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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 $52B	278	-13	-4%	$1.42B
27	27 Cirrus Logic CRUS $5.43B	274	+12	+5%	$2.19B
28	28 Wolfspeed WOLF $1.32B	273	-18	-6%	$2.08B
29	29 Synaptics SYNA $4.66B	267	-29	-10%	$1.7B
30	30 Advanced Micro Devices AMD $892B	248	+38	+18%	$1.93B
31	31 Vishay Intertechnology VSH $4.26B	246	+9	+4%	$1.89B
32	32 Adeia ADEA $2.34B	236	+6	+3%	$1.48B
33	33 Lumentum LITE $77.7B	230	-12	-5%	$1.1B
34	34 DELISTED Coherent Inc COHR	220	+3	+1%	$2.1B
35	35 Monolithic Power Systems MPWR $60.8B	214	+14	+7%	$2.71B
36	36 Sony SONY $145B	213	+2	+0.9%	$2.5B
37	37 Universal Display OLED $3.55B	212	+12	+6%	$2.19B
38	38 MKS Inc MKSI $15.1B	210	+3	+1%	$2.38B
39	39 Power Integrations POWI $2.49B	210	+18	+9%	$1.43B
40	40 Ambarella AMBA $2.71B	207	+6	+3%	$884M
41	41 Advanced Energy AEIS $9.75B	205	+6	+3%	$1.46B
42	42 Coherent COHR $48.2B	202	-6	-3%	$873M
43	43 MaxLinear MXL $6.61B	202	+13	+7%	$874M
44	44 DELISTED Infinera Corporation Common Stock INFN	200	-20	-9%	$1.15B
45	45 ASML ASML $628B	190	+2	+1%	$3.58B
46	46 Silicon Laboratories SLAB $7.39B	190	+7	+4%	$1.79B
47	47 Kulicke & Soffa KLIC $4.31B	184	+1	+0.5%	$702M
48	48 Photronics PLAB $1.64B	182	-2	-1%	$602M
49	49 Semtech SMTC $13.9B	177	+9	+5%	$1.51B
50	50 Adtran ADTN $530M	173	+8	+5%	$875M