LON:SMGB Holdings List

As of May 5, 2025

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	10.51%	1,123,800
2	TSM	Taiwan Semiconductor Manufacturing Company Limited	10.13%	1,232,013
3	NVDA	NVIDIA Corporation	10.00%	1,885,914
4	ASML	ASML Holding N.V.	9.88%	310,328
5	AMD	Advanced Micro Devices, Inc.	7.09%	1,512,949
6	QCOM	QUALCOMM Incorporated	6.55%	1,007,728
7	TXN	Texas Instruments Incorporated	6.27%	829,068
8	AMAT	Applied Materials, Inc.	5.33%	740,252
9	ADI	Analog Devices, Inc.	4.21%	457,486
10	KLAC	KLA Corporation	3.91%	121,079
11	MU	Micron Technology, Inc.	3.90%	1,040,240
12	CDNS	Cadence Design Systems, Inc.	3.55%	246,669
13	INTC	Intel Corporation	3.40%	3,604,315
14	LRCX	Lam Research Corporation	3.38%	981,890
15	SNPS	Synopsys, Inc.	3.17%	142,621
16	MRVL	Marvell Technology, Inc.	1.94%	671,613
17	NXPI	NXP Semiconductors N.V.	1.72%	199,703
18	MPWR	Monolithic Power Systems, Inc.	1.09%	37,152
19	MCHP	Microchip Technology Incorporated	0.98%	441,633
20	STM	STMicroelectronics N.V.	0.78%	730,173
21	ON	ON Semiconductor Corporation	0.53%	298,648
22	ENTG	Entegris, Inc.	0.46%	117,299
23	TER	Teradyne, Inc.	0.43%	123,701
24	SWKS	Skyworks Solutions, Inc.	0.43%	141,034
25	OLED	Universal Display Corporation	0.26%	38,980
26	--	Other/Cash	0.07%	n/a

As of May 5, 2025