| Harmonic Inc. HLIT | $18.85M | 1.2 | 1.4M | +92.8% | +$9.07M | 2.63 | |
| Calix, Inc. CALX | $16.77M | 0.77 | 505,852 | +82.27% | +$7.57M | 2.34 | |
Tower Semiconductor Ltd. TSEM | $21.97M | 0.59 | 656,732 | +46.91% | +$7.01M | 3.06 | |
| MACOM Technology Solutions Holdings, Inc. MTSI | $33.86M | 0.49 | 354,043 | +24.73% | +$6.71M | 4.72 | |
| Allegro MicroSystems, Inc. ALGM | $25.01M | 0.48 | 927,730 | +127.31% | +$14.01M | 3.49 | |
| Fabrinet FN | $29.84M | 0.44 | 157,845 | +24.28% | +$5.83M | 4.16 | |
| Sensata Technologies Holding plc ST | $17.67M | 0.32 | 481,023 | +130.43% | +$10M | 2.47 | |
| Ciena Corporation CIEN | $18.9M | 0.26 | 382,183 | -5.69% | -$1.14M | 2.64 | |
| Arrow Electronics, Inc. ARW | $11.37M | 0.17 | 87,858 | New | +$11.37M | 1.59 | |
| Pure Storage, Inc. PSTG | $23.22M | 0.14 | 446,638 | +46.84% | +$7.41M | 3.24 | |
| ON Semiconductor Corporation ON | $38.45M | 0.12 | 522,721 | +68.65% | +$15.65M | 5.36 | |
| Monolithic Power Systems, Inc. MPWR | $37.32M | 0.11 | 55,095 | +58.81% | +$13.82M | 5.21 | |
STMicroelectronics N.V. STM | $37.39M | 0.1 | 864,668 | +69.02% | +$15.27M | 5.21 | |
Mobileye Global Inc. MBLY | $21.97M | 0.09 | 683,513 | New | +$21.97M | 3.07 | |
| Super Micro Computer, Inc. SMCI | $27.81M | 0.05 | 27,532 | -60.03% | -$41.77M | 3.88 | |
| Synopsys, Inc. SNPS | $39.41M | 0.05 | 68,964 | +72.83% | +$16.61M | 5.5 | |
| KLA Corporation KLAC | $29.88M | 0.03 | 42,777 | +18.51% | +$4.67M | 4.17 | |
| Arista Networks, Inc. ANET | $22.98M | 0.03 | 79,246 | +48.99% | +$7.56M | 3.21 | |
| Applied Materials, Inc. AMAT | $40.81M | 0.02 | 197,903 | +10.27% | +$3.8M | 5.69 | |
| Advanced Micro Devices, Inc. AMD | $35.76M | 0.01 | 198,111 | -5.21% | -$1.97M | 4.99 | |
| Broadcom Inc. AVGO | $37.68M | 0.01 | 28,427 | +23.61% | +$7.2M | 5.26 | |
Taiwan Semiconductor Manufacturing Company Limited TSM | $42.15M | 0.01 | 309,826 | +33.3% | +$10.53M | 5.88 | |
| Marvell Technology, Inc. MRVL | $34.69M | <0.01 | 489,413 | New | +$34.69M | 4.84 | |
| NVIDIA Corporation NVDA | $53.25M | <0.01 | 58,930 | -3.19% | -$1.75M | 7.43 |