| 1 | STX | Seagate Technology Holdings plc | 8.95% |
| 2 | AMD | Advanced Micro Devices, Inc. | 7.92% |
| 3 | NVDA | NVIDIA Corporation | 7.89% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 5.66% |
| 5 | LRCX | Lam Research Corporation | 5.62% |
| 6 | WDC | Western Digital Corporation | 5.14% |
| 7 | ASML | ASML Holding N.V. | 4.65% |
| 8 | MU | Micron Technology, Inc. | 4.61% |
| 9 | AVGO | Broadcom Inc. | 4.58% |
| 10 | MSFT | Microsoft Corporation | 4.28% |
| 11 | KRX: 005930 | Samsung Electronics Co., Ltd. | 4.06% |
| 12 | TXN | Texas Instruments Incorporated | 3.82% |
| 13 | AMZN | Amazon.com, Inc. | 3.72% |
| 14 | NFLX | Netflix, Inc. | 3.47% |
| 15 | KTOS | Kratos Defense & Security Solutions, Inc. | 3.14% |
| 16 | GOOGL | Alphabet Inc. | 3.11% |
| 17 | SPOT | Spotify Technology S.A. | 3.01% |
| 18 | TSX: CLS | Celestica Inc. | 2.87% |
| 19 | DASH | DoorDash, Inc. | 2.68% |
| 20 | NOW | ServiceNow, Inc. | 2.35% |
| 21 | SHOP | Shopify Inc. | 2.06% |
| 22 | CDNS | Cadence Design Systems, Inc. | 1.97% |
| 23 | BKNG | Booking Holdings Inc. | 1.92% |
| 24 | MELI | MercadoLibre, Inc. | 1.91% |
| 25 | AGPXX | Invesco Short-Term Investments Trust Government & Agency Portfolio Institutional Class | 0.65% |
| View FRWD holdings |