SNX TD SYNNEX Corporation Electronic Components & Instruments $62.5B 6.5% 2.4% $1.4B 7.6% $2.2B INGM Ingram Micro Holding Corporation Electronic Components & Instruments $52.6B 7.2% 1.8% $785M 9.7% $1.3B TMO Thermo Fisher Scientific Inc Electronic Components & Instruments $44.6B 56.1% · 2y 17.2% $6.3B 8.5% $32.6B JBL Jabil Inc. Electronic Components & Instruments $29.8B 8.1% 3.2% $1.2B 18.3% $952M FLEX Flex Ltd. Electronic Components & Instruments $27.9B 7.2% 3.3% $1.1B 14.9% $1.4B DHR Danaher Corporation Electronic Components & Instruments $24.6B 57.4% 19.0% $5.3B 6.7% $13.8B APH Amphenol Corporation Electronic Components & Instruments $23.1B 32.4% 20.4% $4.4B 17.7% $4.1B LPL LG Display Co., Ltd. Electronic Components & Instruments $19.1B 11.8% 0.4% $203M -8.6% · 3y $4.4B 6762 TDK Electronic Components & Instruments $15.8B 23.1% · 4y -1.3% — 2.5% +$1.4B cash GLW Corning Incorporated Electronic Components & Instruments $15.6B 35.5% 12.7% $1.4B 6.0% $6.9B 6971 Kyocera Electronic Components & Instruments $13.1B 27.7% · 4y 5.7% $423M 3.4% +$2.3B cash CLS Celestica Inc. Electronic Components & Instruments $12.4B 10.1% 5.2% $458M 19.0% $181M 6981 Murata Manufacturing Electronic Components & Instruments $11.5B 32.4% · 4y 7.3% $1.6B 4.3% +$3.8B cash 6479 MinebeaMitsumi Electronic Components & Instruments $10.5B 17.3% · 4y 6.9% $98M 9.4% $1.6B VRT Vertiv Holdings LLC Electronic Components & Instruments $10.2B 33.4% 5.0% $1.9B 11.4% · 4y $1.2B ROK Rockwell Automation Inc. Electronic Components & Instruments $8.3B 42.8% 19.4% $1.4B 30.3% $2.1B SANM Sanmina Corporation Electronic Components & Instruments $8.1B 7.8% 3.6% $473M 12.2% +$626M cash ROP Roper Technologies Inc. Electronic Components & Instruments $7.9B 69.3% 28.0% $2.5B 6.3% $9.1B AME AMETEK Inc. Electronic Components & Instruments $7.4B 34.6% 23.2% $1.7B 12.6% $1.8B 6861 Keyence Electronic Components & Instruments $7.4B 82.5% · 4y 52.8% $2.6B 16.5% +$8.5B cash COHR Coherent Corp. Electronic Components & Instruments $7.1B 37.7% 11.4% ($442M) 8.5% $1.2B 6770 Alps Alpine Electronic Components & Instruments $6.4B 17.5% · 4y 3.9% $391M 7.5% +$295M cash VLTO Veralto Corp Common Stock Electronic Components & Instruments $5.5B 57.8% 22.8% $1.0B 26.5% $642M KEYS Keysight Technologies Inc. Electronic Components & Instruments $5.4B 61.0% 16.6% $1.3B 19.1% $661M 5333 NGK Insulators Electronic Components & Instruments $4.2B 28.7% · 4y 13.5% $535M 9.1% +$503M cash FTV Fortive Corp. Electronic Components & Instruments $4.2B 57.4% 17.0% $978M 6.4% $2.8B PLXS Plexus Corp. Electronic Components & Instruments $4.0B 9.4% 4.6% $154M 15.9% +$18M cash MKSI MKS Instruments Electronic Components & Instruments $3.9B 45.9% 15.6% $497M 7.9% $3.7B 6841 Yokogawa Electric Electronic Components & Instruments $3.8B 44.8% · 4y 8.7% $472M 10.6% +$948M cash ST Sensata Technologies Holding plc Electronic Components & Instruments $3.7B 33.1% 15.8% $490M 8.3% $2.3B TRMB Trimble Inc. Electronic Components & Instruments $3.6B 55.7% 12.2% $361M 6.2% $1.7B SCSC ScanSource Electronic Components & Instruments $3.2B 12.0% 2.8% $114M 7.7% $13M TER Teradyne Inc. Electronic Components & Instruments $3.2B 58.2% 23.3% $546M 34.3% +$107M cash VNT Vontier Corporation Common Stock Electronic Components & Instruments $3.1B 43.9% 18.2% $460M 16.7% $1.6B VSH Vishay Intertechnology Inc. Electronic Components & Instruments $3.1B 26.0% 11.1% ($89M) 15.4% $436M TTMI TTM Technologies Inc. Electronic Components & Instruments $2.9B 17.8% 5.5% ($683K) 4.4% $417M CNXN PC Connection Inc. Electronic Components & Instruments $2.9B 16.1% 3.4% $58M 12.4% +$407M cash BHE Benchmark Electronics