The top 3 holdings of SMH are NVIDIA (NVDA) (17.805%), Taiwan Semiconductor Manufacturing (TSM) (9.677%) and Broadcom (AVGO) (8.071%).

FUND	HOLDING	% OF FUND	VALUE ($)
SMH	NVIDIA (NVDA)	17.805%	$6.1B
SMH	Taiwan Semiconductor Manufacturing (TSM)	9.677%	$3.3B
SMH	Broadcom (AVGO)	8.071%	$2.8B
SMH	Advanced Micro Devices (AMD)	6.382%	$2.2B
SMH	Micron Technology (MU)	5.758%	$2B
SMH	Intel (INTC)	5.664%	$1.9B
SMH	ASML Holding NV ADR (ASML)	5.662%	$1.9B
SMH	Applied Materials (AMAT)	5.452%	$1.9B
SMH	Lam Research (LRCX)	5.359%	$1.8B
SMH	KLA-Tencor (KLAC)	4.802%	$1.6B
SMH	Qualcomm (QCOM)	4.172%	$1.4B
SMH	Analog Devices (ADI)	3.804%	$1.3B
SMH	Texas Instruments (TXN)	3.649%	$1.2B
SMH	Cadence Design Systems (CDNS)	2.814%	$960.9M
SMH	Synopsys (SNPS)	2.66%	$908.3M
SMH	Marvell Technology (MRVL)	1.964%	$670.6M
SMH	Monolithic Power Systems (MPWR)	1.391%	$475M
SMH	NXP Semiconductors (NXPI)	1.38%	$471.2M
SMH	Microchip Technology (MCHP)	0.98%	$334.6M
SMH	Teradyne (TER)	0.689%	$235.3M
SMH	STMicroelectronics NV ADR (STM)	0.642%	$219.2M
SMH	ON Semiconductor (ON)	0.476%	$162.5M
SMH	Skyworks Solutions (SWKS)	0.262%	$89.5M
SMH	Qorvo (QRVO)	0.215%	$73.4M
SMH	Universal Display (OLED)	0.187%	$63.9M

Holdings are tracked for approximately 2000 ETFs.