Companies included in SMH
This is SMH's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–26 of 26.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 46,163,721 | NS | 19.644186% |
| Taiwan Semiconductor Manufacturing Co Ltd | Taiwan Semiconductor Manufacturing Co Ltd | 14,359,741 | NS | 11.84093% |
| AVGO | Broadcom Inc | 10,321,660 | NS | 7.794908% |
| ASML Holding NV | ASML Holding NV | 1,548,300 | NS | 4.989865% |
| KLAC | KLA Corp | 1,318,928 | NS | 4.738453% |
| ADI | Analog Devices Inc | 6,053,116 | NS | 4.698768% |
| AMD | Advanced Micro Devices Inc | 9,433,536 | NS | 4.682484% |
| TXN | Texas Instruments Inc | 9,726,033 | NS | 4.607205% |
| LRCX | Lam Research Corp | 8,828,365 | NS | 4.602463% |
| AMAT | Applied Materials Inc | 5,503,937 | NS | 4.590073% |
| INTC | Intel Corp | 40,272,256 | NS | 4.336373% |
| MU | Micron Technology Inc | 5,127,760 | NS | 4.226934% |
| QCOM | QUALCOMM Inc | 13,012,602 | NS | 4.088833% |
| SNPS | Synopsys Inc | 2,585,403 | NS | 2.50113% |
| CDNS | Cadence Design Systems Inc | 3,588,783 | NS | 2.433188% |
| MRVL | Marvell Technology Inc | 9,741,535 | NS | 2.354337% |
| TER | Teradyne Inc | 1,953,574 | NS | 1.413132% |
| NXPI | NXP Semiconductors NV | 2,579,892 | NS | 1.239212% |
| MPWR | Monolithic Power Systems Inc | 461,706 | NS | 1.231719% |
| MCHP | Microchip Technology Inc | 6,335,473 | NS | 0.99877% |
| STMicroelectronics NV | STMicroelectronics NV | 10,632,946 | NS | 0.896372% |
| ARM | ARM Holdings PLC | 2,072,301 | NS | 0.764929% |
| ON | ON Semiconductor Corp | 3,958,983 | NS | 0.598138% |
| ALAB | Astera Labs Inc | 1,660,710 | NS | 0.444111% |
| SWKS | Skyworks Solutions Inc | 1,608,405 | NS | 0.210156% |
| State Street Global Advisors | State Street Global Advisors | 29,742,016 | NS | 0.07257% |
SEC N-PORT snapshot as of .