| 1 | NVDA | NVIDIA Corporation | 9.24% |
| 2 | AMD | Advanced Micro Devices, Inc. | 7.09% |
| 3 | STX | Seagate Technology Holdings plc | 6.60% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 6.00% |
| 5 | LRCX | Lam Research Corporation | 5.44% |
| 6 | ASML | ASML Holding N.V. | 4.92% |
| 7 | WDC | Western Digital Corporation | 4.48% |
| 8 | AVGO | Broadcom Inc. | 4.23% |
| 9 | NFLX | Netflix, Inc. | 4.10% |
| 10 | TXN | Texas Instruments Incorporated | 3.93% |
| 11 | KRX: 005930 | Samsung Electronics Co., Ltd. | 3.58% |
| 12 | MELI | MercadoLibre, Inc. | 3.39% |
| 13 | MU | Micron Technology, Inc. | 3.27% |
| 14 | GOOGL | Alphabet Inc. | 3.20% |
| 15 | DASH | DoorDash, Inc. | 3.11% |
| 16 | MSFT | Microsoft Corporation | 3.09% |
| 17 | KTOS | Kratos Defense & Security Solutions, Inc. | 3.05% |
| 18 | AMZN | Amazon.com, Inc. | 2.99% |
| 19 | BKNG | Booking Holdings Inc. | 2.91% |
| 20 | TSX: CLS | Celestica Inc. | 2.88% |
| 21 | SPCX | Space Exploration Technologies Corp. | 2.36% |
| 22 | SPOT | Spotify Technology S.A. | 2.24% |
| 23 | SHOP | Shopify Inc. | 2.03% |
| 24 | CDNS | Cadence Design Systems, Inc. | 1.96% |
| 25 | NOW | ServiceNow, Inc. | 1.92% |
| View FRWD holdings |
