| # | 종목명 | 티커 | 비중 | 등락률 | |
|---|---|---|---|---|---|
| 1 | Sandisk Corp/DE | SNDK | 10.05% | - | |
| 2 | Bloom Energy Corp | BE | 4.82% | - | |
| 3 | Seagate Technology Holdings PLC | STX | 4.06% | - | |
| 4 | SK하이닉스 | 000660 | 3.92% | - | |
| 5 | Ciena Corp | CIEN | 3.69% | - | |
| 6 | Coherent Corp | COHR | 3.65% | - | |
| 7 | Coinbase Global Inc | COIN | 3.56% | - | |
| 8 | Vertiv Holdings Co | VRT | 3.50% | - | |
| 9 | Credo Technology Group Holding Ltd | CRDO | 3.49% | - | |
| 10 | CoreWeave Inc | CRWV | 3.06% | - | |
| 11 | GE Vernova Inc | GEV | 2.96% | - | |
| 12 | Lumentum Holdings Inc | LITE | 2.91% | - | |
| 13 | Marvell Technology Inc | MRVL | 2.57% | - | |
| 14 | Advanced Micro Devices Inc | AMD | 2.50% | - | |
| 15 | 삼성전자 | 005930 | 2.50% | - | |
| 16 | Broadcom Inc | AVGO | 2.30% | - | |
| 17 | Oracle Corp | ORCL | 2.19% | - | |
| 18 | Murata Manufacturing Co Ltd | MRAAF | 2.08% | - | |
| 19 | Intel Corp | INTC | 2.05% | - | |
| 20 | NVIDIA Corp | NVDA | 2.02% | - |