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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 $53.6B	292	+14	+5%	$1.84B
27	27 Cirrus Logic CRUS $5.43B	290	+16	+6%	$3B
28	28 Ciena CIEN $50.6B	283	-7	-2%	$2.97B
29	29 Synaptics SYNA $4.67B	283	+16	+6%	$1.93B
30	30 Lumentum LITE $78.8B	264	+34	+15%	$2.06B
31	31 Wolfspeed WOLF $1.37B	261	-12	-4%	$2.16B
32	32 Vishay Intertechnology VSH $4.41B	253	+7	+3%	$2.16B
33	33 MKS Inc MKSI $15.5B	249	+39	+19%	$2.76B
34	34 Adeia ADEA $2.4B	243	+7	+3%	$1.87B
35	35 DELISTED Coherent Inc COHR	242	+22	+10%	$2.54B
36	36 Monolithic Power Systems MPWR $61.4B	242	+28	+13%	$3.19B
37	37 Ambarella AMBA $2.8B	241	+34	+16%	$1.43B
38	38 Sony SONY $144B	234	+21	+10%	$2.81B
39	39 Advanced Energy AEIS $10.1B	228	+23	+11%	$1.81B
40	40 Silicon Laboratories SLAB $7.38B	218	+28	+15%	$2.22B
41	41 Universal Display OLED $3.6B	214	+2	+0.9%	$1.82B
42	42 Power Integrations POWI $2.51B	214	+4	+2%	$1.81B
43	43 ASML ASML $637B	209	+19	+10%	$4.19B
44	44 Coherent COHR $49.4B	201	-1	-0.5%	$1.12B
45	45 MaxLinear MXL $7.09B	200	-2	-1%	$1.03B
46	46 Entegris ENTG $22.4B	196	+27	+16%	$2.43B
47	47 Semtech SMTC $13.5B	196	+19	+11%	$1.75B
48	48 Silicon Motion SIMO $7.41B	193	+30	+18%	$1.24B
49	49 Element Solutions ESI $8.66B	185	+36	+24%	$2.06B
50	50 Kulicke & Soffa KLIC $4.35B	185	+1	+0.5%	$771M