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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 $53.2B	266	+1	+0.4%	$4.3B
27	27 Advanced Micro Devices AMD $888B	258	+15	+6%	$1.34B
28	28 Vishay Intertechnology VSH $4.25B	245	+12	+5%	$2.29B
29	29 Ciena CIEN $49.2B	244	-26	-10%	$2.42B
30	30 Cirrus Logic CRUS $5.42B	212	+1	+0.5%	$1.18B
31	31 Kulicke & Soffa KLIC $4.28B	200	+18	+10%	$888M
32	32 Entegris ENTG $22.3B	195	+11	+6%	$1.9B
33	33 ASML ASML $626B	193	-14	-7%	$5.65B
34	34 Power Integrations POWI $2.49B	192	-1	-0.5%	$1.81B
35	35 Amkor Technology AMKR $10.6B	182	+43	+31%	$951M
36	36 Semtech SMTC $13.8B	180	+3	+2%	$1.73B
37	37 Sony SONY $146B	174	-2	-1%	$1.34B
38	38 Veeco VECO $2.7B	174	-5	-3%	$1.61B
39	39 Enpro NPO $5.88B	173	+8	+5%	$1.78B
40	CCMP 40 DELISTED CMC Materials, Inc. Common Stock CCMP	171	+6	+4%	$1.03B
41	41 Lattice Semiconductor LSCC $15.1B	169	+21	+14%	$931M
42	42 Monolithic Power Systems MPWR $60.7B	160	+11	+7%	$1.59B
43	43 Materion MTRN $5.2B	160	+9	+6%	$679M
44	44 Advanced Energy AEIS $9.68B	159	-3	-2%	$707M
45	45 Diodes DIOD $3.85B	159	+26	+20%	$1.06B
46	46 MKS Inc MKSI $15B	157	+6	+4%	$1.72B
47	47 Silicon Laboratories SLAB $7.38B	156	-9	-5%	$1.97B
48	48 Adtran ADTN $529M	153	-17	-10%	$1.23B
49	49 Adeia ADEA $2.34B	152	+7	+5%	$1.22B
50	CAJ 50 DELISTED Canon, Inc. CAJ	146	+8	+6%	$565M