| NVIDIA (NVDA) | Vanguard | 9.5% | 13F, Jun 30, 2026 | Jensen Huang, President and CEO 3.4% |
| Apple (AAPL) | Vanguard | 9.9% | 13F, Jun 30, 2026 | — |
| Alphabet (GOOGL) | Vanguard | 7.9% | 13F, Jun 30, 2026 | Sergey Brin, director 5.9% |
| Microsoft (MSFT) | Vanguard | 9.8% | 13F, Jun 30, 2026 | — |
| Amazon (AMZN) | Jeffrey P. Bezos | 8.2% | Form 4, Aug 26, 2026 | Jeffrey P. Bezos, Executive Chair 8.2% |
| TSMC (TSM) | Fidelity (FMR) | 1.1% | 13F, Jun 30, 2026 | Fang Churng Tseng, director 0.13% |
| SpaceX (SPCX) | Elon R. Musk | 48.7% (options or other rights included) | Schedule 13G, Jun 30, 2026 | Elon R. Musk 48.7% (options or other rights included) |
| Meta Platforms (META) | Mark Zuckerberg | 13.4% | Form 4, Sep 24, 2026 | Mark Zuckerberg, COB and CEO 13.4% |
| Broadcom (AVGO) | Vanguard | 10.1% | 13F, Jun 30, 2026 | Henry Samueli, director 1.7% |
| Micron (MU) | Vanguard | 9.7% | 13F, Jun 30, 2026 | — |
| AMD (AMD) | Vanguard | 9.9% | 13F, Jun 30, 2026 | — |
| ASML (ASML) | Capital Group | 1.6% | 13F, Jun 30, 2026 | — |
| Intel (INTC) | BlackRock | 8.5% | 13F, Jun 30, 2026 | — |
| Cisco (CSCO) | Vanguard | 10.3% | 13F, Jun 30, 2026 | — |
| Palantir (PLTR) | Vanguard | 9.1% | 13F, Jun 30, 2026 | Peter Thiel, director 2.9% |
| Oracle (ORCL) | Larry Ellison | 38.3% | Form 4, Jul 15, 2025 | Larry Ellison, Executive Chairman 38.3% |
| Applied Materials (AMAT) | BlackRock | 10.1% | 13F, Jun 30, 2026 | — |
| Lam Research (LRCX) | BlackRock | 10.6% | 13F, Jun 30, 2026 | — |
| Caterpillar (CAT) | Vanguard | 10.1% | 13F, Jun 30, 2026 | — |
| Dell (DELL) | Michael S. Dell | 41.8% | Schedule 13G, Dec 31, 2025 | Michael S. Dell 41.8% |
| Palo Alto Networks (PANW) | Vanguard | 9.9% | 13F, Jun 30, 2026 | — |
| Arm Holdings (ARM) | Invesco | 1.2% | 13F, Jun 30, 2026 | — |
| CrowdStrike (CRWD) | Vanguard | 9.6% | 13F, Jun 30, 2026 | Sameer K. Gandhi, director 1.5% |
| GE Vernova (GEV) | Vanguard | 9.3% | 13F, Jun 30, 2026 | — |
| Arista Networks (ANET) | Andy Bechtolsheim | 14.3% | Form 4, Sep 17, 2026 | Andy Bechtolsheim, 10% owner 14.3% |
| Texas Instruments (TXN) | Vanguard | 10.8% | 13F, Jun 30, 2026 | — |
| KLA (KLAC) | Vanguard | 10.6% | 13F, Jun 30, 2026 | — |
| Marvell (MRVL) | Vanguard | 10.0% | 13F, Jun 30, 2026 | — |
| Sandisk (SNDK) | Vanguard | 10.0% | 13F, Jun 30, 2026 | — |
| Amphenol (APH) | Vanguard | 10.4% | 13F, Jun 30, 2026 | — |
| IBM (IBM) | Vanguard | 10.5% | 13F, Jun 30, 2026 | — |
