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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	654	+3	+0.5%	$21.2B
27	27 Sony SONY $145B	614	-14	-2%	$7.89B
28	28 VanEck Semiconductor ETF SMH $67.2B	558	+32	+6%	$6.56B
29	29 DELISTED Qorvo QRVO	542	-1	-0.2%	$8.29B
30	30 iShares Semiconductor ETF SOXX $41.9B	522	0	0%	$3.42B
31	31 Entegris ENTG $22.1B	510	-3	-0.6%	$14.2B
32	32 Ciena CIEN $49.6B	468	-2	-0.4%	$6.37B
33	33 Nokia NOK $52.1B	463	-13	-3%	$1.23B
34	34 Lattice Semiconductor LSCC $15.2B	461	-35	-7%	$12.6B
35	35 Axcelis ACLS $3.53B	420	+15	+4%	$4.85B
36	36 Wolfspeed WOLF $1.33B	408	-32	-7%	$5.23B
37	37 Universal Display OLED $3.53B	399	+1	+0.3%	$5.74B
38	38 Coherent COHR $48.2B	398	-12	-3%	$4.17B
39	39 Lumentum LITE $76.5B	366	-9	-2%	$3.16B
40	40 STMicroelectronics STM $41.4B	363	-1	-0.3%	$2.35B
41	41 Onto Innovation ONTO $11B	358	+31	+9%	$6.22B
42	42 Diodes DIOD $3.88B	351	-3	-0.8%	$3.51B
43	43 Rambus RMBS $9.89B	349	-44	-11%	$5.48B
44	44 Cirrus Logic CRUS $5.39B	342	0	0%	$3.64B
45	45 Power Integrations POWI $2.48B	337	-1	-0.3%	$4.41B
46	46 MKS Inc MKSI $15B	324	+4	+1%	$5.8B
47	47 Silicon Laboratories SLAB $7.38B	323	+2	+0.6%	$3.69B
48	48 Allegro MicroSystems ALGM $5.89B	311	-41	-12%	$2.99B
49	49 Vishay Intertechnology VSH $4.24B	305	-8	-3%	$3.15B
50	50 Amkor Technology AMKR $10.7B	304	+6	+2%	$2.33B