| NVDA | 7.04% | 230.36 | +0.84% | 346,721 | |
| AVGO | 5.44% | 357.90 | +0.20% | 171,368 | |
| LRCX | 5.24% | 307.65 | +5.12% | 201,494 | |
| AMD | 5.16% | 477.57 | +4.69% | 127,323 | |
| MRVL | 5.13% | 223.55 | +7.05% | 276,689 | |
| MU | 5.07% | 1,016.59 | +6.10% | 59,516 | |
| INTC | 4.63% | 95.80 | +4.51% | 568,702 | |
United Microelectronics Corp ADR | - | 4.24% | - | - | 2,405,760 |
ASML Holding NV ADR | - | 4.17% | - | - | 28,513 |
ASE Technology Holding Co Ltd ADR | - | 4.05% | - | - | 1,219,143 |