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 | 45,016,000 | 9.71% |
| 2 | BROADCOM INC | 088.64 | 44,307,539 | 9.56% |
| 3 | 삼성전자 | 532 | 40,698,000 | 8.78% |
| 4 | NVIDIA | 155.18 | 38,328,215 | 8.27% |
| 5 | Taiwan Semiconductor Manufact | 659.85 | 38,128,508 | 8.22% |
| 6 | ISHARES Semiconductor ETF | 086.41 | 30,682,804 | 6.62% |
| 7 | ASML Holding NV | 025.18 | 28,276,651 | 6.10% |
| 8 | Advanced Micro Devices Inc | 125.50 | 27,641,843 | 5.96% |
| 9 | Micron Technology Inc | 095.83 | 20,928,550 | 4.51% |
| 10 | QUALCOMM | 061.92 | 13,918,493 | 3.00% |
| 11 | LAM RESEARCH CORP | 081.98 | 13,318,260 | 2.87% |
| 12 | TEXAS INSTRUMENTS | 045.25 | 11,476,820 | 2.48% |
| 13 | APPLIED MATERIALS INC | 041.81 | 9,744,832 | 2.10% |
| 14 | KLA-TENCOR CORP | 006.96 | 9,319,605 | 2.01% |
| 15 | Analog Devices Inc | 025.95 | 8,838,484 | 1.91% |
| 16 | INTEL CORP | 220.21 | 7,365,390 | 1.59% |
| 17 | Credo Technology Group Holding Ltd | 029.79 | 6,702,872 | 1.45% |
| 18 | Marvell Technology Inc | 058.37 | 5,460,463 | 1.18% |
| 19 | TOKYO ELECTRON LTD | 025.01 | 5,316,263 | 1.15% |
| 20 | Advantest Corp | 040.35 | 5,297,737 | 1.14% |
| 21 | MediaTek Incorporation TWD10 | 073.68 | 5,017,762 | 1.08% |
| 22 | 한미반도체 | 045 | 4,099,500 | 0.88% |
| 23 | NXP Semiconductors NV | 012.61 | 3,832,695 | 0.83% |
| 24 | Infineon Technologies AG | 067.92 | 3,516,755 | 0.76% |
| 25 | Monolithic Power Systems Inc | 002.55 | 2,954,482 | 0.64% |
| 26 | MICROCHIP TECHNOLOGY INC | 025.84 | 2,322,196 | 0.50% |
| 27 | DISCO | 005.23 | 2,022,110 | 0.44% |
| 28 | 리노공업 | 041 | 2,054,100 | 0.44% |
| 29 | ASM International NV | 002.62 | 1,810,623 | 0.39% |
| 30 | HOYA | 008.38 | 1,671,668 | 0.36% |
| 31 | DB하이텍 | 029 | 1,513,800 | 0.33% |
| 32 | ATLAS COPCO AB-A SHS | 065.15 | 1,526,966 | 0.33% |
| 33 | 테크윙 | 028 | 1,433,600 | 0.31% |
| 34 | Renesas Electronics Corp | 083.76 | 1,362,632 | 0.29% |
| 35 | ARM Holdings PLC | 006.34 | 1,326,575 | 0.29% |
| 36 | 이오테크닉스 | 006 | 1,314,000 | 0.28% |
| 37 | HPSP | 043 | 1,309,350 | 0.28% |
| 38 | ASE Technology holding Co Ltd | 164.51 | 1,259,919 | 0.27% |
| 39 | ON SEMICONDUCTOR CORP | 018.55 | 1,243,464 | 0.27% |
| 40 | Teradyne Inc | 007.85 | 1,223,825 | 0.26% |
| 41 | STMicroelectronics NV | 032.08 | 1,158,886 | 0.25% |
| 42 | United Microelectronics Corp. | 618.04 | 1,166,327 | 0.25% |
| 43 | 파크시스템스 | 004 | 1,040,000 | 0.22% |
| 44 | 주성엔지니어링 | 031 | 922,250 | 0.20% |
| 45 | Entegris Inc | 006.81 | 825,305 | 0.18% |
| 46 | VAT Group AG | 001.45 | 773,178 | 0.17% |
| 47 | Lasertec Corp | 004.99 | 783,609 | 0.17% |
| 48 | Skyworks Solutions Inc | 007.83 | 809,817 | 0.17% |
| 49 | BE Semiconductor Industries NV | 004.15 | 755,671 | 0.16% |
| 50 | 현금성자산 | 710,299 | 710,299 | 0.15% |
| 51 | Lattice Semiconductor Corp | 006.59 | 589,577 | 0.13% |
| 52 | MKS Inc | 003.45 | 551,564 | 0.12% |
| 53 | 100%현금설정액 | 463,669,834 | 463,669,834 |