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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 Nokia NOK $52.3B	271	-18	-6%	$2.07B
27	27 Teradyne TER $53B	264	+4	+2%	$3.87B
28	28 Ciena CIEN $49.7B	259	+25	+11%	$2.25B
29	29 Vishay Intertechnology VSH $4.26B	248	-3	-1%	$2.07B
30	30 Advanced Micro Devices AMD $900B	224	-3	-1%	$787M
31	31 Adeia ADEA $2.34B	222	+28	+14%	$2.03B
32	32 Cirrus Logic CRUS $5.38B	217	+13	+6%	$1.66B
33	33 Sony SONY $145B	217	+16	+8%	$2.78B
34	34 ASML ASML $633B	216	-5	-2%	$5.48B
35	35 Ambarella AMBA $2.7B	211	+25	+13%	$1.18B
36	36 MKS Inc MKSI $15.1B	195	+10	+5%	$1.78B
37	37 DELISTED Infinera Corporation Common Stock INFN	194	+26	+15%	$1.95B
38	38 Kulicke & Soffa KLIC $4.31B	189	+6	+3%	$1B
39	39 Amkor Technology AMKR $10.7B	188	+15	+9%	$720M
40	40 Power Integrations POWI $2.49B	187	+2	+1%	$1.58B
41	CCMP 41 DELISTED CMC Materials, Inc. Common Stock CCMP	183	+15	+9%	$1.17B
42	42 Monolithic Power Systems MPWR $60.8B	180	+6	+3%	$1.93B
43	43 Silicon Laboratories SLAB $7.38B	178	-3	-2%	$1.94B
44	44 Advanced Energy AEIS $9.59B	175	+11	+7%	$1.01B
45	45 DELISTED Coherent Inc COHR	166	+11	+7%	$1.49B
46	46 Diodes DIOD $3.9B	163	+1	+0.6%	$1.05B
47	47 Semtech SMTC $14.1B	163	-3	-2%	$1.77B
48	CAJ 48 DELISTED Canon, Inc. CAJ	162	+12	+8%	$713M
49	49 Enpro NPO $5.82B	157	+3	+2%	$1.48B
50	50 Entegris ENTG $22.3B	156	-20	-11%	$1.93B