← All themes

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 $210B	653	-29	-4%	$29.9B
27	27 Sony SONY $146B	547	+19	+4%	$10B
28	28 Monolithic Power Systems MPWR $60.6B	530	+21	+4%	$15.1B
29	29 Nokia NOK $52.5B	519	+50	+11%	$1.44B
30	30 ON Semiconductor ON $28.9B	513	+40	+8%	$16.9B
31	31 Lumentum LITE $75.1B	477	-9	-2%	$6.36B
32	32 Ciena CIEN $48.2B	460	-8	-2%	$7.83B
33	33 Universal Display OLED $3.66B	452	-3	-0.7%	$8.04B
34	34 Coherent COHR $46.3B	437	+47	+12%	$6.69B
35	35 Wolfspeed WOLF $1.3B	412	+26	+7%	$13.1B
36	36 Entegris ENTG $21.6B	410	-9	-2%	$14.4B
37	37 iShares Semiconductor ETF SOXX $41.6B	366	+39	+12%	$2.99B
38	38 MKS Inc MKSI $14.9B	350	-2	-0.6%	$9.83B
39	39 VanEck Semiconductor ETF SMH $66.8B	343	+45	+15%	$4.34B
40	40 Cirrus Logic CRUS $5.51B	315	+9	+3%	$4.23B
41	41 Advanced Energy AEIS $9.71B	299	+10	+3%	$4.02B
42	42 DELISTED Coherent Inc COHR	297	+63	+27%	$5.68B
43	43 Power Integrations POWI $2.53B	297	+7	+2%	$4.78B
44	CCMP 44 DELISTED CMC Materials, Inc. Common Stock CCMP	296	-3	-1%	$5B
45	45 Synaptics SYNA $4.67B	296	+19	+7%	$4.94B
46	46 Silicon Laboratories SLAB $7.39B	278	+5	+2%	$5.89B
47	47 STMicroelectronics STM $41.3B	275	-1	-0.4%	$1.21B
48	48 Diodes DIOD $3.9B	272	+18	+7%	$3.35B
49	49 Vishay Intertechnology VSH $4.26B	272	+11	+4%	$2.95B
50	50 Ambarella AMBA $2.73B	266	+11	+4%	$2.78B