| AMAT | 6.15% | 602.50 | +2.35% | 30,317 | |
ASML Holding NV ADR | - | 5.33% | - | - | 8,570 |
| AMD | 5.00% | 557.89 | +2.04% | 26,533 | |
| LRCX | 4.89% | 350.33 | -0.80% | 40,161 | |
| KLAC | 4.62% | 231.52 | +0.87% | 58,320 | |
| NVDA | 4.46% | 210.96 | +4.03% | 63,826 | |
| MA | 4.22% | 526.74 | +0.68% | 23,405 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 3.97% | - | - | 26,337 |
| PANW | 3.28% | 325.91 | -3.67% | 28,117 | |
| PLTR | 3.22% | 126.79 | -1.74% | 72,309 |