| AVGO | 11.27% | 416.05 | -0.01% | 2,323,946 | |
| NVDA | 10.96% | 224.09 | +3.03% | 4,314,641 | |
| AMD | 10.48% | 482.84 | +1.80% | 1,911,451 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 10.08% | - | - | 2,115,573 |
ASML Holding NV ADR | - | 9.79% | - | - | 495,857 |
| MU | 9.65% | 911.30 | +4.93% | 969,570 | |
| INTC | 6.56% | 100.95 | +3.32% | 5,691,067 | |
| AMAT | 5.71% | 548.39 | +4.33% | 933,598 | |
| LRCX | 5.06% | 326.11 | +4.72% | 1,434,208 | |
| TXN | 3.47% | 276.69 | -1.62% | 1,070,157 |