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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	2,725	+94	+4%	$167B
2	2 NVIDIA NVDA $5.34T	2,341	+32	+1%	$220B
3	3 3M MMM $84.8B	2,257	+60	+3%	$74.8B
4	4 Qualcomm QCOM $184B	2,102	-36	-2%	$110B
5	5 Texas Instruments TXN $256B	1,883	+45	+2%	$147B
6	6 Broadcom AVGO $1.65T	1,692	+55	+3%	$156B
7	7 Applied Materials AMAT $354B	1,591	+213	+15%	$98B
8	8 Air Products & Chemicals APD $65.1B	1,398	-16	-1%	$51.2B
9	9 TSMC TSM $2.23T	1,352	+96	+8%	$106B
10	10 Micron Technology MU $1.03T	1,293	+101	+8%	$80.8B
11	11 Lam Research LRCX $359B	1,260	+91	+8%	$70.8B
12	12 Linde LIN $227B	1,253	+60	+5%	$110B
13	13 Advanced Micro Devices AMD $932B	1,236	-29	-2%	$65.5B
14	14 Analog Devices ADI $196B	1,126	+25	+2%	$55.6B
15	15 Corning GLW $121B	1,116	+57	+5%	$25.3B
16	16 Skyworks Solutions SWKS $18.1B	1,013	+38	+4%	$23B
17	17 Microchip Technology MCHP $38.7B	943	+18	+2%	$38.7B
18	18 KLA KLAC $233B	911	+62	+7%	$44.8B
19	19 NXP Semiconductors NXPI $55.7B	870	+68	+8%	$50.9B
20	XLNX 20 DELISTED Xilinx Inc XLNX	806	-64	-7%	$26.2B
21	21 ASML ASML $634B	769	+83	+12%	$47.2B
22	22 Synopsys SNPS $92B	717	+7	+1%	$33.1B
23	23 DELISTED Qorvo QRVO	713	+11	+2%	$17.4B
24	24 Cadence Design Systems CDNS $90.7B	708	+8	+1%	$32.6B
25	25 Teradyne TER $56.2B	685	+20	+3%	$19B