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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	2,214	-33	-1%	$145B
2	2 3M MMM $84.8B	1,897	-8	-0.4%	$82.6B
3	3 Qualcomm QCOM $184B	1,505	+45	+3%	$79.5B
4	4 Texas Instruments TXN $256B	1,401	+16	+1%	$88.4B
5	5 NVIDIA NVDA $5.34T	1,363	+54	+4%	$118B
6	6 Air Products & Chemicals APD $65.1B	1,044	+29	+3%	$31.7B
7	7 Broadcom AVGO $1.65T	1,022	-6	-0.6%	$88.3B
8	8 Applied Materials AMAT $354B	1,003	-81	-7%	$29.7B
9	9 Corning GLW $121B	990	+40	+4%	$20B
10	10 Micron Technology MU $1.03T	953	-52	-5%	$38.8B
11	11 Analog Devices ADI $196B	878	-20	-2%	$31.3B
12	12 Lam Research LRCX $359B	815	-72	-8%	$21.2B
13	13 Microchip Technology MCHP $38.7B	787	-41	-5%	$21.3B
14	14 TSMC TSM $2.23T	753	+55	+8%	$44.6B
15	15 Skyworks Solutions SWKS $18.1B	718	+1	+0.1%	$13.2B
16	XLNX 16 DELISTED Xilinx Inc XLNX	683	+34	+5%	$18.1B
17	17 NXP Semiconductors NXPI $55.7B	677	+53	+8%	$22.4B
18	18 KLA KLAC $233B	624	+12	+2%	$14.5B
19	19 Advanced Micro Devices AMD $932B	595	+91	+18%	$18.6B
20	20 Synopsys SNPS $92B	542	+28	+5%	$13.3B
21	21 ON Semiconductor ON $28.6B	454	-8	-2%	$7.21B
22	22 Cadence Design Systems CDNS $90.7B	446	+30	+7%	$11.3B
23	23 DELISTED Qorvo QRVO	433	-10	-2%	$9.18B
24	24 Sony SONY $142B	393	+28	+8%	$5.93B
25	25 Marvell Technology MRVL $220B	389	-16	-4%	$12.2B