| 1 | Microsoft CorporationMSFT | 6% |
| 2 | NVIDIA CorporationNVDA | 5,24% |
| 3 | Micron Technology, Inc.MU | 4,73% |
| 4 | Samsung Electronics Co., Ltd.005930.KS | 4,73% |
| 5 | Apple Inc.AAPL | 4,67% |
| 6 | Taiwan Semiconductor Manufacturing Company Limited (ADR)TSM | 4,53% |
| 7 | Alphabet Inc. (Class A)GOOGL | 4,35% |
| 8 | Advanced Micro Devices, Inc.AMD | 4,03% |
| 9 | Tesla, Inc.TSLA | 4,02% |
| 10 | Intel CorporationINTC | 3,93% |
| 11 | Texas Instruments IncorporatedTXN | 2,29% |
| 12 | Marvell Technology, Inc.MRVL | 1,89% |
| 13 | Schneider Electric SESU.PA | 1,84% |
| 14 | QUALCOMM IncorporatedQCOM | 1,73% |
| 15 | Analog Devices, Inc.ADI | 1,71% |
| 16 | Toyota Motor Corporation7203.T | 1,47% |
| 17 | Infineon Technologies AGIFX.DE | 0,84% |
| 18 | Samsung SDI Co., Ltd.006400.KS | 0,78% |
| 19 | General Motors CompanyGM | 0,77% |
| 20 | Cummins Inc.CMI | 0,75% |
| 21 | POSCO Future M Co., Ltd.003670.KS | 0,72% |
| 22 | LG Energy Solution373220.KS | 0,65% |
| 23 | IGO LimitedIGO.AX | 0,65% |
| 24 | Skyworks Solutions, Inc.SWKS | 0,63% |
| 25 | Versigent PlcVGNT | 0,63% |
| 26 | PACCAR IncPCAR | 0,63% |
| 27 | Volvo AB (Class B) | 0,62% |
| 28 | Qorvo, Inc.QRVO | 0,62% |
| 29 | Honda Motor Co., Ltd.7267.T | 0,6% |
| 30 | PT Merdeka Copper Gold TbkMDKA.JK | 0,59% |
| 31 | TE Connectivity PlcTEL | 0,59% |
| 32 | PLS Group Ltd.PLS.AX | 0,59% |
| 33 | Furukawa Electric Co., Ltd.5801.T | 0,58% |
| 34 | Panasonic Holdings Corporation6752.T | 0,57% |
| 35 | PT Vale Indonesia TbkINCO.JK | 0,57% |
| 36 | Mercedes-Benz Group AGMBG.DE | 0,57% |
| 37 | Bayerische Motoren Werke (BMW) AGBMW.DE | 0,56% |
| 38 | Ferrari N.V.RACE | 0,56% |
| 39 | Pony AI Inc. (Class A) (ADR)PONY | 0,56% |
| 40 | NXP Semiconductors N.V.NXPI | 0,56% |
| 41 | Ford Motor CompanyF | 0,56% |
| 42 | WeRide Inc. (Class A) (ADR)WRD | 0,55% |
| 43 | Zhejiang Leapmotor Technologies Ltd. (Class H)9863.HK | 0,55% |
| 44 | Ecopro BM Co., Ltd. | 0,54% |
| 45 | Sigma Lithium CorporationSGML | 0,54% |
| 46 | Solid Power, Inc.SLDP | 0,54% |
| 47 | BYD Company Limited (Class H)1211.HK | 0,53% |
| 48 | AUMOVIO SEAMV0.DE | 0,53% |
| 49 | Sociedad Quimica y Minera de Chile S.A. (ADR)SQM | 0,53% |
| 50 | Li Auto Inc. (Class A)2015.HK | 0,52% |
| 51 | Wacker Chemie AGWCH.DE | 0,52% |
| 52 | Hyundai Mobis Co., Ltd.012330.KS | 0,52% |
| 53 | Aurora Innovation, Inc.AUR | 0,52% |
| 54 | Silicon Laboratories Inc.SLAB | 0,52% |
| 55 | Horizon Robotics, Inc.9660.HK | 0,51% |
| 56 | Nickel Industries LimitedNIC.AX | 0,51% |
| 57 | Albemarle CorporationALB | 0,5% |
| 58 | Tianqi Lithium Corporation (Class H)9696.HK | 0,5% |
| 59 | Kia Corporation000270.KS | 0,5% |
| 60 | Yadea Group Holdings Ltd.1585.HK | 0,5% |
| 61 | UISEE Technologies (Beijing) Co., Ltd. (Class H)1511.HK | 0,49% |
| 62 | Hyundai Motor Company005380.KS | 0,49% |
| 63 | Geely Automobile Holdings Limited0175.HK | 0,49% |
| 64 | Sitime CorporationSITM | 0,48% |
| 65 | ams-OSRAM AGAMS.SW | 0,48% |
| 66 | Lithium Argentina AGLAR | 0,48% |
| 67 | Contemporary Amperex Technology Co., Ltd. (Class H)3750.HK | 0,47% |
| 68 | Jiangsu Lopal Tech. Group Co., Ltd. (Class H)2465.HK | 0,46% |
| 69 | Black Sesame International Holding Limited2533.HK | 0,46% |
| 70 | CiDi Inc. (Class H)3881.HK | 0,46% |
| 71 | Mobileye Global Inc. (Class A)MBLY | 0,46% |
| 72 | Adeia Inc.ADEA | 0,46% |
| 73 | STMicroelectronics N.V.STM | 0,46% |
| 74 | Rivian Automotive, Inc. (Class A)RIVN | 0,45% |
| 75 | Liontown Ltd.LTR.AX | 0,44% |
| 76 | Melexis NVMELE.BR | 0,44% |
| 77 | XPeng Inc. (Class A)9868.HK | 0,44% |
| 78 | Ganfeng Lithium Co., Ltd. (Class H)1772.HK | 0,44% |
| 79 | Baidu, Inc. (ADR)BIDU | 0,43% |
| 80 | Elmos Semiconductor SEELG.DE | 0,43% |
| 81 | Microchip Technology IncorporatedMCHP | 0,43% |
| 82 | Amprius Technologies, Inc.AMPX | 0,43% |
| 83 | Lattice Semiconductor CorporationLSCC | 0,43% |
| 84 | Cerence Inc.CRNC | 0,42% |
| 85 | Seres Group Co., Ltd. (Class H)9927.HK | 0,41% |
| 86 | Lucid Group, Inc. (Class A)LCID | 0,41% |
| 87 | Ambarella, Inc.AMBA | 0,41% |
| 88 | NIO Inc. (Class A) (ADR)NIO | 0,41% |
| 89 | RoboSense Technology Co., Ltd.2498.HK | 0,4% |
| 90 | CALB Group Co., Ltd. (Class H)3931.HK | 0,4% |
| 91 | Synaptics IncorporatedSYNA | 0,39% |
| 92 | Indie Semiconductor, Inc.INDI | 0,39% |
| 93 | ON Semiconductor CorporationON | 0,39% |
| 94 | Cirrus Logic, Inc.CRUS | 0,39% |
| 95 | Rambus Inc.RMBS | 0,38% |
| 96 | Kodiak Robotics, Inc.KDK | 0,38% |
| 97 | Renesas Electronics Corporation6723.T | 0,37% |
| 98 | Aeva Technologies, Inc.AEVA | 0,37% |
| 99 | MaxLinear, Inc.MXL | 0,34% |
| 100 | Allegro Microsystems, Inc.ALGM | 0,33% |
