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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
NVDANVIDIA Corp26.24%--------7.46
AVGOBroadcom Inc11.58%--------4.86
TSMTaiwan Semiconductor Manufacturing Co Ltd6.66%--------1.88
NXPINXP Semiconductors NV6.53%---------1.33
MPWRMonolithic Power Systems Inc5.77%---------0.85
LRCXLam Research Corp5.23%--------0.32
MUMicron Technology Inc5.17%---------0.11
MRVLMarvell Technology Inc5.05%--------0.43
ONON Semiconductor Corp4.99%---------1.16
GFSGLOBALFOUNDRIES Inc3.88%---------1.66
WDCWestern Digital Corp3.02%--------0.64
NVMINova Ltd2.22%--------0.55
ALABAstera Labs Inc1.94%--------0.88
ASMLASML Holding NV1.92%---------0.45
MTSIMACOM Technology Solutions Holdings Inc1.66%--------0.41
ALGMAllegro Microsystems Inc1.55%--------0.23
TERTeradyne Inc0.91%---------0.51
SIMOSilicon Motion Technology Corp0.90%---------0.01
PIImpinj Inc0.80%---------0.39
SYNASynaptics Inc0.49%---------0.18
COHRCoherent Corp0.25%--------0.06
SNDKSanDisk Corp0.20%----------
LSCCLattice Semiconductor Corp0.16%---------0.01
AEVAAeva Technologies Inc0.02%--------0.01
WOLFWolfspeed Inc0.00%---------0.03
Showing 1 - 25 of 25 Holdings
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