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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 Vishay Intertechnology VSH $4.14B	262	+17	+7%	$2.16B
27	27 Teradyne TER $52.4B	260	-6	-2%	$4.16B
28	28 Advanced Micro Devices AMD $879B	242	-16	-6%	$1.26B
29	29 Ciena CIEN $48.3B	234	-10	-4%	$1.81B
30	30 Cirrus Logic CRUS $5.48B	215	+3	+1%	$1.05B
31	31 ASML ASML $621B	204	+11	+6%	$5.9B
32	32 Sony SONY $145B	195	+21	+12%	$1.86B
33	33 Amkor Technology AMKR $10.4B	192	+10	+5%	$699M
34	34 Kulicke & Soffa KLIC $4.17B	191	-9	-5%	$889M
35	35 Power Integrations POWI $2.46B	190	-2	-1%	$1.63B
36	36 Monolithic Power Systems MPWR $59.8B	175	+15	+9%	$1.64B
37	37 Entegris ENTG $21.9B	173	-22	-11%	$1.63B
38	38 Semtech SMTC $13.7B	173	-7	-4%	$1.83B
39	39 Silicon Laboratories SLAB $7.41B	169	+13	+8%	$1.56B
40	40 Advanced Energy AEIS $9.53B	167	+8	+5%	$700M
41	41 Veeco VECO $2.69B	167	-7	-4%	$1.56B
42	42 Diodes DIOD $3.78B	166	+7	+4%	$868M
43	43 Adeia ADEA $2.34B	163	+11	+7%	$1.38B
44	CCMP 44 DELISTED CMC Materials, Inc. Common Stock CCMP	163	-8	-5%	$972M
45	45 MKS Inc MKSI $14.5B	163	+6	+4%	$1.79B
46	46 Enpro NPO $5.89B	163	-10	-6%	$1.42B
47	47 Ambarella AMBA $2.68B	160	+17	+12%	$637M
48	48 Lattice Semiconductor LSCC $15B	156	-13	-8%	$859M
49	49 DELISTED Infinera Corporation Common Stock INFN	152	+10	+7%	$871M
50	50 Materion MTRN $5.06B	151	-9	-6%	$562M