| 1 | 샌디스크 | SNDK | 11.57% | |
| 2 | 엔비디아 | NVDA | 6.89% | |
| 3 | SK하이닉스 | 000660 | 4.78% | |
| 4 | GE 버노바 | GEV | 4.56% | |
| 5 | 블룸 에너지 | BE | 4.45% | |
| 6 | 시에나 | CIEN | 4.02% | |
| 7 | 루멘텀 홀딩스 | LITE | 3.43% | |
| 8 | 코히런트 | COHR | 3.31% | |
| 9 | 버티브 홀딩스 | VRT | 3.14% | |
| 10 | 팔란티어 테크놀로지스 | PLTR | 2.72% | |
| 11 | 삼성전자 | 005930 | 2.51% | |
| 12 | 현대차 | 005380 | 1.38% | |
| 13 | 두산에너빌리티 | 034020 | 0.69% | |
| 14 | WEICHAI POWER CO LTD-H | WEICHAI POWER CO LTD-H | 0.00% | |
| 15 | HUA HONG SEMICONDUCTOR LTD-H | HUA HONG SEMICONDUCTOR LTD-H | 0.00% | |
| 16 | MURATA MANUFACTURING CO LTD | MURATA MANUFACTURING CO LTD | 0.00% | |
| 17 | TRADE DESK INC/THE -CLASS A | TRADE DESK INC/THE -CLASS A | 0.00% | |
| 18 | INFINEON TECHNOLOGIES AG | IFX | 0.00% | |
| 19 | PALANTIR TECHNOLOGIES INC-A | PALANTIR TECHNOLOGIES INC-A | 0.00% | |
| 20 | NETFLIX INC | NFLX | 0.00% | |