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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	2,507	-95	-4%	$137B
2	2 NVIDIA NVDA $5.34T	2,058	+134	+7%	$225B
3	3 3M MMM $84.8B	2,028	+32	+2%	$60.4B
4	4 Qualcomm QCOM $184B	1,881	+130	+7%	$101B
5	5 Texas Instruments TXN $256B	1,677	+32	+2%	$111B
6	6 Broadcom AVGO $1.65T	1,449	+61	+4%	$122B
7	7 Air Products & Chemicals APD $65.1B	1,335	+87	+7%	$55.1B
8	8 Applied Materials AMAT $354B	1,198	+22	+2%	$43.7B
9	9 Linde LIN $227B	1,105	+58	+6%	$93.4B
10	10 Advanced Micro Devices AMD $932B	1,090	+136	+14%	$67B
11	11 TSMC TSM $2.23T	1,070	+129	+14%	$76.9B
12	12 Lam Research LRCX $359B	1,039	-18	-2%	$40.8B
13	13 Analog Devices ADI $196B	1,000	+32	+3%	$40.1B
14	14 Micron Technology MU $1.03T	982	-36	-4%	$42.9B
15	15 Corning GLW $121B	945	+42	+5%	$18.7B
16	16 Skyworks Solutions SWKS $18.1B	889	+33	+4%	$18.8B
17	17 Microchip Technology MCHP $38.7B	814	+20	+3%	$25.5B
18	XLNX 18 DELISTED Xilinx Inc XLNX	767	+7	+0.9%	$21.9B
19	19 KLA KLAC $233B	755	+5	+0.7%	$27B
20	20 NXP Semiconductors NXPI $55.7B	713	+20	+3%	$31.5B
21	21 Synopsys SNPS $92B	652	+21	+3%	$29B
22	22 Cadence Design Systems CDNS $90.7B	646	+48	+8%	$25.5B
23	23 DELISTED Qorvo QRVO	627	+42	+7%	$12.7B
24	24 ASML ASML $634B	584	+42	+8%	$27.7B
25	25 Teradyne TER $56.2B	582	+15	+3%	$12.8B