Companies covered: Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Apple Inc. (NASDAQ:AAPL), Advanced Micro Devices, Inc. (NASDAQ:AMD), Texas Instruments Incorporated (NASDAQ:TXN), NXP Semiconductors N.V. (NASDAQ:NXPI), NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology Group Ltd. (NASDAQ:MRVL), Credo Technology Group Holding Ltd. (NASDAQ:CRDO), MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI), Semtech Corporation (NASDAQ:SMTC), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Analog Devices, Inc. (NASDAQ:ADI), ON Semiconductor Corp. (NASDAQ:ON), Astera Labs Inc. (NASDAQ:ALAB), Adobe Systems Incorporated (NASDAQ:ADBE), Autodesk, Inc. (NASDAQ:ADSK), Microsoft Corporation (NASDAQ:MSFT), Cadence Design Systems, Inc. (NASDAQ:CDNS), Synopsys, Inc. (NASDAQ:SNPS), Siemens AG (OTCMKTS:SIEGY), ANSYS, Inc. (NASDAQ:ANSS), Bentley Systems Inc. (NASDAQ:BSY), Dassault Systemes SE (OTCMKTS:DASTY), Intel Corporation (NASDAQ:INTC), QUALCOMM Incorporated (NASDAQ:QCOM), Broadcom Ltd (NASDAQ:AVGO), Applied Materials, Inc. (NASDAQ:AMAT), Lam Research Corporation (NASDAQ:LRCX), Foxconn Technology Co. Ltd. (OTCMKTS:FXCOF), Semiconductor Manufacturing International Corporation (HKG:0981), ASML Holding N.V. (NASDAQ:ASML), Tokyo Electron Ltd. (OTCMKTS:TOELY), KLA-Tencor Corporation (NASDAQ:KLAC), Guidewire Software, Inc. (NYSE:GWRE), CCC Intelligent Solutions Holdings Inc. (NASDAQ:CCCS), ServiceTitan, Inc. (NASDAQ:TTAN), Manhattan Associates, Inc. (NASDAQ:MANH), SPS Commerce, Inc. (NASDAQ:SPSC), Procore Technologies, Inc. (NYSE:PCOR), Blend Labs, Inc. (NYSE:BLND), Veeva Systems Inc. (NYSE:VEEV), Samsara Inc. (NYSE:IOT), Clearwater Analytics Holdings, Inc. (NYSE:CWAN), Monday.com Ltd. (NASDAQ:MNDY), Salesforce.com Inc (NYSE:CRM), Five9, Inc. (NASDAQ:FIVN), Workday, Inc. (NYSE:WDAY), Bill.com Holdings (NYSE:BILL), Global-E Online Ltd. (NASDAQ:GLBE), Duos Technologies Group Inc. (NASDAQ:DUOT), inTest Corporation (NYSEAMERICAN:INTT), Porch Group Inc. (NASDAQ:PRCH), Silvaco Group Inc. (NASDAQ:SVCO)
