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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	2,576	+237	+10%	$171B
2	2 3M MMM $84.8B	2,040	+138	+7%	$69.5B
3	3 Qualcomm QCOM $184B	1,665	+174	+12%	$77.9B
4	4 Texas Instruments TXN $256B	1,640	+108	+7%	$102B
5	5 NVIDIA NVDA $5.34T	1,634	+237	+17%	$96.1B
6	6 Broadcom AVGO $1.65T	1,353	+119	+10%	$105B
7	7 Air Products & Chemicals APD $65.1B	1,260	+103	+9%	$43.5B
8	8 Applied Materials AMAT $354B	1,195	+149	+14%	$45.4B
9	9 Linde LIN $227B	1,077	+103	+11%	$87.6B
10	10 Micron Technology MU $1.03T	1,038	+128	+14%	$47.3B
11	11 Corning GLW $121B	998	+42	+4%	$16.7B
12	12 Lam Research LRCX $359B	998	+116	+13%	$36.9B
13	13 Analog Devices ADI $196B	969	+52	+6%	$38.1B
14	14 TSMC TSM $2.23T	906	+114	+14%	$57.4B
15	15 Microchip Technology MCHP $38.7B	831	+55	+7%	$27.1B
16	16 Advanced Micro Devices AMD $932B	814	+93	+13%	$37.1B
17	XLNX 17 DELISTED Xilinx Inc XLNX	806	+4	+0.5%	$20B
18	18 Skyworks Solutions SWKS $18.1B	802	+122	+18%	$16.8B
19	19 KLA KLAC $233B	761	+57	+8%	$24.7B
20	20 NXP Semiconductors NXPI $55.7B	748	+68	+10%	$32.4B
21	21 Synopsys SNPS $92B	624	+33	+6%	$18.5B
22	22 Cadence Design Systems CDNS $90.7B	575	+33	+6%	$16.9B
23	23 DELISTED Qorvo QRVO	556	+106	+24%	$12.1B
24	24 Teradyne TER $56.2B	507	+47	+10%	$11B
25	25 Marvell Technology MRVL $220B	480	+64	+15%	$17.2B