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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 $52.3B	749	-27	-3%	$12.8B
27	27 ON Semiconductor ON $28.9B	745	-105	-12%	$17B
28	28 Skyworks Solutions SWKS $19.1B	740	-106	-13%	$9.61B
29	29 iShares Semiconductor ETF SOXX $41.6B	719	-46	-6%	$4.59B
30	30 Arm ARM $251B	635	-4	-0.6%	$8.1B
31	31 Entegris ENTG $21.6B	607	+22	+4%	$14.7B
32	32 Coherent COHR $46.4B	583	-45	-7%	$9.26B
33	33 Ciena CIEN $48.3B	544	+10	+2%	$8.24B
34	34 Nokia NOK $52.5B	499	+34	+7%	$3.07B
35	35 Universal Display OLED $3.66B	481	-14	-3%	$5.5B
36	36 Onto Innovation ONTO $11B	475	-45	-9%	$5.71B
37	37 DELISTED Qorvo QRVO	469	-30	-6%	$6.76B
38	38 Cirrus Logic CRUS $5.51B	437	+8	+2%	$4.91B
39	39 Lumentum LITE $75.2B	420	-30	-7%	$5.04B
40	40 Sandisk SNDK $193B	420	+420	–	$5.21B
41	41 Credo Technology Group CRDO $32.5B	419	+32	+8%	$5.05B
42	42 Lattice Semiconductor LSCC $14.9B	415	+10	+2%	$8.07B
43	43 Rambus RMBS $9.7B	414	+19	+5%	$5.11B
44	44 MKS Inc MKSI $14.8B	397	-23	-5%	$5.73B
45	45 Astera Labs ALAB $49.7B	391	-30	-7%	$5.86B
46	46 MACOM Technology Solutions MTSI $20.1B	385	-1	-0.3%	$6.4B
47	47 Element Solutions ESI $8.65B	364	-12	-3%	$5.3B
48	48 Advanced Energy AEIS $9.71B	355	+36	+11%	$3.83B
49	49 Amkor Technology AMKR $10.7B	347	+14	+4%	$1.96B
50	50 Power Integrations POWI $2.53B	342	+17	+5%	$2.94B