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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 Qnity Electronics Inc Q $24.6B	1,015	+1,015	–	$12.5B
27	27 Coherent COHR $48.2B	904	+202	+29%	$30.4B
28	28 iShares Semiconductor ETF SOXX $42B	880	+95	+12%	$8.19B
29	29 Ciena CIEN $49.6B	854	+165	+24%	$32.2B
30	30 Sony SONY $144B	821	+33	+4%	$11.7B
31	31 ON Semiconductor ON $28.4B	797	+23	+3%	$22.9B
32	32 Lumentum LITE $77B	757	+169	+29%	$29.5B
33	33 Credo Technology Group CRDO $32.8B	754	+114	+18%	$19.9B
34	34 Sandisk SNDK $195B	736	+217	+42%	$28.7B
35	35 Skyworks Solutions SWKS $18.4B	717	-14	-2%	$9.72B
36	36 Astera Labs ALAB $50.3B	702	+42	+6%	$19.3B
37	37 Arm ARM $257B	654	-6	-0.9%	$8.96B
38	38 Entegris ENTG $22.2B	588	+13	+2%	$14.4B
39	39 Rambus RMBS $9.97B	553	+40	+8%	$9.18B
40	40 Nokia NOK $52.6B	544	+71	+15%	$6.22B
41	41 DELISTED Qorvo QRVO	539	+12	+2%	$7.1B
42	42 MKS Inc MKSI $15.2B	514	+80	+18%	$11.3B
43	43 Cirrus Logic CRUS $5.39B	502	+24	+5%	$6.03B
44	44 Onto Innovation ONTO $11.1B	493	+16	+3%	$7.56B
45	45 Universal Display OLED $3.54B	474	-20	-4%	$4.65B
46	46 Advanced Energy AEIS $9.77B	465	+64	+16%	$8.61B
47	47 MACOM Technology Solutions MTSI $20.3B	461	+31	+7%	$12.3B
48	48 Amkor Technology AMKR $10.8B	455	+72	+19%	$4.49B
49	49 Lattice Semiconductor LSCC $15B	430	+24	+6%	$11.5B
50	50 Semtech SMTC $13.4B	403	+53	+15%	$7.54B