| NVDA | 20.68% | 230.36 | +0.84% | 273,352 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 17.86% | - | - | 117,230 |
| AVGO | 14.21% | 357.90 | +0.20% | 96,887 | |
| AMD | 11.21% | 477.57 | +4.69% | 62,467 | |
ASML Holding NV ADR | - | 9.26% | - | - | 15,071 |
| AMAT | 5.82% | 454.71 | +4.31% | 30,426 | |
| LRCX | 5.29% | 307.65 | +5.12% | 47,920 | |
| ARM | 3.70% | 252.09 | +3.92% | 40,923 | |
| KLAC | 3.45% | 185.60 | +7.32% | 50,048 | |
| MRVL | 2.37% | 223.55 | +7.05% | 33,515 |