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 | Taiwan Semiconductor Manufact | 708.60 | 38,760,136 | 9.07% |
| 2 | NVIDIA | 155.47 | 38,185,760 | 8.94% |
| 3 | 삼성전자 | 539 | 37,999,500 | 8.89% |
| 4 | BROADCOM INC | 092.10 | 37,982,237 | 8.89% |
| 5 | SK하이닉스 | 142 | 36,281,000 | 8.49% |
| 6 | Advanced Micro Devices Inc | 135.20 | 31,488,555 | 7.37% |
| 7 | ISHARES Semiconductor ETF | 076.21 | 26,126,141 | 6.11% |
| 8 | ASML Holding NV | 023.59 | 24,655,859 | 5.77% |
| 9 | Micron Technology Inc | 087.60 | 14,951,105 | 3.50% |
| 10 | QUALCOMM | 058.54 | 12,790,990 | 2.99% |
| 11 | TEXAS INSTRUMENTS | 046.45 | 12,727,415 | 2.98% |
| 12 | LAM RESEARCH CORP | 082.27 | 11,542,602 | 2.70% |
| 13 | APPLIED MATERIALS INC | 042.06 | 9,541,245 | 2.23% |
| 14 | KLA-TENCOR CORP | 007.02 | 8,600,274 | 2.01% |
| 15 | Analog Devices Inc | 026.53 | 8,549,220 | 2.00% |
| 16 | INTEL CORP | 222.53 | 7,876,116 | 1.84% |
| 17 | Marvell Technology Inc | 072.49 | 7,305,737 | 1.71% |
| 18 | TOKYO ELECTRON LTD | 025.15 | 5,067,426 | 1.19% |
| 19 | MediaTek Incorporation TWD10 | 075.19 | 4,824,370 | 1.13% |
| 20 | Advantest Corp | 039.10 | 4,236,103 | 0.99% |
| 21 | NXP Semiconductors NV | 012.81 | 4,107,029 | 0.96% |
| 22 | Infineon Technologies AG | 067.58 | 4,052,927 | 0.95% |
| 23 | 한미반도체 | 043 | 3,745,300 | 0.88% |
| 24 | Monolithic Power Systems Inc | 002.58 | 3,047,930 | 0.71% |
| 25 | MICROCHIP TECHNOLOGY INC | 026.62 | 2,408,856 | 0.56% |
| 26 | 리노공업 | 041 | 1,877,800 | 0.44% |
| 27 | ARM Holdings PLC | 009.95 | 1,864,625 | 0.44% |
| 28 | DISCO | 004.71 | 1,847,929 | 0.43% |
| 29 | ASM International NV | 002.66 | 1,793,724 | 0.42% |
| 30 | HOYA | 008.69 | 1,628,399 | 0.38% |
| 31 | ATLAS COPCO AB-A SHS | 068.98 | 1,528,070 | 0.36% |
| 32 | Renesas Electronics Corp | 083.91 | 1,438,518 | 0.34% |
| 33 | 이오테크닉스 | 006 | 1,272,000 | 0.30% |
| 34 | ON SEMICONDUCTOR CORP | 018.56 | 1,291,745 | 0.30% |
| 35 | Teradyne Inc | 008.15 | 1,260,731 | 0.30% |
| 36 | DB하이텍 | 029 | 1,247,000 | 0.29% |
| 37 | United Microelectronics Corp. | 644.65 | 1,221,526 | 0.29% |
| 38 | ASE Technology holding Co Ltd | 180.82 | 1,239,477 | 0.29% |
| 39 | HPSP | 045 | 1,158,750 | 0.27% |
| 40 | Credo Technology Group Holding Ltd | 007.70 | 1,144,604 | 0.27% |
| 41 | STMicroelectronics NV | 032.13 | 1,167,230 | 0.27% |
| 42 | 파크시스템스 | 004 | 970,000 | 0.23% |
| 43 | 주성엔지니어링 | 033 | 884,400 | 0.21% |
| 44 | 테크윙 | 033 | 894,300 | 0.21% |
| 45 | Skyworks Solutions Inc | 008.07 | 845,591 | 0.20% |
| 46 | BE Semiconductor Industries NV | 004.15 | 806,318 | 0.19% |
| 47 | Lasertec Corp | 004.85 | 756,629 | 0.18% |
| 48 | Entegris Inc | 007.02 | 789,955 | 0.18% |
| 49 | VAT Group AG | 001.45 | 688,523 | 0.16% |
| 50 | Lattice Semiconductor Corp | 006.79 | 584,520 | 0.14% |
| 51 | MKS Inc | 003.45 | 485,728 | 0.11% |
| 52 | 100%현금설정액 | 427,273,617 | 427,273,617 | |
| 53 | 현금성자산 | -268,308 | -268,308 | -0.06% |