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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	2,531	-45	-2%	$152B
2	2 3M MMM $84.8B	1,958	-82	-4%	$52.2B
3	3 NVIDIA NVDA $5.34T	1,737	+103	+6%	$113B
4	4 Qualcomm QCOM $184B	1,627	-38	-2%	$57.6B
5	5 Texas Instruments TXN $256B	1,530	-110	-7%	$78.1B
6	6 Broadcom AVGO $1.65T	1,296	-57	-4%	$78.5B
7	7 Air Products & Chemicals APD $65.1B	1,189	-71	-6%	$37.1B
8	8 Applied Materials AMAT $354B	1,131	-64	-5%	$33.9B
9	9 Linde LIN $227B	1,024	-53	-5%	$71.9B
10	10 Micron Technology MU $1.03T	998	-40	-4%	$38.3B
11	11 Lam Research LRCX $359B	978	-20	-2%	$30.1B
12	12 Analog Devices ADI $196B	913	-56	-6%	$28.6B
13	13 TSMC TSM $2.23T	895	-11	-1%	$46.4B
14	14 Corning GLW $121B	887	-111	-11%	$11.6B
15	15 Advanced Micro Devices AMD $932B	868	+54	+7%	$37.6B
16	16 Skyworks Solutions SWKS $18.1B	753	-49	-6%	$12B
17	17 Microchip Technology MCHP $38.7B	749	-82	-10%	$17.3B
18	XLNX 18 DELISTED Xilinx Inc XLNX	708	-98	-12%	$15.9B
19	19 KLA KLAC $233B	702	-59	-8%	$20.2B
20	20 NXP Semiconductors NXPI $55.7B	664	-84	-11%	$20.8B
21	21 Synopsys SNPS $92B	606	-18	-3%	$17.5B
22	22 Cadence Design Systems CDNS $90.7B	525	-50	-9%	$16.3B
23	23 DELISTED Qorvo QRVO	517	-39	-7%	$8.34B
24	24 Teradyne TER $56.2B	496	-11	-2%	$8.62B
25	25 ASML ASML $634B	483	+13	+3%	$19.7B