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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 Sony SONY $144B	788	+31	+4%	$13.2B
27	27 iShares Semiconductor ETF SOXX $42.6B	785	+36	+5%	$6.81B
28	28 ON Semiconductor ON $28.7B	774	-23	-3%	$21B
29	29 Skyworks Solutions SWKS $18.6B	731	-24	-3%	$10.9B
30	30 Coherent COHR $49.4B	702	+57	+9%	$15.5B
31	31 Ciena CIEN $50.6B	689	+127	+23%	$20.3B
32	32 Astera Labs ALAB $52.4B	660	+147	+29%	$21.7B
33	33 Arm ARM $261B	660	-9	-1%	$10.6B
34	34 Credo Technology Group CRDO $33.5B	640	+116	+22%	$18.9B
35	35 Lumentum LITE $78.8B	588	+106	+22%	$12.8B
36	36 Entegris ENTG $22.4B	575	-6	-1%	$16B
37	37 DELISTED Qorvo QRVO	527	+46	+10%	$7.87B
38	38 Sandisk SNDK $202B	519	+105	+25%	$14B
39	39 Rambus RMBS $10.1B	513	+54	+12%	$10.3B
40	40 Universal Display OLED $3.6B	494	+1	+0.2%	$5.47B
41	41 Cirrus Logic CRUS $5.43B	478	-6	-1%	$6.02B
42	42 Onto Innovation ONTO $11.4B	477	+30	+7%	$6.13B
43	43 Nokia NOK $53.6B	473	-40	-8%	$3.04B
44	44 MKS Inc MKSI $15.5B	434	+39	+10%	$8.91B
45	45 MACOM Technology Solutions MTSI $20.7B	430	+11	+3%	$8.69B
46	46 Lattice Semiconductor LSCC $15.2B	406	+21	+5%	$11.4B
47	47 Advanced Energy AEIS $10.1B	401	+30	+8%	$6.81B
48	48 Amkor Technology AMKR $10.9B	383	+35	+10%	$3.08B
49	49 Element Solutions ESI $8.66B	376	+22	+6%	$6.09B
50	50 Axcelis ACLS $3.55B	362	+33	+10%	$2.96B