| Analog Devices (ADI) | Vanguard | 10.6% | 13F, Jun 30, 2026 | — |
| Qualcomm (QCOM) | Vanguard | 10.8% | 13F, Jun 30, 2026 | — |
| Salesforce (CRM) | Vanguard | 9.2% | 13F, Jun 30, 2026 | Marc Benioff, Chair and CEO 2.7% |
| Seagate (STX) | Vanguard | 10.9% | 13F, Jun 30, 2026 | — |
| Eaton (ETN) | Vanguard | 9.9% | 13F, Jun 30, 2026 | — |
| NextEra Energy (NEE) | Vanguard | 10.6% | 13F, Jun 30, 2026 | — |
| Western Digital (WDC) | Vanguard | 10.8% | 13F, Jun 30, 2026 | — |
| Corning (GLW) | Vanguard | 9.0% | 13F, Jun 30, 2026 | — |
| ServiceNow (NOW) | Vanguard | 10.0% | 13F, Jun 30, 2026 | — |
| Fortinet (FTNT) | Vanguard | 9.8% | 13F, Jun 30, 2026 | Ken Xie, PRESIDENT & CEO 7.9% |
| Cloudflare (NET) | Capital Group | 10.0% | 13F, Jun 30, 2026 | Matthew Prince, CEO & Board Co-Chair 7.1% |
| Accenture (ACN) | Vanguard | 10.8% | 13F, Jun 30, 2026 | — |
| Snowflake (SNOW) | BlackRock | 8.9% | 13F, Jun 30, 2026 | Benoît Dageville, director 1.2% |
| Quanta Services (PWR) | Vanguard | 12.1% | 13F, Jun 30, 2026 | Earl C. Austin Jr., President and CEO 0.41% |
| Constellation Energy (CEG) | Vanguard | 11.3% | 13F, Jun 30, 2026 | — |
| Trane (TT) | BlackRock | 9.9% | 13F, Jun 30, 2026 | — |
| ASE Technology (ASX) | Chien Shen Chang | 21.5% | Form 4, Apr 9, 2026 | Chien Shen Chang, director 21.5% |
| Equinix (EQIX) | Vanguard | 13.8% | 13F, Jun 30, 2026 | — |
| Lumentum (LITE) | Vanguard | 10.9% | 13F, Jun 30, 2026 | — |
| Datadog (DDOG) | Vanguard | 11.8% | 13F, Jun 30, 2026 | Olivier Pomel, Chief Executive Officer 2.6% |
| Cadence (CDNS) | Vanguard | 10.1% | 13F, Jun 30, 2026 | — |
| Southern Company (SO) | Vanguard | 9.8% | 13F, Jun 30, 2026 | — |
| Vertiv (VRT) | Vanguard | 12.2% | 13F, Jun 30, 2026 | — |
| Synopsys (SNPS) | Vanguard | 9.8% | 13F, Jun 30, 2026 | — |
| Johnson Controls (JCI) | Vanguard | 11.0% | 13F, Jun 30, 2026 | — |
| Hewlett Packard Enterprise (HPE) | Vanguard | 13.1% | 13F, Jun 30, 2026 | — |
| Adobe (ADBE) | BlackRock | 10.6% | 13F, Jun 30, 2026 | — |
| Duke Energy (DUK) | Vanguard | 10.2% | 13F, Jun 30, 2026 | — |
| Bloom Energy (BE) | Vanguard | 8.9% | 13F, Jun 30, 2026 | KR Sridhar, Chairman & CEO 0.95% |
| Intuit (INTU) | Vanguard | 11.0% | 13F, Jun 30, 2026 | Scott Cook, director 2.1% |
| American Tower (AMT) | Vanguard | 13.6% | 13F, Jun 30, 2026 | — |
| Cummins (CMI) | Vanguard | 13.0% | 13F, Jun 30, 2026 | — |
| Monolithic Power (MPWR) | Vanguard | 12.4% | 13F, Jun 30, 2026 | Michael Hsing, CEO 2.0% |
