| 1 | NVDA | NVIDIA Corporation | 8.64% |
| 2 | STX | Seagate Technology Holdings plc | 7.02% |
| 3 | AMD | Advanced Micro Devices, Inc. | 6.54% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 5.88% |
| 5 | MU | Micron Technology, Inc. | 5.32% |
| 6 | LRCX | Lam Research Corporation | 5.19% |
| 7 | AVGO | Broadcom Inc. | 4.92% |
| 8 | META | Meta Platforms, Inc. | 4.89% |
| 9 | ASML | ASML Holding N.V. | 4.74% |
| 10 | NFLX | Netflix, Inc. | 4.57% |
| 11 | AMZN | Amazon.com, Inc. | 4.40% |
| 12 | MSFT | Microsoft Corporation | 4.26% |
| 13 | KRX: 005930 | Samsung Electronics Co., Ltd. | 3.95% |
| 14 | TXN | Texas Instruments Incorporated | 3.84% |
| 15 | GOOGL | Alphabet Inc. | 3.41% |
| 16 | SPOT | Spotify Technology S.A. | 3.23% |
| 17 | TSX: CLS | Celestica Inc. | 3.03% |
| 18 | DASH | DoorDash, Inc. | 2.61% |
| 19 | KTOS | Kratos Defense & Security Solutions, Inc. | 2.54% |
| 20 | BKNG | Booking Holdings Inc. | 2.25% |
| 21 | NOW | ServiceNow, Inc. | 2.16% |
| 22 | MELI | MercadoLibre, Inc. | 1.99% |
| 23 | CDNS | Cadence Design Systems, Inc. | 1.99% |
| 24 | SHOP | Shopify Inc. | 1.95% |
| 25 | AGPXX | Short-Term Investment Trust - Invesco Government & Agency Portfolio | 0.66% |
| View FRWD holdings |
