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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	2,404	+27	+1%	$162B
2	2 3M MMM $84.8B	1,997	+37	+2%	$81.3B
3	3 Texas Instruments TXN $256B	1,478	+70	+5%	$86.4B
4	4 Qualcomm QCOM $184B	1,413	-69	-5%	$53.8B
5	5 NVIDIA NVDA $5.34T	1,362	+60	+5%	$75.2B
6	6 Broadcom AVGO $1.65T	1,224	+95	+8%	$102B
7	7 Air Products & Chemicals APD $65.1B	1,110	+11	+1%	$36.8B
8	8 Corning GLW $121B	1,054	+43	+4%	$18.7B
9	9 Applied Materials AMAT $354B	1,017	+49	+5%	$29.4B
10	10 Linde LIN $227B	955	+82	+9%	$72.6B
11	11 Analog Devices ADI $196B	932	+59	+7%	$35.3B
12	12 Micron Technology MU $1.03T	917	+12	+1%	$35.8B
13	XLNX 13 DELISTED Xilinx Inc XLNX	871	+92	+12%	$27.5B
14	14 Lam Research LRCX $359B	850	+40	+5%	$23.6B
15	15 Microchip Technology MCHP $38.7B	808	+49	+6%	$22.4B
16	16 TSMC TSM $2.23T	764	+10	+1%	$39.5B
17	17 Skyworks Solutions SWKS $18.1B	731	+35	+5%	$11.7B
18	18 NXP Semiconductors NXPI $55.7B	700	+19	+3%	$22.4B
19	19 KLA KLAC $233B	691	+52	+8%	$17.4B
20	20 Advanced Micro Devices AMD $932B	670	+75	+13%	$17.1B
21	21 Synopsys SNPS $92B	529	+2	+0.4%	$16B
22	22 Cadence Design Systems CDNS $90.7B	522	+45	+9%	$15.7B
23	23 ON Semiconductor ON $28.6B	478	+22	+5%	$8.27B
24	24 Nokia NOK $52.6B	458	+64	+16%	$2.49B
25	25 DELISTED Qorvo QRVO	448	+26	+6%	$8.06B