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 | 100.42 | 37,532,360 | 9.17% |
| 2 | NVIDIA | 171.46 | 36,729,928 | 8.97% |
| 3 | SK하이닉스 | 126 | 35,973,000 | 8.79% |
| 4 | Taiwan Semiconductor Manufact | 701 | 34,529,998 | 8.43% |
| 5 | 삼성전자 | 557 | 33,531,400 | 8.19% |
| 6 | ISHARES Semiconductor ETF | 076.20 | 24,662,383 | 6.02% |
| 7 | ASML Holding NV | 022.16 | 23,990,749 | 5.86% |
| 8 | Micron Technology Inc | 117.19 | 19,584,168 | 4.78% |
| 9 | Advanced Micro Devices Inc | 100.70 | 19,374,902 | 4.73% |
| 10 | TEXAS INSTRUMENTS | 046.36 | 13,050,894 | 3.19% |
| 11 | QUALCOMM | 052.77 | 11,395,187 | 2.78% |
| 12 | LAM RESEARCH CORP | 082.49 | 10,887,302 | 2.66% |
| 13 | Marvell Technology Inc | 094.21 | 9,887,024 | 2.42% |
| 14 | APPLIED MATERIALS INC | 037.82 | 9,387,854 | 2.29% |
| 15 | Analog Devices Inc | 025.19 | 8,129,601 | 1.99% |
| 16 | ARM Holdings PLC | 035.86 | 7,864,215 | 1.92% |
| 17 | KLA-TENCOR CORP | 005.98 | 7,262,912 | 1.77% |
| 18 | INTEL CORP | 221.34 | 6,722,573 | 1.64% |
| 19 | TOKYO ELECTRON LTD | 021.81 | 5,696,701 | 1.39% |
| 20 | MediaTek Incorporation TWD10 | 084.97 | 4,935,694 | 1.21% |
| 21 | NXP Semiconductors NV | 013.04 | 3,863,107 | 0.94% |
| 22 | Infineon Technologies AG | 065.19 | 3,761,050 | 0.92% |
| 23 | Advantest Corp | 036.77 | 3,696,994 | 0.90% |
| 24 | 한미반도체 | 030 | 2,901,000 | 0.71% |
| 25 | MICROCHIP TECHNOLOGY INC | 028.27 | 2,697,373 | 0.66% |
| 26 | Monolithic Power Systems Inc | 002.22 | 2,201,525 | 0.54% |
| 27 | 리노공업 | 041 | 2,095,100 | 0.51% |
| 28 | ASM International NV | 002.31 | 2,005,544 | 0.49% |
| 29 | ON SEMICONDUCTOR CORP | 025.57 | 1,817,073 | 0.44% |
| 30 | DISCO | 004.16 | 1,673,440 | 0.41% |
| 31 | DB하이텍 | 032 | 1,494,400 | 0.37% |
| 32 | STMicroelectronics NV | 034.88 | 1,445,875 | 0.35% |
| 33 | Renesas Electronics Corp | 081.91 | 1,382,766 | 0.34% |
| 34 | 이오테크닉스 | 008 | 1,391,200 | 0.34% |
| 35 | United Microelectronics Corp. | 686.87 | 1,410,813 | 0.34% |
| 36 | HOYA | 008.39 | 1,358,170 | 0.33% |
| 37 | ATLAS COPCO AB-A SHS | 061.82 | 1,355,863 | 0.33% |
| 38 | ASE Technology holding Co Ltd | 173.28 | 1,187,717 | 0.29% |
| 39 | HPSP | 040 | 1,108,000 | 0.27% |
| 40 | Teradyne Inc | 008.37 | 1,020,491 | 0.25% |
| 41 | 주성엔지니어링 | 031 | 951,700 | 0.23% |
| 42 | VAT Group AG | 001.51 | 865,401 | 0.21% |
| 43 | 원익IPS | 032 | 849,600 | 0.21% |
| 44 | Entegris Inc | 007.73 | 845,301 | 0.21% |
| 45 | 테크윙 | 025 | 807,500 | 0.20% |
| 46 | BE Semiconductor Industries NV | 004.01 | 813,991 | 0.20% |
| 47 | Lasertec Corp | 004.19 | 767,434 | 0.19% |
| 48 | Skyworks Solutions Inc | 007.86 | 794,187 | 0.19% |
| 49 | 현금성자산 | 511,480 | 511,480 | 0.12% |
| 50 | Lattice Semiconductor Corp | 007.15 | 474,942 | 0.12% |
| 51 | MKS Inc | 003.19 | 429,763 | 0.10% |
| 52 | Onto Innovation Inc | 002.05 | 280,544 | 0.07% |
| 53 | 100%현금설정액 | 409,388,189 | 409,388,189 |