| Digital Realty (DLR) | Vanguard | 15.2% | 13F, Jun 30, 2026 | — |
| Astera Labs (ALAB) | Fidelity (FMR) | 14.3% | 13F, Jun 30, 2026 | Jitendra Mohan, Chief Executive Officer 4.6% |
| Teradyne (TER) | Vanguard | 13.1% | 13F, Jun 30, 2026 | — |
| Coherent (COHR) | Vanguard | 12.6% | 13F, Jun 30, 2026 | — |
| American Electric Power (AEP) | Vanguard | 11.9% | 13F, Jun 30, 2026 | — |
| Keysight Technologies (KEYS) | Vanguard | 12.7% | 13F, Jun 30, 2026 | — |
| Comfort Systems USA (FIX) | Vanguard | 12.9% | 13F, Jun 30, 2026 | Brian E. Lane, CHIEF EXECUTIVE OFF. 0.41% |
| TE Connectivity (TEL) | Vanguard | 13.3% | 13F, Jun 30, 2026 | — |
| Nebius (NBIS) | Arkadiy Volozh | 11.6% | Form 4, Oct 1, 2026 | Arkadiy Volozh, CEO 11.6% |
| Ciena (CIEN) | Fidelity (FMR) | 13.5% | 13F, Jun 30, 2026 | — |
| NXP Semiconductors (NXPI) | Fidelity (FMR) | 10.0% | 13F, Jun 30, 2026 | — |
| United Microelectronics (UMC) | BlackRock | 1.3% | 13F, Jun 30, 2026 | Chia-Tsung Hung, Chairman & CSO 0.51% |
| Dominion Energy (D) | Vanguard | 12.7% | 13F, Jun 30, 2026 | — |
| Vistra (VST) | Vanguard | 12.4% | 13F, Jun 30, 2026 | — |
| STMicroelectronics (STM) | VanEck | 1.6% | 13F, Jun 30, 2026 | — |
| CoreWeave (CRWV) | Magnetar Financial LLC | 9.4% | 13F, Jun 30, 2026 | Michael N. Intrator, CEO and President 9.4% |
| Autodesk (ADSK) | Vanguard | 13.2% | 13F, Jun 30, 2026 | — |
| Entergy (ETR) | Vanguard | 13.4% | 13F, Jun 30, 2026 | — |
| Carrier (CARR) | Capital Group | 15.3% | 13F, Jun 30, 2026 | Maximilian Viessmann, director 4.6% |
| Xcel Energy (XEL) | Vanguard | 13.3% | 13F, Jun 30, 2026 | — |
| NetApp (NTAP) | Vanguard | 13.8% | 13F, Jun 30, 2026 | — |
| Flex (FLEX) | Vanguard | 12.7% | 13F, Jun 30, 2026 | Revathi Advaithi, Chief Executive Officer 0.37% |
| Celestica (CLS) | Fidelity (FMR) | 7.3% | 13F, Jun 30, 2026 | Robert Mionis, Chief Executive Officer 0.58% |
| Microchip (MCHP) | Vanguard | 13.7% | 13F, Jun 30, 2026 | Steve Sanghi, President, CEO and Chair of Bd 1.7% |
| Exelon (EXC) | Vanguard | 13.0% | 13F, Jun 30, 2026 | — |
| Cerebras Systems (CBRS) | Foundation Capital Management Co. VIII, L.L.C. | 6.0% | Schedule 13G, Jun 30, 2026 | Andrew D. Feldman, CEO, President 5.9% |
| Credo (CRDO) | BlackRock | 9.4% | 13F, Jun 30, 2026 | Pantas Sutardja, director 3.1% |
| EMCOR (EME) | Vanguard | 12.1% | 13F, Jun 30, 2026 | — |
| Public Service Enterprise (PEG) | Vanguard | 13.7% | 13F, Jun 30, 2026 | — |
