| 1 | NVIDIA CorpNVDA | 7,23% |
| 2 | Alphabet IncGOOGL | 5,56% |
| 3 | SK hynix Inc000660.KS | 4,03% |
| 4 | Microsoft CorpMSFT | 3,8% |
| 5 | Amazon.com IncAMZN | 3,51% |
| 6 | ASML Holding NVASML | 3,37% |
| 7 | Micron Technology IncMU | 3,12% |
| 8 | Nebius Group NVNBIS | 3,08% |
| 9 | Z AI Co Ltd2513.HK | 3,06% |
| 10 | Astera Labs IncALAB | 2,96% |
| 11 | Advanced Micro Devices IncAMD | 2,7% |
| 12 | Broadcom IncAVGO | 2,56% |
| 13 | CoreWeave IncCRWV | 2,52% |
| 14 | Samsung Electronics Co Ltd005930.KS | 2,52% |
| 15 | SoftBank Group Corp9984.T | 2,51% |
| 16 | Taiwan Semiconductor Manufacturing Co Ltd2330.TW | 2,44% |
| 17 | ARM Holdings PLCARM | 2,43% |
| 18 | Vertiv Holdings CoVRT | 2,41% |
| 19 | SK Telecom Co LtdSKM | 2,35% |
| 20 | Coherent CorpCOHR | 2,28% |
| 21 | Lumentum Holdings IncLITE | 2,23% |
| 22 | Meta Platforms IncMETA | 2,21% |
| 23 | Advantest Corp6857.T | 2,11% |
| 24 | Crowdstrike Holdings IncCRWD | 2,04% |
| 25 | Alibaba Group Holding LtdBABA | 1,98% |
| 26 | Snowflake IncSNOW | 1,97% |
| 27 | Kioxia Holdings Corp285A.T | 1,92% |
| 28 | Cloudflare IncNET | 1,85% |
| 29 | Arista Networks IncANET | 1,78% |
| 30 | Dell Technologies IncDELL | 1,71% |
| 31 | Murata Manufacturing Co Ltd6981.T | 1,61% |
| 32 | BE Semiconductor Industries NVBESI.AS | 1,59% |
| 33 | Super Micro Computer IncSMCI | 1,47% |
| 34 | Schneider Electric SESU.PA | 1,36% |
| 35 | MARVELL TECHNOLOGY INCMRVL | 1,3% |
| 36 | Celestica IncCLS | 1,21% |
| 37 | Intel CorpINTC | 1,2% |
| 38 | Hanmi Semiconductor Co Ltd042700.KS | 1,15% |
| 39 | Cerebras Systems IncCBRS | 1,14% |
| 40 | Ibiden Co Ltd4062.T | 1,07% |
| 41 | Disco Corp6146.T | 1,04% |
| 42 | First American Government Obligations Fund 12/01/2031FGXXX | 0,84% |
| 43 | Wistron Corp3231.TW | 0,62% |
| 44 | Quanta Computer Inc2382.TW | 0,58% |
| 45 | SOUTH KOREA WONKRW | 0,07% |
| 46 | NEW TAIWAN DOLLARTWD | 0,03% |
| 47 | CHINESE YUANCNY | 0,01% |
| 48 | Cash & Other | -0,07% |
| 49 | EUROEUR | -0,44% |
