1. $NVDA -- The leader in AI GPUs & a critical enabler of gen AI & deep learning, positioned to dominate as demand for AI compute surges globally.

2. $AVGO -- A semiconductor & connectivity powerhouse benefiting from hyperscaler custom chip demand & its growing role in AI networking infrastructure.

3. $TSM -- The world's largest chip manufacturer & a key player in the AI supply chain, with advanced-node semiconductors giving it unmatched pricing power.

4. $ASML -- The backbone of semiconductor manufacturing with a monopoly on EUV lithography, indispensable for producing the advanced chips driving AI & next-gen technologies.

5. $AMD -- Expanding its market share in AI GPUs & data centers, with the MI300 series providing strong competition to $NVDA in the AI hardware space.

6. $QCOM -- A leader in wireless & mobile chipsets, Qualcomm is set to benefit from AI’s integration into smartphones, IoT devices, & edge computing applications.

7. $AMAT -- A key supplier of semiconductor equipment, specializing in materials engineering & critical technologies required for advanced-node production.

8. $ARM -- At the forefront of the AI & IoT revolution, driving innovation with its energy-efficient IP architecture used across mobile, edge, & cloud AI applications.

9. $MRVL -- A leader in connectivity & custom silicon, benefiting from demand for high-speed networking solutions as AI workloads drive hyperscale data center expansions.

10. $INTC -- In the midst of a turnaround, Intel is heavily investing in its foundry business & advanced-node development, aiming to reclaim leadership in semiconductor manufacturing.

11. $MU -- Positioned to benefit from the explosion in data generated by AI, as a key supplier of DRAM & NAND for high-performance computing and data centers.

12. $LRCX -- A leader in wafer fabrication equipment, benefiting directly from increasing demand for advanced semiconductors used in AI & 5G.

13. $KLAC -- A leader in process control & semiconductor manufacturing equipment, ensuring high yields & efficiency for advanced-node chip production.

14. $CDNS -- Essential in chip design, Cadence’s software tools enable the development of advanced semiconductors, making it a key player in the semiconductor & AI ecosystem.

15. $ALAB – A rising star in AI interconnectivity, enabling seamless data flow in data centers with its CXL & PCIe solutions, critical for next-gen architectures.