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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 ON Semiconductor ON $28.4B	841	-2	-0.2%	$30.6B
27	27 Teradyne TER $52.5B	755	-1	-0.1%	$21.3B
28	28 iShares Semiconductor ETF SOXX $41.9B	745	+6	+0.8%	$6.65B
29	29 Sony SONY $145B	659	+8	+1%	$8.89B
30	30 Arm ARM $254B	614	+46	+8%	$8.66B
31	31 Entegris ENTG $22.1B	592	-10	-2%	$17.1B
32	32 DELISTED Qorvo QRVO	574	+5	+0.9%	$8.71B
33	33 Coherent COHR $48.2B	530	+35	+7%	$12.6B
34	34 Onto Innovation ONTO $11B	521	+14	+3%	$9.79B
35	35 Universal Display OLED $3.53B	483	+21	+5%	$8.26B
36	36 Ciena CIEN $49.5B	464	+10	+2%	$8.76B
37	37 Cirrus Logic CRUS $5.39B	456	+69	+18%	$6.13B
38	38 Nokia NOK $52.1B	437	-4	-0.9%	$1.78B
39	39 MKS Inc MKSI $15B	409	+12	+3%	$7.37B
40	40 Lattice Semiconductor LSCC $15.2B	391	-47	-11%	$8.05B
41	41 Lumentum LITE $76.5B	385	+9	+2%	$4.65B
42	42 Rambus RMBS $9.89B	375	+12	+3%	$3.94B
43	43 Axcelis ACLS $3.53B	369	-24	-6%	$3.17B
44	44 Amkor Technology AMKR $10.7B	359	-36	-9%	$3.27B
45	45 MACOM Technology Solutions MTSI $20.5B	338	-7	-2%	$6.96B
46	46 Element Solutions ESI $8.61B	335	+14	+4%	$6.01B
47	47 Power Integrations POWI $2.48B	333	-18	-5%	$3.73B
48	48 STMicroelectronics STM $41.4B	330	-24	-7%	$2.18B
49	49 Impinj PI $5.75B	322	+49	+18%	$6.52B
50	50 Wolfspeed WOLF $1.33B	321	-23	-7%	$1.48B