| 1 | 루멘텀 홀딩스 | LITE | 8.96% | |
| 2 | 엔비디아 | NVDA | 7.30% | |
| 3 | 샌디스크 | SNDK | 5.95% | |
| 4 | 시에나 | CIEN | 5.19% | |
| 5 | 알파벳 Class A | GOOGL | 5.07% | |
| 6 | 써클 인터넷 그룹 | CRCL | 4.64% | |
| 7 | 블룸 에너지 | BE | 4.43% | |
| 8 | TSMC(타이완반도체제조) ADR | TSM | 3.49% | |
| 9 | 실리콘 모션 테크놀로지 ADR | SIMO | 3.39% | |
| 10 | 코닝 | GLW | 3.00% | |
| 11 | AXT INC | AXT INC | 0.00% | |
| 12 | ENERGY FUELS INC | ENERGY FUELS INC | 0.00% | |
| 13 | CIRCLE INTERNET GROUP INC | CIRCLE INTERNET GROUP INC | 0.00% | |
| 14 | SILICON MOTION TECHNOL-ADR | SILICON MOTION TECHNOL-ADR | 0.00% | |
| 15 | CORNING INC | CORNING INC | 0.00% | |
| 16 | AST SPACEMOBILE INC | AST SPACEMOBILE INC | 0.00% | |
| 17 | ALPHABET INC-CL A | GOOGL | 0.00% | |
| 18 | TOWER SEMICONDUCTOR LTD | TOWER SEMICONDUCTOR LTD | 0.00% | |
| 19 | COINBASE GLOBAL INC -CLASS A | COINBASE GLOBAL INC -CLASS A | 0.00% | |
| 20 | LUMENTUM HOLDINGS INC | LUMENTUM HOLDINGS INC | 0.00% | |