| 1 | MU | Micron Technology, Inc. | 1.86% |
| 2 | SMCI | Super Micro Computer, Inc. | 1.82% |
| 3 | MCHP | Microchip Technology Incorporated | 1.76% |
| 4 | VST | Vistra Corp. | 1.64% |
| 5 | TSLA | Tesla, Inc. | 1.61% |
| 6 | AMD | Advanced Micro Devices, Inc. | 1.60% |
| 7 | NVDA | NVIDIA Corporation | 1.58% |
| 8 | PLTR | Palantir Technologies Inc. | 1.56% |
| 9 | MPWR | Monolithic Power Systems, Inc. | 1.55% |
| 10 | ON | ON Semiconductor Corporation | 1.55% |
| 11 | AVGO | Broadcom Inc. | 1.51% |
| 12 | LRCX | Lam Research Corporation | 1.40% |
| 13 | DELL | Dell Technologies Inc. | 1.37% |
| 14 | WDC | Western Digital Corporation | 1.36% |
| 15 | KLAC | KLA Corporation | 1.33% |
| 16 | GEV | GE Vernova Inc. | 1.30% |
| 17 | TER | Teradyne, Inc. | 1.27% |
| 18 | CCL | Carnival Corporation & plc | 1.22% |
| 19 | CEG | Constellation Energy Corporation | 1.18% |
| 20 | AMAT | Applied Materials, Inc. | 1.17% |
| 21 | KKR | KKR & Co. Inc. | 1.15% |
| 22 | NRG | NRG Energy, Inc. | 1.15% |
| 23 | ORCL | Oracle Corporation | 1.14% |
| 24 | ANET | Arista Networks Inc | 1.14% |
| 25 | WBD | Warner Bros. Discovery, Inc. | 1.13% |
| View SPHB holdings |