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 | 191 | 34,819,300 | 9.93% |
| 2 | NVIDIA | 027.50 | 31,727,204 | 9.05% |
| 3 | 삼성전자 | 396 | 31,521,600 | 8.99% |
| 4 | BROADCOM INC | 016.71 | 29,425,018 | 8.39% |
| 5 | ASML Holding NV | 023.19 | 28,999,999 | 8.27% |
| 6 | Taiwan Semiconductor Manufact | 698.61 | 23,832,185 | 6.80% |
| 7 | Advanced Micro Devices Inc | 092.57 | 19,574,302 | 5.58% |
| 8 | ISHARES Semiconductor ETF | 058.50 | 16,894,989 | 4.82% |
| 9 | Lam Research Corp | 010.03 | 12,561,990 | 3.58% |
| 10 | 한미반도체 | 080 | 11,408,000 | 3.25% |
| 11 | QUALCOMM | 044.89 | 10,126,956 | 2.89% |
| 12 | APPLIED MATERIALS INC | 035.72 | 9,802,603 | 2.80% |
| 13 | INTEL CORP | 182.77 | 8,953,001 | 2.55% |
| 14 | TEXAS INSTRUMENTS | 037.31 | 8,487,634 | 2.42% |
| 15 | Micron Technology Inc | 045.39 | 7,249,212 | 2.07% |
| 16 | TOKYO ELECTRON LTD | 018.96 | 6,292,180 | 1.79% |
| 17 | Analog Devices Inc | 020.31 | 5,281,990 | 1.51% |
| 18 | KLA-TENCOR CORP | 005.33 | 4,822,123 | 1.38% |
| 19 | NXP Semiconductors NV | 010.95 | 3,411,346 | 0.97% |
| 20 | MediaTek Incorporation TWD10 | 073.02 | 3,253,150 | 0.93% |
| 21 | Infineon Technologies AG | 061.31 | 2,824,775 | 0.81% |
| 22 | Marvell Technology Inc | 030.19 | 2,755,453 | 0.79% |
| 23 | TE CONNECTIVITY LTD | 013.37 | 2,596,960 | 0.74% |
| 24 | MICROCHIP TECHNOLOGY INC | 022.24 | 2,597,467 | 0.74% |
| 25 | 현금성자산 | 2,142,669 | 2,142,669 | 0.61% |
| 26 | 리노공업 | 007 | 1,886,500 | 0.54% |
| 27 | STMicroelectronics NV | 030.01 | 1,674,569 | 0.48% |
| 28 | Monolithic Power Systems Inc | 001.91 | 1,672,254 | 0.48% |
| 29 | ON SEMICONDUCTOR CORP | 019.20 | 1,699,408 | 0.48% |
| 30 | DISCO | 003.34 | 1,582,541 | 0.45% |
| 31 | ASM International NV | 001.80 | 1,532,159 | 0.44% |
| 32 | Renesas Electronics Corp | 061.33 | 1,391,821 | 0.40% |
| 33 | Advantest Corp | 027.53 | 1,337,487 | 0.38% |
| 34 | DB하이텍 | 031 | 1,300,450 | 0.37% |
| 35 | ATLAS COPCO AB-A SHS | 056.87 | 1,312,832 | 0.37% |
| 36 | 이오테크닉스 | 005 | 1,230,000 | 0.35% |
| 37 | HOYA | 007.06 | 1,107,399 | 0.32% |
| 38 | Lasertec Corp | 003.28 | 1,092,607 | 0.31% |
| 39 | United Microelectronics Corp. | 515.66 | 1,100,536 | 0.31% |
| 40 | Entegris Inc | 005.96 | 1,057,586 | 0.30% |
| 41 | 원익IPS | 025 | 932,500 | 0.27% |
| 42 | ASE Technology holding Co Ltd | 145.62 | 963,870 | 0.27% |
| 43 | Skyworks Solutions Inc | 006.78 | 916,584 | 0.26% |
| 44 | Teradyne Inc | 006.26 | 877,225 | 0.25% |
| 45 | VAT Group AG | 001.19 | 856,939 | 0.24% |
| 46 | 주성엔지니어링 | 024 | 838,800 | 0.24% |
| 47 | HPSP | 019 | 836,000 | 0.24% |
| 48 | LX세미콘 | 009 | 691,200 | 0.20% |
| 49 | Lattice Semiconductor Corp | 005.66 | 545,652 | 0.16% |
| 50 | MKS Instruments Inc | 002.34 | 368,804 | 0.11% |
| 51 | ROHM COMPANY LIMITED | 015.45 | 299,403 | 0.09% |
| 52 | WOLFSPEED Inc | 006.03 | 208,951 | 0.06% |
| 53 | 100%현금설정액 | 350,676,183 | 350,676,183 |