| NVDA | 14.44% | 218.29 | -0.03% | 1,879,293 | |
| MU | 9.24% | 975.26 | -0.22% | 272,475 | |
| AVGO | 8.83% | 361.99 | +0.32% | 740,098 | |
| MRVL | 4.81% | 236.10 | +4.03% | 645,346 | |
ASML Holding NV ADR | - | 4.70% | - | - | 82,172 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.52% | - | - | 316,164 |
| AMAT | 4.46% | 456.49 | +0.55% | 293,851 | |
| LRCX | 4.26% | 298.22 | +0.07% | 415,641 | |
| KLAC | 4.26% | 180.64 | +1.95% | 688,228 | |
| AMD | 4.08% | 516.13 | +2.49% | 256,305 |