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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	1,685	+29	+2%	$101B
2	2 Qualcomm QCOM $184B	1,582	+13	+0.8%	$105B
3	3 3M MMM $84.8B	1,426	+7	+0.5%	$64.5B
4	4 Corning GLW $121B	834	+9	+1%	$21.2B
5	5 Texas Instruments TXN $256B	813	+40	+5%	$44.2B
6	6 Air Products & Chemicals APD $65.1B	773	+8	+1%	$23.8B
7	7 Micron Technology MU $1.03T	651	+84	+15%	$33.7B
8	8 Applied Materials AMAT $354B	650	+42	+7%	$25.6B
9	9 Microchip Technology MCHP $38.7B	592	+27	+5%	$10B
10	10 Analog Devices ADI $196B	513	+22	+4%	$14.7B
11	XLNX 11 DELISTED Xilinx Inc XLNX	505	+15	+3%	$11.2B
12	12 Skyworks Solutions SWKS $18.1B	495	+65	+15%	$6.93B
13	13 TSMC TSM $2.23T	489	+24	+5%	$22.5B
14	14 Lam Research LRCX $359B	456	+31	+7%	$10.7B
15	15 NVIDIA NVDA $5.34T	444	+7	+2%	$8.41B
16	16 KLA KLAC $233B	442	-9	-2%	$11.2B
17	17 Broadcom AVGO $1.65T	413	+54	+15%	$13.7B
18	18 NXP Semiconductors NXPI $55.7B	404	+49	+14%	$14.3B
19	19 Wolfspeed WOLF $1.3B	354	-24	-6%	$5.21B
20	20 Marvell Technology MRVL $220B	330	+21	+7%	$4.94B
21	21 Synopsys SNPS $92B	303	-4	-1%	$5.48B
22	22 Nokia NOK $52.6B	297	0	0%	$3.19B
23	23 Synaptics SYNA $4.66B	285	+1	+0.4%	$3.22B
24	24 ON Semiconductor ON $28.6B	274	+11	+4%	$3.76B
25	25 Cadence Design Systems CDNS $90.7B	266	-5	-2%	$5.29B