Lam Research Corp $51,624,541 Micron Technology Inc $26,235,875 Ultra Clean Holdings Inc $1,764,434 Avnet Inc $287,469 Teradyne Inc $930,768 Ouster Inc $537,311 Lam Research Corp $51,624,541 Micron Technology Inc $26,235,875 Ultra Clean Holdings Inc $1,764,434 Avnet Inc $287,469 Teradyne Inc $930,768 Ouster Inc $537,311