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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 ON Semiconductor ON $28.5B	317	+8	+3%	$5.46B
27	27 Nokia NOK $52.1B	301	+9	+3%	$1.61B
28	28 Ciena CIEN $49.7B	300	+17	+6%	$3.47B
29	29 Lumentum LITE $76.6B	275	+11	+4%	$2.07B
30	30 DELISTED Coherent Inc COHR	270	+28	+12%	$3.15B
31	31 MKS Inc MKSI $15.1B	270	+21	+8%	$3.3B
32	32 Monolithic Power Systems MPWR $60.4B	264	+22	+9%	$3.22B
33	33 Advanced Energy AEIS $9.58B	261	+33	+14%	$2.08B
34	34 Wolfspeed WOLF $1.33B	261	0	0%	$2.19B
35	35 Vishay Intertechnology VSH $4.23B	256	+3	+1%	$2.52B
36	36 Synaptics SYNA $4.65B	253	-30	-11%	$1.76B
37	37 Adeia ADEA $2.33B	241	-2	-0.8%	$2.16B
38	38 Ambarella AMBA $2.69B	236	-5	-2%	$1.15B
39	39 Power Integrations POWI $2.47B	234	+20	+9%	$1.93B
40	40 ASML ASML $630B	231	+22	+11%	$7.58B
41	41 Sony SONY $145B	229	-5	-2%	$2.34B
42	42 Silicon Laboratories SLAB $7.38B	225	+7	+3%	$2.41B
43	43 Coherent COHR $48.1B	221	+20	+10%	$1.39B
44	44 Semtech SMTC $13.3B	218	+22	+11%	$1.97B
45	45 Entegris ENTG $22.2B	213	+17	+9%	$2.45B
46	CCMP 46 DELISTED CMC Materials, Inc. Common Stock CCMP	207	+23	+13%	$1.52B
47	47 Universal Display OLED $3.55B	203	-11	-5%	$1.88B
48	48 MaxLinear MXL $6.54B	195	-5	-3%	$1.08B
49	49 Silicon Motion SIMO $7.21B	192	-1	-0.5%	$1.05B
50	50 Kulicke & Soffa KLIC $4.28B	190	+5	+3%	$968M