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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 $53.7B	386	+4	+1%	$5.43B
27	27 Marvell Technology MRVL $217B	383	-6	-2%	$10.3B
28	28 Sony SONY $144B	381	-12	-3%	$4.62B
29	29 Ciena CIEN $50.6B	371	+28	+8%	$4.92B
30	30 Lumentum LITE $78.8B	366	+7	+2%	$2.77B
31	31 MKS Inc MKSI $15.5B	353	-30	-8%	$3.25B
32	32 ASML ASML $637B	352	+21	+6%	$10.7B
33	33 Monolithic Power Systems MPWR $61.4B	340	-14	-4%	$4.94B
34	34 Universal Display OLED $3.6B	333	-9	-3%	$3.78B
35	CCMP 35 DELISTED CMC Materials, Inc. Common Stock CCMP	294	+45	+18%	$2.68B
36	36 Wolfspeed WOLF $1.37B	287	-6	-2%	$4.82B
37	37 DELISTED Coherent Inc COHR	283	-17	-6%	$2.62B
38	38 Vishay Intertechnology VSH $4.41B	264	-25	-9%	$2.36B
39	39 Coherent COHR $49.4B	262	+40	+18%	$1.88B
40	40 Cirrus Logic CRUS $5.43B	259	+5	+2%	$1.76B
41	41 Silicon Laboratories SLAB $7.38B	257	+5	+2%	$3.19B
42	42 Advanced Energy AEIS $10.1B	249	-19	-7%	$1.61B
43	43 Semtech SMTC $13.5B	247	+4	+2%	$3B
44	44 Entegris ENTG $22.4B	243	-44	-15%	$3.84B
45	45 Synaptics SYNA $4.67B	212	-20	-9%	$1.27B
46	46 Kulicke & Soffa KLIC $4.35B	210	-1	-0.5%	$1.2B
47	47 Diodes DIOD $3.93B	208	-7	-3%	$1.34B
48	48 Power Integrations POWI $2.51B	208	-11	-5%	$1.81B
49	49 Enpro NPO $6.01B	202	+8	+4%	$1.21B
50	50 Element Solutions ESI $8.66B	196	+5	+3%	$2.68B