Inc. Electronic Components & Instruments $2.7B 9.2% 3.0% $88M 4.9% +$111M cash PLUS ePlus inc. Electronic Components & Instruments $2.4B 24.8% 6.3% ($121M) 17.6% +$372M cash LFUS Littelfuse Inc. Electronic Components & Instruments $2.4B 38.0% 13.0% $366M 10.2% $239M ITRI Itron Inc. Electronic Components & Instruments $2.4B 31.8% 5.2% $383M 6.1% $228M 6976 Taiyo Yuden Electronic Components & Instruments $2.2B 26.3% · 4y 9.1% — 8.7% $182M RAL Ralliant Corporation Electronic Components & Instruments $2.1B 51.6% 21.3% $358M 10.0% $830M 5214 Nippon Electric Glass Electronic Components & Instruments $2.0B 21.3% · 4y 8.1% — 3.5% +$145M cash 6645 Omron Electronic Components & Instruments $1.8B 34.7% · 4y n/a — n/a $698M AEIS Advanced Energy Industries Inc. Electronic Components & Instruments $1.8B 38.0% 11.4% $171M 19.5% $344M KE Kimball Electronics Inc. Electronic Components & Instruments $1.4B 8.1% 3.9% $34M 6.8% $27M KODK Eastman Kodak Company Common New Electronic Components & Instruments $1.1B 14.5% -5.6% $446M -1.9% +$34M cash MEI Methode Electronics Inc. Electronic Components & Instruments $1.0B 24.0% 10.1% $16M 10.3% $185M CGNX Cognex Corporation Electronic Components & Instruments $994M 73.6% 22.8% $237M 15.8% +$263M cash MIR Mirion Technologies Inc. Electronic Components & Instruments $925M 43.2% 2.9% $107M -0.8% · 3y $342M BMI Badger Meter Electronic Components & Instruments $917M 39.1% 15.4% $173M 17.0% — NVMI Nova Ltd. Electronic Components & Instruments $881M 56.6% 25.8% $240M 20.4% +$436M cash VREX Varex Imaging Corporation Electronic Components & Instruments $845M 32.9% 7.2% $19M 5.8% $212M DAKT Daktronics Inc. Electronic Components & Instruments $839M 23.9% 2.7% $34M 4.9% +$117M cash BELFA Bel Fuse Inc. Electronic Components & Instruments $675M 25.6% 5.3% $69M 9.3% $140M CLMB Climb Global Solutions Inc. Electronic Components & Instruments $653M 16.4% 4.6% — 26.3% +$36M cash OLED Universal Display Corporation Electronic Components & Instruments $651M 79.2% 37.9% $182M 15.5% +$601M cash KN Knowles Corporation Electronic Components & Instruments $593M 40.4% 9.5% — 4.7% $60M ALNT Allient Inc. Electronic Components & Instruments $554M 30.2% 7.4% $50M 7.7% $140M CTS CTS Corporation Electronic Components & Instruments $541M 35.2% 13.7% $86M 12.2% +$7M cash CAMT Camtek Ltd. Electronic Components & Instruments $496M 48.8% 18.6% $127M 21.8% +$253M cash COHU Cohu, Inc. Electronic Components & Instruments $453M 39.4% 0.8% $11M 1.1% +$188M cash VICR Vicor Corporation Electronic Components & Instruments $408M 46.8% 6.3% $119M 9.9% +$403M cash PI Impinj Inc. Electronic Components & Instruments $361M 51.7% -13.9% $46M -13.9% $106M TRNS Transcat Inc. Electronic Components & Instruments $332M 27.6% 6.4% $20M 8.9% $95M VPG Vishay Precision Group Inc. Electronic Components & Instruments $307M 39.3% 8.7% $6M 9.3% +$67M cash 4901 Fujifilm Holdings Electronic Components & Instruments $291M — n/a — n/a $7.0B MLAB Mesa Laboratories Inc. Electronic Components & Instruments $249M 60.1% 6.8% $40M 1.4% $43M NNDM Nano Dimension Ltd. Electronic Components & Instruments $102M 43.1% -155.1% ($71M) -14.4% +$205M cash PN Skycorp Solar Group Limited Electronic Components & Instruments $63M 13.1% 2.2% $2M -5.0% · 2y +$9M cash FEIM Frequency Electronics Inc. Electronic Components & Instruments $63M 25.7% -8.6% ($611K) -5.6% $4M MPTI M-tron Industries Inc. Electronic Components & Instruments $54M — 10.4% $10M 18.7% +$21M cash ELTK Eltek Ltd. Electronic Components & Instruments $52M 18.8% 5.1% ($958K) 11.3% +$2M cash OPTX Syntec Optics Holdings Inc. Electronic Components & Instruments $28M 22.6% -1.9% $28K -3.3% $3M