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 | 103,904,000 | 14.15% |
| 2 | 삼성전자 | 532 | 79,427,600 | 10.81% |
| 3 | Taiwan Semiconductor Manufact | 659.85 | 53,629,572 | 7.30% |
| 4 | Micron Technology Inc | 095.83 | 51,229,249 | 6.98% |
| 5 | ASML Holding NV | 025.18 | 50,356,990 | 6.86% |
| 6 | BROADCOM INC | 088.64 | 45,943,443 | 6.26% |
| 7 | ISHARES Semiconductor ETF | 086.41 | 43,610,957 | 5.94% |
| 8 | Advanced Micro Devices Inc | 125.50 | 42,876,807 | 5.84% |
| 9 | NVIDIA | 155.18 | 42,588,708 | 5.80% |
| 10 | LAM RESEARCH CORP | 081.98 | 26,936,672 | 3.67% |
| 11 | APPLIED MATERIALS INC | 041.81 | 20,148,850 | 2.74% |
| 12 | KLA-TENCOR CORP | 006.96 | 16,081,054 | 2.19% |
| 13 | INTEL CORP | 220.21 | 15,239,622 | 2.07% |
| 14 | QUALCOMM | 061.92 | 14,547,314 | 1.98% |
| 15 | TEXAS INSTRUMENTS | 045.25 | 12,775,497 | 1.74% |
| 16 | Analog Devices Inc | 025.95 | 11,482,315 | 1.56% |
| 17 | TOKYO ELECTRON LTD | 025.01 | 9,840,901 | 1.34% |
| 18 | Advantest Corp | 040.35 | 8,588,197 | 1.17% |
| 19 | 한미반도체 | 045 | 7,987,500 | 1.09% |
| 20 | Marvell Technology Inc | 058.37 | 6,921,158 | 0.94% |
| 21 | Credo Technology Group Holding Ltd | 029.79 | 6,627,812 | 0.90% |
| 22 | MediaTek Incorporation TWD10 | 073.68 | 5,179,597 | 0.71% |
| 23 | Infineon Technologies AG | 067.92 | 4,876,075 | 0.66% |
| 24 | NXP Semiconductors NV | 012.61 | 4,406,299 | 0.60% |
| 25 | Monolithic Power Systems Inc | 002.55 | 3,882,585 | 0.53% |
| 26 | ASM International NV | 002.62 | 3,095,688 | 0.42% |
| 27 | DISCO | 005.23 | 2,958,679 | 0.40% |
| 28 | MICROCHIP TECHNOLOGY INC | 025.84 | 2,844,606 | 0.39% |
| 29 | 리노공업 | 041 | 2,701,900 | 0.37% |
| 30 | Teradyne Inc | 007.85 | 2,639,305 | 0.36% |
| 31 | DB하이텍 | 029 | 2,485,300 | 0.34% |
| 32 | ASE Technology holding Co Ltd | 164.51 | 2,332,173 | 0.32% |
| 33 | HOYA | 008.38 | 1,981,148 | 0.27% |
| 34 | ATLAS COPCO AB-A SHS | 065.15 | 1,990,407 | 0.27% |
| 35 | Renesas Electronics Corp | 083.76 | 1,820,301 | 0.25% |
| 36 | 이오테크닉스 | 006 | 1,794,000 | 0.24% |
| 37 | Lasertec Corp | 004.99 | 1,704,459 | 0.23% |
| 38 | United Microelectronics Corp. | 618.04 | 1,688,815 | 0.23% |
| 39 | ON SEMICONDUCTOR CORP | 018.55 | 1,649,249 | 0.22% |
| 40 | HPSP | 043 | 1,509,300 | 0.21% |
| 41 | VAT Group AG | 001.45 | 1,353,961 | 0.18% |
| 42 | 테크윙 | 028 | 1,358,000 | 0.18% |
| 43 | STMicroelectronics NV | 032.08 | 1,335,945 | 0.18% |
| 44 | BE Semiconductor Industries NV | 004.15 | 1,229,424 | 0.17% |
| 45 | Entegris Inc | 006.81 | 1,177,712 | 0.16% |
| 46 | MKS Inc | 003.45 | 1,037,139 | 0.14% |
| 47 | 주성엔지니어링 | 031 | 981,150 | 0.13% |
| 48 | 파크시스템스 | 004 | 948,000 | 0.13% |
| 49 | ARM Holdings PLC | 006.34 | 988,329 | 0.13% |
| 50 | Lattice Semiconductor Corp | 006.59 | 808,206 | 0.11% |
| 51 | Skyworks Solutions Inc | 007.83 | 666,612 | 0.09% |
| 52 | 현금성자산 | 271,476 | 271,476 | 0.04% |
| 53 | 100%현금설정액 | 734,440,058 | 734,440,058 |