Each N-PORT filing of SMH compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 9.9%. Largest increases: Marvell Technology Inc 2.36% to 4.67%; Micron Technology Inc 4.23% to 5.68%; Applied Materials Inc 4.59% to 5.74%; Advanced Micro Devices Inc 4.69% to 5.63%; KLA Corp 4.74% to 5.58%; Astera Labs Inc 0.44% to 1.27%. Largest decreases: Taiwan Semiconductor Manufacturing Co Ltd 11.85% to 9.29%; Broadcom Inc 7.8% to 5.28%; NVIDIA Corp 19.66% to 17.56%; Synopsys Inc 2.5% to 1.79%; Analog Devices Inc 4.7% to 4%; Texas Instruments Inc 4.61% to 4.17%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Aug 2026 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 2 added (1.21% of the fund), 2 dropped (0.35%). Turnover proxy 4.9%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 10.47% to 11.85%; Teradyne Inc 0.93% to 1.41%; Analog Devices Inc 4.27% to 4.7%; Marvell Technology Inc 2.06% to 2.36%; Applied Materials Inc 4.36% to 4.59%; STMicroelectronics NV 0.68% to 0.9%. Largest decreases: NVIDIA Corp 21.06% to 19.66%; Micron Technology Inc 5.05% to 4.23%; Broadcom Inc 8.43% to 7.8%; Synopsys Inc 2.95% to 2.5%; Advanced Micro Devices Inc 5.02% to 4.69%; QUALCOMM Inc 4.38% to 4.09%. New: ARM Holdings PLC (0.77%), Astera Labs Inc (0.44%). Gone: Qorvo Inc (0.2%), Universal Display Corp (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 May 2026 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.1%. Largest increases: NVIDIA Corp 19.3% to 21.06%; Taiwan Semiconductor Manufacturing Co Ltd 9.84% to 10.47%; Advanced Micro Devices Inc 4.65% to 5.02%; Texas Instruments Inc 4.12% to 4.46%; Broadcom Inc 8.18% to 8.43%; Teradyne Inc 0.69% to 0.93%. Largest decreases: Intel Corp 5.27% to 4.23%; Applied Materials Inc 5.17% to 4.36%; ASML Holding NV 5.6% to 4.96%; Cadence Design Systems Inc 3.1% to 2.67%; Lam Research Corp 5.15% to 4.75%; Monolithic Power Systems Inc 1.27% to 1.09%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Feb 2026 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.7%. Largest increases: Intel Corp 3.62% to 5.27%; ASML Holding NV 4.8% to 5.6%; Lam Research Corp 4.44% to 5.15%; Applied Materials Inc 4.48% to 5.17%; KLA Corp 4.28% to 4.73%; Micron Technology Inc 4.49% to 4.93%. Largest decreases: NVIDIA Corp 20.77% to 19.3%; Taiwan Semiconductor Manufacturing Co Ltd 10.91% to 9.84%; Broadcom Inc 9.22% to 8.18%; Advanced Micro Devices Inc 5.5% to 4.65%; Texas Instruments Inc 4.39% to 4.12%; Analog Devices Inc 4.32% to 4.07%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 21 Nov 2025 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.4%. Largest increases: Broadcom Inc 7.78% to 9.22%; NVIDIA Corp 19.56% to 20.77%; Advanced Micro Devices Inc 4.79% to 5.5%; Lam Research Corp 3.74% to 4.44%; Micron Technology Inc 4.27% to 4.49%; Microchip Technology Inc 1.12% to 1.24%. Largest decreases: QUALCOMM Inc 5.25% to 4.22%; Intel Corp 4.29% to 3.62%; Synopsys Inc 3.21% to 2.73%; Texas Instruments Inc 4.81% to 4.39%; NXP Semiconductors NV 1.99% to 1.67%; Cadence Design Systems Inc 3.29% to 3%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 21 Aug 2025 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.3%. Largest increases: KLA Corp 3.38% to 4.32%; QUALCOMM Inc 4.38% to 5.25%; Intel Corp 3.51% to 4.29%; Micron