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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
51	51 Semtech SMTC $13.5B	350	+35	+11%	$7.44B
52	52 SiTime SITM $15.1B	349	+26	+8%	$7.18B
53	53 Silicon Laboratories SLAB $7.38B	335	+4	+1%	$4.3B
54	54 Ambarella AMBA $2.8B	329	+25	+8%	$2.93B
55	55 STMicroelectronics STM $41.7B	326	-22	-6%	$2.38B
56	56 Impinj PI $5.83B	322	+29	+10%	$5.71B
57	57 Enpro NPO $6.01B	320	+8	+3%	$4.8B
58	58 Power Integrations POWI $2.51B	315	-27	-8%	$2.25B
59	59 ASE Group ASX $109B	303	+23	+8%	$1.81B
60	60 Materion MTRN $5.25B	302	+46	+18%	$2.4B
61	61 Vishay Intertechnology VSH $4.41B	298	+10	+3%	$1.97B
62	62 Allegro MicroSystems ALGM $6.03B	296	+23	+8%	$3.97B
63	63 Kulicke & Soffa KLIC $4.35B	295	+1	+0.3%	$1.89B
64	64 Diodes DIOD $3.93B	291	-2	-0.7%	$2.45B
65	65 Synaptics SYNA $4.67B	291	+15	+5%	$2.57B
66	66 GlobalFoundries GFS $27.2B	288	-10	-3%	$20B
67	67 FormFactor FORM $8.85B	277	-23	-8%	$2.73B
68	68 Photronics PLAB $1.68B	264	+10	+4%	$1.23B
69	69 ACM Research ACMR $4.05B	259	+16	+7%	$1.63B
70	70 Quantum Computing Inc QUBT $1.55B	259	+37	+17%	$1.66B
71	71 Nova NVMI $10.5B	255	+20	+9%	$7.35B
72	72 Tower Semiconductor TSEM $23.7B	248	+33	+15%	$5.43B
73	73 Ultra Clean Holdings UCTT $2.53B	242	+11	+5%	$1.15B
74	74 United Microelectronic UMC $52.5B	240	+1	+0.4%	$1B
75	75 Adeia ADEA $2.4B	239	+9	+4%	$1.74B