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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	2,198	+254	+13%	$150B
2	2 3M MMM $84.8B	1,955	+218	+13%	$94.1B
3	3 Qualcomm QCOM $184B	1,541	+164	+12%	$74.8B
4	4 Texas Instruments TXN $256B	1,315	+151	+13%	$87.6B
5	5 NVIDIA NVDA $5.34T	1,142	+131	+13%	$78.7B
6	6 Applied Materials AMAT $354B	1,124	+104	+10%	$42.7B
7	7 Broadcom AVGO $1.65T	1,064	+101	+10%	$94.5B
8	8 Corning GLW $121B	1,057	+90	+9%	$20.1B
9	9 Air Products & Chemicals APD $65.1B	1,009	+79	+8%	$31.6B
10	10 Micron Technology MU $1.03T	880	+126	+17%	$39.3B
11	11 Lam Research LRCX $359B	862	+107	+14%	$27.1B
12	12 Analog Devices ADI $196B	857	+70	+9%	$29.2B
13	13 Microchip Technology MCHP $38.7B	802	+50	+7%	$21.6B
14	14 Skyworks Solutions SWKS $18.1B	747	+36	+5%	$14.5B
15	15 TSMC TSM $2.23T	660	+54	+9%	$40.1B
16	16 NXP Semiconductors NXPI $55.7B	658	+34	+5%	$36.1B
17	XLNX 17 DELISTED Xilinx Inc XLNX	646	+54	+9%	$15.7B
18	18 KLA KLAC $233B	594	+64	+12%	$15B
19	19 Synopsys SNPS $92B	516	+51	+11%	$11.5B
20	20 Advanced Micro Devices AMD $932B	468	+7	+2%	$6.2B
21	21 Cadence Design Systems CDNS $90.7B	448	+57	+15%	$10.2B
22	22 Teradyne TER $56.2B	431	+42	+11%	$8.07B
23	23 DELISTED Qorvo QRVO	407	+32	+9%	$8.22B
24	24 ON Semiconductor ON $28.6B	398	+29	+8%	$8.66B
25	25 DELISTED Coherent Inc COHR	380	+25	+7%	$6.89B