| 1 | MRVL | Marvell Technology, Inc. | 8.53% |
| 2 | MU | Micron Technology, Inc. | 7.46% |
| 3 | AMD | Advanced Micro Devices, Inc. | 7.01% |
| 4 | ORCL | Oracle Corporation | 4.39% |
| 5 | CRWV | CoreWeave, Inc. | 4.36% |
| 6 | KRX: 000660 | SK hynix Inc. | 4.34% |
| 7 | AVGO | Broadcom Inc. | 3.84% |
| 8 | SMCI | Super Micro Computer, Inc. | 3.74% |
| 9 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 3.68% |
| 10 | NVDA | NVIDIA Corporation | 3.44% |
| 11 | KRX: 035420 | NAVER Corporation | 3.44% |
| 12 | STX | Seagate Technology Holdings plc | 2.89% |
| 13 | TPE: 3443 | Global Unichip Corp. | 2.74% |
| 14 | WDC | Western Digital Corporation | 2.57% |
| 15 | TPE: 3661 | Alchip Technologies, Limited | 2.25% |
| 16 | IBM | International Business Machines Corporation | 2.02% |
| 17 | ANET | Arista Networks, Inc. | 1.99% |
| 18 | EPA: SU | Schneider Electric S.E. | 1.83% |
| 19 | MSFT | Microsoft Corporation | 1.74% |
| 20 | TYO: 6857 | Advantest Corporation | 1.59% |
| 21 | ALAB | Astera Labs, Inc. | 1.58% |
| 22 | PLTR | Palantir Technologies Inc. | 1.52% |
| 23 | BE | Bloom Energy Corporation | 1.49% |
| 24 | TPE: 3711 | ASE Technology Holding Co., Ltd. | 1.42% |
| 25 | LON: 0Y0Y | Accenture plc | 1.32% |
| View ARTY holdings |
