| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| 301.214.388 $ | 101,13 | 1.722.051 | |||||||
| NVIDIA CORP | NVIDIA CORP COM | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 35.639.831 $ | 11,97 | 178.119 | |
| BROADCOM INC | BROADCOM INC COM | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 21.542.705 $ | 7,23 | 57.029 | |
| MICRON TECHNOLOGY INC | MICRON TECHNOLOGY INC COM | EC | 595112103 | Long | Börsenkurs (Stufe 1) | 20.157.366 $ | 6,77 | 17.463 | |
| ADVANCED MICRO DEVICES INC | ADVANCED MICRO DEVICES INC COM | EC | 007903107 | Long | Börsenkurs (Stufe 1) | 17.306.471 $ | 5,81 | 29.792 | |
| APPLIED MATERIALS INC | APPLIED MATERIALS INC COM | EC | 038222105 | Long | Börsenkurs (Stufe 1) | 13.936.548 $ | 4,68 | 19.276 | |
| INTEL CORP | INTEL CORP COM | EC | 458140100 | Long | Börsenkurs (Stufe 1) | 13.422.632 $ | 4,51 | 96.130 | |
| LAM RESEARCH CORP | LAM RESEARCH CORP COM NEW | EC | 512807306 | Long | Börsenkurs (Stufe 1) | 12.862.101 $ | 4,32 | 29.682 | |
| KLA CORP | KLA CORP COM NEW | EC | 482480100 | Long | Börsenkurs (Stufe 1) | 11.183.786 $ | 3,75 | 37.068 | |
| TEXAS INSTRUMENTS INC | TEXAS INSTRUMENTS INC COM | EC | 882508104 | Long | Börsenkurs (Stufe 1) | 8.487.245 $ | 2,85 | 28.474 | |
| MARVELL TECHNOLOGY INC | MARVELL TECHNOLOGY INC COM | EC | 573874104 | Long | Börsenkurs (Stufe 1) | 8.457.395 $ | 2,84 | 28.391 | |
| ANALOG DEVICES INC | ANALOG DEVICES INC COM | EC | 032654105 | Long | Börsenkurs (Stufe 1) | 7.055.725 $ | 2,37 | 17.765 | |
| QUALCOMM INC | QUALCOMM INC COM | EC | 747525103 | Long | Börsenkurs (Stufe 1) | 6.875.112 $ | 2,31 | 37.205 | |
| ASTERA LABS INC | ASTERA LABS INC COM | EC | 04626A103 | Long | Börsenkurs (Stufe 1) | 5.106.487 $ | 1,71 | 10.572 | |
| TERADYNE INC | TERADYNE INC COM | EC | 880770102 | Long | Börsenkurs (Stufe 1) | 5.048.387 $ | 1,69 | 10.434 | |
| ASML HOLDING NV | ASML HOLDING NV NY REGISTRY SHS | EC | USN070592100 | Long | Börsenkurs (Stufe 1) | 5.025.325 $ | 1,69 | 2.526 | |
| TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD SPONSORED ADS | EC | 874039100 | Long | Börsenkurs (Stufe 1) | 4.904.644 $ | 1,65 | 10.270 | |
| NXP SEMICONDUCTORS NV | NXP SEMICONDUCTORS NV EUR0.20 | EC | NL0009538784 | Long | Börsenkurs (Stufe 1) | 4.058.916 $ | 1,36 | 14.443 | |
| MONOLITHIC POWER SYSTEMS INC | MONOLITHIC POWER SYSTEMS INC COM | EC | 609839105 | Long | Börsenkurs (Stufe 1) | 3.870.608 $ | 1,30 | 2.800 | |
| MICROCHIP TECHNOLOGY INC | MICROCHIP TECHNOLOGY INC COM | EC | 595017104 | Long | Börsenkurs (Stufe 1) | 3.560.904 $ | 1,20 | 39.045 | |
| CREDO TECHNOLOGY GROUP HOLDING LTD | CREDO TECHNOLOGY GROUP HOLDING LTD ORDINARY SHARES | EC | KYG254571055 | Long | Börsenkurs (Stufe 1) | 3.486.943 $ | 1,17 | 12.822 | |
| ARM HOLDINGS PLC | ARM HOLDINGS PLC SPONSORED ADS | EC | 042068205 | Long | Börsenkurs (Stufe 1) | 3.339.340 $ | 1,12 | 9.418 | |
| MKS INC | MKS INC COM | EC | 55306N104 | Long | Börsenkurs (Stufe 1) | 3.150.963 $ | 1,06 | 7.084 | |
