| AMD | ADVANCED MICRO DEVICES | -- | -- | 384.66K | 4.98% | $215.34M |
| MRVL | MARVELL TECHNOLOGY | -- | -- | 818.23K | 4.62% | $199.85M |
| AVGO | BROADCOM INC | -- | -- | 516.92K | 4.27% | $184.86M |
| MU | MICRON TECHNOLOGY | -- | -- | 181.12K | 4.25% | $183.98M |
| 2330.TW | TAIWAN SEMICONDUCTOR MANUFACTURING | -- | -- | 2.37M | 4.25% | $183.79M |
| NVDA | NVIDIA | -- | -- | 823.15K | 4.23% | $182.96M |
| ORCL | ORACLE | -- | -- | 1.15M | 3.93% | $170.13M |
| CRWV | COREWEAVE CLASS A | -- | -- | 2.04M | 3.85% | $166.35M |
| 3443.TW | GLOBAL UNICHIP | -- | -- | 635.00K | 3.30% | $142.94M |
| SMCI | SUPER MICRO COMPUTER INC | -- | -- | 3.59M | 3.24% | $140.17M |
| 035420.KS | NAVER | -- | -- | 942.26K | 3.12% | $134.77M |
| -- | USD CASH | -- | -- | -123.98M | 2.87% | -$123.98M |
| SPCX | SPACE EXPLORATION TECHNOLOGIES COR | -- | -- | 712.36K | 2.52% | $108.78M |
| ANET | ARISTA NETWORKS | -- | -- | 543.48K | 2.50% | $108.37M |
| PLTR | PALANTIR TECHNOLOGIES CLASS A | -- | -- | 605.24K | 2.48% | $107.51M |
| MSFT | MICROSOFT | -- | -- | 217.41K | 2.48% | $107.35M |
| 000660.KS | SK HYNIX | -- | -- | 79.53K | 2.47% | $106.84M |
| IBM | INTERNATIONAL BUSINESS MACHINES | -- | -- | 448.43K | 2.38% | $102.94M |
| STX | SEAGATE TECHNOLOGY HOLDINGS PLC | -- | -- | 116.41K | 2.31% | $99.97M |
| -- | TWD CASH | -- | -- | 3.15B | 2.29% | $99.10M |
| SU.PA | SCHNEIDER ELECTRIC | -- | -- | 285.47K | 2.16% | $93.50M |
| WDC | WESTERN DIGITAL CORP | -- | -- | 190.86K | 1.95% | $84.24M |
| 6857.T | ADVANTEST | -- | -- | 382.80K | 1.80% | $77.93M |
| 3661.TW | ALCHIP TECHNOLOGIES | -- | -- | 662.00K | 1.71% | $73.78M |
| 0Y0Y.L | ACCENTURE PLC CLASS A | -- | -- | 384.22K | 1.61% | $69.66M |
| SNOW | SNOWFLAKE | -- | -- | 208.26K | 1.60% | $69.23M |
| CEG | CONSTELLATION ENERGY CORP | -- | -- | 210.82K | 1.24% | $53.70M |
| BE | BLOOM ENERGY CLASS A | -- | -- | 198.59K | 1.22% | $52.75M |
| 3711.TW | ASE TECHNOLOGY HOLDING | -- | -- | 2.61M | 1.21% | $52.47M |
| CLS.TO | CELESTICA | -- | -- | 134.00K | 1.03% | $44.49M |
| ALAB | ASTERA LABS | -- | -- | 145.75K | 1.02% | $44.20M |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING LTD | -- | -- | 246.88K | 1.00% | $43.42M |
| MDB | MONGODB CLASS A | -- | -- | 111.32K | 0.99% | $42.70M |
| WDAY | WORKDAY CLASS A | -- | -- | 216.15K | 0.97% | $41.91M |
| LR.PA | LEGRAND SA | -- | -- | 258.08K | 0.93% | $40.17M |
