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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	1,543	+14	+0.9%	$73B
2	2 Qualcomm QCOM $184B	1,408	+3	+0.2%	$90.2B
3	3 3M MMM $84.8B	1,315	-2	-0.2%	$56.2B
4	4 Corning GLW $121B	772	-1	-0.1%	$15.8B
5	5 Texas Instruments TXN $256B	727	+31	+4%	$38.2B
6	6 Air Products & Chemicals APD $65.1B	699	+31	+5%	$19.7B
7	7 Applied Materials AMAT $354B	569	-10	-2%	$18B
8	8 Microchip Technology MCHP $38.7B	506	+25	+5%	$12.1B
9	9 Analog Devices ADI $196B	493	+22	+5%	$12.7B
10	XLNX 10 DELISTED Xilinx Inc XLNX	468	+69	+17%	$12.5B
11	11 Micron Technology MU $1.03T	444	+28	+7%	$22.3B
12	12 TSMC TSM $2.23T	436	+6	+1%	$17.5B
13	13 KLA KLAC $233B	426	+3	+0.7%	$9.21B
14	14 Lam Research LRCX $359B	408	+24	+6%	$10.9B
15	15 NVIDIA NVDA $5.34T	400	+1	+0.3%	$6.97B
16	16 Wolfspeed WOLF $1.3B	381	+30	+9%	$6.43B
17	17 Skyworks Solutions SWKS $18.1B	339	+32	+10%	$4.01B
18	18 Broadcom AVGO $1.65T	299	+36	+14%	$8.13B
19	19 Marvell Technology MRVL $220B	290	-1	-0.3%	$3.94B
20	20 Synopsys SNPS $92B	286	+5	+2%	$5.33B
21	21 Teradyne TER $56.2B	283	+2	+0.7%	$3.46B
22	22 Cadence Design Systems CDNS $90.7B	269	-7	-3%	$6.55B
23	23 NXP Semiconductors NXPI $55.7B	266	+33	+14%	$8.15B
24	24 Nokia NOK $52.6B	259	-8	-3%	$2.75B
25	25 Vishay Intertechnology VSH $4.43B	247	+10	+4%	$3.97B