| 1 | WDC | Western Digital Corporation | 3.39% |
| 2 | VRT | Vertiv Holdings Co | 3.39% |
| 3 | MU | Micron Technology, Inc. | 3.26% |
| 4 | AVGO | Broadcom Inc. | 3.00% |
| 5 | TYO: 6857 | Advantest Corporation | 2.97% |
| 6 | SNOW | Snowflake Inc. | 2.81% |
| 7 | DELL | Dell Technologies Inc. | 2.78% |
| 8 | KRX: 000660 | SK hynix Inc. | 2.78% |
| 9 | AMD | Advanced Micro Devices, Inc. | 2.77% |
| 10 | ORCL | Oracle Corporation | 2.72% |
| 11 | NVDA | NVIDIA Corporation | 2.71% |
| 12 | SMCI | Super Micro Computer, Inc. | 2.59% |
| 13 | MRVL | Marvell Technology, Inc. | 2.54% |
| 14 | MPWR | Monolithic Power Systems, Inc. | 2.51% |
| 15 | ANET | Arista Networks Inc | 2.48% |
| 16 | DDOG | Datadog, Inc. | 2.45% |
| 17 | HPE | Hewlett Packard Enterprise Company | 2.39% |
| 18 | TPE: 2382 | Quanta Computer Inc. | 2.33% |
| 19 | NTAP | NetApp, Inc. | 2.29% |
| 20 | MSFT | Microsoft Corporation | 2.27% |
| 21 | MDB | MongoDB, Inc. | 2.22% |
| 22 | AMS: ASML | ASML Holding N.V. | 2.16% |
| 23 | IBM | International Business Machines Corporation | 2.12% |
| 24 | CDNS | Cadence Design Systems, Inc. | 2.12% |
| 25 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 2.09% |
| View AIVC holdings |