| 1 | NVDA | NVIDIA Corporation | 7.86% |
| 2 | AVGO | Broadcom Inc. | 5.83% |
| 3 | ASML | ASML Holding N.V. | 5.76% |
| 4 | ARM | Arm Holdings plc | 4.83% |
| 5 | LRCX | Lam Research Corporation | 4.74% |
| 6 | MRVL | Marvell Technology, Inc. | 4.44% |
| 7 | KLAC | KLA Corporation | 4.38% |
| 8 | AMAT | Applied Materials, Inc. | 4.29% |
| 9 | ADI | Analog Devices, Inc. | 4.16% |
| 10 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 4.11% |
| 11 | MU | Micron Technology, Inc. | 3.83% |
| 12 | CDNS | Cadence Design Systems, Inc. | 3.79% |
| 13 | TXN | Texas Instruments Incorporated | 3.65% |
| 14 | INTC | Intel Corporation | 3.64% |
| 15 | QCOM | QUALCOMM Incorporated | 3.60% |
| 16 | AMD | Advanced Micro Devices, Inc. | 3.41% |
| 17 | MPWR | Monolithic Power Systems, Inc. | 3.30% |
| 18 | NXPI | NXP Semiconductors N.V. | 3.10% |
| 19 | SNPS | Synopsys, Inc. | 2.93% |
| 20 | LSCC | Lattice Semiconductor Corporation | 2.86% |
| 21 | TER | Teradyne, Inc. | 2.77% |
| 22 | MCHP | Microchip Technology Incorporated | 2.50% |
| 23 | ASX | ASE Technology Holding Co., Ltd. | 2.45% |
| 24 | ACMR | ACM Research, Inc. | 2.31% |
| 25 | UMC | United Microelectronics Corporation | 1.75% |
| View SOXY holdings |