SEMI additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| Intel Corp | Intel Corp | 2026-04-30 | Added / first present |
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| Motorola Solutions Inc | Motorola Solutions Inc | 2026-04-30 | Added / first present |
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| KLA Corp | KLA Corp | 2026-04-30 | Added / first present |
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| Corning Inc | Corning Inc | 2026-04-30 | Added / first present |
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| Lumentum Holdings Inc | Lumentum Holdings Inc | 2026-04-30 | Added / first present |
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| Goldman Sachs Financial Square Funds - Treasury Instruments Fund | Goldman Sachs Financial Square Funds - Treasury Instruments Fund | 2026-04-30 | Added / first present |
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| Microsoft Corp | Microsoft Corp | 2026-01-31 | Added / first present |
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| Visa Inc | Visa Inc | 2026-01-31 | Added / first present |
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| Alphabet Inc | Alphabet Inc | 2026-01-31 | Added / first present |
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| Apple Inc | Apple Inc | 2026-01-31 | Added / first present |
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| Amazon.com Inc | Amazon.com Inc | 2026-01-31 | Added / first present |
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| Meta Platforms Inc | Meta Platforms Inc | 2026-01-31 | Added / first present |
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| Mastercard Inc | Mastercard Inc | 2026-01-31 | Added / first present |
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| Netflix Inc | Netflix Inc | 2026-01-31 | Added / first present |
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| NVIDIA Corp | NVIDIA Corp | 2026-01-31 | Added / first present |
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| Micron Technology Inc | Micron Technology Inc | 2026-01-31 | Added / first present |
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| Broadcom Inc | Broadcom Inc | 2026-01-31 | Added / first present |
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| Cisco Systems Inc | Cisco Systems Inc | 2026-01-31 | Added / first present |
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| ServiceNow Inc | ServiceNow Inc | 2026-01-31 | Added / first present |
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| Intuit Inc | Intuit Inc | 2026-01-31 | Added / first present |
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| International Business Machines Corp | International Business Machines Corp | 2026-01-31 | Added / first present |
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| Advanced Micro Devices Inc | Advanced Micro Devices Inc | 2026-01-31 | Added / first present |
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| Synopsys Inc | Synopsys Inc | 2026-01-31 | Added / first present |
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| Cadence Design Systems Inc | Cadence Design Systems Inc | 2026-01-31 | Added / first present |
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| Oracle Corp | Oracle Corp | 2026-01-31 | Added / first present |
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| Applied Materials Inc | Applied Materials Inc | 2026-01-31 | Added / first present |
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| Amphenol Corp | Amphenol Corp | 2026-01-31 | Added / first present |
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| Analog Devices Inc | Analog Devices Inc | 2026-01-31 | Added / first present |
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| Palo Alto Networks Inc | Palo Alto Networks Inc | 2026-01-31 | Added / first present |
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| Western Digital Corp | Western Digital Corp | 2026-01-31 | Added / first present |
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| Shopify Inc | Shopify Inc | 2026-01-31 | Added / first present |
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| Uber Technologies Inc | Uber Technologies Inc | 2026-01-31 | Added / first present |
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| Crowdstrike Holdings Inc | Crowdstrike Holdings Inc | 2026-01-31 | Added / first present |
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| Taiwan Semiconductor Manufacturing Co Ltd | Taiwan Semiconductor Manufacturing Co Ltd | 2026-01-31 | Added / first present |
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| Snowflake Inc | Snowflake Inc | 2026-01-31 | Added / first present |
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| Marvell Technology Inc | Marvell Technology Inc | 2026-01-31 | Added / first present |
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| Robinhood Markets Inc | Robinhood Markets Inc | 2026-01-31 | Added / first present |
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| Lam Research Corp | Lam Research Corp | 2026-01-31 | Added / first present |
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| Arista Networks Inc | Arista Networks Inc | 2026-01-31 | Added / first present |
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| MSI | MOTOROLA SOLUTIONS INC | 2025-10-31 | Added / first present |
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| APH | AMPHENOL CORP | 2025-07-31 | Added / first present |
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| HOOD | ROBINHOOD MARKETS INC | 2025-07-31 | Added / first present |
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| AAPL | APPLE INC | 2025-04-30 | Added / first present |
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| ACN | ACCENTURE PLC | 2025-04-30 | Added / first present |
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| ADBE | ADOBE INC | 2025-04-30 | Added / first present |
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| AMZN | AMAZON.COM INC | 2025-04-30 | Added / first present |
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| ANET | ARISTA NETWORKS INC | 2025-04-30 | Added / first present |
