| 1 | NVDA | NVIDIA Corporation | 18.68% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 9.90% |
| 3 | AVGO | Broadcom Inc. | 8.47% |
| 4 | ASML | ASML Holding N.V. | 5.58% |
| 5 | INTC | Intel Corporation | 5.43% |
| 6 | AMAT | Applied Materials, Inc. | 5.12% |
| 7 | LRCX | Lam Research Corporation | 5.01% |
| 8 | KLAC | KLA Corporation | 4.72% |
| 9 | AMD | Advanced Micro Devices, Inc. | 4.71% |
| 10 | MU | Micron Technology, Inc. | 4.70% |
| 11 | QCOM | QUALCOMM Incorporated | 4.48% |
| 12 | ADI | Analog Devices, Inc. | 4.16% |
| 13 | TXN | Texas Instruments Incorporated | 4.15% |
| 14 | CDNS | Cadence Design Systems, Inc. | 3.15% |
| 15 | SNPS | Synopsys, Inc. | 3.06% |
| 16 | MRVL | Marvell Technology, Inc. | 2.14% |
| 17 | NXPI | NXP Semiconductors N.V. | 1.53% |
| 18 | MPWR | Monolithic Power Systems, Inc. | 1.25% |
| 19 | MCHP | Microchip Technology Incorporated | 1.05% |
| 20 | STM | STMicroelectronics N.V. | 0.77% |
| 21 | TER | Teradyne, Inc. | 0.68% |
| 22 | ON | ON Semiconductor Corporation | 0.49% |
| 23 | SWKS | Skyworks Solutions, Inc. | 0.29% |
| 24 | QRVO | Qorvo, Inc. | 0.23% |
| 25 | OLED | Universal Display Corporation | 0.20% |
| View SMH holdings |