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    Largest companies by net assets

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    Companies ranked by net assets, in USD
    CompanyNet assetsSectorIndustryCountryExchange
    1NVDANVIDIA CORP$228.98BTechnologySemiconductorsUnited StatesNasdaq
    2MUMICRON TECHNOLOGY INC$100.72BTechnologySemiconductorsUnited StatesNasdaq
    3INTCINTEL CORP$87.54BTechnologySemiconductorsUnited StatesNasdaq
    4AMDADVANCED MICRO DEVICES INC$67.22BTechnologySemiconductorsUnited StatesNasdaq
    5ADIANALOG DEVICES INC$33.55BTechnologySemiconductorsUnited StatesNasdaq
    6AMATAPPLIED MATERIALS INC /DE$25.63BTechnologySemiconductorsUnited StatesNasdaq
    7TXNTEXAS INSTRUMENTS INC$18.01BTechnologySemiconductorsUnited StatesNasdaq
    8NXPINXP Semiconductors N.V.$11.40BTechnologySemiconductorsUnited StatesNasdaq
    9FSLRFIRST SOLAR, INC.$10.32BTechnologySemiconductorsUnited StatesNasdaq
    10CBRSCerebras Systems Inc.$9.15BTechnologySemiconductorsUnited StatesNasdaq
    11QQnity Electronics, Inc.$7.26BTechnologySemiconductorsUnited StatesNYSE
    12ONON SEMICONDUCTOR CORP$7.22BTechnologySemiconductorsUnited StatesNasdaq
    13SWKSSKYWORKS SOLUTIONS, INC.$5.74BTechnologySemiconductorsUnited StatesNasdaq
    14AMKRAMKOR TECHNOLOGY, INC.$4.65BTechnologySemiconductorsUnited StatesNasdaq
    15MPWRMONOLITHIC POWER SYSTEMS, INC.$3.90BTechnologySemiconductorsUnited StatesNasdaq
    16QRVOQorvo, Inc.$3.47BTechnologySemiconductorsUnited StatesNasdaq
    17NXTNextpower Inc.$2.56BTechnologySemiconductorsUnited StatesNasdaq
    18CRUSCIRRUS LOGIC, INC.$2.19BTechnologySemiconductorsUnited StatesNasdaq
    19IPGPIPG PHOTONICS CORP$2.13BTechnologySemiconductorsUnited StatesNasdaq
    20DIODDIODES INC /DEL/$1.95BTechnologySemiconductorsUnited StatesNasdaq
    21ALABAstera Labs, Inc.$1.73BTechnologySemiconductorsUnited StatesNasdaq
    22AAOIAPPLIED OPTOELECTRONICS, INC.$1.67BTechnologySemiconductorsUnited StatesNasdaq
    23MTSIMACOM Technology Solutions Holdings, Inc.$1.54BTechnologySemiconductorsUnited StatesNasdaq
    24RMBSRAMBUS INC$1.47BTechnologySemiconductorsUnited StatesNasdaq
    25VIAVVIAVI SOLUTIONS INC.$1.45BTechnologySemiconductorsUnited StatesNasdaq
    26PLABPHOTRONICS INC$1.28BTechnologySemiconductorsUnited StatesNasdaq
    27ENPHEnphase Energy, Inc.$1.18BTechnologySemiconductorsUnited StatesNasdaq
    28FORMFORMFACTOR INC$1.11BTechnologySemiconductorsUnited StatesNasdaq
    29SLABSILICON LABORATORIES INC.$1.09BTechnologySemiconductorsUnited StatesNasdaq
    30SITMSITIME Corp$1.03BTechnologySemiconductorsUnited StatesNasdaq
    31ALGMALLEGRO MICROSYSTEMS, INC.$964.28MTechnologySemiconductorsUnited StatesNasdaq
    32WOLFWOLFSPEED, INC.$930.20MTechnologySemiconductorsUnited StatesNYSE