| Iron Mountain (IRM) | Vanguard | 16.0% | 13F, Jun 30, 2026 | Kent P. Dauten, director 0.41% |
| Zscaler (ZS) | Jagtar Singh Chaudhry | 16.5% | Form 4, Sep 16, 2026 | Jagtar Singh Chaudhry, CEO & Chairman 16.5% |
| onsemi (ON) | Fidelity (FMR) | 14.6% | 13F, Jun 30, 2026 | — |
| Jabil (JBL) | Vanguard | 12.6% | 13F, Jun 30, 2026 | Mark T. Mondello, Executive Chairman 1.1% |
| Tower Semiconductor (TSEM) | T. Rowe Price | 6.2% | 13F, Jun 30, 2026 | Russell Craig Ellwanger, Chief Executive Officer 0.47% |
| MongoDB (MDB) | Vanguard | 10.7% | 13F, Jun 30, 2026 | Dwight Merriman, director 1.9% |
| Crown Castle (CCI) | Vanguard | 16.7% | 13F, Jun 30, 2026 | — |
| HP Inc. (HPQ) | Vanguard | 14.1% | 13F, Jun 30, 2026 | — |
| Super Micro Computer (SMCI) | Vanguard | 11.4% | 13F, Jun 30, 2026 | Charles Liang, President and CEO 10.1% |
| nVent (NVT) | BlackRock | 10.6% | Schedule 13G, Aug 31, 2026 | — |
| GlobalFoundries (GFS) | Mubadala Investment Co PJSC | 71.9% | 13F, Jun 30, 2026 | — |
| MACOM (MTSI) | Fidelity (FMR) | 13.8% | 13F, Jun 30, 2026 | Susan M. Ocampo 6.4% |
| Cognizant (CTSH) | Vanguard | 13.8% | 13F, Jun 30, 2026 | — |
| Hubbell (HUBB) | Vanguard | 12.6% | 13F, Jun 30, 2026 | — |
| Entegris (ENTG) | BlackRock | 13.4% | 13F, Jun 30, 2026 | — |
| Texas Pacific Land (TPL) | HORIZON KINETICS ASSET MANAGEMENT LLC | 14.2% | 13F, Jun 30, 2026 | Peter Doyle, director 0.22% |
| NRG Energy (NRG) | Vanguard | 12.7% | 13F, Jun 30, 2026 | David Nanus, 10% owner 3.9% |
| SiTime (SITM) | Fidelity (FMR) | 13.2% | 13F, Jun 30, 2026 | Rajesh Vashist, Chief Executive Officer 1.3% |
| Lattice Semiconductor (LSCC) | T. Rowe Price | 15.0% | 13F, Jun 30, 2026 | — |
| MKS (MKSI) | Vanguard | 10.7% | 13F, Jun 30, 2026 | — |
| Semtech (SMTC) | Vanguard | 10.9% | 13F, Jun 30, 2026 | — |
| MasTec (MTZ) | Jorge Mas | 14.3% | Form 4, Mar 18, 2026 | Jorge Mas, director 14.3% |
| SBA Communications (SBAC) | Vanguard | 16.9% | 13F, Jun 30, 2026 | — |
| Talen Energy (TLN) | Vanguard | 9.5% | 13F, Jun 30, 2026 | Mark Allen McFarland, Chief Executive Officer 0.54% |
| Fabrinet (FN) | BlackRock | 13.5% | 13F, Jun 30, 2026 | — |
| Sterling Infrastructure (STRL) | BlackRock | 10.1% | Schedule 13G, Aug 31, 2026 | Joseph A. Cutillo, Chief Executive Officer 0.95% |
| Akamai (AKAM) | Vanguard | 12.5% | 13F, Jun 30, 2026 | — |
| DigitalOcean (DOCN) | Access Industries Management, LLC | 15.9% | Schedule 13D, Aug 4, 2026 | Padmanabhan T. Srinivasan, Chief Executive Officer 0.64% |
