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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 Ciena CIEN $51B	244	+22	+10%	$3.32B
27	27 Synaptics SYNA $4.66B	233	+20	+9%	$1.47B
28	28 Advanced Micro Devices AMD $932B	223	-21	-9%	$1.16B
29	29 ON Semiconductor ON $28.6B	218	-5	-2%	$2.9B
30	30 ASML ASML $634B	213	+1	+0.5%	$7.2B
31	31 Semtech SMTC $15B	201	-7	-3%	$2.03B
32	32 Cirrus Logic CRUS $5.43B	193	+11	+6%	$989M
33	33 Kulicke & Soffa KLIC $4.42B	181	-2	-1%	$698M
34	34 Power Integrations POWI $2.5B	178	+17	+11%	$1.62B
35	35 Entegris ENTG $23.4B	171	-3	-2%	$1.3B
36	36 Veeco VECO $2.8B	165	-8	-5%	$1.48B
37	CCMP 37 DELISTED CMC Materials, Inc. Common Stock CCMP	163	0	0%	$818M
38	38 Enpro NPO $6.22B	163	+10	+7%	$1.39B
39	CAJ 39 DELISTED Canon, Inc. CAJ	157	-8	-5%	$593M
40	40 Advanced Energy AEIS $10.4B	156	-2	-1%	$621M
41	41 Silicon Laboratories SLAB $7.38B	156	-2	-1%	$1.64B
42	42 Sony SONY $142B	155	-2	-1%	$1.18B
43	43 Adtran ADTN $541M	153	+6	+4%	$1.52B
44	44 Coherent COHR $51.9B	150	+4	+3%	$795M
45	45 DELISTED Infinera Corporation Common Stock INFN	143	+6	+4%	$964M
46	46 Materion MTRN $5.33B	143	+5	+4%	$597M
47	47 MKS Inc MKSI $15.9B	142	-5	-3%	$1.38B
48	48 Diodes DIOD $3.99B	140	0	0%	$857M
49	49 Monolithic Power Systems MPWR $61.1B	134	+11	+9%	$1.1B
50	50 Photronics PLAB $1.67B	134	+2	+2%	$507M