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KLA Corporation (KLAC $1,484.13)
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Lam Research Corporation (LRCX $226.71)
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Sandisk Corporation (SNDK $754.14)
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Micron CDR (CAD Hedged) (MU $20.65)
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Applied Materials CDR (CAD Hedged) (AMAT $39.33)
Q: I own MU and SNDK, totalling 4% of my holdings. Would adding KLAC, LRCX, or AMAT be too much in semis? Or would u just increase my MU or SNDK holdings?