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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 $60.4B	608	-22	-3%	$16.5B
27	27 Sony SONY $145B	577	+46	+9%	$7.2B
28	28 DELISTED Qorvo QRVO	571	+30	+6%	$7.74B
29	29 Nokia NOK $52.1B	498	+2	+0.4%	$1.82B
30	30 Wolfspeed WOLF $1.33B	497	-11	-2%	$9.26B
31	31 Entegris ENTG $22.1B	468	-16	-3%	$9.91B
32	32 Ciena CIEN $49.6B	462	+38	+9%	$7.02B
33	33 iShares Semiconductor ETF SOXX $41.9B	460	+46	+11%	$2.52B
34	34 Coherent COHR $48.2B	430	+10	+2%	$4.25B
35	35 VanEck Semiconductor ETF SMH $67.2B	430	+42	+11%	$4.55B
36	36 Lumentum LITE $76.5B	427	-16	-4%	$3.23B
37	37 Lattice Semiconductor LSCC $15.2B	384	+38	+11%	$8.76B
38	38 Universal Display OLED $3.53B	381	+6	+2%	$3.7B
39	39 Cirrus Logic CRUS $5.39B	332	+14	+4%	$3.7B
40	40 Diodes DIOD $3.88B	329	+33	+11%	$3.26B
41	41 Axcelis ACLS $3.53B	325	+38	+13%	$2.2B
42	42 Power Integrations POWI $2.48B	324	-4	-1%	$4.03B
43	43 MKS Inc MKSI $15B	315	-42	-12%	$5.69B
44	44 Synaptics SYNA $4.65B	310	+6	+2%	$3.41B
45	45 Kulicke & Soffa KLIC $4.28B	309	+5	+2%	$2.37B
46	46 Silicon Laboratories SLAB $7.38B	309	+5	+2%	$4.3B
47	47 Advanced Energy AEIS $9.56B	304	+29	+11%	$3.12B
48	48 Rambus RMBS $9.89B	302	+62	+26%	$3.14B
49	49 STMicroelectronics STM $41.4B	302	+26	+9%	$1.55B
50	50 Vishay Intertechnology VSH $4.24B	301	+31	+11%	$2.4B