The top 3 holdings of SMH are NVIDIA (NVDA) (22.135%), Taiwan Semiconductor Manufacturing (TSM) (10.539%) and Broadcom (AVGO) (9.323%).

FUND	HOLDING	% OF FUND	VALUE ($)
SMH	NVIDIA (NVDA)	22.135%	$6B
SMH	Taiwan Semiconductor Manufacturing (TSM)	10.539%	$2.9B
SMH	Broadcom (AVGO)	9.323%	$2.5B
SMH	Advanced Micro Devices (AMD)	6.104%	$1.7B
SMH	Lam Research (LRCX)	4.323%	$1.2B
SMH	Analog Devices (ADI)	4.314%	$1.2B
SMH	ASML Holding NV ADR (ASML)	4.236%	$1.1B
SMH	Texas Instruments (TXN)	4.086%	$1.1B
SMH	Micron Technology (MU)	4.057%	$1.1B
SMH	KLA-Tencor (KLAC)	4.012%	$1.1B
SMH	Qualcomm (QCOM)	3.929%	$1.1B
SMH	Synopsys (SNPS)	3.866%	$1B
SMH	Applied Materials (AMAT)	3.761%	$1B
SMH	Intel (INTC)	3.653%	$988M
SMH	Cadence Design Systems (CDNS)	3.259%	$881.5M
SMH	Marvell Technology (MRVL)	1.871%	$506M
SMH	NXP Semiconductors (NXPI)	1.651%	$446.5M
SMH	Monolithic Power Systems (MPWR)	1.181%	$319.4M
SMH	Microchip Technology (MCHP)	1.117%	$302.1M
SMH	STMicroelectronics NV ADR (STM)	0.729%	$197.2M
SMH	Teradyne (TER)	0.527%	$142.5M
SMH	ON Semiconductor (ON)	0.508%	$137.4M
SMH	Skyworks Solutions (SWKS)	0.341%	$92.2M
SMH	Qorvo (QRVO)	0.213%	$57.6M
SMH	Universal Display (OLED)	0.206%	$55.7M

Holdings are tracked for approximately 2000 ETFs.