| Emittent | Gattung | Typ | CUSIP/ISIN | Richtung | Bewertungsbasis | Handel | Bestand ($) | % NAV | Stück / Nennwert |
|---|---|---|---|---|---|---|---|---|---|
| 694.720.940 $ | 99,64 | 9.212.015 | |||||||
| SK hynix Inc | SK hynix Inc | EC | KR7000660001 | Long | Börsenkurs (Stufe 1) | 85.542.301 $ | 12,27 | 55.256 | |
| Micron Technology Inc | Micron Technology Inc | EC | 595112103 | Long | Börsenkurs (Stufe 1) | 58.732.877 $ | 8,42 | 60.487 | |
| Advanced Micro Devices Inc | Advanced Micro Devices Inc | EC | 007903107 | Long | Börsenkurs (Stufe 1) | 32.529.783 $ | 4,67 | 63.030 | |
| Silicon Motion Technology Corp | Silicon Motion Technology Corp | EC | 82706C108 | Long | Börsenkurs (Stufe 1) | 26.210.729 $ | 3,76 | 94.668 | |
| Vertiv Holdings Co | Vertiv Holdings Co | EC | 92537N108 | Long | Börsenkurs (Stufe 1) | 26.104.166 $ | 3,74 | 82.684 | |
| Vicor Corp | Vicor Corp | EC | 925815102 | Long | Börsenkurs (Stufe 1) | 24.899.372 $ | 3,57 | 74.362 | |
| Navitas Semiconductor Corp | Navitas Semiconductor Corp | EC | 63942X106 | Long | Börsenkurs (Stufe 1) | 23.230.977 $ | 3,33 | 873.345 | |
| Marvell Technology Inc | Marvell Technology Inc | EC | 573874104 | Long | Börsenkurs (Stufe 1) | 22.713.385 $ | 3,26 | 110.797 | |
| Intel Corp | Intel Corp | EC | 458140100 | Long | Börsenkurs (Stufe 1) | 21.970.165 $ | 3,15 | 191.578 | |
| TSMC | Taiwan Semiconductor Manufacturing Co Ltd | EC | 874039100 | Long | Börsenkurs (Stufe 1) | 21.816.309 $ | 3,13 | 52.136 | |
| Foxconn Industrial Internet Co | Foxconn Industrial Internet Co Ltd | EC | Y2620V100 | Long | Börsenkurs (Stufe 1) | 19.815.132 $ | 2,84 | 1.827.244 | |
| Seagate Technology Holdings PL | Seagate Technology Holdings PLC | EC | IE00BKVD2N49 | Long | Börsenkurs (Stufe 1) | 18.614.808 $ | 2,67 | 21.158 | |
| GE Vernova Inc | GE Vernova Inc | EC | 36828A101 | Long | Börsenkurs (Stufe 1) | 18.340.949 $ | 2,63 | 18.941 | |
| NVIDIA Corp | NVIDIA Corp | EC | 67066G104 | Long | Börsenkurs (Stufe 1) | 17.447.554 $ | 2,50 | 82.635 | |
| Samsung Electronics Co Ltd | Samsung Electronics Co Ltd | EC | KR7005930003 | Long | Börsenkurs (Stufe 1) | 15.623.451 $ | 2,24 | 74.273 | |
| ARM Holdings PLC | ARM Holdings PLC | EC | 042068205 | Long | Börsenkurs (Stufe 1) | 14.817.689 $ | 2,13 | 41.942 | |
| Corning Inc | Corning Inc | EC | 219350105 | Long | Börsenkurs (Stufe 1) | 13.479.572 $ | 1,93 | 74.407 | |
| Sandisk Corp/DE | Sandisk Corp/DE | EC | 80004C200 | Long | Börsenkurs (Stufe 1) | 13.142.875 $ | 1,89 | 7.754 | |
| Astera Labs Inc | Astera Labs Inc | EC | 04626A103 | Long | Börsenkurs (Stufe 1) | 12.505.797 $ | 1,79 | 36.476 | |
| Legrand SA | Legrand SA | EC | FR0010307819 | Long | Börsenkurs (Stufe 1) | 12.062.629 $ | 1,73 | 70.009 | |
| Unimicron Technology Corp | Unimicron Technology Corp | EC | TW0003037008 | Long | Börsenkurs (Stufe 1) | 11.377.787 $ | 1,63 | 337.834 | |
| ASML Holding NV | ASML Holding NV | EC | USN070592100 | Long | Börsenkurs (Stufe 1) | 11.211.908 $ | 1,61 | 6.952 | |
| Western Digital Corp | Western Digital Corp | EC | 958102105 | Long | Börsenkurs (Stufe 1) | 10.470.680 $ | 1,50 | 19.711 | |
| MPI Corp | MPI Corp | EC | TW0006223001 | Long | Börsenkurs (Stufe 1) | 9.670.362 $ | 1,39 | 50.827 | |
| Arista Networks Inc | Arista Networks Inc | EC | 040413205 | Long | Börsenkurs (Stufe 1) | 9.641.716 $ | 1,38 | 60.461 | |
| Montage Technology Co Ltd | Montage Technology Co Ltd | EC | CNE100003MN7 | Long | Börsenkurs (Stufe 1) | 9.352.278 $ | 1,34 | 250.203 | |
| Tower Semiconductor Ltd | Tower Semiconductor Ltd | EC | IL0010823792 | Long | Börsenkurs (Stufe 1) | 8.923.068 $ | 1,28 | 31.048 | |
