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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 VanEck Semiconductor ETF SMH $66.8B	776	+110	+17%	$11.4B
27	27 iShares Semiconductor ETF SOXX $41.6B	691	+63	+10%	$5.72B
28	28 Teradyne TER $52.2B	683	-27	-4%	$18.2B
29	29 Sony SONY $146B	652	-3	-0.5%	$7.75B
30	30 Entegris ENTG $21.6B	593	+49	+9%	$21.6B
31	31 DELISTED Qorvo QRVO	589	-5	-0.8%	$9.79B
32	32 Coherent COHR $46.3B	473	+67	+17%	$8.03B
33	33 Ciena CIEN $48.2B	469	+18	+4%	$6.78B
34	34 Nokia NOK $52.5B	440	-13	-3%	$1.2B
35	35 Onto Innovation ONTO $11B	434	+45	+12%	$8.8B
36	36 Universal Display OLED $3.66B	433	-20	-4%	$6.14B
37	37 Lattice Semiconductor LSCC $14.9B	428	-1	-0.2%	$12B
38	38 Arm ARM $250B	412	+141	+52%	$7.63B
39	39 Axcelis ACLS $3.45B	386	-35	-8%	$3.37B
40	40 Rambus RMBS $9.7B	377	-21	-5%	$6B
41	41 Wolfspeed WOLF $1.3B	371	-33	-8%	$4.11B
42	42 Cirrus Logic CRUS $5.51B	365	-2	-0.5%	$4.44B
43	43 Lumentum LITE $75.1B	365	+8	+2%	$3.58B
44	44 STMicroelectronics STM $41.3B	357	-6	-2%	$2.59B
45	45 MKS Inc MKSI $14.8B	345	+20	+6%	$9.16B
46	46 Power Integrations POWI $2.53B	342	0	0%	$4.22B
47	47 Amkor Technology AMKR $10.7B	336	+19	+6%	$3.43B
48	48 Advanced Energy AEIS $9.71B	310	+19	+7%	$4B
49	49 Diodes DIOD $3.9B	308	-28	-8%	$3.2B
50	50 MACOM Technology Solutions MTSI $20.1B	303	+7	+2%	$5.8B