| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | LITE | 4.74% | - | |
| 2 | FormFactor Inc | FORM | 4.45% | - | |
| 3 | Sandisk Corp/DE | SNDK | 4.43% | - | |
| 4 | Ciena Corp | CIEN | 4.22% | - | |
| 5 | Corning Inc | GLW | 4.14% | - | |
| 6 | Alphabet Inc | GOOG | 4.10% | - | |
| 7 | Bloom Energy Corp | BE | 3.78% | - | |
| 8 | NVIDIA Corp | NVDA | 3.69% | - | |
| 9 | Intel Corp | INTC | 3.64% | - | |
| 10 | GE Vernova Inc | GEV | 3.62% | - | |
| 11 | ARM Holdings PLC | ARM | 3.41% | - | |
| 12 | Keysight Technologies Inc | KEYS | 3.41% | - | |
| 13 | Advanced Micro Devices Inc | AMD | 3.39% | - | |
| 14 | 삼성전기 | 009150 | 3.35% | - | |
| 15 | Viavi Solutions Inc | VIAV | 3.33% | - | |
| 16 | Micron Technology Inc | MU | 3.05% | - | |
| 17 | Marvell Technology Inc | MRVL | 2.76% | - | |
| 18 | Caterpillar Inc | CAT | 2.32% | - | |
| 19 | Tower Semiconductor Ltd | TSEM | 2.29% | - | |
| 20 | Broadcom Inc | AVGO | 2.21% | - |