    33KLICKULICKE & SOFFA INDUSTRIES INC$911.96MTechnologySemiconductorsUnited StatesNasdaq
    34AXTIAXT INC$887.27MTechnologySemiconductorsUnited StatesNasdaq
    35ICHRICHOR HOLDINGS, LTD.$865.50MTechnologySemiconductorsUnited StatesNasdaq
    36OSISOSI SYSTEMS INC$832.96MTechnologySemiconductorsUnited StatesNasdaq
    37AOSLALPHA & OMEGA SEMICONDUCTOR Ltd$797.90MTechnologySemiconductorsUnited StatesNasdaq
    38LSCCLATTICE SEMICONDUCTOR CORP$787.53MTechnologySemiconductorsUnited StatesNasdaq
    39POWIPOWER INTEGRATIONS INC$680.53MTechnologySemiconductorsUnited StatesNasdaq
    40AMBAAMBARELLA INC$620.32MTechnologySemiconductorsUnited StatesNasdaq
    41SHLSShoals Technologies Group, Inc.$617.22MTechnologySemiconductorsUnited StatesNasdaq
    42MXLMAXLINEAR, INC$484.84MTechnologySemiconductorsUnited StatesNasdaq
    43LASRNLIGHT, INC.$439.90MTechnologySemiconductorsUnited StatesNasdaq
    44PENGPenguin Solutions, Inc.$439.06MTechnologySemiconductorsUnited StatesNasdaq
    45SEDGSOLAREDGE TECHNOLOGIES, INC.$412.08MTechnologySemiconductorsUnited StatesNasdaq
    46AMBQAmbiq Micro, Inc.$404.67MTechnologySemiconductorsUnited StatesNYSE
    47LPTHLIGHTPATH TECHNOLOGIES INC$149.47MTechnologySemiconductorsUnited StatesNasdaq
    48GSITGSI TECHNOLOGY INC$91.91MTechnologySemiconductorsUnited StatesNasdaq
    49MRAMEVERSPIN TECHNOLOGIES INC.$73.11MTechnologySemiconductorsUnited StatesNasdaq
    50KOPNKOPIN CORP$69.21MTechnologySemiconductorsUnited StatesNasdaq
    51NVECNVE CORP /NEW/$59.78MTechnologySemiconductorsUnited StatesNasdaq
    52ALMUAeluma, Inc.$56.93MTechnologySemiconductorsUnited StatesNasdaq
    53TYGOTIGO ENERGY, INC.$44.64MTechnologySemiconductorsUnited StatesNasdaq
    54BZAIBlaize Holdings, Inc.$42.79MTechnologySemiconductorsUnited StatesNasdaq
    55IPWRIdeal Power Inc.$42.47MTechnologySemiconductorsUnited StatesNasdaq
    56ATOMAtomera Inc$37.08MTechnologySemiconductorsUnited StatesNasdaq
    57QUIKQUICKLOGIC Corp$31.24MTechnologySemiconductorsUnited StatesNasdaq
    58SMTKSmartKem, Inc.$9.68MTechnologySemiconductorsUSANasdaq
    59MOBXMOBIX LABS, INC$6.25MTechnologySemiconductorsUnited StatesNasdaq
    60PRSOPeraso Inc.$4.92MTechnologySemiconductorsUnited StatesNasdaq
    61LEDSSemiLEDs Corp$3.08MTechnologySemiconductorsUnited StatesNasdaq
    62FTCIFTC Solar, Inc.$-30.35MTechnologySemiconductorsUnited StatesNasdaq
    63GCTSGCT Semiconductor Holding, Inc.$-52.02MTechnologySemiconductorsUnited StatesNYSE
    64ARRYArray Technologies, Inc.$-202.08MTechnologySemiconductorsUnited StatesNasdaq

    U.S.-exchange common stocks; ADRs and funds excluded. 64 companies. Reported USD values. TTM means trailing twelve months; companies without a comparable value are excluded.