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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 $499B	2,377	+163	+7%	$143B
2	2 3M MMM $85.4B	1,960	+63	+3%	$74.1B
3	3 Qualcomm QCOM $189B	1,482	-23	-2%	$57.9B
4	4 Texas Instruments TXN $254B	1,408	+7	+0.5%	$77.1B
5	5 NVIDIA NVDA $5.27T	1,302	-61	-4%	$57.1B
6	6 Broadcom AVGO $1.62T	1,129	+107	+10%	$87.8B
7	7 Air Products & Chemicals APD $65.8B	1,099	+55	+5%	$30.8B
8	8 Corning GLW $117B	1,011	+21	+2%	$17.2B
9	9 Applied Materials AMAT $342B	968	-35	-3%	$24.6B
10	10 Micron Technology MU $1.03T	905	-48	-5%	$27.2B
11	11 Analog Devices ADI $194B	873	-5	-0.6%	$29B
12	12 Linde LIN $228B	873	+873	–	$62.9B
13	13 Lam Research LRCX $344B	810	-5	-0.6%	$18.5B
14	XLNX 14 DELISTED Xilinx Inc XLNX	779	+96	+14%	$19.1B
15	15 Microchip Technology MCHP $39.8B	759	-28	-4%	$19.6B
16	16 TSMC TSM $2.18T	754	+1	+0.1%	$37.5B
17	17 Skyworks Solutions SWKS $18.4B	696	-22	-3%	$9.63B
18	18 NXP Semiconductors NXPI $57.6B	681	+4	+0.6%	$18.7B
19	19 KLA KLAC $226B	639	+15	+2%	$12.5B
20	20 Advanced Micro Devices AMD $905B	595	0	0%	$11.8B
21	21 Synopsys SNPS $88.8B	527	-15	-3%	$11.4B
22	22 Cadence Design Systems CDNS $88.8B	477	+31	+7%	$10.7B
23	23 ON Semiconductor ON $28.6B	456	+2	+0.4%	$6.47B
24	24 DELISTED Qorvo QRVO	422	-11	-3%	$7.12B
25	25 Nokia NOK $52.7B	394	+17	+5%	$2.23B