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 | 삼성전자 | 563 | 31,415,400 | 9.59% |
| 2 | BROADCOM INC | 109.10 | 30,181,110 | 9.21% |
| 3 | SK하이닉스 | 161 | 29,108,800 | 8.89% |
| 4 | NVIDIA | 175.99 | 27,503,299 | 8.40% |
| 5 | Taiwan Semiconductor Manufact | 644.71 | 25,757,698 | 7.86% |
| 6 | ASML Holding NV | 022.38 | 21,413,907 | 6.54% |
| 7 | ISHARES Semiconductor ETF | 079.65 | 21,119,444 | 6.45% |
| 8 | Advanced Micro Devices Inc | 088.18 | 12,216,575 | 3.73% |
| 9 | QUALCOMM | 053.17 | 11,281,303 | 3.44% |
| 10 | TEXAS INSTRUMENTS | 045.75 | 10,681,481 | 3.26% |
| 11 | Micron Technology Inc | 089.06 | 10,056,146 | 3.07% |
| 12 | MediaTek Incorporation TWD10 | 164.67 | 9,901,442 | 3.02% |
| 13 | APPLIED MATERIALS INC | 037.73 | 8,177,240 | 2.50% |
| 14 | Analog Devices Inc | 024.79 | 6,902,372 | 2.11% |
| 15 | Marvell Technology Inc | 081.56 | 6,881,177 | 2.10% |
| 16 | INTEL CORP | 215.13 | 6,341,822 | 1.94% |
| 17 | LAM RESEARCH CORP | 061.39 | 6,315,039 | 1.93% |
| 18 | KLA-TENCOR CORP | 005.94 | 5,922,677 | 1.81% |
| 19 | TOKYO ELECTRON LTD | 022.43 | 4,795,864 | 1.46% |
| 20 | NXP Semiconductors NV | 012.89 | 3,635,698 | 1.11% |
| 21 | Infineon Technologies AG | 063.61 | 3,107,245 | 0.95% |
| 22 | 한미반도체 | 030 | 2,316,000 | 0.71% |
| 23 | Advantest Corp | 037.18 | 2,141,150 | 0.65% |
| 24 | MICROCHIP TECHNOLOGY INC | 027.74 | 1,874,321 | 0.57% |
| 25 | Monolithic Power Systems Inc | 002.21 | 1,858,880 | 0.57% |
| 26 | ASM International NV | 002.25 | 1,575,335 | 0.48% |
| 27 | HOYA | 008.76 | 1,467,932 | 0.45% |
| 28 | ON SEMICONDUCTOR CORP | 025.60 | 1,473,266 | 0.45% |
| 29 | Renesas Electronics Corp | 082.07 | 1,424,101 | 0.43% |
| 30 | 리노공업 | 039 | 1,404,000 | 0.43% |
| 31 | ATLAS COPCO AB-A SHS | 060.25 | 1,389,044 | 0.42% |
| 32 | United Microelectronics Corp. | 667.61 | 1,335,117 | 0.41% |
| 33 | DB하이텍 | 033 | 1,288,650 | 0.39% |
| 34 | DISCO | 004.38 | 1,211,497 | 0.37% |
| 35 | STMicroelectronics NV | 034.44 | 1,135,465 | 0.35% |
| 36 | ARM Holdings PLC | 007.04 | 1,134,091 | 0.35% |
| 37 | 주성엔지니어링 | 031 | 1,092,750 | 0.33% |
| 38 | ASE Technology holding Co Ltd | 168.54 | 1,028,427 | 0.31% |
| 39 | 이오테크닉스 | 008 | 939,200 | 0.29% |
| 40 | Teradyne Inc | 008.35 | 922,071 | 0.28% |
| 41 | Entegris Inc | 007.58 | 869,944 | 0.27% |
| 42 | HPSP | 038 | 864,500 | 0.26% |
| 43 | 테크윙 | 024 | 824,400 | 0.25% |
| 44 | 원익IPS | 032 | 737,600 | 0.23% |
| 45 | VAT Group AG | 001.42 | 730,455 | 0.22% |
| 46 | Skyworks Solutions Inc | 008.21 | 732,912 | 0.22% |
| 47 | 현금성자산 | 693,342 | 693,342 | 0.21% |
| 48 | BE Semiconductor Industries NV | 003.98 | 636,675 | 0.19% |
| 49 | Lasertec Corp | 004.16 | 540,604 | 0.17% |
| 50 | Lattice Semiconductor Corp | 007.05 | 496,109 | 0.15% |
| 51 | Onto Innovation Inc | 002.04 | 365,719 | 0.11% |
| 52 | MKS Instruments Inc | 003.15 | 334,944 | 0.10% |
| 53 | 100%현금설정액 | 327,554,240 | 327,554,240 |