← All themes

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 Sony SONY $142B	757	+8	+1%	$11.8B
27	27 Skyworks Solutions SWKS $18.1B	755	+15	+2%	$10.8B
28	28 iShares Semiconductor ETF SOXX $43B	749	+30	+4%	$7.39B
29	29 Teradyne TER $56.2B	729	-20	-3%	$14.5B
30	30 Arm ARM $254B	669	+34	+5%	$13.1B
31	31 Coherent COHR $51.9B	645	+62	+11%	$12.9B
32	32 Entegris ENTG $23.4B	581	-26	-4%	$13.9B
33	33 Ciena CIEN $51B	562	+18	+3%	$11.5B
34	34 Credo Technology Group CRDO $33.7B	524	+105	+25%	$11.7B
35	35 Astera Labs ALAB $52.1B	513	+122	+31%	$9.29B
36	36 Nokia NOK $52.6B	513	+14	+3%	$2.95B
37	37 Universal Display OLED $3.45B	493	+12	+2%	$6.17B
38	38 Cirrus Logic CRUS $5.43B	484	+47	+11%	$5.19B
39	39 Lumentum LITE $81.2B	482	+62	+15%	$7.96B
40	40 DELISTED Qorvo QRVO	481	+12	+3%	$7.96B
41	41 Rambus RMBS $9.99B	459	+45	+11%	$6.22B
42	42 Onto Innovation ONTO $11.8B	447	-28	-6%	$4.96B
43	43 MACOM Technology Solutions MTSI $22.2B	419	+34	+9%	$9.48B
44	44 Sandisk SNDK $203B	414	-6	-1%	$6.28B
45	45 MKS Inc MKSI $15.9B	395	-2	-0.5%	$7.42B
46	46 Lattice Semiconductor LSCC $16.3B	385	-30	-7%	$7.8B
47	47 Advanced Energy AEIS $10.4B	371	+16	+5%	$5.28B
48	48 Element Solutions ESI $8.74B	354	-10	-3%	$5.47B
49	49 Amkor Technology AMKR $11.1B	348	+1	+0.3%	$2.37B
50	50 STMicroelectronics STM $42B	348	+54	+18%	$2.68B