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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	650	-64	-9%	$11.7B
27	27 Monolithic Power Systems MPWR $60.8B	611	-15	-2%	$21.3B
28	28 Sony SONY $145B	607	-27	-4%	$10.3B
29	29 Nokia NOK $52.3B	519	-38	-7%	$2.36B
30	30 Entegris ENTG $22.4B	508	-4	-0.8%	$17.8B
31	31 Ciena CIEN $49.9B	499	-24	-5%	$8.15B
32	32 Lumentum LITE $76.7B	480	-7	-1%	$6.61B
33	33 iShares Semiconductor ETF SOXX $42B	468	-1	-0.2%	$3.33B
34	34 Coherent COHR $48.2B	454	-7	-2%	$8.13B
35	35 Wolfspeed WOLF $1.33B	442	-9	-2%	$14.8B
36	36 VanEck Semiconductor ETF SMH $67.4B	441	-10	-2%	$6.24B
37	37 Universal Display OLED $3.56B	405	-20	-5%	$5.73B
38	38 MKS Inc MKSI $15.2B	397	-7	-2%	$8.07B
39	39 Synaptics SYNA $4.65B	370	+6	+2%	$7.63B
40	40 Power Integrations POWI $2.49B	358	+14	+4%	$5.28B
41	41 Kulicke & Soffa KLIC $4.29B	329	-16	-5%	$3.31B
42	42 Silicon Laboratories SLAB $7.38B	327	+9	+3%	$5.47B
43	43 Lattice Semiconductor LSCC $15.2B	326	+11	+3%	$8.15B
44	44 Diodes DIOD $3.87B	321	+5	+2%	$3.76B
45	45 Semtech SMTC $13.4B	320	+11	+4%	$4.31B
46	CCMP 46 DELISTED CMC Materials, Inc. Common Stock CCMP	313	-20	-6%	$5.34B
47	47 Onto Innovation ONTO $11.1B	312	+10	+3%	$4.04B
48	48 STMicroelectronics STM $41.5B	298	-26	-8%	$1.71B
49	49 Cirrus Logic CRUS $5.39B	297	-23	-7%	$4.2B
50	50 Ambarella AMBA $2.68B	294	-34	-10%	$3.01B