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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 $52.6B	270	+18	+7%	$1.58B
27	27 Wolfspeed WOLF $1.3B	258	+1	+0.4%	$2.37B
28	28 Marvell Technology MRVL $220B	252	-8	-3%	$3.34B
29	29 Cirrus Logic CRUS $5.43B	250	+11	+5%	$1.76B
30	30 Ambarella AMBA $2.71B	241	+8	+3%	$966M
31	31 DELISTED Infinera Corporation Common Stock INFN	232	+10	+5%	$2.02B
32	32 Vishay Intertechnology VSH $4.43B	227	-2	-0.9%	$1.9B
33	33 Adeia ADEA $2.38B	223	-8	-3%	$1.49B
34	34 Sony SONY $142B	223	+12	+6%	$2.22B
35	35 Advanced Micro Devices AMD $932B	212	+14	+7%	$948M
36	36 ASML ASML $634B	198	+7	+4%	$2.97B
37	37 Monolithic Power Systems MPWR $61.1B	195	+14	+8%	$2.41B
38	38 Coherent COHR $51.9B	191	+14	+8%	$828M
39	39 MaxLinear MXL $7.15B	190	+39	+26%	$698M
40	40 Power Integrations POWI $2.5B	188	+6	+3%	$1.35B
41	41 Silicon Laboratories SLAB $7.38B	187	+22	+13%	$1.82B
42	42 MKS Inc MKSI $15.9B	185	-18	-9%	$1.9B
43	43 Lumentum LITE $81.2B	183	+27	+17%	$862M
44	44 Photronics PLAB $1.67B	183	+22	+14%	$899M
45	45 DELISTED Coherent Inc COHR	179	+14	+8%	$1.45B
46	46 Kulicke & Soffa KLIC $4.42B	179	+13	+8%	$673M
47	47 Universal Display OLED $3.45B	179	+33	+23%	$1.61B
48	CCMP 48 DELISTED CMC Materials, Inc. Common Stock CCMP	176	-1	-0.6%	$1.01B
49	49 Advanced Energy AEIS $10.4B	175	+6	+4%	$1.1B
50	50 Element Solutions ESI $8.74B	162	-19	-10%	$2.87B