The top 3 holdings of SMH are NVIDIA (NVDA) (19.71%), Taiwan Semiconductor Manufacturing (TSM) (11.016%) and Broadcom (AVGO) (7.828%).

FUND	HOLDING	% OF FUND	VALUE ($)
SMH	NVIDIA (NVDA)	19.71%	$3.8B
SMH	Taiwan Semiconductor Manufacturing (TSM)	11.016%	$2.1B
SMH	Broadcom (AVGO)	7.828%	$1.5B
SMH	Qualcomm (QCOM)	5.197%	$996.6M
SMH	ASML Holding NV ADR (ASML)	4.987%	$956.3M
SMH	Advanced Micro Devices (AMD)	4.793%	$919.1M
SMH	Texas Instruments (TXN)	4.697%	$900.7M
SMH	Analog Devices (ADI)	4.566%	$875.6M
SMH	Applied Materials (AMAT)	4.555%	$873.5M
SMH	Micron Technology (MU)	4.328%	$829.9M
SMH	Intel (INTC)	4.275%	$819.8M
SMH	KLA-Tencor (KLAC)	4.26%	$816.9M
SMH	Lam Research (LRCX)	3.724%	$714.1M
SMH	Cadence Design Systems (CDNS)	3.307%	$634.2M
SMH	Synopsys (SNPS)	3.262%	$625.5M
SMH	Marvell Technology (MRVL)	2.176%	$417.3M
SMH	NXP Semiconductors (NXPI)	1.982%	$380.1M
SMH	Monolithic Power Systems (MPWR)	1.125%	$215.7M
SMH	Microchip Technology (MCHP)	1.123%	$215.3M
SMH	STMicroelectronics NV ADR (STM)	0.845%	$162M
SMH	ON Semiconductor (ON)	0.639%	$122.5M
SMH	Teradyne (TER)	0.535%	$102.6M
SMH	Skyworks Solutions (SWKS)	0.472%	$90.5M
SMH	Qorvo (QRVO)	0.302%	$57.9M
SMH	Universal Display (OLED)	0.296%	$56.8M

Holdings are tracked for approximately 2000 ETFs.