| 1 | Advantest Corp6857.T | 5,41% |
| 2 | ASE Technology Holding Co. Ltd. ADRASX | 5,19% |
| 3 | Tokyo Electron Ltd8035.T | 5,17% |
| 4 | APPLIED MATERIALS INCAMAT | 5,16% |
| 5 | KLA CORPORATIONKLAC | 5,07% |
| 6 | LAM RESH CORPLRCX | 4,95% |
| 7 | TERADYNE INCTER | 4,94% |
| 8 | ASM International NVASM.AS | 4,91% |
| 9 | ASML HOLDING NV-NY REG SHSASML | 4,7% |
| 10 | Disco Corp6146.T | 4,43% |
| 11 | BE Semiconductor Industries NVBESI.AS | 4,33% |
| 12 | ASMPT Ltd0522.HK | 4,17% |
| 13 | ENTEGRIS INCENTG | 3,18% |
| 14 | KULICKE & SOFFA INDUSTRIESKLIC | 2,92% |
| 15 | Lasertec Corp6920.T | 2,84% |
| 16 | VAT Group AGVACN.SW | 2,77% |
| 17 | MKS Instruments IncMKSI | 2,16% |
| 18 | SCREEN Holdings Co Ltd7735.T | 1,99% |
| 19 | AMKOR TECHNOLOGY INCAMKR | 1,95% |
| 20 | ONTO INNOVATION INCONTO | 1,76% |
| 21 | Kokusai Electric Corp6525.T | 1,68% |
| 22 | Rorze Corp6323.T | 1,63% |
| 23 | CHIPMOS TECHNOLOGIES INCIMOS | 1,4% |
| 24 | NOVA MEASURING INSTRUMENTSNVMI | 1,39% |
| 25 | FORMFACTOR INCFORM | 1,34% |
| 26 | Shibaura Mechatronics Corp6590.T | 1,05% |
| 27 | SUMCO Corp3436.T | 1% |
| 28 | SUSS MicroTec SESMHN.DE | 0,88% |
| 29 | Technoprobe SpATPRO.MI | 0,79% |
| 30 | Mycronic ABMYCR.ST | 0,68% |
| 31 | Tokyo Ohka Kogyo Co Ltd4186.T | 0,67% |
| 32 | AIXTRON SEAIXA.DE | 0,65% |
| 33 | Tokyo Seimitsu Co Ltd7729.T | 0,62% |
| 34 | Towa Corp6315.T | 0,61% |
| 35 | SOITECSOI.PA | 0,58% |
| 36 | AXT INCAXTI | 0,58% |
| 37 | CAMTEK LTDCAMT | 0,56% |
| 38 | ACM Research Inc. Class AACMR | 0,53% |
| 39 | Axcelis Technologies IncACLS | 0,52% |
| 40 | Yamaichi Electronics Co Ltd6941.T | 0,35% |
| 41 | COHU INCCOHU | 0,34% |
| 42 | AEHR TEST SYSTEMSAEHR | 0,33% |
| 43 | VEECO INSTRUMENTS INCVECO | 0,33% |
| 44 | Ulvac Inc6728.T | 0,31% |
| 45 | Micronics Japan Co Ltd6871.T | 0,31% |
| 46 | Siltronic AGWAF.DE | 0,3% |
| 47 | RS Technologies Co Ltd3445.T | 0,3% |
| 48 | FIRST AMERICAN GOVERNMENT OBLI FIRST AM GOV OBLIG X | 0,3% |
| 49 | AEM Holdings Ltd | 0,3% |
| 50 | Japan Material Co Ltd6055.T | 0,29% |
| 51 | PHOTRONICS INCPLAB | 0,29% |
| 52 | ICHOR HOLDINGSICHR | 0,29% |
| 53 | Tekscend Photomask Corp429A.T | 0,26% |
| 54 | ULTRA CLEAN HOLDINGS INCUCTT | 0,26% |
| 55 | EpiWorld International Co Ltd2726.HK | 0,23% |
| 56 | Cash & Other | 0,04% |
