국내 기업이 글로벌 경쟁력을 가진 ‘반도체 산업' 전반에 투자
삼성전자, SK하이닉스 등 국내기업을 포함한 전 세계 반도체 대표기업에 투자
| No. | 종목명 | 수량(주) | 평가금액(원) | 비중(%) |
|---|---|---|---|---|
| 1 | BROADCOM INC | 020.26 | 22,543,598 | 9.51% |
| 2 | Taiwan Semiconductor Manufact | 985.89 | 21,968,340 | 9.27% |
| 3 | NVIDIA | 038.76 | 21,933,349 | 9.25% |
| 4 | 삼성전자 | 283 | 19,498,700 | 8.22% |
| 5 | SK하이닉스 | 149 | 17,358,500 | 7.32% |
| 6 | Advanced Micro Devices Inc | 118.90 | 15,983,191 | 6.74% |
| 7 | ASML Holding NV | 018.35 | 14,567,059 | 6.14% |
| 8 | QUALCOMM | 075.87 | 11,101,452 | 4.68% |
| 9 | INTEL CORP | 181.85 | 8,451,331 | 3.56% |
| 10 | TEXAS INSTRUMENTS | 036.98 | 8,030,775 | 3.39% |
| 11 | APPLIED MATERIALS INC | 034.55 | 6,339,880 | 2.67% |
| 12 | Marvell Technology Inc | 081.84 | 5,804,397 | 2.45% |
| 13 | MediaTek Incorporation TWD10 | 175.26 | 5,540,380 | 2.34% |
| 14 | Analog Devices Inc | 020.23 | 4,772,143 | 2.01% |
| 15 | Lam Research Corp | 005.50 | 4,559,977 | 1.92% |
| 16 | Micron Technology Inc | 044.47 | 4,151,287 | 1.75% |
| 17 | TOKYO ELECTRON LTD | 018.79 | 3,517,811 | 1.48% |
| 18 | Lattice Semiconductor Corp | 030.48 | 3,454,969 | 1.46% |
| 19 | KLA-TENCOR CORP | 005.66 | 3,428,746 | 1.45% |
| 20 | NXP Semiconductors NV | 010.48 | 2,737,249 | 1.15% |
| 21 | Infineon Technologies AG | 052.92 | 2,364,305 | 1.00% |
| 22 | MICROCHIP TECHNOLOGY INC | 022.02 | 2,263,254 | 0.95% |
| 23 | ON SEMICONDUCTOR CORP | 017.82 | 2,216,411 | 0.93% |
| 24 | TE CONNECTIVITY LTD | 012.82 | 2,154,426 | 0.91% |
| 25 | 한미반도체 | 036 | 1,744,200 | 0.74% |
| 26 | STMicroelectronics NV | 026.71 | 1,550,461 | 0.65% |
| 27 | DB하이텍 | 025 | 1,226,250 | 0.52% |
| 28 | Renesas Electronics Corp | 056.53 | 1,174,513 | 0.50% |
| 29 | Monolithic Power Systems Inc | 001.94 | 1,176,991 | 0.50% |
| 30 | Advantest Corp | 007.71 | 1,130,379 | 0.48% |
| 31 | 리노공업 | 007 | 1,043,700 | 0.44% |
| 32 | HOYA | 007.11 | 1,017,042 | 0.43% |
| 33 | ASM International NV | 001.89 | 1,002,895 | 0.42% |
| 34 | ATLAS COPCO AB-A SHS | 052.42 | 926,730 | 0.39% |
| 35 | United Microelectronics Corp. | 474.52 | 907,156 | 0.38% |
| 36 | Skyworks Solutions Inc | 006.39 | 824,650 | 0.35% |
| 37 | DISCO | 003.45 | 817,463 | 0.34% |
| 38 | 이오테크닉스 | 006 | 801,000 | 0.34% |
| 39 | Teradyne Inc | 006.32 | 812,738 | 0.34% |
| 40 | Entegris Inc | 006.19 | 752,317 | 0.32% |
| 41 | 원익IPS | 020 | 654,000 | 0.28% |
| 42 | ASE Technology holding Co Ltd | 136.40 | 650,481 | 0.27% |
| 43 | Lasertec Corp | 003.08 | 606,260 | 0.26% |
| 44 | LX세미콘 | 007 | 572,600 | 0.24% |
| 45 | VAT Group AG | 001.11 | 538,016 | 0.23% |
| 46 | 현금성자산 | 542,130 | 542,130 | 0.23% |
| 47 | 파크시스템스 | 003 | 482,400 | 0.20% |
| 48 | 고영 | 035 | 427,000 | 0.18% |
| 49 | ROHM COMPANY LIMITED | 003.55 | 373,759 | 0.16% |
| 50 | MKS Instruments Inc | 002.60 | 304,119 | 0.13% |
| 51 | WOLFSPEED Inc | 005.10 | 270,155 | 0.11% |
| 52 | 100%현금설정액 | 237,070,935 | 237,070,935 |