| Onto Innovation (ONTO) | BlackRock | 11.2% | 13F, Jun 30, 2026 | — |
| IREN (IREN) | Daniel John Roberts | 6.6% | Form 4, Jul 1, 2026 | Daniel John Roberts, Co-Chief Executive Officer 6.6% |
| TTM Technologies (TTMI) | Vanguard | 10.5% | 13F, Jun 30, 2026 | Thomas T. Edman, director 0.80% |
| Vicor (VICR) | Patrizio Vinciarelli | 18.4% | Form 4, Oct 2, 2026 | Patrizio Vinciarelli, Chairman & CEO 18.4% |
| BWX Technologies (BWXT) | BlackRock | 13.2% | 13F, Jun 30, 2026 | — |
| Amkor (AMKR) | John T. Kim | 30.3% | Schedule 13D, May 1, 2026 | John T. Kim 30.3% |
| Generac (GNRC) | Vanguard | 11.5% | 13F, Jun 30, 2026 | Aaron Jagdfeld, Chief Executive Officer 0.92% |
| Tempus AI (TEM) | Eric P. Lefkofsky | 20.2% | Form 4, Sep 22, 2026 | Eric P. Lefkofsky, CEO and Chairman 20.2% |
| Lennox (LII) | Vanguard | 10.8% | 13F, Jun 30, 2026 | John W. Norris III, director 9.0% |
| Skyworks (SWKS) | BlackRock | 13.7% | 13F, Jun 30, 2026 | — |
| Rambus (RMBS) | BlackRock | 12.9% | 13F, Jun 30, 2026 | — |
| Sanmina (SANM) | Fidelity (FMR) | 15.0% | 13F, Jun 30, 2026 | Jure Sola, Chairman & CEO 2.7% |
| Advanced Energy Industries (AEIS) | BlackRock | 11.6% | 13F, Jun 30, 2026 | — |
| Viavi (VIAV) | Vanguard | 10.6% | 13F, Jun 30, 2026 | Oleg Khaykin, President & CEO 0.72% |
| Nova (NVMI) | Phoenix Financial Ltd. | 9.4% | Schedule 13G, Sep 7, 2026 | — |
| Hut 8 (HUT) | Vanguard | 9.4% | 13F, Jun 30, 2026 | Michael Ho 5.1% |
| FormFactor (FORM) | BlackRock | 13.4% | 13F, Jun 30, 2026 | Mike Slessor, CEO 0.60% |
| Applied Optoelectronics (AAOI) | Vanguard | 7.8% | 13F, Jun 30, 2026 | Chih-Hsiang (Thompson) Lin, President and CEO 2.5% |
| Modine (MOD) | Vanguard | 9.4% | 13F, Jun 30, 2026 | Neil David Brinker, President and CEO 0.69% |
| Qorvo (QRVO) | BlackRock | 11.5% | 13F, Jun 30, 2026 | — |
| Elastic (ESTC) | Vanguard | 10.1% | 13F, Jun 30, 2026 | Shay Banon, Chief Technology Officer 5.2% |
| MaxLinear (MXL) | BlackRock | 15.1% | 13F, Jun 30, 2026 | Kishore Seendripu, Chairman, President and CEO 5.1% |
| Silicon Motion (SIMO) | Fidelity (FMR) | 6.8% | 13F, Jun 30, 2026 | Wallace Chiachang Kou, President and CEO 1.4% |
| SPX Technologies (SPXC) | Capital Group | 9.8% | 13F, Jun 30, 2026 | Eugene Joseph Lowe III, PRESIDENT AND CEO 1.6% |
| Galaxy Digital (GLXY) | Michael Novogratz | 49.3% | Form 4, Sep 1, 2026 | Michael Novogratz, Chief Executive Officer 49.3% |
| GitLab (GTLB) | Vanguard | 9.9% | 13F, Jun 30, 2026 | Sytse Sijbrandij, director 7.7% |
