Semiconductor equipment exposure grows as optical and memory weights ease

Teradyne became the largest increase in the rebalance, while Lumentum Holdings Inc. saw the biggest reduction. Micron Technology was also added slightly, and Corning Inc. and Sandisk Corporation were trimmed. The portfolio remains concentrated in Corning Inc., Lumentum Holdings Inc., Teradyne, and Micron Technology, with Teradyne now the largest position.