| 1 | NVDA | NVIDIA Corporation | 20.78% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.18% |
| 3 | AVGO | Broadcom Inc. | 6.19% |
| 4 | AMD | Advanced Micro Devices, Inc. | 6.00% |
| 5 | MU | Micron Technology, Inc. | 5.28% |
| 6 | ASML | ASML Holding N.V. | 5.10% |
| 7 | AMAT | Applied Materials, Inc. | 4.93% |
| 8 | TXN | Texas Instruments Incorporated | 4.61% |
| 9 | KLAC | KLA Corporation | 4.44% |
| 10 | LRCX | Lam Research Corporation | 4.38% |
| 11 | ADI | Analog Devices, Inc. | 4.35% |
| 12 | INTC | Intel Corporation | 4.24% |
| 13 | QCOM | QUALCOMM Incorporated | 3.98% |
| 14 | MRVL | Marvell Technology, Inc. | 3.69% |
| 15 | CDNS | Cadence Design Systems, Inc. | 2.16% |
| 16 | SNPS | Synopsys, Inc. | 1.70% |
| 17 | MPWR | Monolithic Power Systems, Inc. | 1.38% |
| 18 | TER | Teradyne, Inc. | 1.28% |
| 19 | NXPI | NXP Semiconductors N.V. | 1.27% |
| 20 | STM | STMicroelectronics N.V. | 1.24% |
| 21 | ARM | Arm Holdings plc | 1.04% |
| 22 | ALAB | Astera Labs, Inc. | 0.98% |
| 23 | MCHP | Microchip Technology Incorporated | 0.94% |
| 24 | ON | ON Semiconductor Corporation | 0.63% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.17% |
| View SMH holdings |