Technology Inc 3.6% to 4.27%; Analog Devices Inc 4.02% to 4.59%; Texas Instruments Inc 4.46% to 4.81%. Largest decreases: Broadcom Inc 10.1% to 7.78%; Taiwan Semiconductor Manufacturing Co Ltd 12.47% to 11.11%; Marvell Technology Inc 3.26% to 2.17%; ON Semiconductor Corp 0.84% to 0.64%; Teradyne Inc 0.71% to 0.54%; Microchip Technology Inc 1.2% to 1.12%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 May 2025 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 1 added (3.72% of the fund), 1 dropped (4.02%). Turnover proxy 8.2%. Largest increases: Broadcom Inc 7.88% to 10.1%; Marvell Technology Inc 2.02% to 3.26%; Cadence Design Systems Inc 2.75% to 3.26%; Taiwan Semiconductor Manufacturing Co Ltd 12.05% to 12.47%; Texas Instruments Inc 4.37% to 4.46%; Synopsys Inc 2.99% to 3.02%. Largest decreases: KLA Corp 3.95% to 3.38%; Monolithic Power Systems Inc 1.52% to 1.01%; Advanced Micro Devices Inc 5.21% to 4.7%; Micron Technology Inc 4.1% to 3.6%; Microchip Technology Inc 1.58% to 1.2%; Intel Corp 3.86% to 3.51%. New: Lam Research Corp (3.72%). Gone: Lam Research Corp (4.02%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Feb 2025 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.5%. Largest increases: Monolithic Power Systems Inc 1.16% to 1.52%; Analog Devices Inc 3.72% to 4.07%; Marvell Technology Inc 1.68% to 2.02%; KLA Corp 3.61% to 3.95%; ON Semiconductor Corp 0.76% to 0.95%; QUALCOMM Inc 4.21% to 4.37%. Largest decreases: Taiwan Semiconductor Manufacturing Co Ltd 13.03% to 12.05%; Lam Research Corp 4.52% to 4.02%; Intel Corp 4.33% to 3.86%; NVIDIA Corp 19.95% to 19.78%; Micron Technology Inc 4.25% to 4.1%; STMicroelectronics NV 1.04% to 0.92%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 19 Nov 2024 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.8%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 11.86% to 13.03%; Advanced Micro Devices Inc 4.32% to 5.12%; KLA Corp 3.45% to 3.61%; Monolithic Power Systems Inc 1.02% to 1.16%; Analog Devices Inc 3.59% to 3.72%; Teradyne Inc 0.54% to 0.66%. Largest decreases: NVIDIA Corp 20.55% to 19.95%; QUALCOMM Inc 4.58% to 4.21%; Cadence Design Systems Inc 2.99% to 2.67%; Synopsys Inc 3.22% to 3%; STMicroelectronics NV 1.25% to 1.04%; Intel Corp 4.5% to 4.33%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 20 Aug 2024 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.3%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 9.05% to 11.86%; Broadcom Inc 6.08% to 7.69%; NVIDIA Corp 19.5% to 20.55%; Micron Technology Inc 3.9% to 4.41%; Texas Instruments Inc 4.4% to 4.6%; QUALCOMM Inc 4.49% to 4.58%. Largest decreases: Advanced Micro Devices Inc 5.65% to 4.32%; Intel Corp 5.45% to 4.5%; Analog Devices Inc 4.43% to 3.59%; Microchip Technology Inc 2.14% to 1.69%; Synopsys Inc 3.65% to 3.22%; ON Semiconductor Corp 1.32% to 0.91%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 May 2024 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.6%. Largest increases: Intel Corp 4.62% to 5.45%; Micron Technology Inc 3.2% to 3.9%; Advanced Micro Devices Inc 5.03% to 5.65%; KLA Corp 3.02% to 3.6%; Lam Research Corp 4% to 4.54%; Synopsys Inc 3.16% to 3.65%. Largest decreases: Taiwan Semiconductor Manufacturing Co Ltd 12.61% to 9.05%; ASML Holding NV 5.72% to 