The top 3 holdings of SMH are NVIDIA (NVDA) (18.68%), Taiwan Semiconductor Manufacturing (TSM) (9.905%) and Broadcom (AVGO) (8.474%).

FUND	HOLDING	% OF FUND	VALUE ($)
SMH	NVIDIA (NVDA)	18.68%	$5.5B
SMH	Taiwan Semiconductor Manufacturing (TSM)	9.905%	$2.9B
SMH	Broadcom (AVGO)	8.474%	$2.5B
SMH	ASML Holding NV ADR (ASML)	5.579%	$1.6B
SMH	Intel (INTC)	5.426%	$1.6B
SMH	Applied Materials (AMAT)	5.123%	$1.5B
SMH	Lam Research (LRCX)	5.006%	$1.5B
SMH	KLA-Tencor (KLAC)	4.719%	$1.4B
SMH	Advanced Micro Devices (AMD)	4.711%	$1.4B
SMH	Micron Technology (MU)	4.699%	$1.4B
SMH	Qualcomm (QCOM)	4.478%	$1.3B
SMH	Analog Devices (ADI)	4.162%	$1.2B
SMH	Texas Instruments (TXN)	4.149%	$1.2B
SMH	Cadence Design Systems (CDNS)	3.15%	$924M
SMH	Synopsys (SNPS)	3.056%	$896.4M
SMH	Marvell Technology (MRVL)	2.138%	$627.1M
SMH	NXP Semiconductors (NXPI)	1.526%	$447.6M
SMH	Monolithic Power Systems (MPWR)	1.246%	$365.5M
SMH	Microchip Technology (MCHP)	1.05%	$308M
SMH	STMicroelectronics NV ADR (STM)	0.774%	$227M
SMH	Teradyne (TER)	0.678%	$198.9M
SMH	ON Semiconductor (ON)	0.492%	$144.3M
SMH	Skyworks Solutions (SWKS)	0.295%	$86.5M
SMH	Qorvo (QRVO)	0.234%	$68.6M
SMH	Universal Display (OLED)	0.197%	$57.8M

Holdings are tracked for approximately 2000 ETFs.