SMH Holdings
The complete, up-to-date list of SMH ETF holdings. SMH holds 25 stocks weighted by market capitalization. Below are all constituents with their ETF weight, sector, price, and recent performance.
Top 10 SMH Holdings
The 10 largest positions make up about 71.6% of the fund. Because SMH is market-cap weighted, these largest constituents drive most of its day-to-day movement.
- NVDANvidia CorpWeight22.42%Price$212.041M-6.26%
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Weight9.77%Price$419.701M-2.60%
- AVGOBroadcom Inc. Common StockWeight5.90%Price$346.221M-17.10%
- AMDAdvanced Micro DevicesWeight5.73%Price$493.671M+2.16%
- MUMicron Technology, Inc.Weight5.64%Price$931.831M+1.22%
- ASMLASML Holding NVWeight5.01%Price$1589.121M-13.41%
- INTCIntel CorpWeight4.34%Price$97.581M-4.26%
- LRCXLam Research CorpWeight4.29%Price$276.871M-16.52%
- ADIAnalog Devices, Inc.Weight4.26%Price$362.991M-6.82%
- TXNTexas Instruments IncorporatedWeight4.25%Price$264.171M-4.96%
SMH Sector Weights
How VanEck Semiconductor ETF is allocated across sectors.
Complete SMH Holdings List — All Stocks in SMH by Weight
Every stock in SMH — all 25 constituents — ranked by ETF weight, with price, recent performance, and RSI. Select any ticker for its full quote, chart, and analysis.
| # | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia Corp | Technology | 22.42% | $212.04 | -3.34% | -6.26% | +2.98% | 44 | 76 | $5.52T |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Ltd. | Technology | 9.77% | $419.70 | -3.11% | -2.60% | -0.49% | 48 | 94 | $2.16T |
| 3 | AVGO | Broadcom Inc. Common Stock | Technology | 5.90% | $346.22 | -4.74% | -17.10% | -10.16% | 34 | 44 | $1.75T |
| 4 | AMD | Advanced Micro Devices | Technology | 5.73% | $493.67 | -4.41% | +2.16% | -1.26% | 52 | 99 | $746.1B |
| 5 | MU | Micron Technology, Inc. | Technology | 5.64% | $931.83 | -4.93% | +1.22% | -4.92% | 46 | 100 | $1.08T |
| 6 | ASML | ASML Holding NV | Technology | 5.01% | $1589.12 | -7.25% | -13.41% | -14.75% | 36 | 97 | $646.2B |
| 7 | INTC | Intel Corp | Technology | 4.34% | $97.58 | -5.40% | -4.26% | -17.23% | 50 | 99 | $476.0B |
| 8 | LRCX | Lam Research Corp | Technology | 4.29% | $276.87 | -8.25% | -16.52% | -23.90% | 37 | 98 | $360.8B |
| 9 | ADI | Analog Devices, Inc. | Technology | 4.26% | $362.99 | -4.75% | -6.82% | -12.36% | 45 | 91 | $172.4B |
| 10 | TXN | Texas Instruments Incorporated | Technology | 4.25% | $264.17 | -1.99% | -4.96% | -11.90% | 47 | 90 | $231.8B |
| 11 | AMAT | Applied Materials Inc | Technology | 4.23% | $426.83 | -7.11% | -22.70% | -22.68% | 35 | 98 | $348.0B |
| 12 | QCOM | Qualcomm Inc | Technology | 4.20% | $180.35 | -0.99% | +10.29% | -10.75% | 63 | 70 | $180.0B |
| 13 | MRVL | Marvell Technology, Inc. Common Stock | Technology | 4.16% | $220.90 | -7.33% | +0.52% | -18.98% | 48 | 99 | $187.7B |
| 14 | KLAC | KLA Corporation Common Stock | Technology | 3.84% | $170.80 | -6.39% | -18.91% | -28.83% | 38 | 96 | $225.1B |
| 15 | CDNS | Cadence Design Systems | Technology | 1.91% | $279.78 | -3.55% | -13.87% | -26.80% | 29 | 37 | $84.5B |
| 16 | SNPS | Synopsys Inc | Technology | 1.87% | $382.50 | -3.99% | -7.49% | -16.55% | 39 | 43 | $79.8B |
| 17 | TER | Teradyne, Inc. Common Stock | Industrials | 1.34% | $332.99 | -13.26% | -17.58% | -13.81% | 41 | 99 | $52.9B |
| 18 | MPWR | Monolithic Power Systems, Inc. | Technology | 1.23% | $1148.00 | -7.37% | -19.57% | -28.20% | 34 | 87 | $59.6B |
| 19 | NXPI | NXP Semiconductors N.V. | Technology | 1.08% | $225.15 | -5.25% | -3.95% | -25.81% | 44 | 56 | $56.7B |
| 20 | STM | STMicroelectronics N.V. | Technology | 1.00% | $48.11 | -6.33% | -12.04% | -37.54% | 37 | 96 | $45.7B |
| 21 | ARM | Arm Holdings plc American Depositary Shares | Technology | 0.98% | $240.90 | -9.73% | -10.48% | -32.31% | 43 | 93 | $250.8B |
| 22 | ALAB | Astera Labs, Inc. Common Stock | Technology | 0.88% | $258.64 | -11.78% | -17.89% | -32.31% | 39 | 66 | $47.6B |
| 23 | MCHP | Microchip Technology Inc | Technology | 0.83% | $71.51 | -3.67% | -10.08% | -23.10% | 41 | 67 | $39.6B |
| 24 | ON | ON Semiconductor Corp | Technology | 0.50% | $72.14 | -5.92% | -13.55% | -38.21% | 42 | 91 | $28.7B |
| 25 | SWKS | Skyworks Solutions Inc | Technology | 0.23% | $79.48 | -10.31% | +14.64% | +9.55% | 62 | 62 | $10.8B |
SMH Holdings FAQ
What is the SMH ETF?
SMH is VanEck Semiconductor ETF, an exchange-traded fund holding 25 stocks weighted by market capitalization. It packages its underlying basket of companies into a single security, giving investors diversified exposure in one trade.
What are the top holdings of SMH?
The five largest SMH holdings by weight are currently NVDA, TSM, AVGO, AMD, MU. Because SMH is market-cap weighted, its biggest constituents carry the largest weights and have the most influence on the fund's daily moves.
How many stocks does SMH hold?
This snapshot lists 25 holdings for SMH. The count shifts as the fund is rebalanced or reconstituted and as share classes are included.
How concentrated is SMH?
The top 10 SMH holdings account for roughly 71.6% of the fund. Market-cap weighting means a small group of the largest companies can drive a meaningful share of performance.
Which sector does SMH weight the most?
Technology is the largest sector weight in SMH at about 98.6% across 24 holdings. Sector weights shift over time as constituent prices and membership change.
How often do SMH holdings change?
SMH holdings update as the fund is rebalanced or reconstituted and as daily price moves shift each constituent's market-cap weight. The list on this page reflects the latest available holdings snapshot.