| 1 |
Tesla Inc |
056.12 |
29,091,900 |
9.66% |
| 2 |
Advanced Micro Devices Inc |
031.28 |
21,997,826 |
7.31% |
| 3 |
삼성전자 |
076 |
16,872,000 |
5.60% |
| 4 |
NVIDIA |
056.84 |
16,251,647 |
5.40% |
| 5 |
QUALCOMM |
063.72 |
15,148,571 |
5.03% |
| 6 |
삼성SDI |
029 |
14,732,000 |
4.89% |
| 7 |
BYD COMPANY LTD |
1,126.52 |
13,459,895 |
4.47% |
| 8 |
Contemporary Amperex Technology Co Ltd |
218.56 |
13,160,277 |
4.37% |
| 9 |
EATON CORP PLC |
026.52 |
13,056,074 |
4.34% |
| 10 |
Lumentum Holdings Inc |
011.88 |
12,865,077 |
4.27% |
| 11 |
Infineon Technologies AG |
167.76 |
12,616,260 |
4.19% |
| 12 |
POWERSHARES QQQ NASDAQ 100 |
013.34 |
12,576,140 |
4.18% |
| 13 |
NXP Semiconductors NV |
038.20 |
12,430,477 |
4.13% |
| 14 |
STMicroelectronics NV |
196.68 |
11,775,675 |
3.91% |
| 15 |
Hon Hai Precision-GDR REG S |
569.08 |
11,287,315 |
3.75% |
| 16 |
ON SEMICONDUCTOR CORP |
109.48 |
10,732,677 |
3.56% |
| 17 |
ABB LTD-REG |
089.32 |
9,950,452 |
3.30% |
| 18 |
현대모비스 |
028 |
9,310,000 |
3.09% |
| 19 |
LG에너지솔루션 |
023 |
8,797,500 |
2.92% |
| 20 |
Hexagon AB-B |
517.80 |
7,534,136 |
2.50% |
| 21 |
Magna International Inc |
081.36 |
6,880,962 |
2.29% |
| 22 |
에코프로 |
087 |
6,472,800 |
2.15% |
| 23 |
Furukawa Electric Co Ltd |
198.80 |
4,736,192 |
1.57% |
| 24 |
Rivian Automotive Inc |
252.28 |
3,816,968 |
1.27% |
| 25 |
엘앤에프 |
042 |
3,536,400 |
1.17% |
| 26 |
LS |
010 |
2,160,000 |
0.72% |
| 27 |
100%현금설정액 |
301,122,288 |
301,122,288 |
|
| 28 |
현금성자산 |
-126,933 |
-126,933 |
-0.04% |