The top 3 holdings of SMH are NVIDIA (NVDA) (19.392%), Taiwan Semiconductor Manufacturing (TSM) (11.096%) and Broadcom (AVGO) (8.83%).

FUND	HOLDING	% OF FUND	VALUE ($)
SMH	NVIDIA (NVDA)	19.392%	$3.8B
SMH	Taiwan Semiconductor Manufacturing (TSM)	11.096%	$2.2B
SMH	Broadcom (AVGO)	8.83%	$1.7B
SMH	Qualcomm (QCOM)	5.079%	$1B
SMH	ASML Holding NV ADR (ASML)	5.059%	$996.7M
SMH	Applied Materials (AMAT)	4.78%	$941.7M
SMH	Analog Devices (ADI)	4.483%	$883.2M
SMH	Advanced Micro Devices (AMD)	4.447%	$876.1M
SMH	KLA-Tencor (KLAC)	4.42%	$870.8M
SMH	Texas Instruments (TXN)	4.378%	$862.5M
SMH	Intel (INTC)	4.102%	$808.2M
SMH	Micron Technology (MU)	3.841%	$756.7M
SMH	Lam Research (LRCX)	3.686%	$726.2M
SMH	Cadence Design Systems (CDNS)	3.681%	$725.2M
SMH	Synopsys (SNPS)	3.315%	$653.1M
SMH	NXP Semiconductors (NXPI)	2.047%	$403.3M
SMH	Marvell Technology (MRVL)	2.039%	$401.7M
SMH	Monolithic Power Systems (MPWR)	1.143%	$225.2M
SMH	Microchip Technology (MCHP)	1.102%	$217.1M
SMH	STMicroelectronics NV ADR (STM)	0.902%	$177.7M
SMH	ON Semiconductor (ON)	0.632%	$124.5M
SMH	Teradyne (TER)	0.506%	$99.7M
SMH	Skyworks Solutions (SWKS)	0.459%	$90.4M
SMH	Qorvo (QRVO)	0.272%	$53.6M
SMH	Universal Display (OLED)	0.259%	$51M

Holdings are tracked for approximately 2000 ETFs.