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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 Monolithic Power Systems MPWR $60.8B	623	+12	+2%	$16.8B
27	27 DELISTED Qorvo QRVO	597	-53	-8%	$8.58B
28	28 Sony SONY $145B	581	-26	-4%	$7.64B
29	29 Nokia NOK $52.3B	510	-9	-2%	$1.91B
30	30 Entegris ENTG $22.3B	500	-8	-2%	$12.9B
31	31 Lumentum LITE $76.8B	467	-13	-3%	$5.28B
32	32 Ciena CIEN $49.7B	457	-42	-8%	$6.18B
33	33 iShares Semiconductor ETF SOXX $42B	451	-17	-4%	$2.56B
34	34 Coherent COHR $48.2B	448	-6	-1%	$5.65B
35	35 Wolfspeed WOLF $1.34B	424	-18	-4%	$8.19B
36	36 VanEck Semiconductor ETF SMH $67.4B	422	-19	-4%	$4.46B
37	37 Universal Display OLED $3.52B	384	-21	-5%	$3.47B
38	38 MKS Inc MKSI $15.1B	374	-23	-6%	$5.46B
39	39 Power Integrations POWI $2.49B	335	-23	-6%	$4.26B
40	40 Lattice Semiconductor LSCC $15.3B	327	+1	+0.3%	$6.42B
41	41 Kulicke & Soffa KLIC $4.31B	321	-8	-2%	$2.49B
42	42 Synaptics SYNA $4.66B	318	-52	-14%	$4.57B
43	43 Silicon Laboratories SLAB $7.38B	311	-16	-5%	$4.87B
44	44 Semtech SMTC $14.1B	307	-13	-4%	$3.42B
45	45 Diodes DIOD $3.9B	305	-16	-5%	$2.83B
46	46 Onto Innovation ONTO $11B	302	-10	-3%	$3.29B
47	47 Cirrus Logic CRUS $5.38B	298	+1	+0.3%	$3.6B
48	48 MaxLinear MXL $6.63B	281	-12	-4%	$2.43B
49	49 STMicroelectronics STM $41.5B	279	-19	-6%	$1.34B
50	50 Vishay Intertechnology VSH $4.26B	277	+3	+1%	$2.17B