What stocks does SMH hold?

VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-09-23. Top holdings: NVDA (22.63%), TSM (9.65%), AVGO (6.11%), MU (5.45%), AMD (5.36%), ASML (5.10%), LRCX (4.40%), AMAT (4.36%), ADI (4.32%), TXN (4.30%).

What AI thesis does SMH carry?

SMH is mapped on QuantAbundance to 2 bubbles: AI Compute Accelerators, DRAM / HBM Memory.

Which ETFs are similar to SMH?

Based on overlapping holdings (Jaccard similarity), the closest ETFs to SMH are SOXX, VGT, XLK, WTAI, CHAT.

$SMHNASDAQ

VanEck Semiconductor ETF

VanEck

VanEck Semiconductor ETF tracks the largest U.S.-listed semiconductor producers and equipment makers, a concentrated, liquid proxy for the chip cycle.

Issuer holdings ↗

AUM -

Expense -

Latest NAV$607.62

Holdings10 (72%)

Net 90d+$144M

Price

+85.96% over 1Y

4 auto-fib

Teardown dossiers on these holdings

Included in Pro

The thesis, the numbers, the bear case and the level map, one read per name.

$AVGOBroadcom

Carries the thesis for

AI Compute Acceleratorsprimary ETF
Purest large-cap semi exposure, concentrated in NVDA/TSM/AVGO.
→
DRAM / HBM Memoryprimary ETF
Primary vehicle for MU exposure.
→

Flow series · 90 days

Window 2026-06-26 → 2026-09-23Days w/ flow 90 / 90Total +$144M

Top holdings · as of 2026-09-23

ranked by weight

NVDANVIDIA CorporationAI Compute Accelerators
22.63%
weight
$223.85last
TSMTaiwan Semiconductor Manufacturing Co.AI Compute Accelerators
9.65%
weight
$448.26last
AVGOBroadcom Inc.AI Compute Accelerators
6.11%
weight
$349.62last
MUMicron Technology, Inc.DRAM / HBM Memory
5.45%
weight
$1067.55last
AMDAdvanced Micro Devices, Inc.AI Compute Accelerators
5.36%
weight
$619.38last
ASMLASML Holding N.V.Semi Equipment / Litho
5.10%
weight
$1722.00last
LRCXLam Research CorporationSemi Equipment / Litho
4.40%
weight
$303.14last
AMATApplied Materials, Inc.Semi Equipment / Litho
4.36%
weight
$469.18last
ADIAnalog Devices, Inc.
4.32%
weight
$382.37last
TXNTexas Instruments Incorporated
4.30%
weight
$270.19last

Co-mover ETFs

Jaccard on overlapping holdings

Frequently asked questions

What stocks does SMH hold?: VanEck Semiconductor ETF (SMH) holds 10 positions as of 2026-09-23. Top holdings: NVDA (22.63%), TSM (9.65%), AVGO (6.11%), MU (5.45%), AMD (5.36%), ASML (5.10%), LRCX (4.40%), AMAT (4.36%), ADI (4.32%), TXN (4.30%).
What AI thesis does SMH carry?: SMH is mapped on QuantAbundance to 2 bubbles: AI Compute Accelerators, DRAM / HBM Memory.
Which ETFs are similar to SMH?: Based on overlapping holdings (Jaccard similarity), the closest ETFs to SMH are SOXX, VGT, XLK, WTAI, CHAT.

Get notified when SMH flow spikes.

Premium tier (coming soon): 3σ creation/redemption alerts, holdings churn vs prior snapshot, and bubble-level rotation views. Get early access - free during beta.

No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.