| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc -A | PLTR | 15.22% | - | |
| 2 | BLOOM ENERGY CORPORATION | BE | 6.34% | - | |
| 3 | Sandisk Corp/DE | SNDK | 6.22% | - | |
| 4 | Lumentum Holdings Inc | LITE | 5.60% | - | |
| 5 | ADVANCED MICRO DEVICES | AMD | 5.24% | - | |
| 6 | ARM Holdings PLC | ARM | 4.76% | - | |
| 7 | COHERENT CORP | COHR | 4.69% | - | |
| 8 | BROADCOM LTD | AVGO | 4.50% | - | |
| 9 | 삼성전자 | 005930 | 4.45% | - | |
| 10 | NVIDIA Corp | NVDA | 4.39% | - | |
| 11 | MICRON TECH | MU | 3.93% | - | |
| 12 | HUNTINGTON INGALLS INDUSTRIE | HII | 3.63% | - | |
| 13 | LAM RESEARCH | LRCX | 3.02% | - | |
| 14 | Fujikura Ltd | 5803 | 2.89% | - | |
| 15 | SK하이닉스 | 000660 | 2.86% | - | |
| 16 | INTEL Corp | INTC | 2.80% | - | |
| 17 | KLA Corp | KLAC | 2.72% | - | |
| 18 | LIG디펜스앤에어로스페이스 | 079550 | 1.78% | - | |
| 19 | Amazon.com Inc | AMZN | 1.70% | - | |
| 20 | TERADYNE INC | TER | 1.63% | - |