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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	2,308	-96	-4%	$143B
2	2 3M MMM $84.8B	1,933	-64	-3%	$68.1B
3	3 Qualcomm QCOM $184B	1,498	+85	+6%	$73.6B
4	4 Texas Instruments TXN $256B	1,496	+18	+1%	$93.4B
5	5 NVIDIA NVDA $5.34T	1,340	-22	-2%	$65.5B
6	6 Broadcom AVGO $1.65T	1,243	+19	+2%	$99.8B
7	7 Air Products & Chemicals APD $65.1B	1,141	+31	+3%	$42.7B
8	8 Applied Materials AMAT $354B	1,008	-9	-0.9%	$33.4B
9	9 Corning GLW $121B	1,007	-47	-4%	$18.8B
10	10 Linde LIN $227B	968	+13	+1%	$83.8B
11	11 Analog Devices ADI $196B	915	-17	-2%	$37B
12	12 Micron Technology MU $1.03T	883	-34	-4%	$33.3B
13	13 Lam Research LRCX $359B	841	-9	-1%	$24.6B
14	XLNX 14 DELISTED Xilinx Inc XLNX	840	-31	-4%	$25.5B
15	15 Microchip Technology MCHP $38.7B	787	-21	-3%	$22.9B
16	16 TSMC TSM $2.23T	762	-2	-0.3%	$39.4B
17	17 NXP Semiconductors NXPI $55.7B	705	+5	+0.7%	$24.4B
18	18 Advanced Micro Devices AMD $932B	688	+18	+3%	$21B
19	19 Skyworks Solutions SWKS $18.1B	686	-45	-6%	$10.9B
20	20 KLA KLAC $233B	646	-45	-7%	$16.7B
21	21 Synopsys SNPS $92B	572	+43	+8%	$17.5B
22	22 Cadence Design Systems CDNS $90.7B	544	+22	+4%	$17.4B
23	23 Nokia NOK $52.6B	445	-13	-3%	$2.13B
24	24 DELISTED Qorvo QRVO	434	-14	-3%	$7.29B
25	25 ON Semiconductor ON $28.6B	426	-52	-11%	$8.22B