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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 $217B	574	+8	+1%	$23.8B
27	27 Ciena CIEN $50.6B	473	-14	-3%	$5.47B
28	28 Sony SONY $144B	460	+14	+3%	$7.37B
29	29 Nokia NOK $53.6B	450	+29	+7%	$1.01B
30	30 Monolithic Power Systems MPWR $61.4B	433	+34	+9%	$11.9B
31	31 Lumentum LITE $78.8B	427	-15	-3%	$5.19B
32	32 Universal Display OLED $3.6B	409	-4	-1%	$6.14B
33	33 ON Semiconductor ON $28.7B	401	+13	+3%	$8.94B
34	34 MKS Inc MKSI $15.5B	340	+19	+6%	$5.71B
35	35 Wolfspeed WOLF $1.37B	329	+18	+6%	$7.44B
36	36 Entegris ENTG $22.4B	327	-1	-0.3%	$9.89B
37	37 Coherent COHR $49.4B	319	-20	-6%	$4.08B
38	38 Cirrus Logic CRUS $5.43B	287	-13	-4%	$3.41B
39	39 Power Integrations POWI $2.51B	275	-6	-2%	$3.28B
40	40 iShares Semiconductor ETF SOXX $42.6B	268	+15	+6%	$2.18B
41	41 Silicon Laboratories SLAB $7.38B	263	+12	+5%	$4.02B
42	42 Advanced Energy AEIS $10.1B	258	+24	+10%	$2.35B
43	43 Synaptics SYNA $4.67B	253	+13	+5%	$2.83B
44	44 Vishay Intertechnology VSH $4.41B	253	+8	+3%	$1.9B
45	45 DELISTED Coherent Inc COHR	241	-13	-5%	$2.52B
46	46 Semtech SMTC $13.5B	240	-8	-3%	$3.38B
47	47 STMicroelectronics STM $41.7B	238	+15	+7%	$996M
48	48 VanEck Semiconductor ETF SMH $68.1B	237	+23	+11%	$2.78B
49	49 Diodes DIOD $3.93B	231	0	0%	$2.36B
50	CCMP 50 DELISTED CMC Materials, Inc. Common Stock CCMP	228	-63	-22%	$3.67B