Industrial and infrastructure exposure grows as memory weight is cut

Applied Materials, Caterpillar, Quanta Services, and Comfort Systems USA, Inc. were increased, while Sandisk Corporation was cut the most. Lam Research, Corning Inc., Keysight Technologies, Vertiv Holdings Co, and Teradyne were also reduced, and Monolithic Power Systems was slightly higher. The resulting mix is still most exposed to semiconductor-related names, led by Sandisk Corporation, Applied Materials, and Lam Research, with more weight also in industrial and services names.