| 1 | Nvidia CorpNVDA | 5,38% |
| 2 | Micron Technology IncMU | 5,09% |
| 3 | Samsung Electronics Co Ltd005930.KS | 4,66% |
| 4 | Amazon.com IncAMZN | 4,23% |
| 5 | Meta PlatformsInc. Cl AFB | 3,85% |
| 6 | Google IncGOOGL | 3,43% |
| 7 | Kioxia Holdings Corp285A.T | 3,22% |
| 8 | Oracle CorpORCL | 3,15% |
| 9 | Palo Alto Networks IncPANW | 3,13% |
| 10 | Taiwan Semiconductor Manufacturer ADRTSM | 3,09% |
| 11 | Sandisk Corp-W/ISNDK | 3,05% |
| 12 | Broadcom IncAVGO | 2,92% |
| 13 | Snowflake Inc-Class ASNOW | 2,89% |
| 14 | SK Square Co Ltd402340.KS | 2,53% |
| 15 | SK Hynix Inc000660.KS | 2,47% |
| 16 | LAM RESEARCH CORPUS5128073062 | 2,26% |
| 17 | Advanced Micro DevicesAMD | 2,14% |
| 18 | Cisco Systems IncCSCO | 1,98% |
| 19 | Marvell Technology IncMRVL | 1,97% |
| 20 | ASML Holding Nv-Ny Reg ShsASML | 1,92% |
| 21 | Bloom Energy Corp- ABE | 1,77% |
| 22 | GE Vernova IncGEV | 1,76% |
| 23 | Advantest Corp6857.T | 1,76% |
| 24 | Lumentum Holdings IncLITE | 1,75% |
| 25 | Teradyne IncTER | 1,71% |
| 26 | Vertiv Holdings CoVRT | 1,61% |
| 27 | Wiwynn Corp6669.TW | 1,56% |
| 28 | Applied Materials IncAMAT | 1,49% |
| 29 | Softbank Corp9984.T | 1,47% |
| 30 | Tokyo Electron Ltd8035.T | 1,24% |
| 31 | Cloudflare Inc - Class ANET | 1,21% |
| 32 | Astera Labs IncALAB | 1,19% |
| 33 | Crowdstrike Holdings Inc - ACRWD | 1,17% |
| 34 | Coreweave Inc-Cl ACRWV | 1,13% |
| 35 | Cerebras Systems Inc - ACBRS | 1,12% |
| 36 | Adobe IncADBE | 1,12% |
| 37 | Nebius Group N.V. Class AYNDX | 1,1% |
| 38 | ASE Technology Holding Co Ltd3711.TW | 1,08% |
| 39 | Coherent CorpCOHR | 1,06% |
| 40 | Cummins IncCMI | 1,01% |
| 41 | KLA CorpKLAC | 1,01% |
| 42 | Delta Electronics Inc2308.TW | 1% |
| 43 | Elite Material Co Ltd2383.TW | 0,99% |
| 44 | Unimicron Technology Corp3037.TW | 0,95% |
| 45 | Credo Technology Group HldgsCRDO | 0,93% |
| 46 | TOWER SEMICONDUCTOR LTDTSEM | 0,91% |
| 47 | Texas Instruments IncTXN | 0,88% |
| 48 | Digitalocean Holdings IncDOCN | 0,88% |
| 49 | Intel CorpINTC | 0,85% |
| 50 | Datadog Inc - Class ADDOG | 0,78% |
| 51 | DREYFUS TRSY OBLIG CASH MGMT CL INS | 0,08% |
| 52 | TAIWAN DOLLAR | 0,03% |
| 53 | US DOLLAR | 0,01% |
| 54 | SOUTH KOREAN WON | 0% |
| 55 | EURO | 0% |
| 56 | JAPANESE YEN | 0% |
| 57 | CANADIAN DOLLAR | 0% |
| 58 | SWEDISH KRONA | 0% |
| 59 | AUSTRALIAN DOLLAR | 0% |
| 60 | GREAT BRITISH POUND | 0% |
| 61 | HONG KONG DOLLAR | 0% |
