| 1 | LITE | Lumentum Holdings Inc. | 4.06% |
| 2 | DOCN | DigitalOcean Holdings, Inc. | 3.98% |
| 3 | CIEN | Ciena Corporation | 3.59% |
| 4 | WDC | Western Digital Corporation | 3.31% |
| 5 | DELL | Dell Technologies Inc. | 3.13% |
| 6 | KRX: 005930 | Samsung Electronics Co., Ltd. | 3.11% |
| 7 | KRX: 000660 | SK hynix Inc. | 3.01% |
| 8 | COHR | Coherent Corp. | 2.85% |
| 9 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 2.65% |
| 10 | AMS: ASML | ASML Holding N.V. | 2.64% |
| 11 | TYO: 6857 | Advantest Corporation | 2.64% |
| 12 | MPWR | Monolithic Power Systems, Inc. | 2.57% |
| 13 | MU | Micron Technology, Inc. | 2.56% |
| 14 | MRVL | Marvell Technology, Inc. | 2.49% |
| 15 | TPE: 2454 | MediaTek Inc. | 2.43% |
| 16 | HPE | Hewlett Packard Enterprise Company | 2.36% |
| 17 | TPE: 2382 | Quanta Computer Inc. | 2.35% |
| 18 | CRWV | CoreWeave, Inc. | 2.31% |
| 19 | NTAP | NetApp, Inc. | 2.23% |
| 20 | AAPL | Apple Inc. | 2.12% |
| 21 | DDOG | Datadog, Inc. | 2.11% |
| 22 | ANET | Arista Networks, Inc. | 2.09% |
| 23 | AMZN | Amazon.com, Inc. | 2.08% |
| 24 | AMD | Advanced Micro Devices, Inc. | 2.07% |
| 25 | NVDA | NVIDIA Corporation | 2.06% |
| View AIVC holdings |
