| 1 | NVDA | NVIDIA Corporation | 19.44% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 11.51% |
| 3 | AVGO | Broadcom Inc. | 7.85% |
| 4 | ASML | ASML Holding N.V. | 5.06% |
| 5 | AMD | Advanced Micro Devices, Inc. | 4.73% |
| 6 | KLAC | KLA Corporation | 4.71% |
| 7 | ADI | Analog Devices, Inc. | 4.66% |
| 8 | TXN | Texas Instruments Incorporated | 4.63% |
| 9 | LRCX | Lam Research Corporation | 4.59% |
| 10 | AMAT | Applied Materials, Inc. | 4.58% |
| 11 | MU | Micron Technology, Inc. | 4.48% |
| 12 | INTC | Intel Corporation | 4.37% |
| 13 | QCOM | QUALCOMM Incorporated | 4.18% |
| 14 | SNPS | Synopsys, Inc. | 2.55% |
| 15 | CDNS | Cadence Design Systems, Inc. | 2.48% |
| 16 | MRVL | Marvell Technology, Inc. | 2.34% |
| 17 | TER | Teradyne, Inc. | 1.43% |
| 18 | NXPI | NXP Semiconductors N.V. | 1.25% |
| 19 | MPWR | Monolithic Power Systems, Inc. | 1.20% |
| 20 | MCHP | Microchip Technology Incorporated | 1.00% |
| 21 | STM | STMicroelectronics N.V. | 0.86% |
| 22 | ARM | Arm Holdings plc | 0.79% |
| 23 | ON | ON Semiconductor Corporation | 0.59% |
| 24 | ALAB | Astera Labs, Inc. | 0.46% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.22% |
| View SMH holdings |