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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 $493B	1,850	+59	+3%	$120B
2	2 3M MMM $85.7B	1,650	+26	+2%	$70.1B
3	3 Qualcomm QCOM $188B	1,485	+76	+5%	$81.5B
4	4 Texas Instruments TXN $257B	960	+52	+6%	$61.1B
5	5 Corning GLW $118B	859	+42	+5%	$17.5B
6	6 Air Products & Chemicals APD $65.7B	847	+14	+2%	$28B
7	7 Applied Materials AMAT $341B	811	+78	+11%	$26.8B
8	8 Broadcom AVGO $1.62T	774	+22	+3%	$51.2B
9	9 NVIDIA NVDA $5.2T	727	+33	+5%	$31.8B
10	10 NXP Semiconductors NXPI $57.2B	681	+43	+7%	$30.2B
11	11 Microchip Technology MCHP $39.5B	637	+20	+3%	$13.6B
12	12 Micron Technology MU $985B	630	+16	+3%	$15.9B
13	13 Skyworks Solutions SWKS $18.3B	630	+26	+4%	$11.8B
14	14 Lam Research LRCX $339B	606	+21	+4%	$16.8B
15	15 Analog Devices ADI $198B	586	+38	+7%	$17.8B
16	XLNX 16 DELISTED Xilinx Inc XLNX	565	+28	+5%	$12.8B
17	17 TSMC TSM $2.14T	548	+9	+2%	$31.6B
18	18 KLA KLAC $223B	440	+43	+11%	$9.69B
19	19 Synopsys SNPS $88.6B	403	+39	+11%	$8.13B
20	20 DELISTED Qorvo QRVO	377	+17	+5%	$6.62B
21	21 Cadence Design Systems CDNS $88.8B	337	-17	-5%	$6.29B
22	22 Teradyne TER $53.3B	313	0	0%	$4.04B
23	23 ON Semiconductor ON $28.4B	309	-18	-6%	$5.01B
24	24 Advanced Micro Devices AMD $893B	302	+54	+22%	$3.54B
25	25 Marvell Technology MRVL $212B	300	+7	+2%	$5.07B