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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 Marvell Technology MRVL $208B	476	-4	-0.8%	$14B
27	27 Nokia NOK $52.1B	418	+23	+6%	$785M
28	28 Sony SONY $145B	418	-8	-2%	$5.68B
29	29 Ciena CIEN $47.8B	417	+4	+1%	$5.49B
30	30 Universal Display OLED $3.58B	400	-57	-12%	$4.29B
31	31 ON Semiconductor ON $28.2B	396	-30	-7%	$5.07B
32	32 Lumentum LITE $75.8B	390	+8	+2%	$5.22B
33	33 Monolithic Power Systems MPWR $60B	349	-5	-1%	$7.13B
34	34 MKS Inc MKSI $14.8B	310	-40	-11%	$4.4B
35	35 Entegris ENTG $21.6B	298	-16	-5%	$6.04B
36	36 Cirrus Logic CRUS $5.43B	297	-10	-3%	$3.39B
37	CCMP 37 DELISTED CMC Materials, Inc. Common Stock CCMP	288	-31	-10%	$3.42B
38	38 Wolfspeed WOLF $1.26B	285	-42	-13%	$3.77B
39	39 Power Integrations POWI $2.52B	277	+23	+9%	$2.63B
40	40 Coherent COHR $46.4B	267	-21	-7%	$2.61B
41	41 Silicon Laboratories SLAB $7.37B	250	-22	-8%	$3.47B
42	42 Synaptics SYNA $4.65B	244	+9	+4%	$2.06B
43	43 DELISTED Coherent Inc COHR	243	-38	-14%	$2.57B
44	44 Vishay Intertechnology VSH $4.23B	237	-8	-3%	$1.8B
45	45 Advanced Energy AEIS $9.68B	224	-29	-11%	$1.84B
46	46 Diodes DIOD $3.85B	224	-16	-7%	$1.71B
47	47 STMicroelectronics STM $40.9B	224	+2	+0.9%	$722M
48	48 iShares Semiconductor ETF SOXX $41.3B	220	-8	-4%	$1.3B
49	49 Ambarella AMBA $2.74B	219	-3	-1%	$1.27B
50	50 Semtech SMTC $13B	217	-10	-4%	$2.38B