| ALAB | 11.04% | 318.80 | +2.18% | 78,185 | |
| COHR | 8.64% | 355.64 | +8.24% | 53,889 | |
| NET | 7.81% | 311.45 | +1.46% | 61,506 | |
| ARM | 7.78% | 271.87 | +1.09% | 65,170 | |
| LRCX | 7.47% | 326.11 | +4.72% | 56,776 | |
| LITE | 6.36% | 932.47 | +13.63% | 16,900 | |
| MKSI | 5.83% | 306.83 | +4.23% | 45,185 | |
| KLAC | 5.32% | 208.25 | +3.88% | 63,498 | |
| SPCX | 3.94% | 146.15 | +9.65% | 70,000 | |
| APLD | 3.48% | 31.150 | +4.92% | 281,531 |