TYLG 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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| LUMENTUM HOLDINGS INC. | LUMENTUM HOLDINGS INC. | 2026-04-30 | Added / first present |
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| CIENA CORPORATION | CIENA CORPORATION | 2026-04-30 | Added / first present |
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| Coherent Corp. | Coherent Corp. | 2026-04-30 | Added / first present |
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| SANDISK CORPORATION | SANDISK CORPORATION | 2026-01-31 | Added / first present |
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| QNITY ELECTRONICS, INC. | QNITY ELECTRONICS, INC. | 2026-01-31 | Added / first present |
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| APPLOVIN CORPORATION | APPLOVIN CORPORATION | 2025-10-31 | Added / first present |
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| DATADOG, INC. | DATADOG, INC. | 2025-07-31 | Added / first present |
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| WORKDAY, INC. | WORKDAY, INC. | 2025-01-31 | Added / first present |
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| ARISTA NETWORKS, INC. | ARISTA NETWORKS, INC. | 2025-01-31 | Added / first present |
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| DELL TECHNOLOGIES INC. | DELL TECHNOLOGIES INC. | 2024-10-31 | Added / first present |
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| PALANTIR TECHNOLOGIES INC. | PALANTIR TECHNOLOGIES INC. | 2024-10-31 | Added / first present |
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| LAM RESEARCH CORPORATION | LAM RESEARCH CORPORATION | 2024-10-31 | Added / first present |
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| TE CONNECTIVITY PUBLIC LIMITED COMPANY | TE CONNECTIVITY PUBLIC LIMITED COMPANY | 2024-10-31 | Added / first present |
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| SUPER MICRO COMPUTER, INC. | SUPER MICRO COMPUTER, INC. | 2024-10-31 | Added / first present |
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| GODADDY INC. | GODADDY INC. | 2024-07-31 | Added / first present |
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| CROWDSTRIKE HOLDINGS, INC. | CROWDSTRIKE HOLDINGS, INC. | 2024-07-31 | Added / first present |
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| SUPER MICRO COMPUTER, INC. | SUPER MICRO COMPUTER, INC. | 2024-04-30 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
|---|
| ARISTA NETWORKS, INC. | ARISTA NETWORKS, INC. | 2025-10-31 | Removed / first absent |
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| SUPER MICRO COMPUTER, INC. | SUPER MICRO COMPUTER, INC. | 2024-10-31 | Removed / first absent |
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| APPLE INC. | APPLE INC. | 2025-10-31 | Removed / first absent |
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| LAM RESEARCH CORPORATION | LAM RESEARCH CORPORATION | 2024-10-31 | Removed / first absent |
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| ADVANCED MICRO DEVICES, INC. | ADVANCED MICRO DEVICES, INC. | 2025-10-31 | Removed / first absent |
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| ANSYS, INC. | ANSYS, INC. | 2025-07-31 | Removed / first absent |
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| FORTINET, INC. | FORTINET, INC. | 2025-10-31 | Removed / first absent |
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| JUNIPER NETWORKS, INC. | JUNIPER NETWORKS, INC. | 2025-07-31 | Removed / first absent |
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| APPLIED MATERIALS, INC. | APPLIED MATERIALS, INC. | 2025-10-31 | Removed / first absent |
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| AMPHENOL CORPORATION | AMPHENOL CORPORATION | 2025-10-31 | Removed / first absent |
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| ANALOG DEVICES, INC. | ANALOG DEVICES, INC. | 2025-10-31 | Removed / first absent |
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| VERISIGN, INC. | VERISIGN, INC. | 2025-10-31 | Removed / first absent |
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| AUTODESK, INC. | AUTODESK, INC. | 2025-10-31 | Removed / first absent |
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| ARISTA NETWORKS, INC. | ARISTA NETWORKS, INC. | 2025-01-31 | Removed / first absent |
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| QORVO, INC. | QORVO, INC. | 2025-01-31 | Removed / first absent |
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| TE Connectivity Ltd. | TE Connectivity Ltd. | 2024-10-31 | Removed / first absent |
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| ENPHASE ENERGY, INC. | ENPHASE ENERGY, INC. | 2025-10-31 | Removed / first absent |
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