Pie Holdings, should I add or seperate

Guys, recently began using the Auto Invest Pie with the below holdings

BABA 18%
AMZN 17%
AMD 15%
NVDA 15%
PYPL 14%
SQ 14%

Initial investment was only £100 and monthly is the same.

I have been looking into Semiconductors and was going to create a seperate pie for these but wanted to ask for some advice, am I best lumping these conductor shares in with the above and increasing my monthly investment to say £400 per month, or having a seperate pie altogether.

FYI We currently save over £2k per month from our income that previously was simply banked.