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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 MKS Inc MKSI $15.9B	342	+27	+9%	$4.95B
27	27 Nokia NOK $52.6B	338	+11	+3%	$2.04B
28	28 Cirrus Logic CRUS $5.43B	337	+14	+4%	$3.09B
29	29 Marvell Technology MRVL $220B	330	-5	-1%	$6.99B
30	30 Universal Display OLED $3.45B	324	+26	+9%	$3.98B
31	31 Advanced Energy AEIS $10.4B	312	+10	+3%	$3.08B
32	32 Lumentum LITE $81.2B	301	0	0%	$3.75B
33	33 Monolithic Power Systems MPWR $61.1B	295	+10	+4%	$4.19B
34	34 Ciena CIEN $51B	289	-30	-9%	$3.37B
35	35 Sony SONY $142B	266	+13	+5%	$3.26B
36	36 ASML ASML $634B	259	+29	+13%	$12.3B
37	37 Vishay Intertechnology VSH $4.43B	259	-2	-0.8%	$3.02B
38	38 Entegris ENTG $23.4B	247	+2	+0.8%	$3.99B
39	39 Wolfspeed WOLF $1.3B	245	+6	+3%	$2.75B
40	40 Synaptics SYNA $4.66B	240	-20	-8%	$1.42B
41	41 Silicon Laboratories SLAB $7.38B	238	+5	+2%	$3.13B
42	42 Semtech SMTC $15B	218	+9	+4%	$2.38B
43	CCMP 43 DELISTED CMC Materials, Inc. Common Stock CCMP	215	-19	-8%	$1.93B
44	44 Coherent COHR $51.9B	214	+11	+5%	$2.08B
45	45 Power Integrations POWI $2.5B	214	-16	-7%	$2.15B
46	46 Kulicke & Soffa KLIC $4.42B	209	-16	-7%	$1.34B
47	47 Applied Optoelectronics AAOI $7.32B	204	-6	-3%	$959M
48	48 Ambarella AMBA $2.71B	204	+4	+2%	$1.05B
49	49 Element Solutions ESI $8.74B	203	+4	+2%	$3.02B
50	50 MACOM Technology Solutions MTSI $22.2B	188	-8	-4%	$2.52B