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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	1,911	+61	+3%	$115B
2	2 3M MMM $84.8B	1,693	+43	+3%	$70.9B
3	3 Qualcomm QCOM $184B	1,537	+52	+4%	$76.8B
4	4 Texas Instruments TXN $256B	1,029	+69	+7%	$62.4B
5	5 Corning GLW $121B	928	+69	+8%	$16.8B
6	6 Air Products & Chemicals APD $65.1B	884	+37	+4%	$27.8B
7	7 Applied Materials AMAT $354B	847	+36	+4%	$28.5B
8	8 Broadcom AVGO $1.65T	840	+66	+9%	$64.6B
9	9 NVIDIA NVDA $5.34T	806	+79	+11%	$49.4B
10	10 NXP Semiconductors NXPI $55.7B	707	+26	+4%	$28B
11	11 Microchip Technology MCHP $38.7B	673	+36	+6%	$13.7B
12	12 Skyworks Solutions SWKS $18.1B	659	+29	+5%	$11.6B
13	13 Micron Technology MU $1.03T	658	+28	+4%	$19.5B
14	14 Lam Research LRCX $359B	650	+44	+7%	$17.3B
15	15 Analog Devices ADI $196B	639	+53	+9%	$20.6B
16	16 TSMC TSM $2.23T	594	+46	+8%	$28.5B
17	XLNX 17 DELISTED Xilinx Inc XLNX	593	+28	+5%	$14.4B
18	18 KLA KLAC $233B	500	+60	+14%	$11B
19	19 Synopsys SNPS $92B	410	+7	+2%	$7.87B
20	20 DELISTED Qorvo QRVO	368	-9	-2%	$6.34B
21	21 Cadence Design Systems CDNS $90.7B	351	+14	+4%	$5.93B
22	22 Teradyne TER $56.2B	343	+30	+10%	$4.79B
23	23 Marvell Technology MRVL $220B	340	+40	+13%	$5.16B
24	24 Advanced Micro Devices AMD $932B	321	+19	+6%	$5.51B
25	25 Cirrus Logic CRUS $5.43B	317	+27	+9%	$3.19B