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| BKNG | BOOKING HOLDINGS INC | 2025-04-30 | Added / first present |
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| CRM | SALESFORCE INC | 2025-04-30 | Added / first present |
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| CRWD | CROWDSTRIKE HOLDINGS INC | 2025-04-30 | Added / first present |
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| CSCO | CISCO SYSTEMS INC | 2025-04-30 | Added / first present |
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| GOOGL | ALPHABET INC | 2025-04-30 | Added / first present |
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| INTU | INTUIT INC | 2025-04-30 | Added / first present |
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| MA | MASTERCARD INC | 2025-04-30 | Added / first present |
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| META | META PLATFORMS INC | 2025-04-30 | Added / first present |
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| MSFT | MICROSOFT CORP | 2025-04-30 | Added / first present |
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| MSI | MOTOROLA SOLUTIONS INC | 2025-04-30 | Added / first present |
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| NFLX | NETFLIX INC | 2025-04-30 | Added / first present |
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| NOW | SERVICENOW INC | 2025-04-30 | Added / first present |
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| ORCL | ORACLE CORPORATION | 2025-04-30 | Added / first present |
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| PANW | PALO ALTO NETWORKS INC | 2025-04-30 | Added / first present |
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| SAP | SAP SE | 2025-04-30 | Added / first present |
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| SHOP | SHOPIFY INC | 2025-04-30 | Added / first present |
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| UBER | UBER TECHNOLOGIES INC | 2025-04-30 | Added / first present |
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| V | VISA INC | 2025-04-30 | Added / first present |
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| AMD | ADVANCED MICRO DEVICES INC | 2024-10-31 | Added / first present |
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| ARM | ARM HOLDINGS PLC | 2024-10-31 | Added / first present |
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| ASML | ASML HOLDING NV | 2024-10-31 | Added / first present |
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| GFS | GLOBALFOUNDRIES INC | 2024-10-31 | Added / first present |
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| MPWR | MONOLITHIC POWER | 2024-10-31 | Added / first present |
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| SLAB | SILICON LABS INC. | 2024-10-31 | Added / first present |
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| TXN | TEXAS INSTRUMENTS INC | 2024-10-31 | Added / first present |
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| AMD | ADVANCED MICRO DEVICES INC | 2024-04-30 | Added / first present |
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| KLIC | KULICKE & SOFFA IND INC. | 2024-04-30 | Added / first present |
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| NVDA | NVIDIA CORP | 2023-07-31 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| ServiceNow Inc | ServiceNow Inc | 2026-04-30 | Removed / first absent |
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| International Business Machines Corp | International Business Machines Corp | 2026-04-30 | Removed / first absent |
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| Palo Alto Networks Inc | Palo Alto Networks Inc | 2026-04-30 | Removed / first absent |
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| Snowflake Inc | Snowflake Inc | 2026-04-30 | Removed / first absent |
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| Robinhood Markets Inc | Robinhood Markets Inc | 2026-04-30 | Removed / first absent |
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| MSI | MOTOROLA SOLUTIONS INC | 2026-01-31 | Removed / first absent |
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| APH | AMPHENOL CORP | 2026-01-31 | Removed / first absent |
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| HOOD | ROBINHOOD MARKETS INC | 2026-01-31 | Removed / first absent |
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| AAPL | APPLE INC | 2026-01-31 | Removed / first absent |
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| ACN | ACCENTURE PLC | 2025-10-31 | Removed / first absent |
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| ADBE | ADOBE INC | 2025-07-31 | Removed / first absent |
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| AMZN | AMAZON.COM INC | 2026-01-31 | Removed / first absent |
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| ANET | ARISTA NETWORKS INC | 2026-01-31 | Removed / first absent |
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| BKNG | BOOKING HOLDINGS INC | 2026-01-31 | Removed / first absent |
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| CRM | SALESFORCE INC | 2026-01-31 | Removed / first absent |
|---|
| CRWD | CROWDSTRIKE HOLDINGS INC | 2026-01-31 | Removed / first absent |
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| CSCO | CISCO SYSTEMS INC | 2026-01-31 | Removed / first absent |
|---|
| GOOGL | ALPHABET INC | 2026-01-31 | Removed / first absent |
|---|
| INTU | INTUIT INC | 2026-01-31 | Removed / first absent |
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| MA | MASTERCARD INC | 2026-01-31 | Removed / first absent |
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| META | META PLATFORMS INC | 2026-01-31 | Removed / first absent |
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| MSFT | MICROSOFT CORP | 2026-01-31 | Removed / first absent |
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| MSI | MOTOROLA SOLUTIONS INC | 2025-07-31 | Removed / first absent |
|---|
| NFLX | NETFLIX INC | 2026-01-31 | Removed / first absent |
|---|
| NOW | SERVICENOW INC | 2026-01-31 | Removed / first absent |
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| ORCL | ORACLE CORPORATION | 2026-01-31 | Removed / first absent |
