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 | 57,460,000 | 10.67% |
| 2 | 삼성전자 | 532 | 50,540,000 | 9.38% |
| 3 | Taiwan Semiconductor Manufact | 659.85 | 43,770,324 | 8.13% |
| 4 | BROADCOM INC | 088.64 | 43,354,884 | 8.05% |
| 5 | NVIDIA | 155.18 | 39,706,936 | 7.37% |
| 6 | Advanced Micro Devices Inc | 125.50 | 38,901,400 | 7.22% |
| 7 | ASML Holding NV | 025.18 | 35,239,987 | 6.54% |
| 8 | ISHARES Semiconductor ETF | 086.41 | 34,268,939 | 6.36% |
| 9 | Micron Technology Inc | 095.83 | 25,478,166 | 4.73% |
| 10 | LAM RESEARCH CORP | 081.98 | 16,115,628 | 2.99% |
| 11 | QUALCOMM | 061.92 | 14,234,235 | 2.64% |
| 12 | APPLIED MATERIALS INC | 041.81 | 12,965,843 | 2.41% |
| 13 | TEXAS INSTRUMENTS | 045.25 | 11,186,746 | 2.08% |
| 14 | INTEL CORP | 220.21 | 11,151,636 | 2.07% |
| 15 | KLA-TENCOR CORP | 006.96 | 10,146,577 | 1.88% |
| 16 | Analog Devices Inc | 025.95 | 8,682,195 | 1.61% |
| 17 | Marvell Technology Inc | 058.37 | 7,152,921 | 1.33% |
| 18 | TOKYO ELECTRON LTD | 025.01 | 6,693,470 | 1.24% |
| 19 | Advantest Corp | 040.35 | 6,455,063 | 1.20% |
| 20 | 한미반도체 | 045 | 6,390,000 | 1.19% |
| 21 | Credo Technology Group Holding Ltd | 029.79 | 5,493,683 | 1.02% |
| 22 | MediaTek Incorporation TWD10 | 073.68 | 4,475,894 | 0.83% |
| 23 | NXP Semiconductors NV | 012.61 | 3,873,251 | 0.72% |
| 24 | Infineon Technologies AG | 067.92 | 3,621,566 | 0.67% |
| 25 | Monolithic Power Systems Inc | 002.55 | 3,509,242 | 0.65% |
| 26 | DISCO | 005.23 | 2,534,644 | 0.47% |
| 27 | 리노공업 | 041 | 2,373,900 | 0.44% |
| 28 | MICROCHIP TECHNOLOGY INC | 025.84 | 2,372,524 | 0.44% |
| 29 | ASM International NV | 002.62 | 2,333,622 | 0.43% |
| 30 | DB하이텍 | 029 | 1,705,200 | 0.32% |
| 31 | 테크윙 | 028 | 1,722,000 | 0.32% |
| 32 | HOYA | 008.38 | 1,672,602 | 0.31% |
| 33 | ATLAS COPCO AB-A SHS | 065.15 | 1,609,345 | 0.30% |
| 34 | 이오테크닉스 | 006 | 1,539,000 | 0.29% |
| 35 | HPSP | 043 | 1,556,600 | 0.29% |
| 36 | ARM Holdings PLC | 006.34 | 1,515,296 | 0.28% |
| 37 | Teradyne Inc | 007.85 | 1,528,202 | 0.28% |
| 38 | Renesas Electronics Corp | 083.76 | 1,348,241 | 0.25% |
| 39 | STMicroelectronics NV | 032.08 | 1,295,300 | 0.24% |
| 40 | United Microelectronics Corp. | 618.04 | 1,290,323 | 0.24% |
| 41 | ASE Technology holding Co Ltd | 164.51 | 1,298,020 | 0.24% |
| 42 | ON SEMICONDUCTOR CORP | 018.55 | 1,306,127 | 0.24% |
| 43 | 현금성자산 | 1,030,698 | 1,030,698 | 0.19% |
| 44 | 주성엔지니어링 | 031 | 985,800 | 0.18% |
| 45 | 파크시스템스 | 004 | 990,000 | 0.18% |
| 46 | BE Semiconductor Industries NV | 004.15 | 963,887 | 0.18% |
| 47 | VAT Group AG | 001.45 | 906,955 | 0.17% |
| 48 | Lasertec Corp | 004.99 | 929,766 | 0.17% |
| 49 | Entegris Inc | 006.81 | 880,213 | 0.16% |
| 50 | Skyworks Solutions Inc | 007.83 | 809,841 | 0.15% |
| 51 | Lattice Semiconductor Corp | 006.59 | 665,012 | 0.12% |
| 52 | MKS Inc | 003.45 | 650,594 | 0.12% |
| 53 | 100%현금설정액 | 538,682,298 | 538,682,298 |