| AMD | 12.21% | 623.77 | +1.34% | 1,964,508 | |
| MU | 11.24% | 1,096.16 | +5.00% | 996,483 | |
| NVDA | 10.95% | 228.87 | +0.66% | 4,434,405 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 10.50% | - | - | 2,174,296 |
ASML Holding NV ADR | - | 9.51% | - | - | 509,621 |
| AVGO | 9.49% | 364.54 | +0.52% | 2,388,453 | |
| INTC | 7.05% | 123.86 | +1.71% | 5,849,037 | |
| AMAT | 4.74% | 472.46 | +1.77% | 959,512 | |
| LRCX | 4.72% | 310.96 | +2.87% | 1,474,018 | |
| TXN | 3.26% | 271.41 | +0.20% | 1,099,861 |