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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	2,602	+71	+3%	$168B
2	2 3M MMM $84.8B	1,996	+38	+2%	$59.1B
3	3 NVIDIA NVDA $5.34T	1,924	+187	+11%	$162B
4	4 Qualcomm QCOM $184B	1,751	+124	+8%	$78.2B
5	5 Texas Instruments TXN $256B	1,645	+115	+8%	$98.3B
6	6 Broadcom AVGO $1.65T	1,388	+92	+7%	$105B
7	7 Air Products & Chemicals APD $65.1B	1,248	+59	+5%	$45B
8	8 Applied Materials AMAT $354B	1,176	+45	+4%	$44.7B
9	9 Lam Research LRCX $359B	1,057	+79	+8%	$40.8B
10	10 Linde LIN $227B	1,047	+23	+2%	$84.9B
11	11 Micron Technology MU $1.03T	1,018	+20	+2%	$46.2B
12	12 Analog Devices ADI $196B	968	+55	+6%	$39B
13	13 Advanced Micro Devices AMD $932B	954	+86	+10%	$41.5B
14	14 TSMC TSM $2.23T	941	+46	+5%	$54.7B
15	15 Corning GLW $121B	903	+16	+2%	$15.2B
16	16 Skyworks Solutions SWKS $18.1B	856	+103	+14%	$16.8B
17	17 Microchip Technology MCHP $38.7B	794	+45	+6%	$26.4B
18	XLNX 18 DELISTED Xilinx Inc XLNX	760	+52	+7%	$20.8B
19	19 KLA KLAC $233B	750	+48	+7%	$27.4B
20	20 NXP Semiconductors NXPI $55.7B	693	+29	+4%	$28.9B
21	21 Synopsys SNPS $92B	631	+25	+4%	$26.8B
22	22 Cadence Design Systems CDNS $90.7B	598	+73	+14%	$23.5B
23	23 DELISTED Qorvo QRVO	585	+68	+13%	$11B
24	24 Teradyne TER $56.2B	567	+71	+14%	$13.7B
25	25 Marvell Technology MRVL $220B	566	+90	+19%	$20.9B