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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	1,811	+129	+8%	$113B
2	2 Qualcomm QCOM $184B	1,611	+75	+5%	$96.4B
3	3 3M MMM $84.8B	1,546	+110	+8%	$72B
4	4 Texas Instruments TXN $256B	887	+78	+10%	$48.3B
5	5 Corning GLW $121B	882	+65	+8%	$22.4B
6	6 Air Products & Chemicals APD $65.1B	846	+59	+7%	$27.2B
7	7 Micron Technology MU $1.03T	748	+92	+14%	$35.4B
8	8 Applied Materials AMAT $354B	719	+64	+10%	$28.8B
9	9 Skyworks Solutions SWKS $18.1B	603	+87	+17%	$10.7B
10	10 Microchip Technology MCHP $38.7B	566	-17	-3%	$9.31B
11	11 Lam Research LRCX $359B	527	+61	+13%	$12.5B
12	12 NXP Semiconductors NXPI $55.7B	515	+66	+15%	$15.9B
13	13 Broadcom AVGO $1.65T	508	+74	+17%	$18.7B
14	14 TSMC TSM $2.23T	507	+18	+4%	$23.6B
15	15 Analog Devices ADI $196B	506	+14	+3%	$15B
16	16 NVIDIA NVDA $5.34T	500	+37	+8%	$8.81B
17	XLNX 17 DELISTED Xilinx Inc XLNX	500	+10	+2%	$10.1B
18	18 KLA KLAC $233B	437	+2	+0.5%	$11B
19	19 Wolfspeed WOLF $1.3B	329	0	0%	$3.42B
20	20 Synopsys SNPS $92B	327	+16	+5%	$6.18B
21	21 Marvell Technology MRVL $220B	322	-3	-0.9%	$5.07B
22	22 Synaptics SYNA $4.66B	296	-18	-6%	$2.28B
23	23 Nokia NOK $52.6B	289	+2	+0.7%	$2.29B
24	24 ON Semiconductor ON $28.6B	281	+6	+2%	$4.19B
25	25 Cadence Design Systems CDNS $90.7B	271	-2	-0.7%	$5.84B