LEE KRAMER'S ROOM: With Views

[blackhawks]

The only chip companies missing are Frito-Lay, Cape Cod, Boulder and Kettle.

Basket Holdings: 34AS OF --
All Basket Holdings

Symbol Company
Weight
DAPXX Dreyfus Government Secs Cash Mgmt Admin 19.17
Phila Semiconductor Index Swap 13.45
Cash† 10.81
NVDA NVIDIA Corp 7.20
TXN Texas Instruments Inc 6.70
AVGO Broadcom Inc 6.11
QCOM Qualcomm Inc 6.01
INTC Intel Corp 5.72
AMAT Applied Materials Inc 3.55
NXPI NXP Semiconductors NV 3.52
LRCX Lam Research Corp 3.48
ASML ASML Holding NV ADR 3.46
ADI Analog Devices Inc 3.21
KLAC KLA Corp 3.10
AMD Advanced Micro Devices Inc 2.88
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR 2.83
MU Micron Technology Inc 2.80
MCHP Microchip Technology Inc 2.79
MRVL Marvell Technology Inc 2.54
SWKS Skyworks Solutions Inc 1.85
TER Teradyne Inc 1.45
QRVO Qorvo Inc 1.36
ON ON Semiconductor Corp 1.09
MPWR Monolithic Power Systems Inc 1.02
ENTG Entegris Inc 1.02
IPGP IPG Photonics Corp 0.74
CREE Cree Inc 0.73
MKSI MKS Instruments Inc 0.69
BRKS Brooks Automation Inc 0.50
LSCC Lattice Semiconductor Corp 0.48
IIVI II-VI Inc 0.46
SLAB Silicon Laboratories Inc 0.40
CCMP CMC Materials Inc Ordinary Shares 0.30
FGTXX Goldman Sachs FS Government Instl 0.20