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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	421	+12	+3%	$7.92B
27	27 Ciena CIEN $51B	416	-3	-0.7%	$5.77B
28	28 Marvell Technology MRVL $220B	405	+9	+2%	$16.3B
29	29 Universal Display OLED $3.45B	397	+16	+4%	$6.24B
30	30 ASML ASML $634B	396	+20	+5%	$14.8B
31	31 Sony SONY $142B	384	+28	+8%	$5.7B
32	32 Wolfspeed WOLF $1.3B	350	+23	+7%	$6.11B
33	33 Monolithic Power Systems MPWR $61.1B	346	0	0%	$5.71B
34	34 Lumentum LITE $81.2B	340	-28	-8%	$3.97B
35	35 MKS Inc MKSI $15.9B	310	-23	-7%	$4.09B
36	36 DELISTED Coherent Inc COHR	286	+7	+3%	$3.33B
37	CCMP 37 DELISTED CMC Materials, Inc. Common Stock CCMP	277	-22	-7%	$3.25B
38	38 Entegris ENTG $23.4B	273	+4	+1%	$5.34B
39	39 Coherent COHR $51.9B	267	-12	-4%	$2.21B
40	40 Silicon Laboratories SLAB $7.38B	259	+18	+7%	$4.21B
41	41 Vishay Intertechnology VSH $4.43B	259	-25	-9%	$2.11B
42	42 Cirrus Logic CRUS $5.43B	258	+2	+0.8%	$2.22B
43	43 Advanced Energy AEIS $10.4B	223	-18	-7%	$2.21B
44	44 Diodes DIOD $3.99B	223	+2	+0.9%	$1.53B
45	45 Semtech SMTC $15B	220	-25	-10%	$3.12B
46	46 Power Integrations POWI $2.5B	213	-5	-2%	$2.33B
47	47 Adeia ADEA $2.38B	205	-2	-1%	$1.01B
48	48 Ambarella AMBA $2.71B	199	-5	-2%	$1.09B
49	49 STMicroelectronics STM $42B	199	-4	-2%	$533M
50	50 Kulicke & Soffa KLIC $4.42B	196	-8	-4%	$1.34B