Semiconductors

Intel Corporation
Taiwan Semiconductor Mfg. Co. Ltd. (ADR)
Texas Instruments Incorporated
Applied Materials, Inc.
Kyocera Corporation (ADR)
First Solar, Inc.
Broadcom Corporation
ASML Holding N.V. (ADR)
United Microelectronics Corp (ADR)
Analog Devices, Inc.
Marvell Technology Group Ltd.
NVIDIA Corporation
Xilinx, Inc.
Altera Corporation
Linear Technology Corporation
STMicroelectronics N.V. (ADR)
Microchip Technology Inc.
Maxim Integrated Products Inc.
MEMC Electronic Materials, Inc.
Siliconware Precision Industries (ADR)
KLA-Tencor Corporation
Lam Research Corporation
Micron Technology, Inc.
Advanced Semiconductor Engineering (ADR)
National Semiconductor Corporation
Advantest Corp. (ADR)
SunPower Corporation
Flextronics International Ltd.
LSI Corporation
Cree, Inc.
ARM Holdings plc (ADR)
ON Semiconductor Corp.
Atmel Corporation
Intersil Corporation
Advanced Micro Devices, Inc.
Varian Semiconductor
PMC-Sierra, Inc.
Novellus Systems, Inc.
Skyworks Solutions, Inc.
QLogic Corporation
Silicon Laboratories
Rambus Inc.
Hittite Microwave Corporation
International Rectifier Corporation
Atheros Communications, Inc.
Microsemi Corporation
Integrated Device Technology, Inc.
Semtech Corporation
Cypress Semiconductor Corporation
Semiconductor Manufacturing Int'l (ADR)
FormFactor, Inc.
Teradyne, Inc.
MKS Instruments, Inc.
NetLogic Microsystems, Inc.
Tessera Technologies, Inc.
Cymer, Inc.
GT Solar International, Inc.
Power Integrations, Inc.
Cabot Microelectronics Corporation
Yingli Green Energy Hold. Co. Ltd. (ADR)
Vishay Intertechnology
Monolithic Power Systems, Inc.
FEI Company
Cavium Networks, Inc.
Micrel, Incorporated
ATMI, Inc.
LDK Solar Co., Ltd.
Aixtron AG (ADR)
Infineon Technologies AG (ADR)
Fairchild Semiconductor International
Emulex Corporation
Diodes Incorporated
Zoran Corporation
Verigy Ltd.
ASM International N.V. (USA)
Amkor Technology, Inc.
OmniVision Technologies, Inc.
JA Solar Holdings Co., Ltd. (ADR)
TriQuint Semiconductor
IPG Photonics Corporation