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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	836	+28	+3%	$38.6B
27	27 Teradyne TER $56.2B	756	+73	+11%	$23.8B
28	28 iShares Semiconductor ETF SOXX $43B	739	+48	+7%	$6.58B
29	29 Sony SONY $142B	651	-1	-0.2%	$8.04B
30	30 Entegris ENTG $23.4B	602	+9	+2%	$20.6B
31	31 DELISTED Qorvo QRVO	569	-20	-3%	$10B
32	32 Arm ARM $254B	568	+156	+38%	$9.95B
33	33 Onto Innovation ONTO $11.8B	507	+73	+17%	$10.4B
34	34 Coherent COHR $51.9B	495	+22	+5%	$9.94B
35	35 Universal Display OLED $3.45B	462	+29	+7%	$7.76B
36	36 Ciena CIEN $51B	454	-15	-3%	$6.74B
37	37 Nokia NOK $52.6B	441	+1	+0.2%	$1.26B
38	38 Lattice Semiconductor LSCC $16.3B	438	+10	+2%	$8.63B
39	39 MKS Inc MKSI $15.9B	397	+52	+15%	$9.02B
40	40 Amkor Technology AMKR $11.1B	395	+59	+18%	$4.22B
41	41 Axcelis ACLS $3.66B	393	+7	+2%	$4.35B
42	42 Cirrus Logic CRUS $5.43B	387	+22	+6%	$6.22B
43	43 Lumentum LITE $81.2B	376	+11	+3%	$3.87B
44	44 Rambus RMBS $9.99B	363	-14	-4%	$5.64B
45	45 STMicroelectronics STM $42B	354	-3	-0.8%	$2.47B
46	46 Power Integrations POWI $2.5B	351	+9	+3%	$4.12B
47	47 MACOM Technology Solutions MTSI $22.2B	345	+42	+14%	$6.84B
48	48 Wolfspeed WOLF $1.3B	344	-27	-7%	$3.2B
49	49 Element Solutions ESI $8.74B	321	+22	+7%	$6.04B
50	50 FormFactor FORM $9.35B	310	+46	+17%	$4.54B