| UNITED MICROELECTRONICS CORP | UNITED MICROELECTRONICS CORP SPON ADR NEW | EC | 910873405 | Long | Börsenkurs (Stufe 1) | 3.037.833 $ | 1,02 | 111.644 | |
| ENTEGRIS INC | ENTEGRIS INC COM | EC | 29362U104 | Long | Börsenkurs (Stufe 1) | 2.938.553 $ | 0,99 | 16.338 | |
| ASE TECHNOLOGY HOLDING CO LTD | ASE TECHNOLOGY HOLDING CO LTD SPONSORED ADS | EC | 00215W100 | Long | Börsenkurs (Stufe 1) | 2.880.416 $ | 0,97 | 63.839 | |
| ON SEMICONDUCTOR CORP | ON SEMICONDUCTOR CORP COM | EC | 682189105 | Long | Börsenkurs (Stufe 1) | 2.855.392 $ | 0,96 | 30.203 | |
| SILICON MOTION TECHNOLOGY CORP | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | EC | 82706C108 | Long | Börsenkurs (Stufe 1) | 2.782.639 $ | 0,93 | 8.348 | |
| KULICKE AND SOFFA INDUSTRIES INC | KULICKE AND SOFFA INDUSTRIES INC COM | EC | 501242101 | Long | Börsenkurs (Stufe 1) | 2.754.653 $ | 0,92 | 20.594 | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM | EC | 55405Y100 | Long | Börsenkurs (Stufe 1) | 2.684.271 $ | 0,90 | 7.057 | |
| TOWER SEMICONDUCTOR LTD | TOWER SEMICONDUCTOR LTD ORD ILS1 | EC | IL0010823792 | Long | Börsenkurs (Stufe 1) | 2.612.134 $ | 0,88 | 10.022 | |
| NOVA LTD | NOVA LTD ILS0.01 | EC | IL0010845571 | Long | Börsenkurs (Stufe 1) | 2.564.306 $ | 0,86 | 4.723 | |
| ONTO INNOVATION INC | ONTO INNOVATION INC COM | EC | 683344105 | Long | Börsenkurs (Stufe 1) | 2.472.792 $ | 0,83 | 6.534 | |
| LATTICE SEMICONDUCTOR CORP | LATTICE SEMICONDUCTOR CORP COM | EC | 518415104 | Long | Börsenkurs (Stufe 1) | 2.469.539 $ | 0,83 | 16.145 | |
| SOLAREDGE TECHNOLOGIES INC | SOLAREDGE TECHNOLOGIES INC COM | EC | 83417M104 | Long | Börsenkurs (Stufe 1) | 2.378.099 $ | 0,80 | 40.693 | |
| STMICROELECTRONICS NV | STMICROELECTRONICS NV NY REGISTRY | EC | 861012102 | Long | Börsenkurs (Stufe 1) | 2.333.872 $ | 0,78 | 31.164 | |
| FIRST SOLAR INC | FIRST SOLAR INC COM | EC | 336433107 | Long | Börsenkurs (Stufe 1) | 2.332.465 $ | 0,78 | 9.885 | |
| CANADIAN SOLAR INC | CANADIAN SOLAR INC COM | EC | 136635109 | Long | Börsenkurs (Stufe 1) | 2.308.017 $ | 0,77 | 144.071 | |
| QNITY ELECTRONICS INC | QNITY ELECTRONICS INC COMMON STOCK | EC | 74743L100 | Long | Börsenkurs (Stufe 1) | 2.228.038 $ | 0,75 | 13.643 | |
| SITIME CORP | SITIME CORP COM | EC | 82982T106 | Long | Börsenkurs (Stufe 1) | 2.129.319 $ | 0,71 | 2.856 | |
| MAXLINEAR INC | MAXLINEAR INC COM | EC | 57776J100 | Long | Börsenkurs (Stufe 1) | 2.123.890 $ | 0,71 | 16.589 | |
| SEMTECH CORP | SEMTECH CORP COM | EC | 816850101 | Long | Börsenkurs (Stufe 1) | 2.022.154 $ | 0,68 | 12.494 | |
| AMKOR TECHNOLOGY INC | AMKOR TECHNOLOGY INC COM | EC | 031652100 | Long | Börsenkurs (Stufe 1) | 2.019.593 $ | 0,68 | 23.421 | |
| FORMFACTOR INC | FORMFACTOR INC COM | EC | 346375108 | Long | Börsenkurs (Stufe 1) | 1.989.209 $ | 0,67 | 12.438 | |
| RAMBUS INC | RAMBUS INC COM | EC | 750917106 | Long | Börsenkurs (Stufe 1) | 1.888.094 $ | 0,63 | 14.224 | |
