| NVDA | 13.52% | 214.72 | -0.98% | 1,856,133 | |
| AVGO | 8.94% | 368.45 | +1.21% | 730,978 | |
| MU | 8.81% | 966.78 | -0.77% | 269,115 | |
| MRVL | 5.37% | 237.04 | -5.57% | 637,386 | |
| AMAT | 4.84% | 492.32 | -0.78% | 290,231 | |
ASML Holding NV ADR | - | 4.77% | - | - | 81,152 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.36% | - | - | 312,264 |
| LRCX | 4.28% | 314.00 | +1.12% | 410,521 | |
| KLAC | 4.24% | 183.99 | -1.01% | 679,748 | |
| AMD | 3.99% | 473.25 | +0.81% | 253,145 |