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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 $15.1B	383	-7	-2%	$4.03B
27	27 Teradyne TER $53B	382	+12	+3%	$6.58B
28	28 Nokia NOK $52.3B	377	+26	+7%	$2.17B
29	29 Lumentum LITE $76.9B	359	+7	+2%	$3.88B
30	30 Monolithic Power Systems MPWR $60.8B	354	+10	+3%	$5.08B
31	31 Ciena CIEN $49.7B	343	+36	+12%	$4.81B
32	32 Universal Display OLED $3.51B	342	+34	+11%	$4.35B
33	33 ASML ASML $633B	331	+4	+1%	$12.5B
34	34 DELISTED Coherent Inc COHR	300	-17	-5%	$4.32B
35	35 Wolfspeed WOLF $1.34B	293	+14	+5%	$4.22B
36	36 Vishay Intertechnology VSH $4.26B	289	+13	+5%	$2.93B
37	37 Entegris ENTG $22.3B	287	-6	-2%	$3.94B
38	38 Advanced Energy AEIS $9.59B	268	-25	-9%	$1.97B
39	39 Cirrus Logic CRUS $5.39B	254	-5	-2%	$2.14B
40	40 Silicon Laboratories SLAB $7.38B	252	+3	+1%	$3.7B
41	CCMP 41 DELISTED CMC Materials, Inc. Common Stock CCMP	249	+11	+5%	$2.66B
42	42 Semtech SMTC $14.1B	243	+19	+8%	$3.69B
43	43 Synaptics SYNA $4.66B	232	-9	-4%	$1.55B
44	44 Coherent COHR $48.2B	222	-2	-0.9%	$2.7B
45	45 Power Integrations POWI $2.49B	219	0	0%	$1.86B
46	46 Diodes DIOD $3.9B	215	+9	+4%	$1.35B
47	47 Kulicke & Soffa KLIC $4.31B	211	+7	+3%	$1.42B
48	48 STMicroelectronics STM $41.5B	207	-27	-12%	$625M
49	49 Ambarella AMBA $2.7B	199	-8	-4%	$1,000M
50	50 Onto Innovation ONTO $11B	197	+11	+6%	$755M