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 | SK하이닉스 | 136 | 75,072,000 | 12.82% |
| 2 | 삼성전자 | 532 | 57,243,200 | 9.77% |
| 3 | Taiwan Semiconductor Manufact | 659.85 | 44,235,288 | 7.55% |
| 4 | BROADCOM INC | 088.64 | 42,720,523 | 7.29% |
| 5 | NVIDIA | 155.18 | 39,214,079 | 6.70% |
| 6 | ASML Holding NV | 025.18 | 38,213,730 | 6.53% |
| 7 | Advanced Micro Devices Inc | 125.50 | 36,754,684 | 6.28% |
| 8 | ISHARES Semiconductor ETF | 086.41 | 36,435,252 | 6.22% |
| 9 | Micron Technology Inc | 095.83 | 31,948,401 | 5.46% |
| 10 | LAM RESEARCH CORP | 081.98 | 18,782,186 | 3.21% |
| 11 | QUALCOMM | 061.92 | 15,775,372 | 2.69% |
| 12 | APPLIED MATERIALS INC | 041.81 | 15,345,003 | 2.62% |
| 13 | KLA-TENCOR CORP | 006.96 | 12,058,876 | 2.06% |
| 14 | INTEL CORP | 220.21 | 11,735,588 | 2.00% |
| 15 | TEXAS INSTRUMENTS | 045.25 | 11,672,172 | 1.99% |
| 16 | Analog Devices Inc | 025.95 | 10,397,605 | 1.78% |
| 17 | Advantest Corp | 040.35 | 7,443,035 | 1.27% |
| 18 | TOKYO ELECTRON LTD | 025.01 | 7,428,864 | 1.27% |
| 19 | Marvell Technology Inc | 058.37 | 7,049,759 | 1.20% |
| 20 | Credo Technology Group Holding Ltd | 029.79 | 5,906,891 | 1.01% |
| 21 | 한미반도체 | 045 | 5,238,000 | 0.89% |
| 22 | MediaTek Incorporation TWD10 | 073.68 | 4,922,118 | 0.84% |
| 23 | NXP Semiconductors NV | 012.61 | 4,161,311 | 0.71% |
| 24 | Infineon Technologies AG | 067.92 | 4,123,076 | 0.70% |
| 25 | Monolithic Power Systems Inc | 002.55 | 3,438,876 | 0.59% |
| 26 | 리노공업 | 041 | 2,460,000 | 0.42% |
| 27 | MICROCHIP TECHNOLOGY INC | 025.84 | 2,444,371 | 0.42% |
| 28 | DISCO | 005.23 | 2,273,204 | 0.39% |
| 29 | ASM International NV | 002.62 | 2,312,002 | 0.39% |
| 30 | Teradyne Inc | 007.85 | 2,149,298 | 0.37% |
| 31 | HOYA | 008.38 | 1,890,712 | 0.32% |
| 32 | DB하이텍 | 029 | 1,856,000 | 0.32% |
| 33 | ASE Technology holding Co Ltd | 164.51 | 1,762,244 | 0.30% |
| 34 | Renesas Electronics Corp | 083.76 | 1,668,180 | 0.28% |
| 35 | ATLAS COPCO AB-A SHS | 065.15 | 1,660,120 | 0.28% |
| 36 | 이오테크닉스 | 006 | 1,518,000 | 0.26% |
| 37 | United Microelectronics Corp. | 618.04 | 1,460,275 | 0.25% |
| 38 | ON SEMICONDUCTOR CORP | 018.55 | 1,462,440 | 0.25% |
| 39 | Lasertec Corp | 004.99 | 1,388,505 | 0.24% |
| 40 | HPSP | 043 | 1,229,800 | 0.21% |
| 41 | STMicroelectronics NV | 032.08 | 1,214,347 | 0.21% |
| 42 | 테크윙 | 028 | 1,164,800 | 0.20% |
| 43 | ARM Holdings PLC | 006.34 | 1,073,892 | 0.18% |
| 44 | VAT Group AG | 001.45 | 1,007,802 | 0.17% |
| 45 | BE Semiconductor Industries NV | 004.15 | 931,748 | 0.16% |
| 46 | Entegris Inc | 006.81 | 856,015 | 0.15% |
| 47 | 주성엔지니어링 | 031 | 838,550 | 0.14% |
| 48 | 파크시스템스 | 004 | 832,000 | 0.14% |
| 49 | MKS Inc | 003.45 | 758,390 | 0.13% |
| 50 | Skyworks Solutions Inc | 007.83 | 752,380 | 0.13% |
| 51 | Lattice Semiconductor Corp | 006.59 | 700,059 | 0.12% |
| 52 | 현금성자산 | 661,978 | 661,978 | 0.11% |
| 53 | 100%현금설정액 | 585,643,001 | 585,643,001 |