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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	1,719	-38	-2%	$96B
2	2 3M MMM $84.8B	1,557	+3	+0.2%	$65.5B
3	3 Qualcomm QCOM $184B	1,526	-30	-2%	$80.1B
4	4 Corning GLW $121B	885	-10	-1%	$19.1B
5	5 Texas Instruments TXN $256B	863	-32	-4%	$45.9B
6	6 Air Products & Chemicals APD $65.1B	827	-2	-0.2%	$25.9B
7	7 Skyworks Solutions SWKS $18.1B	691	+32	+5%	$14.5B
8	8 Applied Materials AMAT $354B	671	-47	-7%	$19.9B
9	9 Micron Technology MU $1.03T	647	-62	-9%	$18.1B
10	10 NXP Semiconductors NXPI $55.7B	618	+16	+3%	$20.8B
11	11 Broadcom AVGO $1.65T	610	+57	+10%	$29.1B
12	12 Microchip Technology MCHP $38.7B	553	-17	-3%	$9.73B
13	13 Analog Devices ADI $196B	530	+19	+4%	$17.5B
14	14 TSMC TSM $2.23T	516	-3	-0.6%	$26.4B
15	15 Lam Research LRCX $359B	501	-5	-1%	$12.9B
16	XLNX 16 DELISTED Xilinx Inc XLNX	499	+19	+4%	$10.4B
17	17 NVIDIA NVDA $5.34T	479	-20	-4%	$9.31B
18	18 DELISTED Qorvo QRVO	414	+71	+21%	$10B
19	19 KLA KLAC $233B	394	-30	-7%	$8.16B
20	20 ON Semiconductor ON $28.6B	329	+20	+6%	$4.89B
21	21 Synopsys SNPS $92B	323	+2	+0.6%	$7.15B
22	22 Synaptics SYNA $4.66B	321	+20	+7%	$3.23B
23	23 Ciena CIEN $51B	291	+32	+12%	$2.89B
24	24 Marvell Technology MRVL $220B	285	-33	-10%	$4.66B
25	25 Teradyne TER $56.2B	281	+17	+6%	$3.89B