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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 Teradyne TER $53.7B	661	+19	+3%	$17B
27	27 Sony SONY $144B	605	+28	+5%	$8.9B
28	28 DELISTED Qorvo QRVO	541	-30	-5%	$8.8B
29	29 iShares Semiconductor ETF SOXX $42.6B	503	+43	+9%	$3B
30	30 Ciena CIEN $50.6B	485	+23	+5%	$7.28B
31	31 Nokia NOK $53.6B	483	-15	-3%	$1.8B
32	32 VanEck Semiconductor ETF SMH $68.1B	483	+53	+12%	$6.13B
33	33 Entegris ENTG $22.4B	476	+8	+2%	$12.6B
34	34 Wolfspeed WOLF $1.37B	473	-24	-5%	$9.03B
35	35 Lattice Semiconductor LSCC $15.2B	453	+69	+18%	$13.1B
36	36 Coherent COHR $49.4B	430	0	0%	$4.72B
37	37 Universal Display OLED $3.6B	391	+10	+3%	$5.56B
38	38 Lumentum LITE $78.8B	386	-41	-10%	$3.42B
39	39 Axcelis ACLS $3.55B	378	+53	+16%	$3.86B
40	40 Cirrus Logic CRUS $5.43B	375	+43	+13%	$5.62B
41	41 STMicroelectronics STM $41.7B	361	+59	+20%	$2.99B
42	42 Silicon Laboratories SLAB $7.38B	352	+43	+14%	$5.97B
43	43 Diodes DIOD $3.93B	340	+11	+3%	$4.15B
44	44 Rambus RMBS $10.1B	336	+34	+11%	$4.81B
45	45 Power Integrations POWI $2.51B	330	+6	+2%	$4.88B
46	46 MKS Inc MKSI $15.5B	324	+9	+3%	$5.94B
47	47 Synaptics SYNA $4.67B	320	+10	+3%	$3.97B
48	48 Allegro MicroSystems ALGM $6.03B	313	+95	+44%	$4.67B
49	49 Kulicke & Soffa KLIC $4.35B	311	+2	+0.6%	$3.02B
50	50 Onto Innovation ONTO $11.4B	296	0	0%	$4.09B