| 2382.TW | QUANTA COMPUTER | -- | -- | 3.56M | 0.89% | $38.45M |
| TEM | TEMPUS AI CLASS A | -- | -- | 470.66K | 0.85% | $36.64M |
| ENTG | ENTEGRIS INC | -- | -- | 255.68K | 0.84% | $36.37M |
| 3231.TW | WISTRON | -- | -- | 5.50M | 0.75% | $32.28M |
| ONTO | ONTO INNOVATION | -- | -- | 122.05K | 0.74% | $32.15M |
| RMBS | RAMBUS | -- | -- | 365.00K | 0.74% | $31.97M |
| 6669.TW | WIWYNN CORPORATION | -- | -- | 473.33K | 0.74% | $31.89M |
| AMKR | AMKOR TECHNOLOGY | -- | -- | 625.41K | 0.73% | $31.46M |
| GIB-A.TO | CGI INC CLASS A | -- | -- | 446.07K | 0.71% | $30.89M |
| CSGP | COSTAR GROUP | -- | -- | 1.05M | 0.70% | $30.47M |
| 3324.TWO | AURAS TECHNOLOGY LTD | -- | -- | 628.00K | 0.68% | $29.26M |
| 2376.TW | GIGABYTE TECHNOLOGY LTD | -- | -- | 2.60M | 0.68% | $29.20M |
| 2329.TW | ORIENT SEMICONDUCTOR ELECTRONICS | -- | -- | 20.30M | 0.66% | $28.34M |
| CAMT.TA | CAMTEK | -- | -- | 195.81K | 0.65% | $28.11M |
| -- | PRESIGHT AI HOLDING | -- | -- | 27.76M | 0.65% | $27.97M |
| MAQ.AX | MACQUARIE TECHNOLOGY GROUP | -- | -- | 700.48K | 0.61% | $26.46M |
| DGT.AX | DIGICO INFRASTRUCTURE REIT STAPLED | -- | -- | 14.24M | 0.60% | $25.82M |
| -- | JPY CASH | -- | -- | 2.82B | 0.41% | $17.91M |
| -- | EUR CASH | -- | -- | 7.87M | 0.21% | $9.02M |
| -- | KRW CASH | -- | -- | 7.57B | 0.13% | $5.48M |
| -- | ILS CASH | -- | -- | -9.63M | 0.07% | -$3.17M |
| -- | BLK CSH FND TREASURY SL AGENCY | -- | -- | 2.80M | 0.07% | $2.80M |
| -- | CAD CASH | -- | -- | 3.13M | 0.05% | $2.23M |
| -- | AUD CASH | -- | -- | -2.99M | 0.05% | -$2.13M |
| -- | AED CASH | -- | -- | 3.38M | 0.02% | $921.34K |
| -- | CASH COLLATERAL USD HBCFT | -- | -- | 384.00K | 0.01% | $384.00K |
| -- | JPY/USD | -- | -- | -2.61B | 0.00% | -$168.8 |
| -- | EUR/USD | -- | -- | -7.74M | 0.00% | -$68.75 |
| -- | TWD/USD | -- | -- | -2.86B | 0.00% | $3.93K |
| -- | CHF CASH | -- | -- | 162 | 0.00% | $196.84 |
| -- | AED/USD | -- | -- | -3.38M | 0.00% | -$29.39 |
| -- | HKD CASH | -- | -- | 1.60K | 0.00% | $203.67 |
| -- | CAD/USD | -- | -- | -3.17M | 0.00% | -$22.61 |
| -- | ILS/USD | -- | -- | 9.63M | 0.00% | -$605.55 |
| -- | GBP CASH | -- | -- | 154 | 0.00% | $205.58 |
| -- | NOK CASH | -- | -- | 1.98K | 0.00% | $210.3 |
| -- | SEK CASH | -- | -- | 1.96K | 0.00% | $199.02 |
| -- | AUD/USD | -- | -- | 2.99M | 0.00% | -$158.37 |
| -- | KRW/USD | -- | -- | -6.94B | 0.00% | -$4.73K |