| 1 | WDC | Western Digital Corporation | 3.22% |
| 2 | KRX: 000660 | SK hynix Inc. | 2.98% |
| 3 | KRX: 005930 | Samsung Electronics Co., Ltd. | 2.95% |
| 4 | TYO: 6857 | Advantest Corporation | 2.91% |
| 5 | MPWR | Monolithic Power Systems, Inc. | 2.73% |
| 6 | LITE | Lumentum Holdings Inc. | 2.71% |
| 7 | MU | Micron Technology, Inc. | 2.70% |
| 8 | TPE: 2454 | MediaTek Inc. | 2.63% |
| 9 | DOCN | DigitalOcean Holdings, Inc. | 2.63% |
| 10 | AMS: ASML | ASML Holding N.V. | 2.61% |
| 11 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 2.45% |
| 12 | COHR | Coherent Corp. | 2.44% |
| 13 | BABAF | Alibaba Group Holding Limited | 2.40% |
| 14 | GOOGL | Alphabet Inc. | 2.37% |
| 15 | CRWV | CoreWeave, Inc. | 2.34% |
| 16 | CIEN | Ciena Corporation | 2.31% |
| 17 | AMZN | Amazon.com, Inc. | 2.31% |
| 18 | AAPL | Apple Inc. | 2.29% |
| 19 | CFLT | Confluent, Inc. | 2.26% |
| 20 | TPE: 2382 | Quanta Computer Inc. | 2.24% |
| 21 | IBM | International Business Machines Corporation | 2.23% |
| 22 | ANET | Arista Networks, Inc. | 2.19% |
| 23 | HPE | Hewlett Packard Enterprise Company | 2.16% |
| 24 | DELL | Dell Technologies Inc. | 2.14% |
| 25 | TPE: 2317 | Hon Hai Precision Industry Co., Ltd. | 2.12% |
| View AIVC holdings |
