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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 Cirrus Logic CRUS $5.43B	313	-4	-1%	$3.74B
27	27 Nokia NOK $52.6B	307	+6	+2%	$1.84B
28	28 DELISTED Coherent Inc COHR	305	+35	+13%	$4.75B
29	29 Ciena CIEN $51B	296	-4	-1%	$3.48B
30	30 Monolithic Power Systems MPWR $61.1B	288	+24	+9%	$3.53B
31	31 Advanced Energy AEIS $10.4B	287	+26	+10%	$2.58B
32	32 MKS Inc MKSI $15.9B	284	+14	+5%	$3.69B
33	33 Lumentum LITE $81.2B	279	+4	+1%	$3.14B
34	34 Synaptics SYNA $4.66B	260	+7	+3%	$1.75B
35	35 Wolfspeed WOLF $1.3B	250	-11	-4%	$2.26B
36	36 Universal Display OLED $3.45B	245	+42	+21%	$2.86B
37	37 Silicon Laboratories SLAB $7.38B	239	+14	+6%	$2.82B
38	38 Vishay Intertechnology VSH $4.43B	239	-17	-7%	$2.58B
39	39 Coherent COHR $51.9B	235	+14	+6%	$1.79B
40	40 Sony SONY $142B	234	+5	+2%	$2.94B
41	41 Ambarella AMBA $2.71B	232	-4	-2%	$1.05B
42	42 ASML ASML $634B	227	-4	-2%	$9.4B
43	43 Entegris ENTG $23.4B	227	+14	+7%	$3.23B
44	44 Semtech SMTC $15B	223	+5	+2%	$2.12B
45	45 Adeia ADEA $2.38B	218	-23	-10%	$1.71B
46	CCMP 46 DELISTED CMC Materials, Inc. Common Stock CCMP	218	+11	+5%	$1.86B
47	47 Power Integrations POWI $2.5B	218	-16	-7%	$1.89B
48	48 Kulicke & Soffa KLIC $4.42B	200	+10	+5%	$1.26B
49	49 MACOM Technology Solutions MTSI $22.2B	199	+18	+10%	$2.21B
50	50 Element Solutions ESI $8.74B	195	+33	+20%	$3.53B