| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Sandisk Corp/DE | SNDK | 10.07% | - | |
| 2 | Lumentum Holdings Inc | LITE | 7.58% | - | |
| 3 | BLOOM ENERGY CORPORATION | BE | 6.83% | - | |
| 4 | WESTERN DIGITAL | WDC | 5.58% | - | |
| 5 | ARM Holdings PLC | ARM | 4.75% | - | |
| 6 | Ciena Corp | CIEN | 4.32% | - | |
| 7 | COHERENT CORP | COHR | 3.83% | - | |
| 8 | ADVANCED MICRO DEVICES | AMD | 3.14% | - | |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 3.10% | - | |
| 10 | INTEL Corp | INTC | 2.91% | - | |
| 11 | CORNING INC | GLW | 2.73% | - | |
| 12 | 삼성전자 | 005930 | 2.64% | - | |
| 13 | TERADYNE INC | TER | 2.45% | - | |
| 14 | Tower Semiconductor Ltd | TSEM | 2.45% | - | |
| 15 | BROADCOM LTD | AVGO | 2.39% | - | |
| 16 | LAM RESEARCH | LRCX | 2.16% | - | |
| 17 | MICRON TECH | MU | 2.13% | - | |
| 18 | Amazon.com Inc | AMZN | 2.01% | - | |
| 19 | ADVANTEST CORP | 6857 | 2.00% | - | |
| 20 | KLA Corp | KLAC | 1.68% | - |