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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	1,944	+31	+2%	$122B
2	2 3M MMM $84.8B	1,737	-16	-0.9%	$84.1B
3	3 Qualcomm QCOM $184B	1,377	-50	-4%	$59.4B
4	4 Texas Instruments TXN $256B	1,164	+33	+3%	$75B
5	5 Applied Materials AMAT $354B	1,020	+80	+9%	$44.8B
6	6 NVIDIA NVDA $5.34T	1,011	+97	+11%	$69.7B
7	7 Corning GLW $121B	967	-13	-1%	$19.1B
8	8 Broadcom AVGO $1.65T	963	+37	+4%	$88.9B
9	9 Air Products & Chemicals APD $65.1B	930	+25	+3%	$29.2B
10	10 Analog Devices ADI $196B	787	+38	+5%	$27.9B
11	11 Lam Research LRCX $359B	755	+16	+2%	$28.4B
12	12 Micron Technology MU $1.03T	754	+59	+8%	$37.2B
13	13 Microchip Technology MCHP $38.7B	752	+20	+3%	$22.1B
14	14 Skyworks Solutions SWKS $18.1B	711	+6	+0.9%	$15.5B
15	15 NXP Semiconductors NXPI $55.7B	624	-4	-0.6%	$34.2B
16	16 TSMC TSM $2.23T	606	+4	+0.7%	$38.2B
17	XLNX 17 DELISTED Xilinx Inc XLNX	592	-11	-2%	$17.2B
18	18 KLA KLAC $233B	530	-8	-1%	$15.2B
19	19 Synopsys SNPS $92B	465	+13	+3%	$11B
20	20 Advanced Micro Devices AMD $932B	461	+31	+7%	$7.5B
21	21 Cadence Design Systems CDNS $90.7B	391	+24	+7%	$9.59B
22	22 Teradyne TER $56.2B	389	+1	+0.3%	$7.15B
23	23 DELISTED Qorvo QRVO	375	-27	-7%	$8.78B
24	24 ON Semiconductor ON $28.6B	369	+19	+5%	$7.87B
25	25 DELISTED Coherent Inc COHR	355	+3	+0.9%	$5.77B