| NVDA | 11.21% | 224.41 | +3.21% | 4,370,517 | |
| MU | 10.81% | 956.24 | +2.44% | 982,127 | |
| AMD | 10.63% | 457.25 | -0.51% | 1,936,205 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 10.55% | - | - | 2,142,970 |
| AVGO | 10.24% | 367.47 | -0.60% | 2,354,042 | |
ASML Holding NV ADR | - | 10.05% | - | - | 502,278 |
| INTC | 6.08% | 90.05 | +1.21% | 5,764,768 | |
| LRCX | 5.17% | 288.32 | -0.65% | 1,452,781 | |
| AMAT | 5.15% | 438.46 | -0.77% | 945,689 | |
| TXN | 3.31% | 254.80 | +0.58% | 1,084,015 |