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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 Teradyne TER $53.7B	665	+83	+14%	$19.2B
27	27 Sony SONY $144B	528	+68	+15%	$9.67B
28	28 Monolithic Power Systems MPWR $61.4B	509	+76	+18%	$15.6B
29	29 Lumentum LITE $78.8B	486	+59	+14%	$6.5B
30	30 ON Semiconductor ON $28.7B	473	+72	+18%	$13.7B
31	31 Nokia NOK $53.6B	469	+19	+4%	$1.04B
32	32 Ciena CIEN $50.6B	468	-5	-1%	$7.59B
33	33 Universal Display OLED $3.6B	455	+46	+11%	$7.86B
34	34 Entegris ENTG $22.4B	419	+92	+28%	$12.4B
35	35 Coherent COHR $49.4B	390	+71	+22%	$7.57B
36	36 Wolfspeed WOLF $1.37B	386	+57	+17%	$12.5B
37	37 MKS Inc MKSI $15.5B	352	+12	+4%	$7.86B
38	38 iShares Semiconductor ETF SOXX $42.6B	327	+59	+22%	$2.5B
39	39 Cirrus Logic CRUS $5.43B	306	+19	+7%	$4.27B
40	CCMP 40 DELISTED CMC Materials, Inc. Common Stock CCMP	299	+71	+31%	$4.28B
41	41 VanEck Semiconductor ETF SMH $68.1B	298	+61	+26%	$3.12B
42	42 Power Integrations POWI $2.51B	290	+15	+5%	$4.87B
43	43 Advanced Energy AEIS $10.1B	289	+31	+12%	$3.62B
44	44 Synaptics SYNA $4.67B	277	+24	+9%	$3.42B
45	45 STMicroelectronics STM $41.7B	276	+38	+16%	$1.23B
46	46 Silicon Laboratories SLAB $7.38B	273	+10	+4%	$5.32B
47	47 Vishay Intertechnology VSH $4.41B	261	+8	+3%	$2.54B
48	48 Semtech SMTC $13.5B	259	+19	+8%	$4.54B
49	49 Ambarella AMBA $2.8B	255	+37	+17%	$2.44B
50	50 Diodes DIOD $3.93B	254	+23	+10%	$2.94B