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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 $61.1B	651	-16	-2%	$25.2B
27	27 Sony SONY $142B	628	+23	+4%	$8.93B
28	28 DELISTED Qorvo QRVO	543	+2	+0.4%	$8.68B
29	29 VanEck Semiconductor ETF SMH $68.8B	526	+43	+9%	$5.83B
30	30 iShares Semiconductor ETF SOXX $43B	522	+19	+4%	$3.23B
31	31 Entegris ENTG $23.4B	513	+37	+8%	$17B
32	32 Lattice Semiconductor LSCC $16.3B	496	+43	+9%	$14B
33	33 Nokia NOK $52.6B	476	-7	-1%	$1.23B
34	34 Ciena CIEN $51B	470	-15	-3%	$5.84B
35	35 Wolfspeed WOLF $1.3B	440	-33	-7%	$7.64B
36	36 Coherent COHR $51.9B	410	-20	-5%	$6.4B
37	37 Axcelis ACLS $3.66B	405	+27	+7%	$5.41B
38	38 Universal Display OLED $3.45B	398	+7	+2%	$5.25B
39	39 Rambus RMBS $9.99B	393	+57	+17%	$6.14B
40	40 Lumentum LITE $81.2B	375	-11	-3%	$3.88B
41	41 STMicroelectronics STM $42B	364	+3	+0.8%	$2.55B
42	42 Diodes DIOD $3.99B	354	+14	+4%	$4.08B
43	43 Allegro MicroSystems ALGM $6.01B	352	+39	+12%	$4.41B
44	44 Cirrus Logic CRUS $5.43B	342	-33	-9%	$4.05B
45	45 Power Integrations POWI $2.5B	338	+8	+2%	$5.51B
46	46 Onto Innovation ONTO $11.8B	327	+31	+10%	$5.48B
47	47 Silicon Laboratories SLAB $7.38B	321	-31	-9%	$5.14B
48	48 MKS Inc MKSI $15.9B	320	-4	-1%	$7.32B
49	49 Vishay Intertechnology VSH $4.43B	313	+32	+11%	$3.62B
50	50 Kulicke & Soffa KLIC $4.42B	308	-3	-1%	$3.31B