4.9%; Broadcom Inc 6.53% to 6.08%; NVIDIA Corp 19.75% to 19.5%; ON Semiconductor Corp 1.51% to 1.32%; QUALCOMM Inc 4.66% to 4.49%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 22 Feb 2024 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 11.33% to 12.61%; Broadcom Inc 5.28% to 6.53%; NVIDIA Corp 19.01% to 19.75%; ASML Holding NV 5.11% to 5.72%; Advanced Micro Devices Inc 4.58% to 5.03%; QUALCOMM Inc 4.41% to 4.66%. Largest decreases: Microchip Technology Inc 2.47% to 1.97%; Lam Research Corp 4.49% to 4%; Marvell Technology Inc 2.14% to 1.71%; Texas Instruments Inc 4.96% to 4.55%; Analog Devices Inc 4.61% to 4.21%; STMicroelectronics NV 1.73% to 1.37%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 15 Nov 2023 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.5%. Largest increases: NVIDIA Corp 13.66% to 19.01%; Broadcom Inc 4.74% to 5.28%; Applied Materials Inc 4.35% to 4.57%; Analog Devices Inc 4.45% to 4.61%; KLA Corp 3.08% to 3.24%; Marvell Technology Inc 2.11% to 2.14%. Largest decreases: Micron Technology Inc 4.07% to 3.27%; Advanced Micro Devices Inc 5.37% to 4.58%; Intel Corp 5.29% to 4.56%; STMicroelectronics NV 2.42% to 1.73%; QUALCOMM Inc 4.92% to 4.41%; NXP Semiconductors NV 2.91% to 2.49%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 16 Aug 2023 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.2%. Largest increases: NVIDIA Corp 8.41% to 13.66%; Taiwan Semiconductor Manufacturing Co Ltd 10.89% to 11.58%; Advanced Micro Devices Inc 4.87% to 5.37%; Intel Corp 4.92% to 5.29%; ASML Holding NV 5.02% to 5.32%; Lam Research Corp 4.49% to 4.52%. Largest decreases: KLA Corp 4.61% to 3.08%; Broadcom Inc 5.69% to 4.74%; NXP Semiconductors NV 3.77% to 2.91%; Synopsys Inc 4.3% to 3.59%; Microchip Technology Inc 3.46% to 2.76%; Marvell Technology Inc 2.68% to 2.11%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.4%. Largest increases: Broadcom Inc 4.97% to 5.69%; Advanced Micro Devices Inc 4.5% to 4.87%; KLA Corp 4.29% to 4.61%; Microchip Technology Inc 3.24% to 3.46%; STMicroelectronics NV 2.2% to 2.39%; Lam Research Corp 4.31% to 4.49%. Largest decreases: Marvell Technology Inc 3.28% to 2.68%; Taiwan Semiconductor Manufacturing Co Ltd 11.26% to 10.89%; Cadence Design Systems Inc 3.96% to 3.68%; ON Semiconductor Corp 2.46% to 2.19%; Texas Instruments Inc 5.27% to 5.02%; Micron Technology Inc 4.63% to 4.41%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Feb 2023 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.3%. Largest increases: ON Semiconductor Corp 1.89% to 2.46%; Cadence Design Systems Inc 3.58% to 3.96%; Micron Technology Inc 4.26% to 4.63%; Microchip Technology Inc 2.94% to 3.24%; Applied Materials Inc 4.27% to 4.53%; Marvell Technology Inc 3.16% to 3.28%. Largest decreases: Intel Corp 5.33% to 4.75%; QUALCOMM Inc 5.4% to 4.96%; KLA Corp 4.53% to 4.29%; Texas Instruments Inc 5.45% to 5.27%; Teradyne Inc 1.31% to 1.13%; NVIDIA Corp 8.53% to 8.39%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.7%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 10.07% to 11.36%; QUALCOMM Inc 4.62% to 5.4%; KLA Corp 3.81% to 4.53%; Synopsys Inc 3.72% to 4.19%; Cadence Design Systems Inc 3.15% to 3.58%; Texas Instruments Inc 5.06% to 5.45%. Largest decreases: NVIDIA Corp 10.54% to 8.53%; Marvell