| 1 | MU | Micron Technology, Inc. | 7.46% |
| 2 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 5.59% |
| 3 | NVDA | NVIDIA Corporation | 4.68% |
| 4 | AMD | Advanced Micro Devices, Inc. | 4.21% |
| 5 | KRX: 000660 | SK hynix Inc. | 3.90% |
| 6 | MRVL | Marvell Technology, Inc. | 3.89% |
| 7 | KRX: 035420 | NAVER Corporation | 3.83% |
| 8 | AVGO | Broadcom Inc. | 3.68% |
| 9 | CRWV | CoreWeave, Inc. | 3.40% |
| 10 | SMCI | Super Micro Computer, Inc. | 3.32% |
| 11 | ORCL | Oracle Corporation | 3.18% |
| 12 | EPA: SU | Schneider Electric S.E. | 2.92% |
| 13 | ANET | Arista Networks, Inc. | 2.81% |
| 14 | TYO: 6857 | Advantest Corporation | 2.72% |
| 15 | WDC | Western Digital Corporation | 2.60% |
| 16 | CEG | Constellation Energy Corporation | 2.42% |
| 17 | MSFT | Microsoft Corporation | 2.28% |
| 18 | PLTR | Palantir Technologies Inc. | 2.26% |
| 19 | STX | Seagate Technology Holdings plc | 2.22% |
| 20 | IBM | International Business Machines Corporation | 2.19% |
| 21 | LON: 0Y0Y | Accenture plc | 2.13% |
| 22 | TPE: 3443 | Global Unichip Corp. | 1.97% |
| 23 | TPE: 3661 | Alchip Technologies, Limited | 1.86% |
| 24 | BE | Bloom Energy Corporation | 1.64% |
| 25 | SNOW | Snowflake Inc. | 1.60% |
| View ARTY holdings |
