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 | 73,712,000 | 11.99% |
| 2 | 삼성전자 | 532 | 55,913,200 | 9.09% |
| 3 | BROADCOM INC | 088.64 | 49,711,867 | 8.08% |
| 4 | Taiwan Semiconductor Manufact | 659.85 | 45,007,048 | 7.32% |
| 5 | ASML Holding NV | 025.18 | 41,664,065 | 6.77% |
| 6 | NVIDIA | 155.18 | 41,064,641 | 6.68% |
| 7 | Advanced Micro Devices Inc | 125.50 | 40,239,516 | 6.54% |
| 8 | ISHARES Semiconductor ETF | 086.41 | 39,389,303 | 6.40% |
| 9 | Micron Technology Inc | 095.83 | 33,064,681 | 5.38% |
| 10 | LAM RESEARCH CORP | 081.98 | 19,297,405 | 3.14% |
| 11 | APPLIED MATERIALS INC | 041.81 | 16,549,497 | 2.69% |
| 12 | QUALCOMM | 061.92 | 15,973,232 | 2.60% |
| 13 | INTEL CORP | 220.21 | 14,199,220 | 2.31% |
| 14 | KLA-TENCOR CORP | 006.96 | 12,427,174 | 2.02% |
| 15 | TEXAS INSTRUMENTS | 045.25 | 12,175,014 | 1.98% |
| 16 | Analog Devices Inc | 025.95 | 10,639,153 | 1.73% |
| 17 | Marvell Technology Inc | 058.37 | 8,618,021 | 1.40% |
| 18 | Credo Technology Group Holding Ltd | 029.79 | 8,304,601 | 1.35% |
| 19 | Advantest Corp | 040.35 | 7,982,776 | 1.30% |
| 20 | TOKYO ELECTRON LTD | 025.01 | 7,775,328 | 1.26% |
| 21 | 한미반도체 | 045 | 5,224,500 | 0.85% |
| 22 | MediaTek Incorporation TWD10 | 073.68 | 4,852,270 | 0.79% |
| 23 | Infineon Technologies AG | 067.92 | 4,340,668 | 0.71% |
| 24 | NXP Semiconductors NV | 012.61 | 4,228,254 | 0.69% |
| 25 | Monolithic Power Systems Inc | 002.55 | 3,599,688 | 0.59% |
| 26 | 리노공업 | 041 | 2,669,100 | 0.43% |
| 27 | MICROCHIP TECHNOLOGY INC | 025.84 | 2,421,966 | 0.39% |
| 28 | Teradyne Inc | 007.85 | 2,256,485 | 0.37% |
| 29 | DISCO | 005.23 | 2,204,305 | 0.36% |
| 30 | ASM International NV | 002.62 | 2,233,738 | 0.36% |
| 31 | HOYA | 008.38 | 1,866,114 | 0.30% |
| 32 | DB하이텍 | 029 | 1,867,600 | 0.30% |
| 33 | ASE Technology holding Co Ltd | 164.51 | 1,772,128 | 0.29% |
| 34 | 이오테크닉스 | 006 | 1,668,000 | 0.27% |
| 35 | ATLAS COPCO AB-A SHS | 065.15 | 1,666,211 | 0.27% |
| 36 | Renesas Electronics Corp | 083.76 | 1,534,360 | 0.25% |
| 37 | ON SEMICONDUCTOR CORP | 018.55 | 1,562,105 | 0.25% |
| 38 | Lasertec Corp | 004.99 | 1,434,440 | 0.23% |
| 39 | United Microelectronics Corp. | 618.04 | 1,380,948 | 0.22% |
| 40 | 테크윙 | 028 | 1,274,000 | 0.21% |
| 41 | HPSP | 043 | 1,313,650 | 0.21% |
| 42 | ARM Holdings PLC | 006.34 | 1,300,311 | 0.21% |
| 43 | STMicroelectronics NV | 032.08 | 1,174,683 | 0.19% |
| 44 | VAT Group AG | 001.45 | 1,058,887 | 0.17% |
| 45 | BE Semiconductor Industries NV | 004.15 | 969,006 | 0.16% |
| 46 | 주성엔지니어링 | 031 | 914,500 | 0.15% |
| 47 | 파크시스템스 | 004 | 894,000 | 0.15% |
| 48 | Entegris Inc | 006.81 | 865,679 | 0.14% |
| 49 | MKS Inc | 003.45 | 830,656 | 0.14% |
| 50 | Skyworks Solutions Inc | 007.83 | 800,356 | 0.13% |
| 51 | Lattice Semiconductor Corp | 006.59 | 729,539 | 0.12% |
| 52 | 현금성자산 | 414,335 | 414,335 | 0.07% |
| 53 | 100%현금설정액 | 615,030,224 | 615,030,224 |