 TE CONNECTIVITY PLC ORD SHSTEL |
| 6.26% | 6.26% | $7.2M | 58,666 | $7.2M | 58,666 | 00.00% | Unchanged |
 AMPHENOL CORPAPH |
| 5.85% | 5.85% | $6.8M | 80,594 | $6.8M | 80,594 | 00.00% | Unchanged |
 QORVO INCQRVO |
| 5.76% | 5.76% | $6.7M | 69,807 | $6.7M | 69,807 | 00.00% | Unchanged |
 NVIDIA CORPORATIONNVDA |
| 5.74% | 5.74% | $6.6M | 15,274 | $6.6M | 15,274 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 4.99% | 4.99% | $5.8M | 10,331 | $5.8M | 10,331 | 00.00% | Unchanged |
 HP INCHPQ |
| 4.91% | 4.91% | $5.7M | 221,368 | $5.7M | 221,368 | 00.00% | Unchanged |
 ORACLE CORPORCL |
| 4.36% | 4.36% | $5.0M | 47,643 | $5.0M | 47,643 | 00.00% | Unchanged |
 AVNET INCAVT |
| 4.06% | 4.06% | $4.7M | 97,487 | $4.7M | 97,487 | 00.00% | Unchanged |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 4.06% | 4.06% | $4.7M | 108,841 | $4.7M | 108,841 | 00.00% | Unchanged |
 MONGODB INC CL AMDB |
| 3.89% | 3.89% | $4.5M | 13,009 | $4.5M | 13,009 | 00.00% | Unchanged |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 3.77% | 3.77% | $4.4M | 50,858 | $4.4M | 50,858 | 00.00% | Unchanged |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 3.51% | 3.51% | $4.1M | 54,973 | $4.1M | 54,973 | 00.00% | Unchanged |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 3.36% | 3.36% | $3.9M | 66,763 | $3.9M | 66,763 | 00.00% | Unchanged |
 COHERENT CORPCOHR |
| 3.23% | 3.23% | $3.7M | 114,576 | $3.7M | 114,576 | 00.00% | Unchanged |
| AAMKOR TECHNOLOGY INCAMKR |
| 3.03% | 3.03% | $3.5M | 155,333 | $3.5M | 155,333 | 00.00% | Unchanged |
| EEXTREME NETWORKS INCEXTR |
| 2.93% | 2.93% | $3.4M | 139,900 | $3.4M | 139,900 | 00.00% | Unchanged |
| KKULICKE & SOFFA INDS INCKLIC |
| 2.92% | 2.92% | $3.4M | 69,429 | $3.4M | 69,429 | 00.00% | Unchanged |
| NNUTANIX INCNTNX |
| 2.84% | 2.84% | $3.3M | 94,320 | $3.3M | 94,320 | 00.00% | Unchanged |
 ZSCALER INCZS |
| 2.7% | 2.7% | $3.1M | 20,120 | $3.1M | 20,120 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 2.6% | 2.6% | $3.0M | 5,107 | $3.0M | 5,107 | 00.00% | Unchanged |
 MOBILEYE GLOBAL INCMBLY |
| 2.53% | 2.53% | $2.9M | 70,521 | $2.9M | 70,521 | 00.00% | Unchanged |
 SENSATA TECHNOLOGIES HLDG PLST |
| 2.5% | 2.5% | $2.9M | 76,414 | $2.9M | 76,414 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 2.28% | 2.28% | $2.6M | 8,358 | $2.6M | 8,358 | 00.00% | Unchanged |
 WESTERN DIGITAL CORPWDC |
| 2.08% | 2.08% | $2.4M | 52,707 | $2.4M | 52,707 | 00.00% | Unchanged |
| FFLEX LTDFLEX |
| 1.95% | 1.95% | $2.3M | 83,576 | $2.3M | 83,576 | 00.00% | Unchanged |
 SITIME CORPSITM |
| 1.82% | 1.82% | $2.1M | 18,400 | $2.1M | 18,400 | 00.00% | Unchanged |
| TTERADYNE INCTER |
| 1.8% | 1.8% | $2.1M | 20,781 | $2.1M | 20,781 | 00.00% | Unchanged |
 MICRON TECHNOLOGY INCMU |
| 1.55% | 1.55% | $1.8M | 26,326 | $1.8M | 26,326 | 00.00% | Unchanged |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.48% | 1.48% | $1.7M | 33,369 | $1.7M | 33,369 | 00.00% | Unchanged |
 ADOBE INC COMADBE |
| 1.27% | 1.27% | $1.5M | 2,880 | $1.5M | 2,880 | 00.00% | Unchanged |