| TeraWulf (WULF) | Vanguard | 8.6% | 13F, Jun 30, 2026 | Paul B. Prager, Chief Executive Officer 8.1% |
| Powell Industries (POWL) | BlackRock | 9.9% | 13F, Jun 30, 2026 | Thomas W. Powell, 10% owner 6.0% |
| Silicon Labs (SLAB) | BlackRock | 15.6% | 13F, Jun 30, 2026 | Navdeep S. Sooch, director 1.2% |
| Applied Digital (APLD) | Vanguard | 9.3% | 13F, Jun 30, 2026 | Wes Cummins, CEO; Chairman 8.0% |
| Plexus (PLXS) | BlackRock | 16.4% | 13F, Jun 30, 2026 | Dean A. Foate, director 0.43% |
| AAON (AAON) | Norman H. Asbjornson | 15.5% | Form 4, Sep 1, 2026 | Norman H. Asbjornson, director 15.5% |
| Allegro MicroSystems (ALGM) | Fidelity (FMR) | 13.7% | 13F, Jun 30, 2026 | Michael Doogue, President and CEO 0.29% |
| Oklo (OKLO) | Jacob DeWitte | 10.8% | Form 4, Oct 1, 2026 | Jacob DeWitte, Co-Founder, CEO 10.8% |
| Riot Platforms (RIOT) | Vanguard | 10.5% | 13F, Jun 30, 2026 | Soo il Benjamin Yi, EXECUTIVE CHAIRMAN 2.8% |
| Camtek (CAMT) | Migdal Insurance & Financial Holdings Ltd. | 5.8% | 13F, Jun 30, 2026 | Rafi Amit, Chief Executive Officer 0.12% |
| EnerSys (ENS) | BlackRock | 14.5% | 13F, Jun 30, 2026 | — |
| UiPath (PATH) | Daniel Dines | 17.5% | Form 4, Sep 8, 2026 | Daniel Dines, CEO and Chairman 17.5% |
| LandBridge (LB) | LandBridge Holdings LLC | 61.2% | Schedule 13D, Aug 7, 2026 | Jason Thomas Long, See Remarks 0.27% |
| Cipher Mining (CIFR) | V3 Holding Ltd | 14.1% | 13F, Jun 30, 2026 | Tyler Page, Chief Executive Officer 2.4% |
| GDS Holdings (GDS) | GIC Private Limited | 7.5% | Schedule 13G, Jun 30, 2026 | William Wei Huang, Chairman and CEO 3.0% |
| Mobileye (MBLY) | Intel Corp | 6.1% | 13F, Jun 30, 2026 | Amnon Shashua, CEO and President 2.7% |
| Solaris Energy Infrastructure (SEI) | BlackRock | 10.5% | Schedule 13G, Jul 31, 2026 | William A. Zartler, Chairman and Co-CEO 2.7% |
| Cirrus Logic (CRUS) | Vanguard | 12.2% | 13F, Jun 30, 2026 | — |
| Argan (AGX) | BlackRock | 15.7% | 13F, Jun 30, 2026 | Rainer H. Bosselmann, Former CEO & Director 1.4% |
| Vishay (VSH) | BlackRock | 13.2% | 13F, Jun 30, 2026 | — |
| EPAM (EPAM) | BlackRock | 12.9% | 13F, Jun 30, 2026 | Arkadiy Dobkin, Executive Chairman 3.5% |
| Impinj (PI) | Fidelity (FMR) | 14.9% | 13F, Jun 30, 2026 | Daniel Patrick Gibson, director 3.4% |
| Core Scientific (CORZ) | Vanguard | 10.9% | 13F, Jun 30, 2026 | Adam Taylor Sullivan, Chief Executive Officer 1.4% |
| ACM Research (ACMR) | BlackRock | 12.4% | 13F, Jun 30, 2026 | David H. Wang, See Remarks 2.4% |
