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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 Teradyne TER $52.7B	265	-10	-4%	$4.33B
27	27 ON Semiconductor ON $28.5B	263	+55	+26%	$3.82B
28	28 Advanced Micro Devices AMD $901B	243	+13	+6%	$1.15B
29	29 Vishay Intertechnology VSH $4.25B	233	-1	-0.4%	$4.1B
30	30 Cirrus Logic CRUS $5.38B	211	-7	-3%	$956M
31	31 ASML ASML $631B	207	-11	-5%	$5.95B
32	32 Power Integrations POWI $2.48B	193	+2	+1%	$2.03B
33	33 Entegris ENTG $22.4B	184	+18	+11%	$1.63B
34	34 Kulicke & Soffa KLIC $4.27B	182	+1	+0.6%	$793M
35	35 Veeco VECO $2.71B	179	+22	+14%	$1.78B
36	36 Semtech SMTC $12.8B	177	-6	-3%	$1.68B
37	37 Sony SONY $145B	176	+8	+5%	$1.35B
38	38 Adtran ADTN $526M	170	+23	+16%	$1.36B
39	CCMP 39 DELISTED CMC Materials, Inc. Common Stock CCMP	165	-15	-8%	$1.01B
40	40 Enpro NPO $5.86B	165	+9	+6%	$1.73B
41	41 Silicon Laboratories SLAB $7.39B	165	+13	+9%	$2.06B
42	42 Advanced Energy AEIS $9.74B	162	+4	+3%	$924M
43	43 MKS Inc MKSI $15.2B	151	+5	+3%	$1.6B
44	44 Materion MTRN $5.23B	151	+5	+3%	$608M
45	45 DELISTED Infinera Corporation Common Stock INFN	150	+7	+5%	$688M
46	46 Monolithic Power Systems MPWR $60.6B	149	+5	+3%	$1.46B
47	47 Lattice Semiconductor LSCC $15.1B	148	+13	+10%	$873M
48	48 Adeia ADEA $2.35B	145	+11	+8%	$1.3B
49	49 DELISTED Coherent Inc COHR	144	+5	+4%	$1.53B
50	50 Amkor Technology AMKR $10.7B	139	+1	+0.7%	$489M