Technology Inc 3.94% to 3.16%; Skyworks Solutions Inc 1.74% to 1.45%; Advanced Micro Devices Inc 4.68% to 4.4%; NXP Semiconductors NV 3.88% to 3.65%; Teradyne Inc 1.54% to 1.31%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Aug 2022 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 1 added (1.71% of the fund), 1 dropped (3.33%). Turnover proxy 5.9%. Largest increases: NVIDIA Corp 9.5% to 10.54%; Synopsys Inc 3.26% to 3.72%; ON Semiconductor Corp 1.53% to 1.92%; Taiwan Semiconductor Manufacturing Co Ltd 9.72% to 10.07%; Analog Devices Inc 4.27% to 4.6%; Cadence Design Systems Inc 2.83% to 3.15%. Largest decreases: Micron Technology Inc 4.9% to 4.2%; Broadcom Inc 5.69% to 5.01%; QUALCOMM Inc 5.04% to 4.62%; Advanced Micro Devices Inc 4.98% to 4.68%; Teradyne Inc 1.69% to 1.54%; Applied Materials Inc 4.53% to 4.39%. New: Monolithic Power Systems Inc (1.71%). Gone: Xilinx Inc (3.33%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 May 2022 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 10.7%. Largest increases: Marvell Technology Inc 2.36% to 3.81%; Xilinx Inc 2.14% to 3.33%; KLA Corp 2.54% to 3.62%; Broadcom Inc 4.65% to 5.69%; NXP Semiconductors NV 2.88% to 3.83%; Synopsys Inc 2.4% to 3.26%. Largest decreases: Taiwan Semiconductor Manufacturing Co Ltd 15.54% to 9.72%; ASML Holding NV 6.77% to 4.98%; NVIDIA Corp 11.24% to 9.5%; Texas Instruments Inc 5.36% to 4.83%; Analog Devices Inc 4.8% to 4.27%; Intel Corp 5.24% to 5.01%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 1 added (2.4% of the fund), 1 dropped (1.66%). Turnover proxy 7.7%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 14.1% to 15.54%; NVIDIA Corp 10% to 11.24%; ASML Holding NV 5.74% to 6.77%; Texas Instruments Inc 4.87% to 5.36%; Analog Devices Inc 4.31% to 4.8%; Intel Corp 4.9% to 5.24%. Largest decreases: Skyworks Solutions Inc 2.29% to 1.55%; NXP Semiconductors NV 3.59% to 2.88%; Microchip Technology Inc 2.78% to 2.09%; Teradyne Inc 1.61% to 1.02%; Qorvo Inc 1.61% to 1.08%; KLA Corp 3.06% to 2.54%. New: Synopsys Inc (2.4%). Gone: Maxim Integrated Products Inc (1.66%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 22 Nov 2021 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 1 added (2.51% of the fund), 1 dropped (1.64%). Turnover proxy 7%. Largest increases: NVIDIA Corp 7.28% to 10%; Advanced Micro Devices Inc 4.21% to 4.99%; Micron Technology Inc 4.3% to 4.59%; QUALCOMM Inc 4.79% to 5.08%; Xilinx Inc 2.37% to 2.57%; Qorvo Inc 1.5% to 1.61%. Largest decreases: Intel Corp 6.22% to 4.9%; Taiwan Semiconductor Manufacturing Co Ltd 15.23% to 14.1%; NXP Semiconductors NV 4.36% to 3.59%; Applied Materials Inc 4.93% to 4.5%; Lam Research Corp 4.77% to 4.36%; KLA Corp 3.39% to 3.06%. New: Marvell Technology Inc (2.51%). Gone: Marvell Technology Group Ltd (1.64%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Aug 2021 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.1%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 13.34% to 15.23%; Intel Corp 4.84% to 6.22%; Applied Materials Inc 4.3% to 4.93%; Lam Research Corp 4.19% to 4.77%; NVIDIA Corp 6.76% to 7.28%; ASML Holding NV 5.24% to 5.73%. Largest decreases: Xilinx Inc 3.51% to 2.37%; Cadence Design Systems Inc 3.26% to 2.5%; Advanced Micro Devices Inc 4.97% to 