| MU | 8.91% | 932.97 | +2.48% | 182,741 | |
| MRVL | 6.24% | 240.38 | +4.84% | 522,065 | |
| INTC | 5.30% | 87.48 | +0.25% | 1,165,669 | |
| AMD | 4.99% | 479.18 | +4.91% | 209,146 | |
| LRCX | 4.35% | 314.66 | +1.45% | 274,592 | |
| AMAT | 4.22% | 480.04 | -0.86% | 170,062 | |
ASML Holding NV ADR | - | 3.63% | - | - | 40,790 |
| CRWD | 3.38% | 185.38 | -2.78% | 349,156 | |
| ANET | 3.36% | 190.94 | +1.48% | 353,292 | |
| TXN | 3.28% | 260.05 | +0.43% | 245,703 |