| NVDA | 13.06% | 211.94 | +2.56% | 1,677,801 | |
| AVGO | 9.97% | 418.08 | +6.59% | 660,754 | |
| MU | 7.76% | 892.45 | +7.59% | 243,243 | |
| AMAT | 5.16% | 546.75 | +5.51% | 262,357 | |
ASML Holding NV ADR | - | 4.63% | - | - | 73,298 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.42% | - | - | 282,234 |
| KLAC | 4.35% | 195.45 | +6.95% | 614,452 | |
| AMD | 4.22% | 518.58 | +7.00% | 228,813 | |
| LRCX | 4.21% | 317.64 | +7.82% | 371,097 | |
| MRVL | 4.19% | 218.59 | +12.81% | 576,094 |