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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 $59.8B	630	+7	+1%	$16.6B
27	27 DELISTED Qorvo QRVO	541	-56	-9%	$7.06B
28	28 Sony SONY $145B	531	-50	-9%	$6.15B
29	29 Wolfspeed WOLF $1.27B	508	+84	+20%	$13.2B
30	30 Nokia NOK $51.4B	496	-14	-3%	$1.84B
31	31 Entegris ENTG $21.7B	484	-16	-3%	$12.3B
32	32 Lumentum LITE $75.4B	443	-24	-5%	$4.62B
33	33 Ciena CIEN $48.1B	424	-33	-7%	$5.84B
34	34 Coherent COHR $47.6B	420	-28	-6%	$4.2B
35	35 iShares Semiconductor ETF SOXX $41.4B	414	-37	-8%	$2.28B
36	36 VanEck Semiconductor ETF SMH $66.6B	388	-34	-8%	$4.33B
37	37 Universal Display OLED $3.49B	375	-9	-2%	$3.32B
38	38 MKS Inc MKSI $14.6B	357	-17	-5%	$4.84B
39	39 Lattice Semiconductor LSCC $14.9B	346	+19	+6%	$6.62B
40	40 Power Integrations POWI $2.47B	328	-7	-2%	$3.65B
41	41 Cirrus Logic CRUS $5.46B	318	+20	+7%	$3.52B
42	42 Kulicke & Soffa KLIC $4.19B	304	-17	-5%	$2.18B
43	43 Silicon Laboratories SLAB $7.41B	304	-7	-2%	$4.22B
44	44 Synaptics SYNA $4.65B	304	-14	-4%	$3.75B
45	45 Onto Innovation ONTO $11B	299	-3	-1%	$3B
46	46 Diodes DIOD $3.79B	296	-9	-3%	$2.88B
47	47 Axcelis ACLS $3.48B	287	+11	+4%	$1.72B
48	48 MaxLinear MXL $6.54B	279	-2	-0.7%	$2.34B
49	49 Semtech SMTC $13.7B	277	-30	-10%	$1.83B
50	50 STMicroelectronics STM $40.6B	276	-3	-1%	$1.83B