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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 $499B	1,677	+134	+9%	$83.7B
2	2 Qualcomm QCOM $189B	1,558	+150	+11%	$100B
3	3 3M MMM $85.4B	1,425	+110	+8%	$64.1B
4	4 Corning GLW $117B	828	+56	+7%	$18.4B
5	5 Texas Instruments TXN $254B	764	+37	+5%	$41.3B
6	6 Air Products & Chemicals APD $65.6B	734	+35	+5%	$20.4B
7	7 Applied Materials AMAT $339B	608	+39	+7%	$18.6B
8	8 Microchip Technology MCHP $39.7B	559	+53	+10%	$13.4B
9	9 Micron Technology MU $1.03T	524	+80	+18%	$27.7B
10	10 Analog Devices ADI $194B	484	-9	-2%	$13.9B
11	XLNX 11 DELISTED Xilinx Inc XLNX	475	+7	+1%	$11.9B
12	12 TSMC TSM $2.18T	455	+19	+4%	$17.7B
13	13 KLA KLAC $225B	448	+22	+5%	$9.75B
14	14 Lam Research LRCX $343B	446	+38	+9%	$8.28B
15	15 NVIDIA NVDA $5.25T	422	+22	+6%	$8.34B
16	16 Wolfspeed WOLF $1.33B	383	+2	+0.5%	$6.8B
17	17 Skyworks Solutions SWKS $18.4B	374	+35	+10%	$4.48B
18	18 Broadcom AVGO $1.62T	341	+42	+14%	$9.9B
19	19 Marvell Technology MRVL $213B	316	+26	+9%	$5B
20	20 Synopsys SNPS $88.9B	305	+19	+7%	$5.72B
21	21 NXP Semiconductors NXPI $57.5B	298	+32	+12%	$10.2B
22	22 Nokia NOK $52.6B	281	+22	+8%	$3.14B
23	23 Teradyne TER $52.5B	275	-8	-3%	$3.62B
24	24 Cadence Design Systems CDNS $88.8B	273	+4	+1%	$6.8B
25	25 Synaptics SYNA $4.65B	252	+19	+8%	$1.85B