| Kulicke & Soffa (KLIC) | BlackRock | 17.2% | 13F, Jun 30, 2026 | Fusen Ernie Chen, director 2.2% |
| Diodes (DIOD) | BlackRock | 16.0% | 13F, Jun 30, 2026 | Keh Shew Lu, Special Advisor 1.1% |
| Synaptics (SYNA) | Ameriprise Financial, Inc. | 19.1% | 13F, Jun 30, 2026 | Rahul G. Patel, See remarks below 0.48% |
| Primoris Services (PRIM) | BlackRock | 12.7% | 13F, Jun 30, 2026 | — |
| Axcelis Technologies (ACLS) | BlackRock | 16.3% | 13F, Jun 30, 2026 | Russell Low, PRESIDENT AND CEO 0.50% |
| MARA Holdings (MARA) | BlackRock | 16.6% | 13F, Jun 30, 2026 | Frederick G. Thiel, Chief Executive Officer 1.1% |
| IPG Photonics (IPGP) | Eugene A. Shcherbakov | 34.3% | Schedule 13D, Feb 18, 2026 | Eugene A. Shcherbakov 34.3% |
| Cohu (COHU) | BlackRock | 15.6% | 13F, Jun 30, 2026 | Luis A. Muller, President & CEO 1.7% |
| NuScale (SMR) | Vanguard | 7.3% | 13F, Jun 30, 2026 | — |
| Veeco (VECO) | BlackRock | 15.7% | 13F, Jun 30, 2026 | — |
| Ultra Clean (UCTT) | BlackRock | 15.3% | 13F, Jun 30, 2026 | — |
| Penguin Solutions (PENG) | BlackRock | 14.9% | 13F, Jun 30, 2026 | Kashif Shaikh, President and CEO 0.84% |
| Extreme Networks (EXTR) | BlackRock | 16.0% | 13F, Jun 30, 2026 | Edward Meyercord, PRESIDENT AND CEO 1.3% |
| CleanSpark (CLSK) | BlackRock | 16.5% | 13F, Jun 30, 2026 | S. Matthew Schultz, CEO & Chairman 1.4% |
| Navitas (NVTS) | Vanguard | 7.5% | 13F, Jun 30, 2026 | Ranbir Singh, director 5.7% |
| Benchmark Electronics (BHE) | BlackRock | 16.4% | 13F, Jun 30, 2026 | — |
| Centrus Energy (LEU) | BlackRock | 11.2% | Schedule 13G, Aug 31, 2026 | William J. Madia, director 0.29% |
| Aehr Test Systems (AEHR) | BlackRock | 8.2% | 13F, Jun 30, 2026 | Rhea J. Posedel, director 1.3% |
| Ambarella (AMBA) | Vanguard | 13.4% | 13F, Jun 30, 2026 | Leslie Kohn, Chief Technology Officer 2.2% |
| Power Integrations (POWI) | BlackRock | 15.6% | 13F, Jun 30, 2026 | Balu Balakrishnan, director 0.50% |
| Fermi (FRMI) | Toby Neugebauer | 22.5% | Schedule 13G, Sep 30, 2025 | Toby Neugebauer 22.5% |
| Himax Technologies (HIMX) | Biing-Seng Wu | 22.0% | Form 4, Mar 18, 2026 | Biing-Seng Wu, director 22.0% |
| Bitdeer (BTDR) | Jihan Wu | 20.1% | Form 4, Mar 18, 2026 | Jihan Wu, Chairman of the Board and CEO 20.1% |
| SoundHound AI (SOUN) | Vanguard | 10.6% | 13F, Jun 30, 2026 | Keyvan Mohajer, CEO 0.83% |
| Ichor (ICHR) | BlackRock | 14.2% | 13F, Jun 30, 2026 | Philip Ryan Barros Sr., Chief Executive Officer 0.43% |
