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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
1	1 Intel INTC $519B	1,529	+1,529	–	$77.7B
2	2 Qualcomm QCOM $184B	1,405	+1,405	–	$82.3B
3	3 3M MMM $84.8B	1,317	+1,317	–	$52.4B
4	4 Corning GLW $121B	773	+773	–	$15.4B
5	5 Texas Instruments TXN $256B	696	+696	–	$32.7B
6	6 Air Products & Chemicals APD $65.1B	668	+668	–	$17B
7	7 Applied Materials AMAT $354B	579	+579	–	$14.9B
8	8 Microchip Technology MCHP $38.7B	481	+481	–	$10.7B
9	9 Analog Devices ADI $196B	471	+471	–	$12B
10	10 TSMC TSM $2.23T	430	+430	–	$19.2B
11	11 KLA KLAC $233B	423	+423	–	$8.38B
12	12 Micron Technology MU $1.03T	416	+416	–	$18.1B
13	13 NVIDIA NVDA $5.34T	399	+399	–	$6.05B
14	XLNX 14 DELISTED Xilinx Inc XLNX	399	+399	–	$12.6B
15	15 Lam Research LRCX $359B	384	+384	–	$9.28B
16	16 Wolfspeed WOLF $1.3B	351	+351	–	$6.51B
17	17 Skyworks Solutions SWKS $18.1B	307	+307	–	$3.45B
18	18 Marvell Technology MRVL $220B	291	+291	–	$3.79B
19	19 Synopsys SNPS $92B	281	+281	–	$4.96B
20	20 Teradyne TER $56.2B	281	+281	–	$3.74B
21	21 Cadence Design Systems CDNS $90.7B	276	+276	–	$7.07B
22	22 Nokia NOK $52.6B	267	+267	–	$1.66B
23	23 Broadcom AVGO $1.65T	263	+263	–	$7.08B
24	24 Advanced Micro Devices AMD $932B	244	+244	–	$1.18B
25	25 Vishay Intertechnology VSH $4.43B	237	+237	–	$4.25B