| Symbol | Name | Allocation | Country | Exchange |
|---|---|---|---|---|
| FSLR | First Solar, Inc. | 5.00% | US | NASDAQ |
| PI | Impinj, Inc. | 4.58% | US | NASDAQ |
| WOLF | Wolfspeed, Inc. | 4.25% | US | NYSE |
| SPWR | SunPower Corporation | 3.55% | US | NASDAQ |
| ON | ON Semiconductor Corporation | 3.05% | US | NASDAQ |
| LSCC | Lattice Semiconductor Corporation | 2.95% | US | NASDAQ |
| RMBS | Rambus, Inc. | 2.88% | US | NASDAQ |
| MTSI | M/A-COM Technology Solutions Holdings, Inc. | 2.86% | US | NASDAQ |
| MPWR | Monolithic Power Systems, Inc. | 2.85% | US | NASDAQ |
| AMD | Advanced Micro Devices, Inc. | 2.82% | US | NASDAQ |