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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 Ciena CIEN $51B	419	+48	+13%	$5.44B
27	27 Teradyne TER $56.2B	409	+23	+6%	$6.63B
28	28 Marvell Technology MRVL $220B	396	+13	+3%	$13.4B
29	29 Universal Display OLED $3.45B	381	+48	+14%	$5.57B
30	30 ASML ASML $634B	376	+24	+7%	$9.96B
31	31 Lumentum LITE $81.2B	368	+2	+0.5%	$4.17B
32	32 Sony SONY $142B	356	-25	-7%	$4.18B
33	33 Monolithic Power Systems MPWR $61.1B	346	+6	+2%	$5.67B
34	34 MKS Inc MKSI $15.9B	333	-20	-6%	$4.87B
35	35 Wolfspeed WOLF $1.3B	327	+40	+14%	$6.4B
36	CCMP 36 DELISTED CMC Materials, Inc. Common Stock CCMP	299	+5	+2%	$3.27B
37	37 Vishay Intertechnology VSH $4.43B	284	+20	+8%	$2.42B
38	38 DELISTED Coherent Inc COHR	279	-4	-1%	$3.66B
39	39 Coherent COHR $51.9B	279	+17	+6%	$2.17B
40	40 Entegris ENTG $23.4B	269	+26	+11%	$5.11B
41	41 Cirrus Logic CRUS $5.43B	256	-3	-1%	$2.12B
42	42 Semtech SMTC $15B	245	-2	-0.8%	$3.32B
43	43 Advanced Energy AEIS $10.4B	241	-8	-3%	$1.9B
44	44 Silicon Laboratories SLAB $7.38B	241	-16	-6%	$3.27B
45	45 Diodes DIOD $3.99B	221	+13	+6%	$1.46B
46	46 Power Integrations POWI $2.5B	218	+10	+5%	$2.03B
47	47 Synaptics SYNA $4.66B	214	+2	+0.9%	$1.33B
48	48 Adeia ADEA $2.38B	207	+38	+22%	$1.15B
49	49 Element Solutions ESI $8.74B	207	+11	+6%	$2.23B
50	50 Ambarella AMBA $2.71B	204	+12	+6%	$1.07B