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None this window — no structural change.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | 9.891% | -0.188% | 54,848 | — |
| 2 | ASML | ASML Holding NV | 8.867% | +0.148% | 11,998 | — |
| 3 | LRCX | Lam Research Corp | 5.404% | +0.112% | 39,422 | — |
| 4 | AMAT | Applied Materials Inc | 5.346% | +0.191% | 25,710 | — |
| 5 | GLW | Corning Inc | 4.754% | +0.038% | 59,990 | — |
| 6 | KLAC | KLA CORP | 4.580% | +0.189% | 5,142 | — |
| 7 | COHR | Coherent Corp | 4.075% | +0.071% | 23,996 | — |
| 8 | LITE | Lumentum Holdings Inc | 3.891% | -0.041% | 10,284 | — |
| 9 | MRVL | MARVELL TECHNOLOGY INC | 3.765% | +0.167% | 30,852 | — |
| 10 | CIEN | Ciena Corp | 3.380% | -0.324% | 17,140 | — |
| 11 | MTSI | MACOM Technology Solutions Holdings Inc | 3.145% | — | 20,568 | — |
| 12 | CRDO | Credo Technology Group Holding Ltd | 2.736% | +0.068% | 29,138 | — |
| 13 | AAOI | Applied Optoelectronics Inc | 2.279% | +0.130% | 27,424 | — |
| 14 | FN | Fabrinet | 2.258% | -0.098% | 8,570 | — |
| 15 | NVMI | Nova Ltd | 2.207% | +0.042% | 10,284 | — |
| 16 | ENTG | Entegris Inc | 2.114% | +0.021% | 37,708 | — |
| 17 | NOVT | Novanta Inc | 2.023% | +0.007% | 29,138 | — |
| 18 | VIAV | Viavi Solutions Inc | 1.977% | -0.043% | 95,984 | — |
| 19 | ONTO | Onto Innovation Inc | 1.948% | +0.027% | 17,140 | — |
| 20 | AXTI | AXT Inc | 1.841% | -0.051% | 47,992 | — |