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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	1,798	+108	+6%	$108B
2	2 3M MMM $84.8B	1,586	+50	+3%	$61.4B
3	3 Qualcomm QCOM $184B	1,418	-18	-1%	$59B
4	4 Texas Instruments TXN $256B	921	+78	+9%	$48.4B
5	5 Corning GLW $121B	842	+10	+1%	$16.4B
6	6 Air Products & Chemicals APD $65.1B	810	+16	+2%	$24.9B
7	7 Skyworks Solutions SWKS $18.1B	694	+11	+2%	$11.7B
8	8 Applied Materials AMAT $354B	641	-11	-2%	$17.9B
9	9 Micron Technology MU $1.03T	619	+4	+0.7%	$12.4B
10	10 NXP Semiconductors NXPI $55.7B	618	+29	+5%	$21.5B
11	11 Broadcom AVGO $1.65T	593	-7	-1%	$34.2B
12	12 NVIDIA NVDA $5.34T	583	+78	+15%	$15.3B
13	13 Analog Devices ADI $196B	578	+30	+5%	$15.1B
14	14 Microchip Technology MCHP $38.7B	569	+28	+5%	$9.39B
15	XLNX 15 DELISTED Xilinx Inc XLNX	539	+49	+10%	$10.8B
16	16 Lam Research LRCX $359B	535	+30	+6%	$13.6B
17	17 TSMC TSM $2.23T	525	-2	-0.4%	$22.3B
18	18 KLA KLAC $233B	414	+45	+12%	$9.66B
19	19 DELISTED Qorvo QRVO	369	+39	+12%	$6.14B
20	20 Synopsys SNPS $92B	357	+7	+2%	$6.34B
21	21 ON Semiconductor ON $28.6B	319	+25	+9%	$3.92B
22	22 Cadence Design Systems CDNS $90.7B	312	+26	+9%	$5.81B
23	23 Teradyne TER $56.2B	305	+26	+9%	$3.89B
24	24 Ciena CIEN $51B	299	-1	-0.3%	$2.94B
25	25 Synaptics SYNA $4.66B	288	+2	+0.7%	$2.76B