| NVDA | 13.52% | 208.48 | -2.91% | 1,856,133 | |
| AVGO | 8.94% | 358.76 | -2.63% | 730,978 | |
| MU | 8.81% | 910.01 | -5.87% | 269,115 | |
| MRVL | 5.37% | 229.18 | -3.32% | 637,386 | |
| AMAT | 4.84% | 484.19 | -1.65% | 290,231 | |
ASML Holding NV ADR | - | 4.77% | - | - | 81,152 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.36% | - | - | 312,264 |
| LRCX | 4.28% | 310.17 | -1.22% | 410,521 | |
| KLAC | 4.24% | 181.57 | -1.32% | 679,748 | |
| AMD | 3.99% | 456.67 | -3.50% | 253,145 |