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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 NXP Semiconductors NXPI $55.7B	233	+233	–	$6.42B
27	27 ON Semiconductor ON $28.6B	223	+223	–	$3.27B
28	28 Ciena CIEN $51B	222	+222	–	$2.55B
29	29 Synaptics SYNA $4.66B	213	+213	–	$1.22B
30	30 ASML ASML $634B	212	+212	–	$6.16B
31	31 Semtech SMTC $15B	208	+208	–	$2.39B
32	32 Kulicke & Soffa KLIC $4.42B	183	+183	–	$686M
33	33 Cirrus Logic CRUS $5.43B	182	+182	–	$723M
34	34 Entegris ENTG $23.4B	174	+174	–	$1.19B
35	35 Veeco VECO $2.8B	173	+173	–	$1.51B
36	CAJ 36 DELISTED Canon, Inc. CAJ	165	+165	–	$657M
37	CCMP 37 DELISTED CMC Materials, Inc. Common Stock CCMP	163	+163	–	$699M
38	38 Power Integrations POWI $2.5B	161	+161	–	$1.19B
39	39 Advanced Energy AEIS $10.4B	158	+158	–	$624M
40	40 Silicon Laboratories SLAB $7.38B	158	+158	–	$1.58B
41	41 Sony SONY $142B	157	+157	–	$1.04B
42	42 Enpro NPO $6.22B	153	+153	–	$1.13B
43	43 Adtran ADTN $541M	147	+147	–	$1.48B
44	44 MKS Inc MKSI $15.9B	147	+147	–	$1.39B
45	45 Coherent COHR $51.9B	146	+146	–	$740M
46	46 Diodes DIOD $3.99B	140	+140	–	$901M
47	47 Materion MTRN $5.33B	138	+138	–	$502M
48	48 DELISTED Infinera Corporation Common Stock INFN	137	+137	–	$863M
49	49 Amkor Technology AMKR $11.1B	135	+135	–	$294M
50	50 Magnachip Semiconductor MX $199M	132	+132	–	$574M