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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	2,631	+124	+5%	$130B
2	2 NVIDIA NVDA $5.34T	2,309	+251	+12%	$217B
3	3 3M MMM $84.8B	2,197	+169	+8%	$66.8B
4	4 Qualcomm QCOM $184B	2,138	+257	+14%	$131B
5	5 Texas Instruments TXN $256B	1,838	+161	+10%	$127B
6	6 Broadcom AVGO $1.65T	1,637	+188	+13%	$146B
7	7 Air Products & Chemicals APD $65.1B	1,414	+79	+6%	$49.9B
8	8 Applied Materials AMAT $354B	1,378	+180	+15%	$63.8B
9	9 Advanced Micro Devices AMD $932B	1,265	+175	+16%	$79.3B
10	10 TSMC TSM $2.23T	1,256	+186	+17%	$105B
11	11 Linde LIN $227B	1,193	+88	+8%	$103B
12	12 Micron Technology MU $1.03T	1,192	+210	+21%	$70.1B
13	13 Lam Research LRCX $359B	1,169	+130	+13%	$57.3B
14	14 Analog Devices ADI $196B	1,101	+101	+10%	$52.2B
15	15 Corning GLW $121B	1,059	+114	+12%	$20.7B
16	16 Skyworks Solutions SWKS $18.1B	975	+86	+10%	$19.4B
17	17 Microchip Technology MCHP $38.7B	925	+111	+14%	$34.1B
18	XLNX 18 DELISTED Xilinx Inc XLNX	870	+103	+13%	$29.7B
19	19 KLA KLAC $233B	849	+94	+12%	$35.4B
20	20 NXP Semiconductors NXPI $55.7B	802	+89	+12%	$40B
21	21 Synopsys SNPS $92B	710	+58	+9%	$35B
22	22 DELISTED Qorvo QRVO	702	+75	+12%	$15.9B
23	23 Cadence Design Systems CDNS $90.7B	700	+54	+8%	$32.8B
24	24 ASML ASML $634B	686	+102	+17%	$37.2B
25	25 Marvell Technology MRVL $220B	682	+108	+19%	$29.4B