| 1 | MU | Micron Technology, Inc. | 5.45% |
| 2 | NVDA | NVIDIA Corporation | 4.78% |
| 3 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 4.67% |
| 4 | KRX: 035420 | NAVER Corporation | 4.56% |
| 5 | AMD | Advanced Micro Devices, Inc. | 4.47% |
| 6 | MRVL | Marvell Technology, Inc. | 4.31% |
| 7 | ORCL | Oracle Corporation | 4.10% |
| 8 | AVGO | Broadcom Inc. | 4.05% |
| 9 | CRWV | CoreWeave, Inc. | 3.15% |
| 10 | KRX: 000660 | SK hynix Inc. | 3.07% |
| 11 | SMCI | Super Micro Computer, Inc. | 3.01% |
| 12 | MSFT | Microsoft Corporation | 2.76% |
| 13 | ANET | Arista Networks, Inc. | 2.76% |
| 14 | LON: 0Y0Y | Accenture plc | 2.73% |
| 15 | EPA: SU | Schneider Electric S.E. | 2.69% |
| 16 | PLTR | Palantir Technologies Inc. | 2.67% |
| 17 | CEG | Constellation Energy Corporation | 2.67% |
| 18 | IBM | International Business Machines Corporation | 2.66% |
| 19 | TPE: 3661 | Alchip Technologies, Limited | 2.27% |
| 20 | TYO: 6857 | Advantest Corporation | 2.20% |
| 21 | SNOW | Snowflake Inc. | 2.11% |
| 22 | WDC | Western Digital Corporation | 1.75% |
| 23 | STX | Seagate Technology Holdings plc | 1.65% |
| 24 | TPE: 3443 | Global Unichip Corp. | 1.60% |
| 25 | WDAY | Workday, Inc. | 1.52% |
| View ARTY holdings |
