| NVDA | 11.97% | 211.80 | +4.06% | 1,464,729 | |
| AVGO | 8.94% | 389.11 | +1.32% | 576,850 | |
| MU | 8.05% | 983.12 | +4.92% | 212,331 | |
| AMAT | 5.34% | 595.70 | +3.53% | 229,053 | |
| KLAC | 4.81% | 230.37 | +3.65% | 536,436 | |
| MRVL | 4.59% | 222.44 | +2.26% | 502,862 | |
ASML Holding NV ADR | - | 4.45% | - | - | 63,914 |
| LRCX | 4.40% | 346.10 | +4.90% | 323,993 | |
| AMD | 4.32% | 548.13 | +2.57% | 199,741 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.14% | - | - | 246,354 |