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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	1,954	+43	+2%	$116B
2	2 3M MMM $84.8B	1,711	+18	+1%	$76.2B
3	3 Qualcomm QCOM $184B	1,466	-71	-5%	$66.2B
4	4 Texas Instruments TXN $256B	1,080	+51	+5%	$68.5B
5	5 Corning GLW $121B	959	+31	+3%	$18.3B
6	6 Applied Materials AMAT $354B	909	+62	+7%	$33.9B
7	7 Air Products & Chemicals APD $65.1B	882	-2	-0.2%	$26.3B
8	8 NVIDIA NVDA $5.34T	860	+54	+7%	$54.1B
9	9 Broadcom AVGO $1.65T	858	+18	+2%	$81.1B
10	10 Analog Devices ADI $196B	758	+119	+19%	$26.4B
11	11 Microchip Technology MCHP $38.7B	719	+46	+7%	$17.3B
12	12 Micron Technology MU $1.03T	691	+33	+5%	$25.7B
13	13 Skyworks Solutions SWKS $18.1B	686	+27	+4%	$15B
14	14 Lam Research LRCX $359B	669	+19	+3%	$21B
15	15 NXP Semiconductors NXPI $55.7B	648	-59	-8%	$29.7B
16	16 TSMC TSM $2.23T	610	+16	+3%	$33.3B
17	XLNX 17 DELISTED Xilinx Inc XLNX	589	-4	-0.7%	$13.6B
18	18 KLA KLAC $233B	523	+23	+5%	$13.7B
19	19 Synopsys SNPS $92B	441	+31	+8%	$10B
20	20 Advanced Micro Devices AMD $932B	435	+114	+36%	$7.79B
21	21 Cadence Design Systems CDNS $90.7B	378	+27	+8%	$7.6B
22	22 DELISTED Qorvo QRVO	378	+10	+3%	$8.47B
23	23 Teradyne TER $56.2B	356	+13	+4%	$5.87B
24	24 ON Semiconductor ON $28.6B	352	+35	+11%	$6.22B
25	25 Marvell Technology MRVL $220B	332	-8	-2%	$5.74B