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SymbolNameWeight1 Month Contribution3 Month Contribution6 Month ContributionYTD Contribution1Y Contribution
NVDANVIDIA Corp24.40%--------2.10
AVGOBroadcom Inc8.56%--------1.66
QCOMQualcomm Inc1.59%---------0.16
AMDAdvanced Micro Devices Inc1.56%---------0.07
TXNTexas Instruments Inc1.40%--------0.06
AMATApplied Materials Inc1.23%---------0.15
ADIAnalog Devices Inc0.87%--------0.02
LRCXLam Research Corp0.86%---------0.03
MUMicron Technology Inc0.84%---------0.05
KLACKLA Corp0.82%--------0.04
MRVLMarvell Technology Inc0.81%--------0.06
INTCIntel Corp0.69%---------0.11
NXPINXP Semiconductors NV0.44%---------0.04
MPWRMonolithic Power Systems Inc0.26%---------0.01
MCHPMicrochip Technology Inc0.24%---------0.03
ONON Semiconductor Corp0.18%---------0.02
TERTeradyne Inc0.16%---------0.04
ENTGEntegris Inc0.13%---------0.03
SWKSSkyworks Solutions Inc0.12%---------0.02
ONTOOnto Innovation Inc0.08%---------0.04
ENPHEnphase Energy Inc0.07%---------0.05
LSCCLattice Semiconductor Corp0.07%---------0.00
QRVOQorvo Inc0.06%---------0.01
MKSIMKS Inc0.06%---------0.01
OLEDUniversal Display Corp0.05%---------0.01
Showing 1 - 25 of 33 Holdings
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