| 1 | NVIDIA CorpNVDA | 5,49% |
| 2 | Micron TechnologyMU | 5,2% |
| 3 | Taiwan Semiconductor Manufacturing2330.TW | 4,81% |
| 4 | ASML Holding NVASML.AS | 4,75% |
| 5 | LAM RESEARCH CORPLRCX | 4,48% |
| 6 | Advanced Micro DevAMD | 4,48% |
| 7 | BroadcomAVGO | 4,47% |
| 8 | SK Hynix Inc000660.KS | 4,28% |
| 9 | Intel CorpINTC | 4,22% |
| 10 | Texas Instruments IncTXN | 4,16% |
| 11 | Kla-Tencor CorpKLAC | 4,07% |
| 12 | MediaTek Inc2454.TW | 4,07% |
| 13 | Marvell Technology Group LtdMRVL | 3,91% |
| 14 | Applied Materials IncAMAT | 3,87% |
| 15 | QUALCOMM IncQCOM | 3,55% |
| 16 | Analog Devices IncADI | 3,51% |
| 17 | Tokyo Electron Ltd8035.T | 3,06% |
| 18 | Advantest Corp6857.T | 3,06% |
| 19 | Kioxia Holdings Corp285A.T | 2,66% |
| 20 | Infineon Technologies AGIFX.DE | 1,72% |
| 21 | ASE Industrial Holding Co Ltd3711.TW | 1,41% |
| 22 | Te Connectivity LtdTEL | 1,22% |
| 23 | Monolithic Power Systems IncMPWR | 1,16% |
| 24 | NXP Semiconductors NV0EDE.L | 1,15% |
| 25 | Samsung Electro-Mechanics Co Ltd009150.KS | 1,14% |
| 26 | Teradyne IncTER | 1,12% |
| 27 | Coherent CorpCOHR | 1,1% |
| 28 | United Microelectronics Corp2303.TW | 0,97% |
| 29 | ASM International NVASM.AS | 0,88% |
| 30 | Astera Labs IncALAB | 0,83% |
| 31 | Microchip Technology IncMCHP | 0,79% |
| 32 | Renesas Electronics Corp6723.T | 0,7% |
| 33 | STMicroelectronics NVSTM.PA | 0,68% |
| 34 | DISCO CORP6146.T | 0,62% |
| 35 | ON Semiconductor CorpON | 0,58% |
| 36 | Credo Technology Group Holding LtdCRDO | 0,57% |
| 37 | ARM HOLDINGS PLC ADSARM | 0,5% |
| 38 | Nanya Technology Corp2408.TW | 0,48% |
| 39 | Tower Semiconductor LtdTSEM.TA | 0,47% |
| 40 | Entegris IncENTG | 0,42% |
| 41 | First Solar IncFSLR | 0,42% |
| 42 | VAT Group AGVACN.SW | 0,41% |
| 43 | MACOM Technology Solutions HoldingsMTSI | 0,34% |
| 44 | BE Semiconductor Indstries NVBESI.AS | 0,34% |
| 45 | MKS Instruments IncMKSI | 0,33% |
| 46 | LASERTEC CORP6920.T | 0,32% |
| 47 | Lattice Semiconductor CorpLSCC | 0,31% |
| 48 | FabrinetFN | 0,29% |
| 49 | MPI Corporation6223.TWO | 0,27% |
| 50 | SCREEN HOLDINGS CO7735.T | 0,27% |
| 51 | Cash & Cash Equivalents | 0,06% |
| 52 | TAIWAN SEMICONDUCTOR-SP ADRTSM | 0,03% |
| 53 | Invesco PHLX Semiconductor ETFSOXQ | 0,02% |
| 54 | STMicroelectronics NV EUR 1.04 ADRSTM | 0% |
| 55 | NASD100 MICRO EMINSep26 | 0% |
