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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 $50.6B	238	-6	-2%	$3.5B
27	27 Vishay Intertechnology VSH $4.41B	234	-13	-5%	$3.78B
28	28 Advanced Micro Devices AMD $918B	230	+7	+3%	$1.01B
29	29 ASML ASML $637B	218	+5	+2%	$6.27B
30	30 Cirrus Logic CRUS $5.43B	218	+25	+13%	$1.03B
31	31 ON Semiconductor ON $28.7B	208	-10	-5%	$3.28B
32	32 Power Integrations POWI $2.51B	191	+13	+7%	$1.65B
33	33 Semtech SMTC $13.5B	183	-18	-9%	$1.68B
34	34 Kulicke & Soffa KLIC $4.35B	181	0	0%	$825M
35	CCMP 35 DELISTED CMC Materials, Inc. Common Stock CCMP	180	+17	+10%	$1.07B
36	36 Sony SONY $144B	168	+13	+8%	$981M
37	37 Entegris ENTG $22.4B	166	-5	-3%	$1.57B
38	38 Advanced Energy AEIS $10.1B	158	+2	+1%	$814M
39	39 Veeco VECO $2.76B	157	-8	-5%	$1.28B
40	40 Enpro NPO $6.01B	156	-7	-4%	$1.32B
41	41 Silicon Laboratories SLAB $7.38B	152	-4	-3%	$1.68B
42	42 Coherent COHR $49.3B	150	0	0%	$808M
43	CAJ 43 DELISTED Canon, Inc. CAJ	149	-8	-5%	$570M
44	44 Himax Technologies HIMX $2.11B	148	+22	+17%	$619M
45	45 Adtran ADTN $531M	147	-6	-4%	$1.52B
46	46 MKS Inc MKSI $15.5B	146	+4	+3%	$1.57B
47	47 Materion MTRN $5.26B	146	+3	+2%	$571M
48	48 Monolithic Power Systems MPWR $61.4B	144	+10	+7%	$1.29B
49	49 DELISTED Infinera Corporation Common Stock INFN	143	0	0%	$807M
50	50 DELISTED Coherent Inc COHR	139	+8	+6%	$1.73B