| # | 종목명 | 티커 | 비중 | |
|---|---|---|---|---|
| 1 | 루멘텀 홀딩스 | LITE | 11.77% | |
| 2 | 샌디스크 | SNDK | 9.16% | |
| 3 | 마이크론 테크놀로지 | MU | 7.01% | |
| 4 | 엔비디아 | NVDA | 6.39% | |
| 5 | 블룸 에너지 | BE | 5.66% | |
| 6 | 브로드컴 | AVGO | 5.10% | |
| 7 | 시에나 | CIEN | 4.97% | |
| 8 | 앰코 테크놀로지 | AMKR | 4.06% | |
| 9 | 알파벳 Class C | GOOG | 3.98% | |
| 10 | FTAI 애비에이션 | FTAI | 3.80% | |
| 11 | AMKOR TECHNOLOGY INC | AMKR | 0.00% | |
| 12 | AXT INC | AXT INC | 0.00% | |
| 13 | CORNING INC | CORNING INC | 0.00% | |
| 14 | ADVANCED MICRO DEVICES | AMD | 0.00% | |
| 15 | APPLIED OPTOELECTRONICS INC | APPLIED OPTOELECTRONICS INC | 0.00% | |
| 16 | LUMENTUM HOLDINGS INC | LUMENTUM HOLDINGS INC | 0.00% | |
| 17 | MICRON TECHNOLOGY INC | MU | 0.00% | |
| 18 | PALANTIR TECHNOLOGIES INC-A | PALANTIR TECHNOLOGIES INC-A | 0.00% | |
| 19 | BROADCOM INC | AVGO | 0.00% | |
| 20 | FTAI AVIATION LTD | FTAI AVIATION LTD | 0.00% |