| 1 | MICRON TECHNOLOGYMU | 6,49% |
| 2 | NVIDIANVDA | 5,64% |
| 3 | BROADCOM INCAVGO | 4,75% |
| 4 | ADVANCED MICRO DEVICESAMD | 4,69% |
| 5 | TAIWAN SEMICONDUCTOR MANUFACTURINGTSM | 4,67% |
| 6 | LAM RESEARCHLRCX | 4,07% |
| 7 | SNOWFLAKESNOW | 3,2% |
| 8 | SPACE EXPLORATION TECHNOLOGIES CORSPCX | 3,11% |
| 9 | ALPHABET CLASS AGOOGL | 2,79% |
| 10 | ELITE MATERIAL2383.TW | 2,78% |
| 11 | LUMENTUM HOLDINGSLITE | 2,72% |
| 12 | INTEL CORPORATIONINTC | 2,65% |
| 13 | WESTERN DIGITAL CORPWDC | 2,63% |
| 14 | ASIA VITAL COMPONENTS3017.TW | 2,47% |
| 15 | SANDISKSNDK | 2,34% |
| 16 | MICROSOFTMSFT | 2,19% |
| 17 | ARISTA NETWORKSANET | 2,18% |
| 18 | MARVELL TECHNOLOGYMRVL | 2,15% |
| 19 | AMAZON.COM INCAMZN | 2,06% |
| 20 | DELTA ELECTRONICS2308.TW | 2,06% |
| 21 | UNIMICRON TECHNOLOGY3037.TW | 2,02% |
| 22 | TOWER SEMICONDUCTORTSEM.TA | 2% |
| 23 | CROWDSTRIKE HOLDINGS CLASS ACRWD | 1,92% |
| 24 | SK HYNIX000660.KS | 1,67% |
| 25 | COREWEAVE CLASS ACRWV | 1,67% |
| 26 | CREDO TECHNOLOGY GROUP HOLDING LTDCRDO | 1,6% |
| 27 | ASE TECHNOLOGY HOLDING3711.TW | 1,59% |
| 28 | PALO ALTO NETWORKSPANW | 1,47% |
| 29 | MACOM TECHNOLOGY SOLUTIONSMTSI | 1,45% |
| 30 | DATADOG INC CLASS ADDOG | 1,29% |
| 31 | FLEX LTDFLEX | 1,28% |
| 32 | ACCTON TECHNOLOGY2345.TW | 1,24% |
| 33 | CHROMA ATE INC2360.TW | 1,21% |
| 34 | LATTICE SEMICONDUCTORLSCC | 1,2% |
| 35 | APPLIED OPTOELECTRONICSAAOI | 1,17% |
| 36 | BLOOM ENERGY CLASS ABE | 1,08% |
| 37 | ANTHROPIC SERIES G PREF EQ Prvt | 1,05% |
| 38 | AKAMAI TECHNOLOGIES INCAKAM | 1,04% |
| 39 | TESLA INCTSLA | 0,99% |
| 40 | ONTO INNOVATIONONTO | 0,9% |
| 41 | MKSMKSI | 0,82% |
| 42 | BLK CSH FND TREASURY SL AGENCY | 0,81% |
| 43 | GLOBAL UNICHIP3443.TW | 0,8% |
| 44 | RESONAC HOLDINGS4004.T | 0,78% |
| 45 | TWILIO CLASS ATWLO | 0,74% |
| 46 | FIGMA CLASS AFIG | 0,73% |
| 47 | ELASTICESTC | 0,68% |
| 48 | CEREBRAS SYSTEMS INC CLASS ACBRS | 0,44% |
| 49 | QUANTINUUM INC CLASS AQNT | 0,35% |
| 50 | OPENAI SERIES C PREF EQ Prvt | 0,34% |
| 51 | TWD CASH | 0,02% |
| 52 | JPY CASH | 0,01% |
| 53 | USD CASH | 0% |
| 54 | KRW CASH | 0% |
| 55 | AUD CASH | 0% |
