| NVDA | 13.06% | 209.85 | +1.55% | 1,677,801 | |
| AVGO | 9.97% | 412.52 | +5.17% | 660,754 | |
| MU | 7.76% | 895.01 | +7.90% | 243,243 | |
| AMAT | 5.16% | 544.27 | +5.03% | 262,357 | |
ASML Holding NV ADR | - | 4.63% | - | - | 73,298 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.42% | - | - | 282,234 |
| KLAC | 4.35% | 194.16 | +6.24% | 614,452 | |
| AMD | 4.22% | 519.00 | +7.09% | 228,813 | |
| LRCX | 4.21% | 312.80 | +6.17% | 371,097 | |
| MRVL | 4.19% | 217.30 | +12.14% | 576,094 |