Infrastructure and testing exposure expands as chip equipment is trimmed

Vertiv Holdings Co, Corning Inc., Keysight Technologies, Comfort Systems USA, Inc., and Quanta Services were increased, while Applied Materials, Lam Research, Sandisk Corporation, Teradyne, and Caterpillar were reduced. Monolithic Power Systems was also trimmed slightly, and no positions were fully exited. The new mix is most exposed to Vertiv Holdings Co, Corning Inc., Applied Materials, Sandisk Corporation, and Comfort Systems USA, Inc.