AASTERA LABS INCALAB |
| 0.02% | 0.66% | $676,228 | 1,400 | $25.3M | 231,215 | -229,815-99.39% | Reduce |
 NEBIUS GROUP N VNBIS |
| 0.02% | 1.49% | $607,574 | 2,200 | $56.9M | 548,192 | -545,992-99.60% | Reduce |
 BLOOM ENERGY CORPBE |
| 0.01% | — | $559,995 | 1,850 | $0 | 0 | +1,850 | New Buy |
| UUNITED STS OIL FD LPUSO |
| 0.01% | 0.03% | $463,014 | 4,350 | $1.1M | 8,550 | -4,200-49.12% | Reduce |
| SSEMTECH CORPSMTC |
| 0.01% | 0.01% | $331,793 | 2,050 | $311,405 | 4,050 | -2,000-49.38% | Reduce |
| DDINGDONG CAYMAN LTDDDL |
| 0.01% | 0.01% | $319,222 | 165,400 | $425,078 | 165,400 | 00.00% | Unchanged |
