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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	2,217	+19	+0.9%	$166B
2	2 3M MMM $84.8B	1,935	-20	-1%	$86.9B
3	3 Qualcomm QCOM $184B	1,482	-59	-4%	$64.2B
4	4 Texas Instruments TXN $256B	1,349	+34	+3%	$86.9B
5	5 NVIDIA NVDA $5.34T	1,234	+92	+8%	$93.2B
6	6 Applied Materials AMAT $354B	1,158	+34	+3%	$44.8B
7	7 Air Products & Chemicals APD $65.1B	999	-10	-1%	$30.5B
8	8 Corning GLW $121B	994	-63	-6%	$16.5B
9	9 Micron Technology MU $1.03T	980	+100	+11%	$48.3B
10	10 Broadcom AVGO $1.65T	938	-126	-12%	$85.1B
11	11 Lam Research LRCX $359B	920	+58	+7%	$29.8B
12	12 Analog Devices ADI $196B	862	+5	+0.6%	$30B
13	13 Microchip Technology MCHP $38.7B	800	-2	-0.2%	$23.5B
14	14 Skyworks Solutions SWKS $18.1B	745	-2	-0.3%	$14.9B
15	15 TSMC TSM $2.23T	707	+47	+7%	$44.2B
16	XLNX 16 DELISTED Xilinx Inc XLNX	652	+6	+0.9%	$16.5B
17	17 KLA KLAC $233B	618	+24	+4%	$15.6B
18	18 NXP Semiconductors NXPI $55.7B	584	-74	-11%	$36.2B
19	19 Synopsys SNPS $92B	520	+4	+0.8%	$11.1B
20	20 Advanced Micro Devices AMD $932B	495	+27	+6%	$6.22B
21	21 DELISTED Qorvo QRVO	441	+34	+8%	$8.77B
22	22 Cadence Design Systems CDNS $90.7B	436	-12	-3%	$8.93B
23	23 Teradyne TER $56.2B	432	+1	+0.2%	$8.68B
24	24 ON Semiconductor ON $28.6B	429	+31	+8%	$9.61B
25	25 MKS Inc MKSI $15.9B	393	+30	+8%	$5.99B