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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 Skyworks Solutions SWKS $18.4B	846	-35	-4%	$13.4B
27	27 Teradyne TER $53B	776	+21	+3%	$20.1B
28	28 iShares Semiconductor ETF SOXX $42.2B	765	+20	+3%	$6.08B
29	29 Sony SONY $145B	720	+61	+9%	$9.81B
30	30 Arm ARM $257B	639	+25	+4%	$7.92B
31	31 Coherent COHR $48.5B	628	+98	+18%	$13.5B
32	32 Entegris ENTG $22.5B	585	-7	-1%	$15.6B
33	33 Ciena CIEN $50.3B	534	+70	+15%	$11.9B
34	34 Onto Innovation ONTO $11.1B	520	-1	-0.2%	$7.85B
35	35 DELISTED Qorvo QRVO	499	-75	-13%	$6.47B
36	36 Universal Display OLED $3.58B	495	+12	+2%	$5.53B
37	37 Nokia NOK $52.6B	465	+28	+6%	$2.19B
38	38 Lumentum LITE $77.3B	450	+65	+17%	$6.23B
39	39 Cirrus Logic CRUS $5.41B	429	-27	-6%	$4.98B
40	40 Astera Labs ALAB $50.3B	421	+176	+72%	$12.5B
41	41 MKS Inc MKSI $15.3B	420	+11	+3%	$7.36B
42	42 Lattice Semiconductor LSCC $15.2B	405	+14	+4%	$8.77B
43	43 Rambus RMBS $10B	395	+20	+5%	$5.03B
44	44 Credo Technology Group CRDO $33B	387	+125	+48%	$8.43B
45	45 MACOM Technology Solutions MTSI $20.3B	386	+48	+14%	$8.1B
46	46 Element Solutions ESI $8.6B	376	+41	+12%	$5.58B
47	47 Semtech SMTC $12.8B	355	+81	+30%	$5.93B
48	48 Amkor Technology AMKR $10.8B	333	-26	-7%	$2.81B
49	49 Axcelis ACLS $3.53B	325	-44	-12%	$2.16B
50	50 Power Integrations POWI $2.49B	325	-8	-2%	$3.56B