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No.
1 NVDA NVIDIA Corporation 16.48% (57.74%) (40.93%) 670.10% 10 10 0 3 19.61% 41.35% 2.86% Yes
2 TSM Taiwan Semiconductor Manufacturing Company Ltd. 15.06% (4.28%) 21.98% (28.80%) 10 10 3 2 4.26% 11.03% 59.96% No
3 AVGO Broadcom Inc. 26.95% (18.93%) (0.10%) (42.75%) 9 10 15 2 8.14% 2.09% 43.17% Yes
4 SKHY SK Hynix, Inc. - Sponsored ADR — — — — 1 1 — — — — — No
5 MU Micron Technology, Inc. 219.44% (55.90%) 27.28% (83.01%) 9 9 0 3 40.67% 52.68% 31.56% No
6 AMD Advanced Micro Devices, Inc. 13.05% (16.09%) 68.50% — 8 8 — 2 7.81% 1.96% 38.64% No
7 INTC Intel Corporation 19.54% — 71.63% — 9 6 0 0 16.73% (2.27%) — No
8 TXN Texas Instruments Incorporated 16.17% 31.74% 31.33% (29.75%) 10 10 22 1 7.65% (24.32%) 90.10% No
9 ARM ARM Holdings PLC Sponsored ADR 12.39% (27.20%) (8.35%) — 6 6 — 3 8.02% — 19.49% No
10 ADI Analog Devices, Inc. 19.16% (11.40%) 24.16% — 10 10 0 1 3.73% (0.15%) 68.02% No