| ALLEGRO MICROSYSTEMS INC | ALLEGRO MICROSYSTEMS INC COM | EC | 01749D105 | Long | Börsenkurs (Stufe 1) | 1.837.063 $ | 0,62 | 26.387 | |
| GLOBALFOUNDRIES INC | GLOBALFOUNDRIES INC ORDINARY SHARES | EC | KYG393871085 | Long | Börsenkurs (Stufe 1) | 1.674.489 $ | 0,56 | 20.319 | |
| ACM RESEARCH INC | ACM RESEARCH INC COM CL A | EC | 00108J109 | Long | Börsenkurs (Stufe 1) | 1.644.494 $ | 0,55 | 12.960 | |
| SKYWORKS SOLUTIONS INC | SKYWORKS SOLUTIONS INC COM | EC | 83088M102 | Long | Börsenkurs (Stufe 1) | 1.595.402 $ | 0,54 | 23.531 | |
| ULTRA CLEAN HOLDINGS INC | ULTRA CLEAN HOLDINGS INC COM | EC | 90385V107 | Long | Börsenkurs (Stufe 1) | 1.483.792 $ | 0,50 | 10.406 | |
| CAMTEK LTD | CAMTEK LTD ILS0.01 | EC | IL0010952641 | Long | Börsenkurs (Stufe 1) | 1.469.059 $ | 0,49 | 9.006 | |
| QORVO INC | QORVO INC COM | EC | 74736K101 | Long | Börsenkurs (Stufe 1) | 1.400.915 $ | 0,47 | 15.020 | |
| SILICON LABORATORIES INC | SILICON LABORATORIES INC COM | EC | 826919102 | Long | Börsenkurs (Stufe 1) | 1.374.961 $ | 0,46 | 6.291 | |
| CIRRUS LOGIC INC | CIRRUS LOGIC INC COM | EC | 172755100 | Long | Börsenkurs (Stufe 1) | 1.366.179 $ | 0,46 | 9.198 | |
| AXCELIS TECHNOLOGIES INC | AXCELIS TECHNOLOGIES INC COM NEW | EC | 054540208 | Long | Börsenkurs (Stufe 1) | 1.316.109 $ | 0,44 | 6.947 | |
| ENPHASE ENERGY INC | ENPHASE ENERGY INC COM | EC | 29355A107 | Long | Börsenkurs (Stufe 1) | 1.235.727 $ | 0,41 | 25.096 | |
| RIGETTI COMPUTING INC | RIGETTI COMPUTING INC COMMON STOCK | EC | 76655K103 | Long | Börsenkurs (Stufe 1) | 1.230.742 $ | 0,41 | 63.703 | |
| VEECO INSTRUMENTS INC | VEECO INSTRUMENTS INC COM | EC | 922417100 | Long | Börsenkurs (Stufe 1) | 1.165.501 $ | 0,39 | 15.376 | |
| POWER INTEGRATIONS INC | POWER INTEGRATIONS INC COM | EC | 739276103 | Long | Börsenkurs (Stufe 1) | 1.161.500 $ | 0,39 | 13.867 | |
| AMBARELLA INC | AMBARELLA INC COM USD0.00045 | EC | KYG037AX1015 | Long | Börsenkurs (Stufe 1) | 1.121.406 $ | 0,38 | 13.070 | |
| DIODES INC | DIODES INC COM | EC | 254543101 | Long | Börsenkurs (Stufe 1) | 1.120.884 $ | 0,38 | 10.242 | |
| PENGUIN SOLUTIONS INC (US) | PENGUIN SOLUTIONS INC (US) COM | EC | 706915105 | Long | Börsenkurs (Stufe 1) | 1.099.865 $ | 0,37 | 14.470 | |
| SYNAPTICS INC | SYNAPTICS INC COM | EC | 87157D109 | Long | Börsenkurs (Stufe 1) | 1.081.298 $ | 0,36 | 8.704 | |
| AXT INC | AXT INC COM | EC | 00246W103 | Long | Börsenkurs (Stufe 1) | 1.017.265 $ | 0,34 | 14.113 | |
| UNIVERSAL DISPLAY CORP | UNIVERSAL DISPLAY CORP COM | EC | 91347P105 | Long | Börsenkurs (Stufe 1) | 1.003.405 $ | 0,34 | 11.588 | |
| NAVITAS SEMICONDUCTOR CORP | NAVITAS SEMICONDUCTOR CORP COM | EC | 63942X106 | Long | Börsenkurs (Stufe 1) | 900.444 $ | 0,30 | 50.248 | |
| IMPINJ INC | IMPINJ INC COM | EC | 453204109 | Long | Börsenkurs (Stufe 1) | 896.763 $ | 0,30 | 6.261 | |
| PHOTRONICS INC | PHOTRONICS INC COM | EC | 719405102 | Long | Börsenkurs (Stufe 1) | 732.413 $ | 0,25 | 22.515 | |
| 301.214.388 $ | 101,13 | 1.722.051 |