| Netlist (NLST) | Chun K. Hong | 4.6% | Form 4, Jul 16, 2026 | Chun K. Hong, President, CEO and Chairman 4.6% |
| nLIGHT (LASR) | Vanguard | 8.7% | 13F, Jun 30, 2026 | Scott H. Keeney, President and CEO 3.4% |
| Innodata (INOD) | BlackRock | 7.9% | 13F, Jun 30, 2026 | Jack Abuhoff, CEO 3.9% |
| Calix (CALX) | BlackRock | 18.7% | 13F, Jun 30, 2026 | Carl Russo, director 8.8% |
| Photronics (PLAB) | BlackRock | 16.1% | 13F, Jun 30, 2026 | Constantine S. Macricostas, director 0.70% |
| C3.ai (AI) | Vanguard | 9.9% | 13F, Jun 30, 2026 | Thomas M. Siebel, CEO and Chairman of the Board 7.7% |
| Wolfspeed (WOLF) | Renesas Electronics America Inc. | 31.8% | 13F, Jun 30, 2026 | Robert A. Feurle, CEO and Director 0.65% |
| Fluence (FLNC) | The AES Corporation | 22.4% | Schedule 13G, May 15, 2026 | — |
| VNET Group (VNET) | PJ Millennium Limited Partnership | 38.1% | Schedule 13D, Sep 21, 2026 | Sheng Chen 24.8% |
| BigBear.ai (BBAI) | BlackRock | 8.5% | 13F, Jun 30, 2026 | Kevin McAleenan, Chief Executive Officer 0.29% |
| POET Technologies (POET) | MMCAP International Inc. SPC | 14.5% | Schedule 13G, Jun 30, 2026 | — |
| CEVA (CEVA) | Vanguard | 9.0% | 13F, Jun 30, 2026 | Amir Panush, Chief Executive Officer 1.2% |
| Alpha & Omega Semiconductor (AOSL) | Mike F. Chang | 14.1% | Form 4, Aug 24, 2026 | Mike F. Chang, director 14.1% |
| Nano Nuclear Energy (NNE) | Jiang Yu | 29.7% | Form 4, Sep 2, 2026 | Jiang Yu, President and Chairman 29.7% |
| Lightwave Logic (LWLG) | BlackRock | 8.0% | 13F, Jun 30, 2026 | Yves Le Maitre, CEO 1.2% |
| HIVE Digital (HIVE) | Invesco | 6.2% | 13F, Jun 30, 2026 | Aydin Kilic, President & CEO 0.59% |
| WhiteFiber (WYFI) | Bit Digital, Inc. | 69.6% | Schedule 13D, Aug 21, 2026 | Samir Tabar, Chief Executive Officer 0.59% |
| indie Semiconductor (INDI) | PRIMECAP MANAGEMENT CO/CA/ | 13.6% | 13F, Jun 30, 2026 | Donald McClymont, Chief Executive Officer 2.3% |
| Grid Dynamics (GDYN) | BlackRock | 8.2% | 13F, Jun 30, 2026 | Leonard Livschitz, CHIEF EXECUTIVE OFFICER 4.1% |
| Digi Power X (DGXX) | Michel Amar | 5.9% | Form 4, Aug 19, 2026 | Michel Amar, Chief Executive Officer 5.9% |
| Cerence (CRNC) | BlackRock | 10.0% | 13F, Jun 30, 2026 | Brian Krzanich, Chief Executive Officer 3.8% |
| TSS (TSSI) | Peter H. Woodward | 10.7% | Form 4, Jun 2, 2026 | Peter H. Woodward, director 10.7% |
| Soluna (SLNH) | Michael Toporek | 7.0% | Form 4, Jun 1, 2026 | Michael Toporek, director 7.0% |