← 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 Teradyne TER $52.5B	678	-33	-5%	$17.1B
27	27 ON Semiconductor ON $28.4B	578	+43	+8%	$18.8B
28	28 Monolithic Power Systems MPWR $60.4B	577	+44	+8%	$21.1B
29	29 Sony SONY $145B	570	+20	+4%	$10.8B
30	30 Nokia NOK $52.1B	505	-9	-2%	$2.53B
31	31 Ciena CIEN $49.6B	458	-9	-2%	$7.06B
32	32 Entegris ENTG $22.1B	450	+39	+9%	$16.8B
33	33 Universal Display OLED $3.53B	444	+4	+0.9%	$5.81B
34	34 Lumentum LITE $76.5B	433	+10	+2%	$5.52B
35	35 Coherent COHR $48.2B	407	-9	-2%	$6.2B
36	36 VanEck Semiconductor ETF SMH $67.2B	389	+11	+3%	$4.65B
37	37 iShares Semiconductor ETF SOXX $41.8B	383	+7	+2%	$2.79B
38	38 MKS Inc MKSI $15B	375	0	0%	$7.93B
39	39 Wolfspeed WOLF $1.33B	340	-63	-16%	$14.8B
40	40 Power Integrations POWI $2.48B	329	+32	+11%	$5.78B
41	41 Kulicke & Soffa KLIC $4.28B	322	+31	+11%	$3.34B
42	42 Synaptics SYNA $4.65B	319	+11	+4%	$6.49B
43	CCMP 43 DELISTED CMC Materials, Inc. Common Stock CCMP	297	-17	-5%	$3.39B
44	44 Cirrus Logic CRUS $5.39B	294	-16	-5%	$4.1B
45	45 STMicroelectronics STM $41.4B	284	+17	+6%	$1.37B
46	46 Diodes DIOD $3.88B	282	+15	+6%	$3.84B
47	47 Semtech SMTC $14.3B	281	+8	+3%	$4.85B
48	48 Ambarella AMBA $2.69B	280	+22	+9%	$4.44B
49	49 Silicon Laboratories SLAB $7.38B	278	+16	+6%	$5.61B
50	50 DELISTED Coherent Inc COHR	275	-23	-8%	$5.34B