 APPLIED MATLS INCAMAT |
| 5.81% | 4.55% | $158.8M | 219,615 | $95.4M | 278,994 | -59,379-21.28% | Reduce |
 AMPHENOL CORPAPH |
| 5.23% | 4.71% | $142.8M | 809,893 | $98.7M | 780,955 | +28,938+3.71% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 5.18% | 4.89% | $141.6M | 296,487 | $102.4M | 302,885 | -6,398-2.11% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 5.03% | 2.32% | $137.5M | 119,129 | $48.7M | 144,010 | -24,881-17.28% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 4.96% | 6.25% | $135.6M | 677,694 | $130.8M | 750,125 | -72,431-9.66% | Reduce |
| OONTO INNOVATION INCONTO |
| 4.62% | — | $126.2M | 333,422 | $0 | 0 | +333,422 | New Buy |
| AADVANCED ENERGY INDS INCAEIS |
| 4.54% | 5% | $124.1M | 332,945 | $104.8M | 324,651 | +8,294+2.55% | Add |
| AASTERA LABS INCALAB |
| 4.48% | 2.64% | $122.5M | 253,619 | $55.3M | 504,301 | -250,682-49.71% | Reduce |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 4.42% | 2.89% | $120.8M | 362,502 | $60.5M | 538,748 | -176,246-32.71% | Reduce |
 ANALOG DEVICES INC COMADI |
| 4.18% | — | $114.2M | 287,443 | $0 | 0 | +287,443 | New Buy |
| MMACOM TECH SOLUTIONS HLDGS IMTSI |
| 4.13% | 4.63% | $112.7M | 296,293 | $96.9M | 436,346 | -140,053-32.10% | Reduce |
 CIENA CORPCIEN |
| 4.06% | 4.59% | $111.0M | 226,198 | $96.1M | 247,412 | -21,214-8.57% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 4.01% | — | $109.5M | 585,401 | $0 | 0 | +585,401 | New Buy |
 LUMENTUM HLDGS INCLITE |
| 3.99% | 5.29% | $109.0M | 127,088 | $110.8M | 157,688 | -30,600-19.41% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 3.96% | 4.39% | $108.3M | 2.3M | $91.9M | 2.8M | -495,351-17.93% | Reduce |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 3.87% | 4.13% | $105.7M | 2.3M | $86.6M | 3.6M | -1.3M-35.57% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 3.81% | 1.8% | $104.1M | 349,599 | $37.8M | 381,455 | -31,856-8.35% | Reduce |
 BROADCOM INCAVGO |
| 3.6% | 5.23% | $98.4M | 260,516 | $109.6M | 354,061 | -93,545-26.42% | Reduce |
 NEBIUS GROUP N VNBIS |
| 3.6% | — | $98.4M | 356,181 | $0 | 0 | +356,181 | New Buy |
| IINSIGHT ENTERPRISES INCNSIT |
| 3.44% | — | $94.0M | 771,966 | $0 | 0 | +771,966 | New Buy |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 3.43% | 3.88% | $93.8M | 359,758 | $81.3M | 463,022 | -103,264-22.30% | Reduce |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 2.83% | 3.85% | $77.2M | 1.0M | $80.6M | 2.3M | -1.3M-55.84% | Reduce |
| SSANDISK CORP COMSNDK |
| 2.41% | 1.01% | $65.8M | 28,939 | $21.2M | 33,352 | -4,413-13.23% | Reduce |
| FFABRINETFN |
| 2.32% | 4.27% | $63.3M | 112,696 | $89.4M | 171,493 | -58,797-34.29% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 2.08% | 4.6% | $56.8M | 136,714 | $96.4M | 222,108 | -85,394-38.45% | Reduce |
