| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Lumentum Holdings Inc | LITE | 7.02% | - | |
| 2 | Bloom Energy Corp | BE | 6.72% | - | |
| 3 | Advanced Micro Devices Inc | AMD | 5.36% | - | |
| 4 | Amkor Technology Inc | AMKR | 5.36% | - | |
| 5 | NVIDIA Corp | NVDA | 5.31% | - | |
| 6 | Broadcom Inc | AVGO | 4.98% | - | |
| 7 | Sandisk Corp/DE | SNDK | 4.82% | - | |
| 8 | Marvell Technology Inc | MRVL | 4.19% | - | |
| 9 | Ciena Corp | CIEN | 4.00% | - | |
| 10 | Micron Technology Inc | MU | 3.99% | - | |
| 11 | Amazon.com Inc | AMZN | 3.80% | - | |
| 12 | Palantir Technologies Inc | PLTR | 3.69% | - | |
| 13 | Meta Platforms Inc | META | 3.66% | - | |
| 14 | Taiwan Semiconductor Manufacturing Co Ltd | TSM | 3.26% | - | |
| 15 | ARM Holdings PLC | ARM | 3.09% | - | |
| 16 | Vicor Corp | VICR | 3.03% | - | |
| 17 | Analog Devices Inc | ADI | 3.01% | - | |
| 18 | Alphabet Inc | GOOG | 2.95% | - | |
| 19 | GE Vernova Inc | GEV | 2.88% | - | |
| 20 | Sterling Infrastructure Inc | STRL | 2.37% | - |