| 1 | NVDA | NVIDIA Corporation | 21.50% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 10.94% |
| 3 | AVGO | Broadcom Inc. | 9.01% |
| 4 | AMD | Advanced Micro Devices, Inc. | 5.78% |
| 5 | ASML | ASML Holding N.V. | 4.72% |
| 6 | AMAT | Applied Materials, Inc. | 4.67% |
| 7 | TXN | Texas Instruments Incorporated | 4.43% |
| 8 | LRCX | Lam Research Corporation | 4.42% |
| 9 | KLAC | KLA Corporation | 4.29% |
| 10 | MU | Micron Technology, Inc. | 4.19% |
| 11 | ADI | Analog Devices, Inc. | 4.18% |
| 12 | QCOM | QUALCOMM Incorporated | 3.92% |
| 13 | INTC | Intel Corporation | 3.55% |
| 14 | CDNS | Cadence Design Systems, Inc. | 2.97% |
| 15 | SNPS | Synopsys, Inc. | 2.91% |
| 16 | MRVL | Marvell Technology, Inc. | 1.90% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.62% |
| 18 | MCHP | Microchip Technology Incorporated | 1.23% |
| 19 | MPWR | Monolithic Power Systems, Inc. | 1.03% |
| 20 | STM | STMicroelectronics N.V. | 0.88% |
| 21 | ON | ON Semiconductor Corporation | 0.61% |
| 22 | TER | Teradyne, Inc. | 0.45% |
| 23 | SWKS | Skyworks Solutions, Inc. | 0.33% |
| 24 | OLED | Universal Display Corporation | 0.22% |
| 25 | QRVO | Qorvo, Inc. | 0.21% |
| View SMH holdings |
