| 1 | NVDA | NVIDIA Corporation | 20.31% |
| 2 | AVGO | Broadcom Inc. | 15.66% |
| 3 | ALAB | Astera Labs, Inc. | 5.26% |
| 4 | SNPS | Synopsys, Inc. | 5.18% |
| 5 | CDNS | Cadence Design Systems, Inc. | 5.14% |
| 6 | AMD | Advanced Micro Devices, Inc. | 4.97% |
| 7 | MPWR | Monolithic Power Systems, Inc. | 4.79% |
| 8 | ARM | Arm Holdings plc | 4.63% |
| 9 | QCOM | QUALCOMM Incorporated | 4.36% |
| 10 | RMBS | Rambus Inc. | 4.08% |
| 11 | MRVL | Marvell Technology, Inc. | 3.66% |
| 12 | CRUS | Cirrus Logic, Inc. | 3.60% |
| 13 | LSCC | Lattice Semiconductor Corporation | 3.15% |
| 14 | SLAB | Silicon Laboratories Inc. | 2.05% |
| 15 | SMTC | Semtech Corporation | 1.91% |
| 16 | POWI | Power Integrations, Inc. | 1.87% |
| 17 | AMBA | Ambarella, Inc. | 1.86% |
| 18 | SITM | SiTime Corporation | 1.69% |
| 19 | SIMO | Silicon Motion Technology Corporation | 1.68% |
| 20 | PI | Impinj, Inc. | 1.46% |
| 21 | ALGM | Allegro MicroSystems, Inc. | 1.38% |
| 22 | SYNA | Synaptics Incorporated | 1.26% |
| 23 | -USD.CASH- | | 0.04% |
| 24 | -- | Other/Cash | 0.00% |
| 25 | n/a | n/a | n/a |
| View SMHX holdings |