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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 Cadence Design Systems CDNS $90.7B	704	-4	-0.6%	$32.2B
27	27 Sony SONY $142B	550	+3	+0.5%	$9.36B
28	28 ON Semiconductor ON $28.6B	535	+22	+4%	$15.5B
29	29 Monolithic Power Systems MPWR $61.1B	533	+3	+0.6%	$16.1B
30	30 Nokia NOK $52.6B	514	-5	-1%	$2.43B
31	31 Ciena CIEN $51B	467	+7	+2%	$8.09B
32	32 Universal Display OLED $3.45B	440	-12	-3%	$7.48B
33	33 Lumentum LITE $81.2B	423	-54	-11%	$5.58B
34	34 Coherent COHR $51.9B	416	-21	-5%	$7.58B
35	35 Entegris ENTG $23.4B	411	+1	+0.2%	$16.2B
36	36 Wolfspeed WOLF $1.3B	403	-9	-2%	$12.2B
37	37 VanEck Semiconductor ETF SMH $68.8B	378	+35	+10%	$4.34B
38	38 iShares Semiconductor ETF SOXX $43B	376	+10	+3%	$2.94B
39	39 MKS Inc MKSI $15.9B	375	+25	+7%	$9.29B
40	CCMP 40 DELISTED CMC Materials, Inc. Common Stock CCMP	314	+18	+6%	$4.23B
41	41 Cirrus Logic CRUS $5.43B	310	-5	-2%	$4.21B
42	42 Synaptics SYNA $4.66B	308	+12	+4%	$5.62B
43	43 DELISTED Coherent Inc COHR	298	+1	+0.3%	$6.06B
44	44 Power Integrations POWI $2.5B	297	0	0%	$4.8B
45	45 Kulicke & Soffa KLIC $4.42B	291	+33	+13%	$3.47B
46	46 Advanced Energy AEIS $10.4B	278	-21	-7%	$4.22B
47	47 Semtech SMTC $15B	273	+12	+5%	$4.27B
48	48 Vishay Intertechnology VSH $4.43B	273	+1	+0.4%	$2.82B
49	49 Diodes DIOD $3.99B	267	-5	-2%	$3.31B
50	50 Lattice Semiconductor LSCC $16.3B	267	+26	+11%	$7.59B