 INTEL CORPINTC |
| 16.24% | 9.32% | $201.5M | 1.4M | $99.4M | 2.3M | -808,539-35.91% | Reduce |
 ROBINHOOD MKTS INCHOOD |
| 14.55% | — | $180.5M | 1.8M | $0 | 0 | +1.8M | New Buy |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 12.8% | — | $158.8M | 2.1M | $0 | 0 | +2.1M | New Buy |
 AMPHENOL CORPAPH |
| 10.01% | — | $124.2M | 704,122 | $0 | 0 | +704,122 | New Buy |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 5.62% | — | $69.8M | 72,280 | $0 | 0 | +72,280 | New Buy |
 SNOWFLAKE INC COM SHSSNOW |
| 5.33% | — | $66.2M | 259,986 | $0 | 0 | +259,986 | New Buy |
 FORD MTR COF |
| 4.68% | — | $58.0M | 4.2M | $0 | 0 | +4.2M | New Buy |
 APPLIED MATLS INCAMAT |
| 3.79% | — | $47.0M | 64,978 | $0 | 0 | +64,978 | New Buy |
 KLA CORPKLAC |
| 3.77% | — | $46.8M | 154,980 | $0 | 0 | +154,980 | New Buy |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 3.17% | — | $39.3M | 104,733 | $0 | 0 | +104,733 | New Buy |
| SSEMTECH CORPSMTC |
| 2.61% | 2.05% | $32.4M | 200,167 | $21.8M | 283,643 | -83,476-29.43% | Reduce |
 HONEYWELL INTL INCHON |
| 2.61% | — | $32.4M | 144,577 | $0 | 0 | +144,577 | New Buy |
| HHONEYWELL AEROSPACE INCHONA |
| 2.58% | — | $32.0M | 144,577 | $0 | 0 | +144,577 | New Buy |
 LITTELFUSE INCLFUS |
| 2.24% | — | $27.7M | 60,893 | $0 | 0 | +60,893 | New Buy |
 LAM RESEARCH CORPLRCX |
| 1.81% | — | $22.5M | 51,894 | $0 | 0 | +51,894 | New Buy |
| OONTO INNOVATION INCONTO |
| 1.72% | — | $21.3M | 56,220 | $0 | 0 | +56,220 | New Buy |
| EENTEGRIS INCENTG |
| 1.59% | — | $19.7M | 109,365 | $0 | 0 | +109,365 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 1.5% | — | $18.7M | 50,051 | $0 | 0 | +50,051 | New Buy |
| NNAVAN INCNAVN |
| 1.38% | — | $17.1M | 747,136 | $0 | 0 | +747,136 | New Buy |
| DDIGITALOCEAN HLDGS INCDOCN |
| 0.96% | — | $11.9M | 76,026 | $0 | 0 | +76,026 | New Buy |
| QQNITY ELECTRONICS INC COMMON STOCKQ |
| 0.59% | 0.5% | $7.3M | 44,524 | $5.3M | 46,264 | -1,740-3.76% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.45% | 4.19% | $5.6M | 4,840 | $44.6M | 132,087 | -127,247-96.34% | Reduce |
