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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
26	26 Coherent COHR $51.9B	1,315	+207	+19%	$67B
27	27 Microchip Technology MCHP $38.7B	1,288	+119	+10%	$49.4B
28	28 NXP Semiconductors NXPI $55.7B	1,265	+118	+10%	$67.2B
29	29 Monolithic Power Systems MPWR $61.1B	1,246	+124	+11%	$65.6B
30	30 Ciena CIEN $51B	1,226	+142	+13%	$64.6B
31	31 iShares Semiconductor ETF SOXX $43B	1,190	+257	+28%	$22.1B
32	32 ON Semiconductor ON $28.6B	1,000	+168	+20%	$37.8B
33	33 Astera Labs ALAB $52.1B	993	+284	+40%	$61.2B
34	34 Credo Technology Group CRDO $33.7B	984	+269	+38%	$35.9B
35	35 Arm ARM $254B	963	+217	+29%	$35B
36	36 Nokia NOK $52.6B	792	+170	+27%	$13.4B
37	37 MKS Inc MKSI $15.9B	776	+156	+25%	$31.3B
38	38 Entegris ENTG $23.4B	749	+103	+16%	$29.6B
39	39 Sony SONY $142B	743	+5	+0.7%	$9.52B
40	40 Skyworks Solutions SWKS $18.1B	716	+37	+5%	$12.4B
41	41 Onto Innovation ONTO $11.8B	692	+112	+19%	$18.3B
42	42 Advanced Energy AEIS $10.4B	683	+104	+18%	$15B
43	43 MACOM Technology Solutions MTSI $22.2B	659	+143	+28%	$27.7B
44	44 Amkor Technology AMKR $11.1B	648	+115	+22%	$9.96B
45	45 Rambus RMBS $9.99B	620	+63	+11%	$13.3B
46	46 STMicroelectronics STM $42B	608	+212	+54%	$12.7B
47	47 Lattice Semiconductor LSCC $16.3B	607	+122	+25%	$21.7B
48	48 Cirrus Logic CRUS $5.43B	580	+39	+7%	$7.83B
49	49 Semtech SMTC $15B	579	+141	+32%	$15B
50	50 SiTime SITM $15.8B	568	+143	+34%	$16.8B