| MU | 8.75% | 979.30 | -1.24% | 199,571 | |
| INTC | 6.26% | 109.84 | -2.40% | 1,272,871 | |
| MRVL | 6.02% | 235.81 | -3.07% | 570,056 | |
| AMD | 5.70% | 557.89 | +2.04% | 228,373 | |
| AMAT | 5.01% | 602.50 | +2.35% | 185,719 | |
| LRCX | 4.70% | 350.33 | -0.80% | 299,837 | |
| TXN | 3.74% | 311.46 | +0.95% | 268,296 | |
ASML Holding NV ADR | - | 3.58% | - | - | 44,564 |
| CSCO | 3.36% | 121.31 | +2.54% | 618,656 | |
| ANET | 3.23% | 186.96 | +1.23% | 385,779 |