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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	1,913	-41	-2%	$108B
2	2 3M MMM $84.8B	1,753	+42	+2%	$83.6B
3	3 Qualcomm QCOM $184B	1,427	-39	-3%	$63.7B
4	4 Texas Instruments TXN $256B	1,131	+51	+5%	$64.5B
5	5 Corning GLW $121B	980	+21	+2%	$19.6B
6	6 Applied Materials AMAT $354B	940	+31	+3%	$35.6B
7	7 Broadcom AVGO $1.65T	926	+68	+8%	$86.1B
8	8 NVIDIA NVDA $5.34T	914	+54	+6%	$61.7B
9	9 Air Products & Chemicals APD $65.1B	905	+23	+3%	$27.4B
10	10 Analog Devices ADI $196B	749	-9	-1%	$25B
11	11 Lam Research LRCX $359B	739	+70	+10%	$21.8B
12	12 Microchip Technology MCHP $38.7B	732	+13	+2%	$18.6B
13	13 Skyworks Solutions SWKS $18.1B	705	+19	+3%	$14.5B
14	14 Micron Technology MU $1.03T	695	+4	+0.6%	$26.5B
15	15 NXP Semiconductors NXPI $55.7B	628	-20	-3%	$32.2B
16	XLNX 16 DELISTED Xilinx Inc XLNX	603	+14	+2%	$15.8B
17	17 TSMC TSM $2.23T	602	-8	-1%	$35.5B
18	18 KLA KLAC $233B	538	+15	+3%	$13B
19	19 Synopsys SNPS $92B	452	+11	+2%	$9.87B
20	20 Advanced Micro Devices AMD $932B	430	-5	-1%	$7.02B
21	21 DELISTED Qorvo QRVO	402	+24	+6%	$7.69B
22	22 Teradyne TER $56.2B	388	+32	+9%	$5.63B
23	23 Cadence Design Systems CDNS $90.7B	367	-11	-3%	$7.99B
24	24 DELISTED Coherent Inc COHR	352	+47	+15%	$5.04B
25	25 ON Semiconductor ON $28.6B	350	-2	-0.6%	$5.86B