| 1 | NVDA | NVIDIA Corporation | 21.03% |
| 2 | AVGO | Broadcom Inc. | 17.45% |
| 3 | ALAB | Astera Labs, Inc. | 5.16% |
| 4 | AMD | Advanced Micro Devices, Inc. | 4.99% |
| 5 | SNPS | Synopsys, Inc. | 4.84% |
| 6 | CDNS | Cadence Design Systems, Inc. | 4.76% |
| 7 | MPWR | Monolithic Power Systems, Inc. | 4.58% |
| 8 | ARM | Arm Holdings plc | 4.50% |
| 9 | QCOM | QUALCOMM Incorporated | 4.20% |
| 10 | RMBS | Rambus Inc. | 4.06% |
| 11 | MRVL | Marvell Technology, Inc. | 3.65% |
| 12 | CRUS | Cirrus Logic, Inc. | 3.36% |
| 13 | LSCC | Lattice Semiconductor Corporation | 2.82% |
| 14 | SLAB | Silicon Laboratories Inc. | 1.90% |
| 15 | POWI | Power Integrations, Inc. | 1.85% |
| 16 | SIMO | Silicon Motion Technology Corporation | 1.82% |
| 17 | SMTC | Semtech Corporation | 1.81% |
| 18 | SITM | SiTime Corporation | 1.64% |
| 19 | AMBA | Ambarella, Inc. | 1.53% |
| 20 | ALGM | Allegro MicroSystems, Inc. | 1.42% |
| 21 | PI | Impinj, Inc. | 1.38% |
| 22 | SYNA | Synaptics Incorporated | 1.19% |
| 23 | -- | Other/Cash | 0.03% |
| 24 | -USD.CASH- | | 0.02% |
| 25 | n/a | n/a | n/a |
| View SMHX holdings |