← 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
51	51 Power Integrations POWI $2.5B	342	0	0%	$3.16B
52	52 Silicon Laboratories SLAB $7.38B	331	+5	+2%	$5.02B
53	53 Axcelis ACLS $3.52B	329	+22	+7%	$2.2B
54	54 SiTime SITM $14.9B	323	+48	+17%	$5.06B
55	55 Semtech SMTC $14B	315	0	0%	$4.68B
56	56 Enpro NPO $5.87B	312	+16	+5%	$4.1B
57	57 Ambarella AMBA $2.71B	304	+7	+2%	$2.32B
58	58 FormFactor FORM $8.68B	300	+23	+8%	$2.6B
59	59 GlobalFoundries GFS $26.6B	298	+39	+15%	$21B
60	60 Kulicke & Soffa KLIC $4.33B	294	+14	+5%	$1.69B
61	61 Diodes DIOD $3.91B	293	+21	+8%	$2.39B
62	62 Impinj PI $5.79B	293	+17	+6%	$3.49B
63	63 Vishay Intertechnology VSH $4.29B	288	-17	-6%	$2.1B
64	64 ASE Group ASX $109B	280	-11	-4%	$1.74B
65	65 Synaptics SYNA $4.66B	276	+11	+4%	$2.46B
66	66 Allegro MicroSystems ALGM $5.94B	273	-18	-6%	$5B
67	67 Materion MTRN $5.22B	256	+4	+2%	$1.55B
68	68 Photronics PLAB $1.65B	254	0	0%	$1.02B
69	69 ACM Research ACMR $3.97B	243	-1	-0.4%	$969M
70	70 United Microelectronic UMC $52B	239	+5	+2%	$1.16B
71	71 Nova NVMI $10.3B	235	-15	-6%	$6.35B
72	72 Ultra Clean Holdings UCTT $2.49B	231	+3	+1%	$950M
73	73 Adeia ADEA $2.35B	230	-1	-0.4%	$1.47B
74	74 Quantum Computing Inc QUBT $1.51B	222	+56	+34%	$1.06B
75	75 Navitas Semiconductor NVTS $2.43B	220	+55	+33%	$542M