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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	2,339	+31	+1%	$150B
2	2 3M MMM $85.4B	1,902	-31	-2%	$64B
3	3 Texas Instruments TXN $254B	1,532	+36	+2%	$104B
4	4 Qualcomm QCOM $189B	1,491	-7	-0.5%	$68.3B
5	5 NVIDIA NVDA $5.25T	1,397	+57	+4%	$70.4B
6	6 Broadcom AVGO $1.62T	1,234	-9	-0.7%	$92.5B
7	7 Air Products & Chemicals APD $65.7B	1,157	+16	+1%	$41.1B
8	8 Applied Materials AMAT $339B	1,046	+38	+4%	$37.1B
9	9 Linde LIN $228B	974	+6	+0.6%	$80.1B
10	10 Corning GLW $117B	956	-51	-5%	$16.4B
11	11 Analog Devices ADI $194B	917	+2	+0.2%	$36.3B
12	12 Micron Technology MU $1.03T	910	+27	+3%	$37.3B
13	13 Lam Research LRCX $343B	882	+41	+5%	$29.4B
14	XLNX 14 DELISTED Xilinx Inc XLNX	802	-38	-5%	$20.6B
15	15 TSMC TSM $2.18T	792	+30	+4%	$46.4B
16	16 Microchip Technology MCHP $39.7B	776	-11	-1%	$24B
17	17 Advanced Micro Devices AMD $907B	721	+33	+5%	$23.2B
18	18 KLA KLAC $225B	704	+58	+9%	$22.4B
19	19 NXP Semiconductors NXPI $57.5B	680	-25	-4%	$27.7B
20	20 Skyworks Solutions SWKS $18.4B	680	-6	-0.9%	$11.4B
21	21 Synopsys SNPS $88.9B	591	+19	+3%	$18.4B
22	22 Cadence Design Systems CDNS $88.7B	542	-2	-0.4%	$16.1B
23	23 Teradyne TER $52.4B	460	+39	+9%	$9.29B
24	24 Nokia NOK $52.6B	450	+5	+1%	$2B
25	25 DELISTED Qorvo QRVO	450	+16	+4%	$8.06B