| NVDA | 14.44% | 210.94 | -3.37% | 1,879,293 | |
| MU | 9.24% | 924.03 | -5.25% | 272,475 | |
| AVGO | 8.83% | 344.72 | -4.77% | 740,098 | |
| MRVL | 4.81% | 218.82 | -7.32% | 645,346 | |
ASML Holding NV ADR | - | 4.70% | - | - | 82,172 |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.52% | - | - | 316,164 |
| AMAT | 4.46% | 424.21 | -7.07% | 293,851 | |
| LRCX | 4.26% | 273.49 | -8.29% | 415,641 | |
| KLAC | 4.26% | 169.09 | -6.39% | 688,228 | |
| AMD | 4.08% | 493.37 | -4.41% | 256,305 |