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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 ASML ASML $634B	470	+61	+15%	$22.5B
27	27 Universal Display OLED $3.45B	457	+48	+12%	$6.37B
28	28 ON Semiconductor ON $28.6B	426	+29	+7%	$10.1B
29	29 Sony SONY $142B	426	+53	+14%	$7.22B
30	30 Ciena CIEN $51B	413	-1	-0.2%	$6.08B
31	31 Nokia NOK $52.6B	395	-55	-12%	$1.01B
32	32 Lumentum LITE $81.2B	382	+38	+11%	$5.67B
33	33 Monolithic Power Systems MPWR $61.1B	354	+5	+1%	$7.48B
34	34 MKS Inc MKSI $15.9B	350	+43	+14%	$5.8B
35	35 Wolfspeed WOLF $1.3B	327	-7	-2%	$4.85B
36	CCMP 36 DELISTED CMC Materials, Inc. Common Stock CCMP	319	+26	+9%	$4.2B
37	37 Entegris ENTG $23.4B	314	+16	+5%	$6.81B
38	38 Cirrus Logic CRUS $5.43B	307	+26	+9%	$4.42B
39	39 Coherent COHR $51.9B	288	-33	-10%	$2.81B
40	40 DELISTED Coherent Inc COHR	281	+14	+5%	$4.02B
41	41 Silicon Laboratories SLAB $7.38B	272	+3	+1%	$4.76B
42	42 Power Integrations POWI $2.5B	254	+23	+10%	$2.85B
43	43 Advanced Energy AEIS $10.4B	253	+25	+11%	$2.82B
44	44 Vishay Intertechnology VSH $4.43B	245	-4	-2%	$2.76B
45	45 Lattice Semiconductor LSCC $16.3B	241	+1	+0.4%	$2.55B
46	46 Diodes DIOD $3.99B	240	-4	-2%	$2.42B
47	47 Synaptics SYNA $4.66B	235	+42	+22%	$2.26B
48	48 iShares Semiconductor ETF SOXX $43B	228	+44	+24%	$1.69B
49	49 Semtech SMTC $15B	227	+8	+4%	$3.4B
50	50 Ambarella AMBA $2.71B	222	0	0%	$1.56B