These 25 semiconductor stocks could rise as much as 43% with chips in short supply

Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.

This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc. AVGO, -0.34%, Intel Corp. INTC, -0.78%, Qualcomm Inc. QCOM, -0.04% and Texas Instruments Inc. TXN, -0.15%, account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.

ETF deep dive To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:

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