| # | 종목명 | 티커 | 비중 | |
|---|---|---|---|---|
| 1 | 루멘텀 홀딩스 | LITE | 9.41% | |
| 2 | 시에나 | CIEN | 9.02% | |
| 3 | GE 버노바 | GEV | 7.97% | |
| 4 | 샌디스크 | SNDK | 7.97% | |
| 5 | 마이크론 테크놀로지 | MU | 7.38% | |
| 6 | 버티브 홀딩스 | VRT | 6.44% | |
| 7 | 브로드컴 | AVGO | 5.68% | |
| 8 | 블룸 에너지 | BE | 5.61% | |
| 9 | 엔비디아 | NVDA | 5.42% | |
| 10 | TSMC(타이완반도체제조) ADR | TSM | 4.98% | |
| 11 | CIRCLE INTERNET GROUP INC | CIRCLE INTERNET GROUP INC | 0.00% | |
| 12 | CORNING INC | CORNING INC | 0.00% | |
| 13 | VERTIV HOLDINGS CO-A | VERTIV HOLDINGS CO-A | 0.00% | |
| 14 | MICRON TECHNOLOGY INC | MU | 0.00% | |
| 15 | BROADCOM INC | AVGO | 0.00% | |
| 16 | TAIWAN SEMICONDUCTOR-SP ADR | TSM | 0.00% | |
| 17 | LUMENTUM HOLDINGS INC | LUMENTUM HOLDINGS INC | 0.00% | |
| 18 | KEYSIGHT TECHNOLOGIES IN | KEYSIGHT TECHNOLOGIES IN | 0.00% | |
| 19 | GE VERNOVA INC | GE VERNOVA INC | 0.00% |