| AMD | 11.19% | 552.33 | +1.45% | 1,882,143 | |
| NVDA | 10.33% | 212.06 | +2.30% | 4,248,486 | |
ASML Holding NV ADR | - | 10.23% | - | - | 488,254 |
| AVGO | 10.18% | 396.81 | +2.67% | 2,288,314 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 9.95% | - | - | 2,083,135 |
| MU | 9.72% | 959.48 | -1.17% | 954,704 | |
| INTC | 6.39% | 102.62 | -2.68% | 5,603,808 | |
| AMAT | 5.84% | 553.92 | -1.88% | 919,284 | |
| LRCX | 5.31% | 319.29 | -0.84% | 1,412,218 | |
| TXN | 3.59% | 294.19 | +0.99% | 1,053,748 |