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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 Teradyne TER $56.2B	370	-62	-14%	$7.17B
27	27 Sony SONY $142B	365	+17	+5%	$5.01B
28	28 Lumentum LITE $81.2B	352	-7	-2%	$4B
29	29 Nokia NOK $52.6B	351	-4	-1%	$2.2B
30	30 Monolithic Power Systems MPWR $61.1B	344	+16	+5%	$5.33B
31	31 ASML ASML $634B	327	-4	-1%	$14.1B
32	32 DELISTED Coherent Inc COHR	317	-31	-9%	$3.77B
33	33 Universal Display OLED $3.45B	308	-26	-8%	$2.97B
34	34 Ciena CIEN $51B	307	0	0%	$4.02B
35	35 Advanced Energy AEIS $10.4B	293	-21	-7%	$2.21B
36	36 Entegris ENTG $23.4B	293	+3	+1%	$4.57B
37	37 Wolfspeed WOLF $1.3B	279	-1	-0.4%	$4.4B
38	38 Vishay Intertechnology VSH $4.43B	276	+18	+7%	$3.29B
39	39 Cirrus Logic CRUS $5.43B	259	-36	-12%	$2.12B
40	40 Silicon Laboratories SLAB $7.38B	249	-4	-2%	$4B
41	41 Synaptics SYNA $4.66B	241	-6	-2%	$1.78B
42	CCMP 42 DELISTED CMC Materials, Inc. Common Stock CCMP	238	+3	+1%	$2.68B
43	43 STMicroelectronics STM $42B	234	+10	+4%	$841M
44	44 Coherent COHR $51.9B	224	-9	-4%	$2.58B
45	45 Semtech SMTC $15B	224	+3	+1%	$3.06B
46	46 Power Integrations POWI $2.5B	219	+7	+3%	$2.16B
47	47 Ambarella AMBA $2.71B	207	-13	-6%	$870M
48	48 Diodes DIOD $3.99B	206	+15	+8%	$1.35B
49	49 Kulicke & Soffa KLIC $4.42B	204	-23	-10%	$1.4B
50	50 Element Solutions ESI $8.74B	200	-6	-3%	$3.22B