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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	1,785	-13	-0.7%	$101B
2	2 3M MMM $84.8B	1,613	+27	+2%	$67B
3	3 Qualcomm QCOM $184B	1,390	-28	-2%	$59.3B
4	4 Texas Instruments TXN $256B	907	-14	-2%	$50.1B
5	5 Corning GLW $121B	837	-5	-0.6%	$16.6B
6	6 Air Products & Chemicals APD $65.1B	831	+21	+3%	$27.8B
7	7 Broadcom AVGO $1.65T	704	+111	+19%	$44.8B
8	8 Applied Materials AMAT $354B	672	+31	+5%	$19.5B
9	9 Skyworks Solutions SWKS $18.1B	662	-32	-5%	$11.6B
10	10 NVIDIA NVDA $5.34T	626	+43	+7%	$17.2B
11	11 Microchip Technology MCHP $38.7B	586	+17	+3%	$10.4B
12	12 NXP Semiconductors NXPI $55.7B	586	-32	-5%	$21.8B
13	13 Micron Technology MU $1.03T	577	-42	-7%	$9.05B
14	XLNX 14 DELISTED Xilinx Inc XLNX	563	+24	+4%	$11B
15	15 Lam Research LRCX $359B	559	+24	+4%	$14.7B
16	16 Analog Devices ADI $196B	543	-35	-6%	$15.8B
17	17 TSMC TSM $2.23T	533	+8	+2%	$27B
18	18 KLA KLAC $233B	394	-20	-5%	$10.1B
19	19 Synopsys SNPS $92B	361	+4	+1%	$6.69B
20	20 DELISTED Qorvo QRVO	337	-32	-9%	$5.9B
21	21 Cadence Design Systems CDNS $90.7B	318	+6	+2%	$6.35B
22	22 ON Semiconductor ON $28.6B	305	-14	-4%	$3.79B
23	23 Teradyne TER $56.2B	304	-1	-0.3%	$4.11B
24	24 Synaptics SYNA $4.66B	296	+8	+3%	$2.75B
25	25 Nokia NOK $52.6B	291	+21	+8%	$1.4B