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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 Cadence Design Systems CDNS $88.6B	274	-7	-2%	$5.92B
27	27 Wolfspeed WOLF $1.33B	267	-50	-16%	$2.56B
28	28 Nokia NOK $52.2B	255	-16	-6%	$1.71B
29	29 Ambarella AMBA $2.69B	240	+29	+14%	$1.65B
30	30 Cirrus Logic CRUS $5.38B	231	+14	+6%	$1.79B
31	31 Vishay Intertechnology VSH $4.23B	231	-17	-7%	$1.78B
32	32 Sony SONY $145B	228	+11	+5%	$2.96B
33	33 Adeia ADEA $2.33B	216	-6	-3%	$1.92B
34	34 DELISTED Infinera Corporation Common Stock INFN	211	+17	+9%	$2.12B
35	35 Advanced Micro Devices AMD $892B	210	-14	-6%	$778M
36	36 ASML ASML $630B	205	-11	-5%	$4.87B
37	37 Element Solutions ESI $8.62B	203	+51	+34%	$4.74B
38	38 MKS Inc MKSI $15.1B	199	+4	+2%	$2.01B
39	39 Power Integrations POWI $2.47B	191	+4	+2%	$1.3B
40	40 Silicon Laboratories SLAB $7.38B	183	+5	+3%	$2.12B
41	41 Kulicke & Soffa KLIC $4.28B	182	-7	-4%	$704M
42	42 Monolithic Power Systems MPWR $60.4B	182	+2	+1%	$1.9B
43	CCMP 43 DELISTED CMC Materials, Inc. Common Stock CCMP	181	-2	-1%	$1.11B
44	44 Advanced Energy AEIS $9.58B	180	+5	+3%	$1.08B
45	45 DELISTED Coherent Inc COHR	180	+14	+8%	$1.47B
46	46 Coherent COHR $48.1B	172	+20	+13%	$829M
47	47 Universal Display OLED $3.55B	166	+23	+16%	$1.52B
48	48 Entegris ENTG $22.2B	161	+5	+3%	$2.14B
49	49 Amkor Technology AMKR $10.6B	160	-28	-15%	$494M
50	50 Semtech SMTC $13.3B	159	-4	-2%	$1.34B