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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 $56.2B	260	0	0%	$4.17B
27	27 Vishay Intertechnology VSH $4.43B	251	-11	-4%	$2.11B
28	28 Ciena CIEN $51B	234	0	0%	$2.1B
29	29 Advanced Micro Devices AMD $932B	227	-15	-6%	$808M
30	30 ASML ASML $634B	221	+17	+8%	$6.21B
31	31 Cirrus Logic CRUS $5.43B	204	-11	-5%	$1.25B
32	32 Sony SONY $142B	201	+6	+3%	$2.17B
33	33 Adeia ADEA $2.38B	194	+31	+19%	$1.82B
34	34 Ambarella AMBA $2.71B	186	+26	+16%	$765M
35	35 MKS Inc MKSI $15.9B	185	+22	+13%	$1.93B
36	36 Power Integrations POWI $2.5B	185	-5	-3%	$1.52B
37	37 Kulicke & Soffa KLIC $4.42B	183	-8	-4%	$921M
38	38 Silicon Laboratories SLAB $7.38B	181	+12	+7%	$1.81B
39	39 Entegris ENTG $23.4B	176	+3	+2%	$1.81B
40	40 Monolithic Power Systems MPWR $61.1B	174	-1	-0.6%	$1.83B
41	41 Amkor Technology AMKR $11.1B	173	-19	-10%	$574M
42	CCMP 42 DELISTED CMC Materials, Inc. Common Stock CCMP	168	+5	+3%	$1.09B
43	43 DELISTED Infinera Corporation Common Stock INFN	168	+16	+11%	$1.35B
44	44 Semtech SMTC $15B	166	-7	-4%	$1.82B
45	45 Advanced Energy AEIS $10.4B	164	-3	-2%	$922M
46	46 Veeco VECO $2.8B	164	-3	-2%	$1.48B
47	47 Diodes DIOD $3.99B	162	-4	-2%	$998M
48	48 Lattice Semiconductor LSCC $16.3B	160	+4	+3%	$768M
49	49 Materion MTRN $5.33B	157	+6	+4%	$633M
50	50 DELISTED Coherent Inc COHR	155	+6	+4%	$1.39B