LON:SMGB Holdings List

As of May 26, 2025

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	11.06%	1,113,641
2	NVDA	NVIDIA Corporation	10.66%	1,868,865
3	TSM	Taiwan Semiconductor Manufacturing Company Limited	10.18%	1,220,875
4	ASML	ASML Holding N.V.	9.78%	307,523
5	AMD	Advanced Micro Devices, Inc.	7.18%	1,499,272
6	QCOM	QUALCOMM Incorporated	6.31%	998,618
7	TXN	Texas Instruments Incorporated	6.29%	821,573
8	AMAT	Applied Materials, Inc.	5.02%	733,560
9	MU	Micron Technology, Inc.	4.18%	1,030,836
10	ADI	Analog Devices, Inc.	4.14%	453,350
11	KLAC	KLA Corporation	3.95%	119,985
12	LRCX	Lam Research Corporation	3.43%	973,013
13	CDNS	Cadence Design Systems, Inc.	3.35%	244,439
14	INTC	Intel Corporation	3.11%	3,571,731
15	SNPS	Synopsys, Inc.	3.06%	141,331
16	MRVL	Marvell Technology, Inc.	1.75%	665,541
17	NXPI	NXP Semiconductors N.V.	1.65%	197,898
18	MCHP	Microchip Technology Incorporated	1.07%	437,641
19	MPWR	Monolithic Power Systems, Inc.	1.06%	36,816
20	STM	STMicroelectronics N.V.	0.77%	723,572
21	ON	ON Semiconductor Corporation	0.53%	295,948
22	SWKS	Skyworks Solutions, Inc.	0.42%	139,759
23	TER	Teradyne, Inc.	0.41%	122,582
24	ENTG	Entegris, Inc.	0.37%	116,238
25	OLED	Universal Display Corporation	0.24%	38,695
26	--	Other/Cash	0.02%	n/a

As of May 26, 2025