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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 NVIDIA NVDA $5.34T	5,992	+108	+2%	$3.35T
2	2 Broadcom AVGO $1.65T	4,860	+151	+3%	$1.4T
3	3 Advanced Micro Devices AMD $932B	4,009	+809	+25%	$683B
4	4 Micron Technology MU $1.03T	3,914	+893	+30%	$1.01T
5	5 TSMC TSM $2.23T	3,584	+299	+9%	$363B
6	6 Intel INTC $519B	3,578	+982	+38%	$487B
7	7 Applied Materials AMAT $354B	3,517	+564	+19%	$477B
8	8 Lam Research LRCX $359B	3,146	+495	+19%	$463B
9	9 Qualcomm QCOM $184B	3,034	+296	+11%	$155B
10	10 Texas Instruments TXN $256B	2,867	+408	+17%	$241B
11	11 Corning GLW $121B	2,685	+424	+19%	$160B
12	12 ASML ASML $634B	2,515	+304	+14%	$150B
13	13 KLA KLAC $233B	2,491	+411	+20%	$369B
14	14 Linde LIN $227B	2,350	+62	+3%	$205B
15	15 Analog Devices ADI $196B	2,290	+166	+8%	$175B
16	16 3M MMM $84.8B	2,245	+73	+3%	$62.6B
17	17 Marvell Technology MRVL $220B	2,226	+677	+44%	$206B
18	18 Sandisk SNDK $203B	1,825	+644	+55%	$248B
19	19 Air Products & Chemicals APD $65.1B	1,778	-12	-0.7%	$60.1B
20	20 VanEck Semiconductor ETF SMH $68.8B	1,560	+253	+19%	$38B
21	21 Cadence Design Systems CDNS $90.7B	1,509	+99	+7%	$90.6B
22	22 Synopsys SNPS $92B	1,450	+48	+3%	$78.8B
23	23 Teradyne TER $56.2B	1,429	+196	+16%	$73.2B
24	24 Qnity Electronics Inc Q $25.4B	1,341	+158	+13%	$26.3B
25	25 Lumentum LITE $81.2B	1,320	+231	+21%	$70.5B