← All themes

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 Marvell Technology MRVL $217B	416	+11	+3%	$16.2B
27	27 Ciena CIEN $50.6B	414	-2	-0.5%	$5.59B
28	28 ASML ASML $637B	409	+13	+3%	$17.7B
29	29 Universal Display OLED $3.6B	409	+12	+3%	$5.34B
30	30 ON Semiconductor ON $28.7B	397	-29	-7%	$7.74B
31	31 Sony SONY $144B	373	-11	-3%	$6.42B
32	32 Monolithic Power Systems MPWR $61.4B	349	+3	+0.9%	$6.6B
33	33 Lumentum LITE $78.8B	344	+4	+1%	$3.79B
34	34 Wolfspeed WOLF $1.37B	334	-16	-5%	$5.23B
35	35 Coherent COHR $49.3B	321	+54	+20%	$2.87B
36	36 MKS Inc MKSI $15.5B	307	-3	-1%	$4.99B
37	37 Entegris ENTG $22.4B	298	+25	+9%	$6.37B
38	CCMP 38 DELISTED CMC Materials, Inc. Common Stock CCMP	293	+16	+6%	$4.13B
39	39 Cirrus Logic CRUS $5.43B	281	+23	+9%	$2.91B
40	40 Silicon Laboratories SLAB $7.38B	269	+10	+4%	$4.62B
41	41 DELISTED Coherent Inc COHR	267	-19	-7%	$3.72B
42	42 Vishay Intertechnology VSH $4.41B	249	-10	-4%	$2.14B
43	43 Diodes DIOD $3.93B	244	+21	+9%	$1.75B
44	44 Lattice Semiconductor LSCC $15.2B	240	+44	+22%	$2.36B
45	45 Power Integrations POWI $2.51B	231	+18	+8%	$2.61B
46	46 Advanced Energy AEIS $10.1B	228	+5	+2%	$2.23B
47	47 Ambarella AMBA $2.8B	222	+23	+12%	$1.6B
48	48 Semtech SMTC $13.5B	219	-1	-0.5%	$3.16B
49	49 Enpro NPO $6.01B	199	+15	+8%	$1.35B
50	50 Rambus RMBS $10.1B	196	+16	+9%	$1.2B