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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	1,656	-21	-1%	$84.5B
2	2 Qualcomm QCOM $184B	1,569	+11	+0.7%	$106B
3	3 3M MMM $84.8B	1,419	-6	-0.4%	$61.4B
4	4 Corning GLW $121B	825	-3	-0.4%	$20.6B
5	5 Texas Instruments TXN $256B	773	+9	+1%	$44.2B
6	6 Air Products & Chemicals APD $65.1B	765	+31	+4%	$21.9B
7	7 Applied Materials AMAT $354B	608	0	0%	$22.7B
8	8 Micron Technology MU $1.03T	567	+43	+8%	$30B
9	9 Microchip Technology MCHP $38.7B	565	+6	+1%	$12.1B
10	10 Analog Devices ADI $196B	491	+7	+1%	$14.3B
11	XLNX 11 DELISTED Xilinx Inc XLNX	490	+15	+3%	$13.4B
12	12 TSMC TSM $2.23T	465	+10	+2%	$21.2B
13	13 KLA KLAC $233B	451	+3	+0.7%	$10.9B
14	14 NVIDIA NVDA $5.34T	437	+15	+4%	$8.21B
15	15 Skyworks Solutions SWKS $18.1B	430	+56	+15%	$5.73B
16	16 Lam Research LRCX $359B	425	-21	-5%	$8.5B
17	17 Wolfspeed WOLF $1.3B	378	-5	-1%	$5.91B
18	18 Broadcom AVGO $1.65T	359	+18	+5%	$12B
19	19 NXP Semiconductors NXPI $55.7B	355	+57	+19%	$13.2B
20	20 Marvell Technology MRVL $220B	309	-7	-2%	$5.41B
21	21 Synopsys SNPS $92B	307	+2	+0.7%	$5.37B
22	22 Nokia NOK $52.6B	297	+16	+6%	$3.12B
23	23 Synaptics SYNA $4.66B	284	+32	+13%	$2.32B
24	24 Cadence Design Systems CDNS $90.7B	271	-2	-0.7%	$7.54B
25	25 Ciena CIEN $51B	270	+32	+13%	$3.03B