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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	542	+59	+12%	$28.2B
27	27 Ciena CIEN $51B	487	+70	+17%	$7.46B
28	28 Sony SONY $142B	446	+28	+7%	$6.69B
29	29 Lumentum LITE $81.2B	442	+52	+13%	$5.76B
30	30 Nokia NOK $52.6B	421	+3	+0.7%	$1.09B
31	31 Universal Display OLED $3.45B	413	+13	+3%	$5.01B
32	32 Monolithic Power Systems MPWR $61.1B	399	+50	+14%	$10.2B
33	33 ON Semiconductor ON $28.6B	388	-8	-2%	$8.28B
34	34 Coherent COHR $51.9B	339	+72	+27%	$4.23B
35	35 Entegris ENTG $23.4B	328	+30	+10%	$7.88B
36	36 MKS Inc MKSI $15.9B	321	+11	+4%	$5.97B
37	37 Wolfspeed WOLF $1.3B	311	+26	+9%	$6.74B
38	38 Cirrus Logic CRUS $5.43B	300	+3	+1%	$3.16B
39	CCMP 39 DELISTED CMC Materials, Inc. Common Stock CCMP	291	+3	+1%	$4.02B
40	40 Power Integrations POWI $2.5B	281	+4	+1%	$3.51B
41	41 DELISTED Coherent Inc COHR	254	+11	+5%	$3.09B
42	42 iShares Semiconductor ETF SOXX $43B	253	+33	+15%	$1.85B
43	43 Silicon Laboratories SLAB $7.38B	251	+1	+0.4%	$4.15B
44	44 Semtech SMTC $15B	248	+31	+14%	$3.3B
45	45 Vishay Intertechnology VSH $4.43B	245	+8	+3%	$1.89B
46	46 Synaptics SYNA $4.66B	240	-4	-2%	$2.14B
47	47 Advanced Energy AEIS $10.4B	234	+10	+4%	$2.54B
48	48 Diodes DIOD $3.99B	231	+7	+3%	$2.1B
49	49 Lattice Semiconductor LSCC $16.3B	229	+15	+7%	$4.04B
50	50 FormFactor FORM $9.35B	224	+19	+9%	$2.06B