SEMI Holdings List

As of Jan 31, 2025

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	19.45%	32,748
2	NVDA	NVIDIA Corporation	17.66%	54,821
3	LRCX	Lam Research Corporation	6.55%	30,121
4	TSM	Taiwan Semiconductor Manufacturing Company Limited	5.10%	9,087
5	MRVL	Marvell Technology, Inc.	4.38%	14,466
6	ADI	Analog Devices, Inc.	4.20%	7,386
7	KLAC	KLA Corporation	4.14%	2,091
8	ASML	ASML Holding N.V.	3.99%	2,012
9	AMAT	Applied Materials, Inc.	3.96%	8,186
10	QCOM	QUALCOMM Incorporated	3.34%	7,199
11	NXPI	NXP Semiconductors N.V.	3.20%	5,722
12	n/a	Goldman Finl Sq Trsry Ins	2.72%	1,015,147
13	MPWR	Monolithic Power Systems, Inc.	2.70%	1,578
14	MU	Micron Technology, Inc.	2.29%	9,358
15	AMD	Advanced Micro Devices, Inc.	2.23%	7,176
16	MCHP	Microchip Technology Incorporated	2.00%	13,703
17	TER	Teradyne, Inc.	1.99%	6,402
18	ARM	Arm Holdings plc	1.90%	4,439
19	SNPS	Synopsys, Inc.	1.87%	1,324
20	ON	ON Semiconductor Corporation	1.58%	11,214
21	CDNS	Cadence Design Systems, Inc.	1.54%	1,931
22	TXN	Texas Instruments Incorporated	0.89%	1,801
23	GFS	GlobalFoundries Inc.	0.44%	3,961
24	INTC	Intel Corporation	0.43%	8,267
25	QRVO	Qorvo, Inc.	0.36%	1,637
26	SLAB	Silicon Laboratories Inc.	0.32%	871
27	WDC	Western Digital Corporation	0.30%	1,741
28	MKSI	MKS Instruments, Inc.	0.24%	802
29	SWKS	Skyworks Solutions, Inc.	0.20%	852

As of Jan 31, 2025