| Asustek Computer Inc | Asustek Computer Inc | EC | TW0002357001 | Long | Börsenkurs (Stufe 1) | 8.305.274 $ | 1,19 | 341.875 | |
| Nanya Technology Corp | Nanya Technology Corp | EC | TW0002408002 | Long | Börsenkurs (Stufe 1) | 7.108.983 $ | 1,02 | 641.765 | |
| Commvault Systems Inc | Commvault Systems Inc | EC | 204166102 | Long | Börsenkurs (Stufe 1) | 6.960.888 $ | 1,00 | 58.618 | |
| AP Memory Technology Corp | AP Memory Technology Corp | EC | TW0006531007 | Long | Börsenkurs (Stufe 1) | 6.637.834 $ | 0,95 | 174.734 | |
| Advanced Energy Industries Inc | Advanced Energy Industries Inc | EC | 007973100 | Long | Börsenkurs (Stufe 1) | 6.395.035 $ | 0,92 | 21.163 | |
| Coherent Corp | Coherent Corp | EC | 19247G107 | Long | Börsenkurs (Stufe 1) | 6.197.042 $ | 0,89 | 17.144 | |
| Nutanix Inc | Nutanix Inc | EC | 67059N108 | Long | Börsenkurs (Stufe 1) | 5.883.702 $ | 0,84 | 112.996 | |
| Penguin Solutions Inc | Penguin Solutions Inc | EC | 706915105 | Long | Börsenkurs (Stufe 1) | 5.658.985 $ | 0,81 | 101.361 | |
| Credo Technology Group Holding | Credo Technology Group Holding Ltd | EC | KYG254571055 | Long | Börsenkurs (Stufe 1) | 5.530.183 $ | 0,79 | 23.430 | |
| Broadcom Inc | Broadcom Inc | EC | 11135F101 | Long | Börsenkurs (Stufe 1) | 5.441.212 $ | 0,78 | 12.179 | |
| Nokia Oyj | Nokia Oyj | EC | FI0009000681 | Long | Börsenkurs (Stufe 1) | 5.168.047 $ | 0,74 | 354.576 | |
| Palo Alto Networks Inc | Palo Alto Networks Inc | EC | 697435105 | Long | Börsenkurs (Stufe 1) | 5.059.152 $ | 0,73 | 17.960 | |
| Rigaku Holdings Corp | Rigaku Holdings Corp | EC | JP3969750003 | Long | Börsenkurs (Stufe 1) | 4.738.873 $ | 0,68 | 268.750 | |
| IEIT Systems Co Ltd | IEIT Systems Co Ltd | EC | CNE0000012M2 | Long | Börsenkurs (Stufe 1) | 4.714.255 $ | 0,68 | 493.713 | |
| Hygon Information Technology C | Hygon Information Technology Co Ltd | EC | CNE100005PT2 | Long | Börsenkurs (Stufe 1) | 4.653.256 $ | 0,67 | 107.165 | |
| Super Micro Computer Inc | Super Micro Computer Inc | EC | 86800U302 | Long | Börsenkurs (Stufe 1) | 4.214.654 $ | 0,60 | 91.444 | |
| Cisco Systems Inc | Cisco Systems Inc | EC | 17275R102 | Long | Börsenkurs (Stufe 1) | 4.185.558 $ | 0,60 | 34.758 | |
| Transcend Information Inc | Transcend Information Inc | EC | TW0002451002 | Long | Börsenkurs (Stufe 1) | 3.924.449 $ | 0,56 | 363.714 | |
| Quanta Computer Inc | Quanta Computer Inc | EC | TW0002382009 | Long | Börsenkurs (Stufe 1) | 3.464.855 $ | 0,50 | 320.172 | |
| Munters Group AB | Munters Group AB | EC | SE0009806607 | Long | Börsenkurs (Stufe 1) | 3.378.048 $ | 0,48 | 160.941 | |
| Celestica Inc | Celestica Inc | EC | 15101Q207 | Long | Börsenkurs (Stufe 1) | 3.270.299 $ | 0,47 | 8.452 | |
| Hewlett Packard Enterprise Co | Hewlett Packard Enterprise Co | EC | 42824C109 | Long | Börsenkurs (Stufe 1) | 3.117.732 $ | 0,45 | 72.438 | |
| Kehua Data Co Ltd | Kehua Data Co Ltd | EC | CNE100000K31 | Long | Börsenkurs (Stufe 1) | 3.108.506 $ | 0,45 | 538.660 | |
| Crowdstrike Holdings Inc | Crowdstrike Holdings Inc | EC | 22788C105 | Long | Börsenkurs (Stufe 1) | 2.431.306 $ | 0,35 | 3.326 | |
| Everpure Inc | Everpure Inc | EC | 74624M102 | Long | Börsenkurs (Stufe 1) | 2.205.369 $ | 0,32 | 27.737 | |
| King Yuan Electronics Co Ltd | King Yuan Electronics Co Ltd | EC | TW0002449006 | Long | Börsenkurs (Stufe 1) | 1.737.661 $ | 0,25 | 165.702 | |
| Zscaler Inc | Zscaler Inc | EC | 98980G102 | Long | Börsenkurs (Stufe 1) | 981.464 $ | 0,14 | 7.024 | |
| 694.720.940 $ | 99,64 | 9.212.015 |