Lam Research Corp $56,717,013 Micron Technology Inc $29,176,392 Ultra Clean Holdings Inc $1,759,869 Avnet Inc $276,202 Teradyne Inc $961,371 Ouster Inc $445,922 Lam Research Corp $56,717,013 Micron Technology Inc $29,176,392 Ultra Clean Holdings Inc $1,759,869 Avnet Inc $276,202 Teradyne Inc $961,371 Ouster Inc $445,922