Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 11.30% | - | - | 116,928 |
ASML Holding NV ADR | - | 10.12% | - | - | 25,578 |
| AMAT | 6.77% | 539.14 | +2.21% | 56,318 | |
| LRCX | 6.16% | 311.35 | +1.82% | 86,354 | |
| KLAC | 4.87% | 198.11 | +2.53% | 112,636 | |
| GLW | 4.26% | 165.68 | +5.41% | 131,408 | |
| LITE | 3.74% | 890.17 | +6.22% | 22,527 | |
| CIEN | 3.35% | 412.39 | +2.14% | 37,545 | |
| COHR | 3.14% | 379.13 | +13.44% | 52,563 | |
| CRDO | 3.07% | 249.89 | +8.45% | 63,827 |