← All themes

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 $220B	366	+36	+11%	$9.78B
27	27 MKS Inc MKSI $15.9B	363	+21	+6%	$4.84B
28	28 Universal Display OLED $3.45B	362	+38	+12%	$5.13B
29	29 Nokia NOK $52.6B	349	+11	+3%	$1.73B
30	30 Cirrus Logic CRUS $5.43B	340	+3	+0.9%	$3.01B
31	31 Sony SONY $142B	336	+70	+26%	$4.04B
32	32 Lumentum LITE $81.2B	333	+32	+11%	$3.67B
33	33 Advanced Energy AEIS $10.4B	325	+13	+4%	$2.53B
34	34 Monolithic Power Systems MPWR $61.1B	320	+25	+8%	$4.32B
35	35 ASML ASML $634B	298	+39	+15%	$12.5B
36	36 Ciena CIEN $51B	291	+2	+0.7%	$3.14B
37	37 Vishay Intertechnology VSH $4.43B	289	+30	+12%	$3.36B
38	38 Wolfspeed WOLF $1.3B	284	+39	+16%	$3.86B
39	39 Entegris ENTG $23.4B	283	+36	+15%	$4.14B
40	40 Silicon Laboratories SLAB $7.38B	260	+22	+9%	$3.41B
41	41 Power Integrations POWI $2.5B	243	+29	+14%	$2.12B
42	CCMP 42 DELISTED CMC Materials, Inc. Common Stock CCMP	242	+27	+13%	$2.29B
43	43 Synaptics SYNA $4.66B	240	0	0%	$1.38B
44	44 Kulicke & Soffa KLIC $4.42B	230	+21	+10%	$1.5B
45	45 Coherent COHR $51.9B	229	+15	+7%	$2.62B
46	46 Element Solutions ESI $8.74B	221	+18	+9%	$2.65B
47	47 Ambarella AMBA $2.71B	220	+16	+8%	$1.38B
48	48 STMicroelectronics STM $42B	218	+40	+22%	$933M
49	49 Semtech SMTC $15B	213	-5	-2%	$2.22B
50	50 Enpro NPO $6.22B	193	+25	+15%	$1.87B