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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 NXP Semiconductors NXPI $58.3B	1,148	-7	-0.6%	$47.3B
27	27 Monolithic Power Systems MPWR $61.4B	1,122	+61	+6%	$51.6B
28	28 Coherent COHR $49.4B	1,109	+205	+23%	$41.7B
29	29 Lumentum LITE $78.8B	1,089	+332	+44%	$54.1B
30	30 Ciena CIEN $50.6B	1,084	+230	+27%	$51.8B
31	31 iShares Semiconductor ETF SOXX $42.6B	933	+53	+6%	$10.9B
32	32 ON Semiconductor ON $28.7B	832	+35	+4%	$25.1B
33	33 Arm ARM $261B	747	+93	+14%	$13.8B
34	34 Sony SONY $144B	738	-83	-10%	$9.6B
35	35 Credo Technology Group CRDO $33.5B	715	-39	-5%	$12.9B
36	36 Astera Labs ALAB $52.4B	709	+7	+1%	$13.4B
37	37 Skyworks Solutions SWKS $18.6B	679	-38	-5%	$8.95B
38	38 Entegris ENTG $22.4B	646	+58	+10%	$19.3B
39	39 Nokia NOK $53.6B	622	+78	+14%	$8.63B
40	40 MKS Inc MKSI $15.5B	620	+106	+21%	$15.8B
41	41 Onto Innovation ONTO $11.4B	580	+87	+18%	$9.86B
42	42 Advanced Energy AEIS $10.1B	579	+114	+25%	$13.2B
43	43 Rambus RMBS $10.1B	557	+4	+0.7%	$8.83B
44	44 Cirrus Logic CRUS $5.43B	541	+39	+8%	$7.37B
45	45 DELISTED Qorvo QRVO	538	-1	-0.2%	$6.55B
46	46 Amkor Technology AMKR $10.9B	533	+78	+17%	$5.44B
47	47 MACOM Technology Solutions MTSI $20.7B	516	+55	+12%	$16.4B
48	48 Lattice Semiconductor LSCC $15.2B	485	+55	+13%	$13.3B
49	49 Universal Display OLED $3.6B	461	-13	-3%	$3.72B
50	50 Element Solutions ESI $8.66B	446	+50	+13%	$8.58B