4.21%; STMicroelectronics NV 2.68% to 2.11%; Teradyne Inc 2.01% to 1.58%; Maxim Integrated Products Inc 2.09% to 1.67%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 May 2021 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.6%. Largest increases: Taiwan Semiconductor Manufacturing Co Ltd 11.02% to 13.34%; Xilinx Inc 3.08% to 3.51%; ON Semiconductor Corp 0.83% to 1.12%; Teradyne Inc 1.73% to 2.01%; ASML Holding NV 4.96% to 5.24%; Broadcom Inc 4.88% to 5.12%. Largest decreases: NVIDIA Corp 8.23% to 6.76%; Intel Corp 5.84% to 4.84%; Lam Research Corp 4.79% to 4.19%; Skyworks Solutions Inc 2.98% to 2.6%; Applied Materials Inc 4.68% to 4.3%; STMicroelectronics NV 2.97% to 2.68%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 23 Feb 2021 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5%. Largest increases: Advanced Micro Devices Inc 4.13% to 4.83%; NXP Semiconductors NV 3.68% to 4.36%; STMicroelectronics NV 2.45% to 2.97%; Marvell Technology Group Ltd 1.71% to 2.21%; Cadence Design Systems Inc 2.86% to 3.3%; Qorvo Inc 1.31% to 1.76%. Largest decreases: Intel Corp 9.28% to 5.84%; ASML Holding NV 5.67% to 4.96%; Taiwan Semiconductor Manufacturing Co Ltd 11.33% to 11.02%; NVIDIA Corp 8.45% to 8.23%; Broadcom Inc 5.02% to 4.88%; Analog Devices Inc 4.5% to 4.39%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Nov 2020 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: Lam Research Corp 4.07% to 4.84%; NVIDIA Corp 7.67% to 8.45%; ASML Holding NV 5.16% to 5.67%; Applied Materials Inc 4.09% to 4.56%; Teradyne Inc 1.28% to 1.69%; QUALCOMM Inc 4.72% to 5.02%. Largest decreases: Intel Corp 11.01% to 9.28%; Taiwan Semiconductor Manufacturing Co Ltd 12.4% to 11.33%; Advanced Micro Devices Inc 4.66% to 4.13%; Xilinx Inc 3.1% to 2.84%; Maxim Integrated Products Inc 1.85% to 1.7%; NXP Semiconductors NV 3.81% to 3.68%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/25 positions became 25: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.9%. Largest increases: NVIDIA Corp 6.04% to 7.67%; Cadence Design Systems Inc 2.22% to 2.73%; Intel Corp 10.64% to 11.01%; Broadcom Inc 4.7% to 5.02%; Marvell Technology Group Ltd 1.33% to 1.54%; ASML Holding NV 4.95% to 5.16%. Largest decreases: Taiwan Semiconductor Manufacturing Co Ltd 13.28% to 12.4%; NXP Semiconductors NV 4.49% to 3.81%; Lam Research Corp 4.54% to 4.07%; ON Semiconductor Corp 1.06% to 0.7%; Applied Materials Inc 4.43% to 4.09%; Microchip Technology Inc 2.42% to 2.09%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 22 May 2020 12:00:00 GMThttps://themulden.com/funds/smh/https://themulden.com/funds/smh/26 positions became 25: 0 added (0% of the fund), 1 dropped (0%). Turnover proxy 3.7%. Largest increases: Micron Technology Inc 3.91% to 4.67%; NVIDIA Corp 5.35% to 6.04%; Advanced Micro Devices Inc 4.43% to 4.97%; STMicroelectronics NV 2.03% to 2.45%; Skyworks Solutions Inc 1.89% to 2.29%; Qorvo Inc 0.86% to 1.2%. Largest decreases: Texas Instruments Inc 6.09% to 4.97%; Intel Corp 11.52% to 10.64%; Xilinx Inc 3.54% to 3.08%; Marvell Technology Group Ltd 1.68% to 1.33%; ASML Holding NV 5.18% to 4.95%; Maxim Integrated Products Inc 1.93% to 1.77%. Gone: DREYFUS GOVERNMENT CASH MANAGEMENT (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Feb 2020 12:00:00 GMT