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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 Wolfspeed WOLF $1.37B	291	+33	+13%	$2.59B
27	27 Ciena CIEN $50.6B	276	-23	-8%	$2.63B
28	28 Marvell Technology MRVL $217B	271	+19	+8%	$3.84B
29	29 Cirrus Logic CRUS $5.43B	262	+12	+5%	$2.08B
30	30 Lumentum LITE $78.8B	242	+59	+32%	$1.12B
31	31 Vishay Intertechnology VSH $4.41B	237	+10	+4%	$1.89B
32	32 Adeia ADEA $2.4B	230	+7	+3%	$1.51B
33	33 DELISTED Infinera Corporation Common Stock INFN	220	-12	-5%	$1.72B
34	34 DELISTED Coherent Inc COHR	217	+38	+21%	$2.09B
35	35 Sony SONY $144B	211	-12	-5%	$2.23B
36	36 Advanced Micro Devices AMD $918B	210	-2	-0.9%	$911M
37	37 Coherent COHR $49.3B	208	+17	+9%	$1B
38	38 MKS Inc MKSI $15.5B	207	+22	+12%	$2.03B
39	39 Ambarella AMBA $2.8B	201	-40	-17%	$749M
40	40 Monolithic Power Systems MPWR $61.4B	200	+5	+3%	$2.5B
41	41 Universal Display OLED $3.6B	200	+21	+12%	$1.7B
42	42 Advanced Energy AEIS $10.1B	199	+24	+14%	$1.36B
43	43 Power Integrations POWI $2.51B	192	+4	+2%	$1.39B
44	44 MaxLinear MXL $7.09B	189	-1	-0.5%	$855M
45	45 ASML ASML $637B	188	-10	-5%	$3.4B
46	46 Photronics PLAB $1.68B	184	+1	+0.5%	$712M
47	47 Kulicke & Soffa KLIC $4.35B	183	+4	+2%	$645M
48	48 Silicon Laboratories SLAB $7.38B	183	-4	-2%	$1.67B
49	49 MACOM Technology Solutions MTSI $20.7B	174	+20	+13%	$1.69B
50	50 Entegris ENTG $22.4B	170	+15	+10%	$1.92B