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| PANW | PALO ALTO NETWORKS INC | 2026-01-31 | Removed / first absent |
|---|
| SAP | SAP SE | 2026-01-31 | Removed / first absent |
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| SHOP | SHOPIFY INC | 2026-01-31 | Removed / first absent |
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| UBER | UBER TECHNOLOGIES INC | 2026-01-31 | Removed / first absent |
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| V | VISA INC | 2026-01-31 | Removed / first absent |
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| AMD | ADVANCED MICRO DEVICES INC | 2025-04-30 | Removed / first absent |
|---|
| ARM | ARM HOLDINGS PLC | 2025-04-30 | Removed / first absent |
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| ASML | ASML HOLDING NV | 2026-01-31 | Removed / first absent |
|---|
| GFS | GLOBALFOUNDRIES INC | 2025-04-30 | Removed / first absent |
|---|
| MPWR | MONOLITHIC POWER | 2025-04-30 | Removed / first absent |
|---|
| SLAB | SILICON LABS INC. | 2025-04-30 | Removed / first absent |
|---|
| TXN | TEXAS INSTRUMENTS INC | 2025-04-30 | Removed / first absent |
|---|
| AMD | ADVANCED MICRO DEVICES INC | 2024-07-31 | Removed / first absent |
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| KLIC | KULICKE & SOFFA IND INC. | 2024-10-31 | Removed / first absent |
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| NVDA | NVIDIA CORP | 2026-01-31 | Removed / first absent |
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| SGH | SMART GLOBAL HOLDINGS INC | 2024-10-31 | Removed / first absent |
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| AAPL | APPLE INC | 2023-07-31 | Removed / first absent |
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| ADEA | ADEIA INC | 2024-10-31 | Removed / first absent |
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| ADI | ANALOG DEVICES INC | 2026-01-31 | Removed / first absent |
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| AEIS | ADVANCED ENERGY INDUSTRIES INC | 2024-10-31 | Removed / first absent |
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| AMAT | APPLIED MAT INC | 2026-01-31 | Removed / first absent |
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| AMD | ADVANCED MICRO DEVICES INC | 2024-01-31 | Removed / first absent |
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| AVGO | BROADCOM INC | 2026-01-31 | Removed / first absent |
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| BE | BLOOM ENERGY CORPORATION | 2024-10-31 | Removed / first absent |
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| CDNS | CADENCE DESIGN SYST INC | 2026-01-31 | Removed / first absent |
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| DIOD | DIODES INC | 2024-10-31 | Removed / first absent |
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| ENTG | ENTEGRIS INC | 2024-10-31 | Removed / first absent |
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| GFS | GLOBALFOUNDRIES INC | 2023-07-31 | Removed / first absent |
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| GOOG | ALPHABET INC | 2024-04-30 | Removed / first absent |
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| ICHR | ICHOR HOLDINGS LTD | 2024-10-31 | Removed / first absent |
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| INDI | INDIE SEMICONDUCTOR INC | 2024-10-31 | Removed / first absent |
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| INTC | INTEL CORP | 2025-04-30 | Removed / first absent |
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| KLAC | KLA CORP | 2025-04-30 | Removed / first absent |
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| LRCX | LAM RSRCH CORP | 2026-01-31 | Removed / first absent |
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| MCHP | MICROCHIP TECH INC | 2025-04-30 | Removed / first absent |
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| MKSI | MKS INSTRUMENTS INC | 2025-04-30 | Removed / first absent |
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| MRVL | MARVELL TECHNOLOGY INC | 2026-01-31 | Removed / first absent |
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| MU | MICRON TECHNOLOGY INC | 2026-01-31 | Removed / first absent |
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| MXL | MAXLINEAR INC | 2023-07-31 | Removed / first absent |
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| NXPI | NXP SEMICONDUCTORS NV | 2026-01-31 | Removed / first absent |
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| ON | ON SEMICONDUCTOR CORP | 2025-04-30 | Removed / first absent |
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| QCOM | QUALCOMM INC | 2025-04-30 | Removed / first absent |
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| QRVO | QORVO INC | 2025-04-30 | Removed / first absent |
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| RMBS | RAMBUS INC | 2024-04-30 | Removed / first absent |
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| SLAB | Silicon Laboratories Inc | 2024-04-30 | Removed / first absent |
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| SMTC | SEMTECH CORP | 2024-10-31 | Removed / first absent |
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| SNPS | SYNOPSYS INC | 2026-01-31 | Removed / first absent |
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| STM | STMICROELECTRONICS NV | 2024-10-31 | Removed / first absent |
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| SWKS | SKYWORKS SOLUTIONS INC. | 2025-04-30 | Removed / first absent |
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| SYNA | SYNAPTICS INC | 2024-10-31 | Removed / first absent |
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| TER | TERADYNE INC | 2025-04-30 | Removed / first absent |
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| TSEM | TOWER SEMICONDUCTOR LTD. | 2024-10-31 | Removed / first absent |
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| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-01-31 | Removed / first absent |
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| WDC | WESTERN DIGITAL CORP | 2025-04-30 | Removed / first absent |
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