| 1 | NVDA | NVIDIA Corporation | 15.23% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.38% |
| 3 | MU | Micron Technology, Inc. | 7.78% |
| 4 | AMD | Advanced Micro Devices, Inc. | 7.61% |
| 5 | INTC | Intel Corporation | 7.22% |
| 6 | AVGO | Broadcom Inc. | 7.20% |
| 7 | QCOM | QUALCOMM Incorporated | 5.10% |
| 8 | TXN | Texas Instruments Incorporated | 4.65% |
| 9 | LRCX | Lam Research Corporation | 4.39% |
| 10 | KLAC | KLA Corporation | 3.96% |
| 11 | ADI | Analog Devices, Inc. | 3.91% |
| 12 | ASML | ASML Holding N.V. | 3.90% |
| 13 | AMAT | Applied Materials, Inc. | 3.87% |
| 14 | MRVL | Marvell Technology, Inc. | 3.12% |
| 15 | CDNS | Cadence Design Systems, Inc. | 2.10% |
| 16 | SNPS | Synopsys, Inc. | 1.92% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.30% |
| 18 | STM | STMicroelectronics N.V. | 1.15% |
| 19 | ARM | Arm Holdings plc | 1.14% |
| 20 | TER | Teradyne, Inc. | 1.14% |
| 21 | MPWR | Monolithic Power Systems, Inc. | 1.13% |
| 22 | MCHP | Microchip Technology Incorporated | 0.94% |
| 23 | ALAB | Astera Labs, Inc. | 0.89% |
| 24 | ON | ON Semiconductor Corporation | 0.75% |
| 25 | SWKS | Skyworks Solutions, Inc. | 0.20% |
| View SMH holdings |
