| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|
| 2.346.472.661 $ | 96,58 | 8.121.350 | |||||
| Micron Technology, Inc. | Micron Technology, Inc. | EC | 595112103 | Long | 285.728.402 $ | 11,76 | 294.262 |
| NVIDIA Corp. | NVIDIA Corp. | EC | 67066G104 | Long | 216.995.334 $ | 8,93 | 1.027.732 |
| Broadcom Inc. | Broadcom Inc. | EC | 11135F101 | Long | 212.102.717 $ | 8,73 | 474.747 |
| Advanced Micro Devices, Inc. | Advanced Micro Devices, Inc. | EC | 007903107 | Long | 156.518.679 $ | 6,44 | 303.272 |
| Intel Corp. | Intel Corp. | EC | 458140100 | Long | 152.625.318 $ | 6,28 | 1.330.880 |
| Marvell Technology, Inc. | Marvell Technology, Inc. | EC | 573874104 | Long | 152.350.670 $ | 6,27 | 743.174 |
| QUALCOMM Inc. | QUALCOMM Inc. | EC | 747525103 | Long | 107.054.257 $ | 4,41 | 426.477 |
| Texas Instruments Inc. | Texas Instruments Inc. | EC | 882508104 | Long | 87.426.925 $ | 3,60 | 286.008 |
| Lam Research Corp. | Lam Research Corp. | EC | 512807306 | Long | 82.554.665 $ | 3,40 | 259.459 |
| KLA Corp. | KLA Corp. | EC | 482480100 | Long | 76.289.965 $ | 3,14 | 39.699 |
| Applied Materials, Inc. | Applied Materials, Inc. | EC | 038222105 | Long | 73.308.023 $ | 3,02 | 162.885 |
| NXP Semiconductors N.V. | NXP Semiconductors N.V. | EC | N6596X109 | Long | 72.325.923 $ | 2,98 | 225.069 |
| Analog Devices, Inc. | Analog Devices, Inc. | EC | 032654105 | Long | 70.647.092 $ | 2,91 | 170.707 |
| Monolithic Power Systems, Inc. | Monolithic Power Systems, Inc. | EC | 609839105 | Long | 68.776.980 $ | 2,83 | 43.913 |
| Taiwan Semiconductor Manufacturing Co. Ltd. | Taiwan Semiconductor Manufacturing Co. Ltd., ADR | EC | 874039100 | Long | 67.875.101 $ | 2,79 | 162.206 |
| ASML Holding N.V. | ASML Holding N.V., New York Shares | EC | N07059210 | Long | 67.476.266 $ | 2,78 | 41.839 |
| Coherent Corp. | Coherent Corp. | EC | 19247G107 | Long | 60.347.055 $ | 2,48 | 166.949 |
| Teradyne, Inc. | Teradyne, Inc. | EC | 880770102 | Long | 52.197.530 $ | 2,15 | 139.450 |
| Astera Labs, Inc. | Astera Labs, Inc. | EC | 04626A103 | Long | 51.939.032 $ | 2,14 | 151.492 |
| Microchip Technology Inc. | Microchip Technology Inc. | EC | 595017104 | Long | 45.560.724 $ | 1,88 | 481.360 |
| ARM Holdings PLC | ARM Holdings PLC, ADR | EC | 042068205 | Long | 43.886.390 $ | 1,81 | 124.222 |
| ON Semiconductor Corp. | ON Semiconductor Corp. | EC | 682189105 | Long | 42.258.735 $ | 1,74 | 350.346 |
| GLOBALFOUNDRIES Inc. | GLOBALFOUNDRIES Inc. | EC | G39387108 | Long | 39.544.205 $ | 1,63 | 494.488 |
| Credo Technology Group Holding Ltd. | Credo Technology Group Holding Ltd. | EC | G25457105 | Long | 36.334.930 $ | 1,50 | 153.942 |
| MACOM Technology Solutions Holdings, Inc. | MACOM Technology Solutions Holdings, Inc. | EC | 55405Y100 | Long | 24.347.742 $ | 1,00 | 66.772 |
| 2.346.472.661 $ | 96,58 | 8.121.350 |