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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	1,682	-3	-0.2%	$110B
2	2 Qualcomm QCOM $184B	1,536	-46	-3%	$97.1B
3	3 3M MMM $84.8B	1,436	+10	+0.7%	$62.2B
4	4 Corning GLW $121B	817	-17	-2%	$18.6B
5	5 Texas Instruments TXN $256B	809	-4	-0.5%	$43B
6	6 Air Products & Chemicals APD $65.1B	787	+14	+2%	$24.1B
7	7 Micron Technology MU $1.03T	656	+5	+0.8%	$34.9B
8	8 Applied Materials AMAT $354B	655	+5	+0.8%	$24.5B
9	9 Microchip Technology MCHP $38.7B	583	-9	-2%	$9.68B
10	10 Skyworks Solutions SWKS $18.1B	516	+21	+4%	$8.44B
11	11 Analog Devices ADI $196B	492	-21	-4%	$13.3B
12	XLNX 12 DELISTED Xilinx Inc XLNX	490	-15	-3%	$9.96B
13	13 TSMC TSM $2.23T	489	0	0%	$20.8B
14	14 Lam Research LRCX $359B	466	+10	+2%	$11.8B
15	15 NVIDIA NVDA $5.34T	463	+19	+4%	$8.18B
16	16 NXP Semiconductors NXPI $55.7B	449	+45	+11%	$13.9B
17	17 KLA KLAC $233B	435	-7	-2%	$12.3B
18	18 Broadcom AVGO $1.65T	434	+21	+5%	$16.1B
19	19 Wolfspeed WOLF $1.3B	329	-25	-7%	$4.23B
20	20 Marvell Technology MRVL $220B	325	-5	-2%	$4.65B
21	21 Synaptics SYNA $4.66B	314	+29	+10%	$2.53B
22	22 Synopsys SNPS $92B	311	+8	+3%	$5.64B
23	23 Nokia NOK $52.6B	287	-10	-3%	$3.17B
24	24 ON Semiconductor ON $28.6B	275	+1	+0.4%	$3.73B
25	25 Cadence Design Systems CDNS $90.7B	273	+7	+3%	$5.22B