| 1 | NVDA | NVIDIA Corporation | 21.23% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 11.44% |
| 3 | AVGO | Broadcom Inc. | 10.15% |
| 4 | ASML | ASML Holding N.V. | 4.67% |
| 5 | AMD | Advanced Micro Devices, Inc. | 4.53% |
| 6 | MU | Micron Technology, Inc. | 4.39% |
| 7 | AMAT | Applied Materials, Inc. | 4.35% |
| 8 | TXN | Texas Instruments Incorporated | 4.28% |
| 9 | QCOM | QUALCOMM Incorporated | 4.24% |
| 10 | KLAC | KLA Corporation | 4.23% |
| 11 | ADI | Analog Devices, Inc. | 4.17% |
| 12 | LRCX | Lam Research Corporation | 3.68% |
| 13 | CDNS | Cadence Design Systems, Inc. | 3.22% |
| 14 | INTC | Intel Corporation | 3.18% |
| 15 | SNPS | Synopsys, Inc. | 3.03% |
| 16 | MRVL | Marvell Technology, Inc. | 1.93% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.82% |
| 18 | MCHP | Microchip Technology Incorporated | 1.25% |
| 19 | MPWR | Monolithic Power Systems, Inc. | 1.12% |
| 20 | STM | STMicroelectronics N.V. | 0.91% |
| 21 | ON | ON Semiconductor Corporation | 0.65% |
| 22 | TER | Teradyne, Inc. | 0.45% |
| 23 | SWKS | Skyworks Solutions, Inc. | 0.44% |
| 24 | QRVO | Qorvo, Inc. | 0.28% |
| 25 | OLED | Universal Display Corporation | 0.26% |
| View SMH holdings |