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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	1,757	-54	-3%	$97.5B
2	2 Qualcomm QCOM $184B	1,556	-55	-3%	$89B
3	3 3M MMM $84.8B	1,554	+8	+0.5%	$71.4B
4	4 Corning GLW $121B	895	+13	+1%	$22B
5	5 Texas Instruments TXN $256B	895	+8	+0.9%	$51.2B
6	6 Air Products & Chemicals APD $65.1B	829	-17	-2%	$28.9B
7	7 Applied Materials AMAT $354B	718	-1	-0.1%	$26.3B
8	8 Micron Technology MU $1.03T	709	-39	-5%	$27.5B
9	9 Skyworks Solutions SWKS $18.1B	659	+56	+9%	$14B
10	10 NXP Semiconductors NXPI $55.7B	602	+87	+17%	$21.2B
11	11 Microchip Technology MCHP $38.7B	570	+4	+0.7%	$9.88B
12	12 Broadcom AVGO $1.65T	553	+45	+9%	$24B
13	13 TSMC TSM $2.23T	519	+12	+2%	$24.8B
14	14 Analog Devices ADI $196B	511	+5	+1%	$17.3B
15	15 Lam Research LRCX $359B	506	-21	-4%	$11.2B
16	16 NVIDIA NVDA $5.34T	499	-1	-0.2%	$9.68B
17	XLNX 17 DELISTED Xilinx Inc XLNX	480	-20	-4%	$10.2B
18	18 KLA KLAC $233B	424	-13	-3%	$8.72B
19	19 DELISTED Qorvo QRVO	343	+343	–	$9.69B
20	20 Synopsys SNPS $92B	321	-6	-2%	$6.46B
21	21 Marvell Technology MRVL $220B	318	-4	-1%	$5.28B
22	22 Wolfspeed WOLF $1.3B	317	-12	-4%	$3.63B
23	23 ON Semiconductor ON $28.6B	309	+28	+10%	$5.03B
24	24 Synaptics SYNA $4.66B	301	+5	+2%	$2.9B
25	25 Cadence Design Systems CDNS $90.7B	281	+10	+4%	$5.49B