| NVDA | 22.24% | 222.27 | +1.34% | 268,933 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 17.94% | - | - | 115,337 |
| AVGO | 13.22% | 357.61 | +2.97% | 95,321 | |
| AMD | 10.84% | 559.82 | +2.70% | 61,459 | |
ASML Holding NV ADR | - | 9.42% | - | - | 14,828 |
| LRCX | 5.32% | 288.11 | +6.98% | 47,146 | |
| AMAT | 5.14% | 444.57 | +6.51% | 29,934 | |
| ARM | 3.65% | 275.61 | +4.04% | 40,263 | |
| KLAC | 3.24% | 176.99 | +4.74% | 49,241 | |
| MRVL | 2.61% | 244.25 | +1.45% | 32,975 |