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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 DELISTED Qorvo QRVO	714	-22	-3%	$14.5B
27	27 ON Semiconductor ON $28.7B	701	+123	+21%	$27.8B
28	28 Sony SONY $144B	634	+64	+11%	$12.5B
29	29 Monolithic Power Systems MPWR $61.4B	626	+49	+8%	$21.5B
30	30 Nokia NOK $53.6B	557	+52	+10%	$3.43B
31	31 Ciena CIEN $50.6B	523	+65	+14%	$10.5B
32	32 Entegris ENTG $22.4B	512	+62	+14%	$18.3B
33	33 Lumentum LITE $78.8B	487	+54	+12%	$7.14B
34	34 iShares Semiconductor ETF SOXX $42.6B	469	+86	+22%	$4.22B
35	35 Coherent COHR $49.4B	461	+54	+13%	$7.35B
36	36 VanEck Semiconductor ETF SMH $68.1B	451	+62	+16%	$4.22B
37	37 Wolfspeed WOLF $1.37B	451	+111	+33%	$15.1B
38	38 Universal Display OLED $3.6B	425	-19	-4%	$5.64B
39	39 MKS Inc MKSI $15.5B	404	+29	+8%	$9.34B
40	40 Synaptics SYNA $4.67B	364	+45	+14%	$10.4B
41	41 Kulicke & Soffa KLIC $4.35B	345	+23	+7%	$3.67B
42	42 Power Integrations POWI $2.51B	344	+15	+5%	$5.34B
43	CCMP 43 DELISTED CMC Materials, Inc. Common Stock CCMP	333	+36	+12%	$5.2B
44	44 Ambarella AMBA $2.8B	328	+48	+17%	$5.72B
45	45 STMicroelectronics STM $41.7B	324	+40	+14%	$1.89B
46	46 Cirrus Logic CRUS $5.43B	320	+26	+9%	$4.59B
47	47 Silicon Laboratories SLAB $7.38B	318	+40	+14%	$7.81B
48	48 Diodes DIOD $3.93B	316	+34	+12%	$4.68B
49	49 Lattice Semiconductor LSCC $15.2B	315	+40	+15%	$10.1B
50	50 Semtech SMTC $13.5B	309	+28	+10%	$5.49B