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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	1,690	-29	-2%	$94.5B
2	2 3M MMM $84.8B	1,536	-21	-1%	$59.4B
3	3 Qualcomm QCOM $184B	1,436	-90	-6%	$64.6B
4	4 Texas Instruments TXN $256B	843	-20	-2%	$44.1B
5	5 Corning GLW $121B	832	-53	-6%	$16B
6	6 Air Products & Chemicals APD $65.1B	794	-33	-4%	$24.6B
7	7 Skyworks Solutions SWKS $18.1B	683	-8	-1%	$12.4B
8	8 Applied Materials AMAT $354B	652	-19	-3%	$14.7B
9	9 Micron Technology MU $1.03T	615	-32	-5%	$13.4B
10	10 Broadcom AVGO $1.65T	600	-10	-2%	$28.3B
11	11 NXP Semiconductors NXPI $55.7B	589	-29	-5%	$19.2B
12	12 Analog Devices ADI $196B	548	+18	+3%	$15.6B
13	13 Microchip Technology MCHP $38.7B	541	-12	-2%	$8.78B
14	14 TSMC TSM $2.23T	527	+11	+2%	$21.6B
15	15 Lam Research LRCX $359B	505	+4	+0.8%	$10.3B
16	16 NVIDIA NVDA $5.34T	505	+26	+5%	$11.1B
17	XLNX 17 DELISTED Xilinx Inc XLNX	490	-9	-2%	$9.84B
18	18 KLA KLAC $233B	369	-25	-6%	$7.18B
19	19 Synopsys SNPS $92B	350	+27	+8%	$6.45B
20	20 DELISTED Qorvo QRVO	330	-84	-20%	$5.44B
21	21 Ciena CIEN $51B	300	+9	+3%	$2.79B
22	22 ON Semiconductor ON $28.6B	294	-35	-11%	$3.84B
23	23 Cadence Design Systems CDNS $90.7B	286	+12	+4%	$6.24B
24	24 Synaptics SYNA $4.66B	286	-35	-11%	$2.85B
25	25 Teradyne TER $56.2B	279	-2	-0.7%	$3.52B