| NVDA | 9.05% | 213.05 | +2.19% | 103,759 | |
| MU | 8.84% | 932.97 | +2.48% | 22,556 | |
| AMD | 8.01% | 479.18 | +4.91% | 42,429 | |
| AVGO | 7.18% | 356.74 | -0.56% | 49,047 | |
| MRVL | 5.40% | 240.38 | +4.84% | 53,444 | |
| INTC | 5.12% | 87.48 | +0.25% | 138,257 | |
| AMAT | 4.86% | 480.04 | -0.86% | 24,318 | |
Taiwan Semiconductor Manufacturing Co Ltd ADR | - | 4.55% | - | - | 27,199 |
| LRCX | 4.30% | 314.66 | +1.45% | 34,419 | |
| KLAC | 4.26% | 183.34 | +0.97% | 57,016 |