| 1 | NVDA | NVIDIA Corporation | 18.54% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 10.58% |
| 3 | AVGO | Broadcom Inc. | 7.08% |
| 4 | MU | Micron Technology, Inc. | 6.33% |
| 5 | ASML | ASML Holding N.V. | 5.85% |
| 6 | LRCX | Lam Research Corporation | 5.49% |
| 7 | TXN | Texas Instruments Incorporated | 5.40% |
| 8 | INTC | Intel Corporation | 5.25% |
| 9 | AMAT | Applied Materials, Inc. | 4.76% |
| 10 | ADI | Analog Devices, Inc. | 4.76% |
| 11 | KLAC | KLA Corporation | 4.64% |
| 12 | AMD | Advanced Micro Devices, Inc. | 4.42% |
| 13 | QCOM | QUALCOMM Incorporated | 3.60% |
| 14 | SNPS | Synopsys, Inc. | 2.48% |
| 15 | CDNS | Cadence Design Systems, Inc. | 2.19% |
| 16 | MRVL | Marvell Technology, Inc. | 1.69% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.45% |
| 18 | MPWR | Monolithic Power Systems, Inc. | 1.28% |
| 19 | TER | Teradyne, Inc. | 1.22% |
| 20 | MCHP | Microchip Technology Incorporated | 1.12% |
| 21 | STM | STMicroelectronics N.V. | 0.72% |
| 22 | ON | ON Semiconductor Corporation | 0.59% |
| 23 | SWKS | Skyworks Solutions, Inc. | 0.22% |
| 24 | QRVO | Qorvo, Inc. | 0.18% |
| 25 | OLED | Universal Display Corporation | 0.15% |
| View SMH holdings |
