TIMEFOLIO · 해외 · 기준일 2026-08-07 · 매일 자동 업데이트
| # | 종목명 | 비중 |
|---|---|---|
| 1 | Kioxia Holdings Corp 285A JP EQUITY | 7.31% |
| 2 | Advanced Micro Devices Inc AMD US EQUITY | 5.96% |
| 3 | Intel Corp INTC US EQUITY | 4.92% |
| 4 | Seagate Technology Holdings PLC STX US EQUITY | 4.83% |
| 5 | Sandisk Corp SNDK US EQUITY | 4.70% |
| 6 | Western Digital Corp WDC US EQUITY | 4.67% |
| 7 | Amazon.com Inc AMZN US EQUITY | 4.45% |
| 8 | Alphabet Inc GOOG US EQUITY | 3.89% |
| 9 | Alibaba Group Holding Ltd BABA US EQUITY | 3.66% |
| 10 | NVIDIA Corp NVDA US EQUITY | 3.00% |
| 11 | Snowflake Inc SNOW US EQUITY | 2.89% |
| 12 | TIME 차이나AI테크액티브 0043Y0 | 2.73% |
| 13 | Murata Manufacturing Co Ltd 6981 JP EQUITY | 2.71% |
| 14 | SK hynix Inc SKHY US EQUITY | 2.70% |
| 15 | 삼성전기 009150 | 2.59% |
| 16 | Applied Optoelectronics Inc AAOI US EQUITY | 2.27% |
| 17 | Taiwan Semiconductor Manufacturing Co Ltd TSM US EQUITY | 2.14% |
| 18 | ASML Holding NV ASML US EQUITY | 2.01% |
| 19 | International Business Machines Corp IBM US EQUITY | 2.01% |
| 20 | MercadoLibre Inc MELI US EQUITY | 1.85% |
| 21 | Meta Platforms Inc META US EQUITY | 1.84% |
| 22 | Tower Semiconductor Ltd TSEM US EQUITY | 1.80% |
| 23 | ARM Holdings PLC ARM US EQUITY | 1.78% |
| 24 | Salesforce Inc CRM US EQUITY | 1.76% |
| 25 | ServiceNow Inc NOW US EQUITY | 1.52% |
| 26 | Accenture PLC ACN US EQUITY | 1.46% |
| 27 | Z AI Co Ltd 2513 HK EQUITY | 1.45% |
| 28 | PDD Holdings Inc PDD US EQUITY | 1.40% |
| 29 | Strategy Inc MSTR US EQUITY | 1.36% |
| 30 | Roper Technologies Inc ROP US EQUITY | 1.33% |
| 31 | QUALCOMM Inc QCOM US EQUITY | 1.15% |
| 32 | Lumentum Holdings Inc LITE US EQUITY | 1.09% |
| 33 | SAP SE SAP US EQUITY | 1.09% |
| 34 | Coinbase Global Inc COIN US EQUITY | 1.01% |
| 35 | Dell Technologies Inc DELL US EQUITY | 0.94% |
| 36 | Tencent Holdings Ltd 700 HK EQUITY | 0.89% |
| 37 | eBay Inc EBAY US EQUITY | 0.85% |
비교지수(벤치마크): Solactive Global Artificial Intelligence Index(KRW)
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