SMHVanEck Semiconductor ETF

SMH ETF Holdings & Portfolio

Complete holdings breakdown and portfolio composition. Explore top positions, allocation weights, and community insights.

Explore the complete holdings for VanEck Semiconductor ETF, updated regularly to reflect current portfolio positions and allocation weights. Click any holding to view community discussions and insights.

VOO
VOO Vanguard S&P 500 ETF
100.00%

Symbol's posts

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@General-Mils 2 weeks ago

US pushing for domestic chip manufacturing, semis now 42% of the tech sector

US pushing for domestic chip manufacturing, semis now 42% of the tech sector

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@JaneWilliams 2 weeks ago

A Lil Market Update

A Lil Market Update

Yesterday was rough ngl.

Hot CPI print came in at 3.8%, oil pushed past $100, and the market just said nope. dropped 13%, down 8%, even gave back 3.6% after literally being up 53% last month. Semis got cooked.

But this morning feels different. up 2% premarket, up 2%, bouncing almost 6%. The whole is up 2.2% before the bell.

Apparently Jensen Huang jumped on Trump's China trip last minute and met with Xi. Nobody saw that coming. Now everyone's hopeful about an H200 deal and the AI trade is back on.

Look I'm not gonna pretend I called the dip I didn't. But watching semis bounce this hard after one red day is kind of wild to me.

Inflation is still a thing, Fed cuts are probably not happening this year, oil is all over the place. A lot of uncertainty out there.

But every time this sector dips it gets bought back up. Make that make sense 😭

What are you guys watching today?

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@Theta_collctv 1 month ago

A breakdown of some top AI stocks and investment strategies

A breakdown of some top AI stocks and investment strategies

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@Theta_collctv 2 months ago

Semiconductors and SMH still look solid despite recent market volatility

Semiconductors and SMH still look solid despite recent market volatility

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