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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
KLA-Tencor Corp	KLAC	1,929.20	2131.10	1,856,555	-9.47%	-201.90
Sandisk Corporation - Common Stock When-Issued	SNDK	1,559.32	1759.68	13,064,174	-11.39%	-200.36
Monolithic Power Systems, Inc. - Common Stock	MPWR	1,481.05	1652.60	1,368,099	-10.38%	-171.55
Micron Technology	MU	864.01	996.00	75,463,626	-13.25%	-131.99
ASML Holding N.V. - New York Registry Shares	ASML	1,641.74	1757.47	2,728,321	-6.59%	-115.73
Sterling Infrastructure, Inc. - Common Stock	STRL	882.43	993.74	806,171	-11.20%	-111.31
Fabrinet Ordinary Shares	FN	621.25	714.78	915,998	-13.09%	-93.53
Lumentum Holdings Inc. - Common Stock	LITE	863.66	945.08	7,472,011	-8.62%	-81.42
SiTime Corporation - Common Stock	SITM	625.68	706.98	695,069	-11.50%	-81.30
Seagate Technology Plc	STX	847.47	925.99	3,594,309	-8.48%	-78.52
Comfort Systems USA, Inc. Common Stock	FIX	1,843.94	1914.65	365,626	-3.69%	-70.71
Western Digital	WDC	511.72	575.50	8,971,553	-11.08%	-63.78
Advanced Micro Devices, Inc. - Common Stock	AMD	466.38	523.20	46,587,114	-10.86%	-56.82
Goldman Sachs Group	GS	1,038.68	1092.61	2,640,366	-4.94%	-53.93
Celestica	CLS	371.71	425.36	3,564,070	-12.61%	-53.65
Marvell Technology, Inc. - Common Stock	MRVL	263.47	316.43	88,751,425	-16.74%	-52.96
Moog Inc Cl B	MOG-B	320.25	372.48	328	-14.02%	-52.23
Arm Holdings plc - American Depositary Shares	ARM	342.93	393.44	14,789,292	-12.84%	-50.51
Teradyne, Inc. - Common Stock	TER	357.93	406.86	5,468,574	-12.03%	-48.93
Applied Materials	AMAT	453.01	501.70	11,888,154	-9.71%	-48.69
CrowdStrike Holdings, Inc. - Class A Common Stock	CRWD	671.02	719.09	5,227,946	-6.68%	-48.07
Ciena Corporation Common Stock	CIEN	488.21	535.63	4,176,901	-8.85%	-47.42
Coherent Corp. - Common Stock	COHR	376.99	421.90	6,330,413	-10.64%	-44.91
Nova Ltd. - Ordinary Shares	NVMI	475.76	520.40	969,395	-8.58%	-44.64
Astera Labs, Inc. - Common Stock	ALAB	317.06	358.05	7,277,459	-11.45%	-40.99
Bruker Corporation - 6.375% Mandatory Convertible Preferred Stock, Series A	BRKRP	421.23	460.67	879	-8.56%	-39.44
MACOM Technology Solutions Holdings, Inc. - Common Stock	MTSI	345.40	382.74	2,949,705	-9.76%	-37.34
Caterpillar	CAT	904.28	940.48	2,731,711	-3.85%	-36.20
Silicon Motion Technology Corporation - American Depositary Shares	SIMO	258.70	294.67	1,465,754	-12.21%	-35.97
First Solar	FSLR	279.01	314.95	3,863,645	-11.41%	-35.94

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