| 1 | NVDA | NVIDIA Corporation | 20.80% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 11.10% |
| 3 | AVGO | Broadcom Inc. | 9.19% |
| 4 | ASML | ASML Holding N.V. | 4.86% |
| 5 | AMAT | Applied Materials, Inc. | 4.67% |
| 6 | AMD | Advanced Micro Devices, Inc. | 4.67% |
| 7 | QCOM | QUALCOMM Incorporated | 4.45% |
| 8 | ADI | Analog Devices, Inc. | 4.39% |
| 9 | KLAC | KLA Corporation | 4.35% |
| 10 | TXN | Texas Instruments Incorporated | 4.27% |
| 11 | MU | Micron Technology, Inc. | 3.99% |
| 12 | LRCX | Lam Research Corporation | 3.73% |
| 13 | CDNS | Cadence Design Systems, Inc. | 3.52% |
| 14 | INTC | Intel Corporation | 3.46% |
| 15 | SNPS | Synopsys, Inc. | 3.30% |
| 16 | MRVL | Marvell Technology, Inc. | 1.98% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.88% |
| 18 | MPWR | Monolithic Power Systems, Inc. | 1.22% |
| 19 | MCHP | Microchip Technology Incorporated | 1.20% |
| 20 | STM | STMicroelectronics N.V. | 0.85% |
| 21 | ON | ON Semiconductor Corporation | 0.60% |
| 22 | TER | Teradyne, Inc. | 0.47% |
| 23 | SWKS | Skyworks Solutions, Inc. | 0.46% |
| 24 | QRVO | Qorvo, Inc. | 0.29% |
| 25 | OLED | Universal Display Corporation | 0.27% |
| View SMH holdings |