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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 Marvell Technology MRVL $210B	260	-25	-9%	$3.19B
27	27 Wolfspeed WOLF $1.26B	257	-10	-4%	$2.26B
28	28 Nokia NOK $51.5B	252	-3	-1%	$1.51B
29	29 Cirrus Logic CRUS $5.5B	239	+8	+3%	$1.73B
30	30 Ambarella AMBA $2.69B	233	-7	-3%	$1.07B
31	31 Adeia ADEA $2.34B	231	+15	+7%	$1.64B
32	32 Vishay Intertechnology VSH $4.16B	229	-2	-0.9%	$1.52B
33	33 DELISTED Infinera Corporation Common Stock INFN	222	+11	+5%	$2.2B
34	34 Sony SONY $145B	211	-17	-7%	$2.32B
35	35 MKS Inc MKSI $14.6B	203	+4	+2%	$1.79B
36	36 Advanced Micro Devices AMD $884B	198	-12	-6%	$497M
37	37 ASML ASML $621B	191	-14	-7%	$3.25B
38	38 Power Integrations POWI $2.46B	182	-9	-5%	$1.2B
39	39 Element Solutions ESI $8.46B	181	-22	-11%	$2.54B
40	40 Monolithic Power Systems MPWR $60.1B	181	-1	-0.5%	$1.97B
41	CCMP 41 DELISTED CMC Materials, Inc. Common Stock CCMP	177	-4	-2%	$893M
42	42 Coherent COHR $47.6B	177	+5	+3%	$710M
43	43 Advanced Energy AEIS $9.57B	169	-11	-6%	$1.05B
44	44 Kulicke & Soffa KLIC $4.17B	166	-16	-9%	$533M
45	45 DELISTED Coherent Inc COHR	165	-15	-8%	$1.23B
46	46 Entegris ENTG $22B	165	+4	+2%	$1.89B
47	47 Silicon Laboratories SLAB $7.4B	165	-18	-10%	$1.62B
48	48 Photronics PLAB $1.61B	161	+9	+6%	$622M
49	49 Lumentum LITE $75.3B	156	+156	–	$655M
50	50 MaxLinear MXL $6.61B	151	0	0%	$578M