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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	2,247	+30	+1%	$155B
2	2 3M MMM $84.8B	1,905	-30	-2%	$78.5B
3	3 Qualcomm QCOM $184B	1,460	-22	-1%	$65B
4	4 Texas Instruments TXN $256B	1,385	+36	+3%	$91.5B
5	5 NVIDIA NVDA $5.34T	1,309	+75	+6%	$96.5B
6	6 Applied Materials AMAT $354B	1,084	-74	-6%	$35.8B
7	7 Broadcom AVGO $1.65T	1,028	+90	+10%	$89.4B
8	8 Air Products & Chemicals APD $65.1B	1,015	+16	+2%	$29.6B
9	9 Micron Technology MU $1.03T	1,005	+25	+3%	$45.8B
10	10 Corning GLW $121B	950	-44	-4%	$16B
11	11 Analog Devices ADI $196B	898	+36	+4%	$32B
12	12 Lam Research LRCX $359B	887	-33	-4%	$24.6B
13	13 Microchip Technology MCHP $38.7B	828	+28	+4%	$23.2B
14	14 Skyworks Solutions SWKS $18.1B	717	-28	-4%	$14.3B
15	15 TSMC TSM $2.23T	698	-9	-1%	$36.7B
16	XLNX 16 DELISTED Xilinx Inc XLNX	649	-3	-0.5%	$14.7B
17	17 NXP Semiconductors NXPI $55.7B	624	+40	+7%	$32.7B
18	18 KLA KLAC $233B	612	-6	-1%	$14.8B
19	19 Synopsys SNPS $92B	514	-6	-1%	$11.5B
20	20 Advanced Micro Devices AMD $932B	504	+9	+2%	$9.74B
21	21 ON Semiconductor ON $28.6B	462	+33	+8%	$8.84B
22	22 DELISTED Qorvo QRVO	443	+2	+0.5%	$9.6B
23	23 Cadence Design Systems CDNS $90.7B	416	-20	-5%	$10.8B
24	24 Marvell Technology MRVL $220B	405	+15	+4%	$11.7B
25	25 MKS Inc MKSI $15.9B	390	-3	-0.8%	$4.87B