Lam Research Corp $60,324,597 Micron Technology Inc $32,207,160 Ultra Clean Holdings Inc $1,873,618 Avnet Inc $278,255 Teradyne Inc $1,002,461 Ouster Inc $490,468 Lam Research Corp $60,324,597 Micron Technology Inc $32,207,160 Ultra Clean Holdings Inc $1,873,618 Avnet Inc $278,255 Teradyne Inc $1,002,461 Ouster Inc $490,468