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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	390	+24	+7%	$11B
27	27 Lumentum LITE $76.7B	359	+26	+8%	$4.53B
28	28 Nokia NOK $52.2B	355	+6	+2%	$1.93B
29	29 DELISTED Coherent Inc COHR	348	-32	-8%	$4.68B
30	30 Sony SONY $145B	348	+12	+4%	$4.27B
31	31 Universal Display OLED $3.55B	334	-28	-8%	$3.14B
32	32 ASML ASML $630B	331	+33	+11%	$14.3B
33	33 Monolithic Power Systems MPWR $60.5B	328	+8	+3%	$4.51B
34	34 Advanced Energy AEIS $9.6B	314	-11	-3%	$2.37B
35	35 Ciena CIEN $49.6B	307	+16	+5%	$3.86B
36	36 Cirrus Logic CRUS $5.38B	295	-45	-13%	$2.3B
37	37 Entegris ENTG $22.2B	290	+7	+2%	$4.7B
38	38 Wolfspeed WOLF $1.33B	280	-4	-1%	$4.26B
39	39 Vishay Intertechnology VSH $4.24B	258	-31	-11%	$2.9B
40	40 Silicon Laboratories SLAB $7.38B	253	-7	-3%	$3.54B
41	41 Synaptics SYNA $4.65B	247	+7	+3%	$1.62B
42	CCMP 42 DELISTED CMC Materials, Inc. Common Stock CCMP	235	-7	-3%	$2.66B
43	43 Coherent COHR $48.2B	233	+4	+2%	$2.45B
44	44 Kulicke & Soffa KLIC $4.29B	227	-3	-1%	$1.51B
45	45 STMicroelectronics STM $41.4B	224	+6	+3%	$804M
46	46 Semtech SMTC $13B	221	+8	+4%	$2.53B
47	47 Ambarella AMBA $2.68B	220	0	0%	$1.16B
48	48 Power Integrations POWI $2.48B	212	-31	-13%	$1.99B
49	49 Element Solutions ESI $8.62B	206	-15	-7%	$2.7B
50	50 Ultra Clean Holdings UCTT $2.45B	195	+27	+16%	$649M