| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|
| 1.291.477.014 $ | 39,68 | 25.011.983 | |||||
| Teradyne Inc | Teradyne Inc | EC | 880770102 | Long | 61.135.685 $ | 1,88 | 206.219 |
| Tower Semiconductor Ltd | Tower Semiconductor Ltd | EC | IL0010823792 | Long | 58.359.033 $ | 1,79 | 332.568 |
| MKS Inc | MKS Inc | EC | 55306N104 | Long | 57.594.063 $ | 1,77 | 250.616 |
| STMicroelectronics NV | STMicroelectronics NV | EC | 861012102 | Long | 55.230.213 $ | 1,70 | 1.598.559 |
| Nokia Oyj | Nokia Oyj | EC | 654902204 | Long | 54.385.205 $ | 1,67 | 6.764.329 |
| Lockheed Martin Corp | Lockheed Martin Corp | EC | 539830109 | Long | 54.340.101 $ | 1,67 | 89.909 |
| Micron Technology Inc | Micron Technology Inc | EC | 595112103 | Long | 53.900.345 $ | 1,66 | 159.544 |
| Orange SA | Orange SA | EC | FR0000133308 | Long | 53.860.036 $ | 1,65 | 2.644.703 |
| Coherent Corp | Coherent Corp | EC | 19247G107 | Long | 53.760.424 $ | 1,65 | 225.685 |
| Lam Research Corp | Lam Research Corp | EC | 512807306 | Long | 53.424.828 $ | 1,64 | 250.046 |
| Applied Materials Inc | Applied Materials Inc | EC | 038222105 | Long | 52.261.400 $ | 1,61 | 152.905 |
| Northrop Grumman Corp | Northrop Grumman Corp | EC | 666807102 | Long | 51.666.035 $ | 1,59 | 75.730 |
| Koninklijke KPN NV | Koninklijke KPN NV | EC | NL0000009082 | Long | 51.453.799 $ | 1,58 | 9.297.679 |
| Onto Innovation Inc | Onto Innovation Inc | EC | 683344105 | Long | 51.238.790 $ | 1,57 | 249.860 |
| KLA Corp | KLA Corp | EC | 482480100 | Long | 49.978.013 $ | 1,54 | 33.943 |
| Lattice Semiconductor Corp | Lattice Semiconductor Corp | EC | 518415104 | Long | 49.773.810 $ | 1,53 | 536.587 |
| ASML Holding NV | ASML Holding NV | EC | USN070592100 | Long | 49.626.225 $ | 1,52 | 37.572 |
| Honeywell International Inc | Honeywell International Inc | EC | 438516106 | Long | 49.512.098 $ | 1,52 | 219.051 |
| ASM International NV | ASM International NV | EC | NL0000334118 | Long | 48.315.558 $ | 1,48 | 65.829 |
| Cirrus Logic Inc | Cirrus Logic Inc | EC | 172755100 | Long | 48.142.986 $ | 1,48 | 332.893 |
| Analog Devices Inc | Analog Devices Inc | EC | 032654105 | Long | 47.532.979 $ | 1,46 | 149.409 |
| ON Semiconductor Corp | ON Semiconductor Corp | EC | 682189105 | Long | 47.280.688 $ | 1,45 | 763.577 |
| RTX Corp | RTX Corp | EC | 75513E101 | Long | 46.451.863 $ | 1,43 | 240.808 |
| Tokyo Electron Ltd | Tokyo Electron Ltd | EC | JP3571400005 | Long | 46.405.865 $ | 1,43 | 198.300 |
| TSMC | Taiwan Semiconductor Manufacturing Co Ltd | EC | 874039100 | Long | 45.846.973 $ | 1,41 | 135.662 |
| 1.291.477.014 $ | 39,68 | 25.011.983 |