← All themes

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	1,791	+6	+0.3%	$102B
2	2 3M MMM $84.8B	1,624	+11	+0.7%	$70.7B
3	3 Qualcomm QCOM $184B	1,409	+19	+1%	$62.7B
4	4 Texas Instruments TXN $256B	908	+1	+0.1%	$55.4B
5	5 Air Products & Chemicals APD $65.1B	833	+2	+0.2%	$27.3B
6	6 Corning GLW $121B	817	-20	-2%	$15.9B
7	7 Broadcom AVGO $1.65T	752	+48	+7%	$45.4B
8	8 Applied Materials AMAT $354B	733	+61	+9%	$21.6B
9	9 NVIDIA NVDA $5.34T	694	+68	+11%	$22B
10	10 NXP Semiconductors NXPI $55.7B	638	+52	+9%	$23.7B
11	11 Microchip Technology MCHP $38.7B	617	+31	+5%	$11.2B
12	12 Micron Technology MU $1.03T	614	+37	+6%	$11.8B
13	13 Skyworks Solutions SWKS $18.1B	604	-58	-9%	$9.27B
14	14 Lam Research LRCX $359B	585	+26	+5%	$15.5B
15	15 Analog Devices ADI $196B	548	+5	+0.9%	$15B
16	16 TSMC TSM $2.23T	539	+6	+1%	$27B
17	XLNX 17 DELISTED Xilinx Inc XLNX	537	-26	-5%	$10.8B
18	18 KLA KLAC $233B	397	+3	+0.8%	$10.3B
19	19 Synopsys SNPS $92B	364	+3	+0.8%	$7.52B
20	20 DELISTED Qorvo QRVO	360	+23	+7%	$6.22B
21	21 Cadence Design Systems CDNS $90.7B	354	+36	+11%	$6.2B
22	22 ON Semiconductor ON $28.6B	327	+22	+7%	$3.51B
23	23 Teradyne TER $56.2B	313	+9	+3%	$3.69B
24	24 Marvell Technology MRVL $220B	293	+22	+8%	$3.52B
25	25 Ciena CIEN $51B	290	+14	+5%	$2.44B