LON:SMH Holdings List

As of May 14, 2025

No.	Symbol	Name	% Weight	Shares
1	AVGO	Broadcom Inc.	10.72%	1,124,342
2	NVDA	NVIDIA Corporation	10.48%	1,886,824
3	TSM	Taiwan Semiconductor Manufacturing Company Limited	9.86%	1,232,607
4	ASML	ASML Holding N.V.	9.80%	310,478
5	AMD	Advanced Micro Devices, Inc.	7.32%	1,513,679
6	TXN	Texas Instruments Incorporated	6.38%	829,468
7	QCOM	QUALCOMM Incorporated	6.33%	1,008,214
8	AMAT	Applied Materials, Inc.	5.30%	740,609
9	ADI	Analog Devices, Inc.	4.26%	457,707
10	MU	Micron Technology, Inc.	4.07%	1,040,741
11	KLAC	KLA Corporation	4.00%	121,138
12	LRCX	Lam Research Corporation	3.43%	982,363
13	CDNS	Cadence Design Systems, Inc.	3.24%	246,788
14	INTC	Intel Corporation	3.19%	3,606,053
15	SNPS	Synopsys, Inc.	3.03%	142,690
16	MRVL	Marvell Technology, Inc.	1.82%	671,936
17	NXPI	NXP Semiconductors N.V.	1.73%	199,799
18	MPWR	Monolithic Power Systems, Inc.	1.12%	37,170
19	MCHP	Microchip Technology Incorporated	1.10%	441,846
20	STM	STMicroelectronics N.V.	0.78%	730,525
21	ON	ON Semiconductor Corporation	0.55%	298,792
22	TER	Teradyne, Inc.	0.43%	123,760
23	SWKS	Skyworks Solutions, Inc.	0.42%	141,102
24	ENTG	Entegris, Inc.	0.39%	117,355
25	OLED	Universal Display Corporation	0.25%	39,050
26	--	Other/Cash	0.00%	n/a

As of May 14, 2025