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 | 161 | 37,915,500 | 9.89% |
| 2 | BROADCOM INC | 104.72 | 35,984,809 | 9.38% |
| 3 | NVIDIA | 175.99 | 34,153,168 | 8.91% |
| 4 | 삼성전자 | 563 | 33,498,500 | 8.73% |
| 5 | Taiwan Semiconductor Manufact | 676.83 | 33,229,984 | 8.66% |
| 6 | ASML Holding NV | 022.38 | 24,173,275 | 6.30% |
| 7 | ISHARES Semiconductor ETF | 078.34 | 24,115,172 | 6.29% |
| 8 | Advanced Micro Devices Inc | 088.18 | 14,513,803 | 3.78% |
| 9 | Micron Technology Inc | 089.06 | 14,040,305 | 3.66% |
| 10 | TEXAS INSTRUMENTS | 045.75 | 12,412,835 | 3.24% |
| 11 | QUALCOMM | 053.17 | 11,521,166 | 3.00% |
| 12 | MediaTek Incorporation TWD10 | 164.67 | 9,982,542 | 2.60% |
| 13 | APPLIED MATERIALS INC | 037.73 | 8,857,863 | 2.31% |
| 14 | Analog Devices Inc | 024.79 | 7,832,452 | 2.04% |
| 15 | LAM RESEARCH CORP | 061.39 | 7,586,193 | 1.98% |
| 16 | Marvell Technology Inc | 081.56 | 7,562,054 | 1.97% |
| 17 | KLA-TENCOR CORP | 005.94 | 7,037,631 | 1.83% |
| 18 | INTEL CORP | 215.13 | 6,044,704 | 1.58% |
| 19 | TOKYO ELECTRON LTD | 022.43 | 5,272,312 | 1.37% |
| 20 | NXP Semiconductors NV | 012.89 | 3,807,641 | 0.99% |
| 21 | Infineon Technologies AG | 063.61 | 3,592,632 | 0.94% |
| 22 | Advantest Corp | 037.18 | 2,929,874 | 0.76% |
| 23 | 한미반도체 | 030 | 2,640,000 | 0.69% |
| 24 | MICROCHIP TECHNOLOGY INC | 027.74 | 2,623,247 | 0.68% |
| 25 | Monolithic Power Systems Inc | 002.21 | 2,164,455 | 0.56% |
| 26 | 리노공업 | 039 | 1,911,000 | 0.50% |
| 27 | ASM International NV | 002.25 | 1,889,442 | 0.49% |
| 28 | ON SEMICONDUCTOR CORP | 025.60 | 1,801,049 | 0.47% |
| 29 | Renesas Electronics Corp | 082.07 | 1,534,446 | 0.40% |
| 30 | DB하이텍 | 033 | 1,489,950 | 0.39% |
| 31 | DISCO | 004.38 | 1,444,179 | 0.38% |
| 32 | United Microelectronics Corp. | 667.61 | 1,454,204 | 0.38% |
| 33 | HOYA | 008.76 | 1,417,695 | 0.37% |
| 34 | STMicroelectronics NV | 034.44 | 1,427,189 | 0.37% |
| 35 | ATLAS COPCO AB-A SHS | 060.25 | 1,347,014 | 0.35% |
| 36 | ARM Holdings PLC | 007.04 | 1,342,769 | 0.35% |
| 37 | 이오테크닉스 | 008 | 1,187,200 | 0.31% |
| 38 | ASE Technology holding Co Ltd | 168.54 | 1,130,490 | 0.29% |
| 39 | HPSP | 038 | 1,083,000 | 0.28% |
| 40 | 주성엔지니어링 | 031 | 992,000 | 0.26% |
| 41 | 현금성자산 | 993,360 | 993,360 | 0.26% |
| 42 | Teradyne Inc | 008.35 | 984,645 | 0.26% |
| 43 | 테크윙 | 024 | 843,600 | 0.22% |
| 44 | 원익IPS | 032 | 830,400 | 0.22% |
| 45 | VAT Group AG | 001.42 | 805,277 | 0.21% |
| 46 | Entegris Inc | 007.58 | 808,261 | 0.21% |
| 47 | Skyworks Solutions Inc | 008.21 | 812,301 | 0.21% |
| 48 | BE Semiconductor Industries NV | 003.98 | 737,765 | 0.19% |
| 49 | Lasertec Corp | 004.16 | 601,910 | 0.16% |
| 50 | Lattice Semiconductor Corp | 007.05 | 488,616 | 0.13% |
| 51 | MKS Inc | 003.15 | 400,898 | 0.10% |
| 52 | Onto Innovation Inc | 002.04 | 277,008 | 0.07% |
| 53 | 100%현금설정액 | 383,527,785 | 383,527,785 |