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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 $53B	710	+27	+4%	$17.1B
27	27 VanEck Semiconductor ETF SMH $67.7B	666	+108	+19%	$8.04B
28	28 Sony SONY $145B	655	+41	+7%	$9.18B
29	29 iShares Semiconductor ETF SOXX $42.2B	628	+106	+20%	$4.29B
30	30 DELISTED Qorvo QRVO	594	+52	+10%	$9.61B
31	31 Entegris ENTG $22.5B	544	+34	+7%	$18.6B
32	32 Nokia NOK $52.6B	453	-10	-2%	$1.03B
33	33 Universal Display OLED $3.58B	453	+54	+14%	$7.14B
34	34 Ciena CIEN $50.3B	451	-17	-4%	$6.13B
35	35 Lattice Semiconductor LSCC $15.2B	429	-32	-7%	$10.7B
36	36 Axcelis ACLS $3.53B	421	+1	+0.2%	$3.82B
37	37 Coherent COHR $48.4B	406	+8	+2%	$5.78B
38	38 Wolfspeed WOLF $1.35B	404	-4	-1%	$6.02B
39	39 Rambus RMBS $10B	398	+49	+14%	$6.78B
40	40 Onto Innovation ONTO $11.1B	389	+31	+9%	$7.44B
41	41 Cirrus Logic CRUS $5.41B	367	+25	+7%	$3.98B
42	42 STMicroelectronics STM $41.7B	363	0	0%	$2.32B
43	43 Lumentum LITE $77.2B	357	-9	-2%	$3.76B
44	44 Power Integrations POWI $2.49B	342	+5	+1%	$5.07B
45	45 Diodes DIOD $3.9B	336	-15	-4%	$3.66B
46	46 MKS Inc MKSI $15.3B	325	+1	+0.3%	$6.99B
47	47 Amkor Technology AMKR $10.8B	317	+13	+4%	$3.5B
48	48 Vishay Intertechnology VSH $4.29B	310	+5	+2%	$3.08B
49	49 Kulicke & Soffa KLIC $4.29B	298	+10	+3%	$2.86B
50	50 MACOM Technology Solutions MTSI $20.3B	296	+22	+8%	$5.5B