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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 Marvell Technology MRVL $212B	335	+3	+0.9%	$6.33B
27	27 Nokia NOK $52.5B	327	+20	+7%	$2.1B
28	28 Cirrus Logic CRUS $5.39B	323	+10	+3%	$3.62B
29	29 Ciena CIEN $49.5B	319	+23	+8%	$3.69B
30	30 MKS Inc MKSI $15B	315	+31	+11%	$3.53B
31	31 Advanced Energy AEIS $9.66B	302	+15	+5%	$2.42B
32	32 Lumentum LITE $77.5B	301	+22	+8%	$3.59B
33	33 Universal Display OLED $3.53B	298	+53	+22%	$3.34B
34	34 Monolithic Power Systems MPWR $60.6B	285	-3	-1%	$3.75B
35	35 Vishay Intertechnology VSH $4.24B	261	+22	+9%	$2.64B
36	36 Synaptics SYNA $4.66B	260	0	0%	$1.77B
37	37 Sony SONY $145B	253	+19	+8%	$3.23B
38	38 Entegris ENTG $22.1B	245	+18	+8%	$3.01B
39	39 Wolfspeed WOLF $1.33B	239	-11	-4%	$2.21B
40	CCMP 40 DELISTED CMC Materials, Inc. Common Stock CCMP	234	+16	+7%	$1.79B
41	41 Silicon Laboratories SLAB $7.38B	233	-6	-3%	$2.62B
42	42 ASML ASML $633B	230	+3	+1%	$9.05B
43	43 Power Integrations POWI $2.49B	230	+12	+6%	$2.09B
44	44 Kulicke & Soffa KLIC $4.29B	225	+25	+13%	$1.18B
45	45 Applied Optoelectronics AAOI $6.95B	210	+65	+45%	$981M
46	46 Semtech SMTC $13.9B	209	-14	-6%	$2.27B
47	47 Coherent COHR $48.4B	203	-32	-14%	$1.7B
48	48 Ambarella AMBA $2.71B	200	-32	-14%	$934M
49	49 Element Solutions ESI $8.65B	199	+4	+2%	$3.43B
50	50 MaxLinear MXL $6.62B	199	+19	+11%	$1.6B