← All themes

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	2,674	-51	-2%	$145B
2	2 NVIDIA NVDA $5.34T	2,516	+175	+7%	$325B
3	3 3M MMM $84.8B	2,282	+25	+1%	$77.8B
4	4 Qualcomm QCOM $184B	2,119	+17	+0.8%	$117B
5	5 Texas Instruments TXN $256B	1,939	+56	+3%	$148B
6	6 Broadcom AVGO $1.65T	1,724	+32	+2%	$159B
7	7 Applied Materials AMAT $354B	1,644	+53	+3%	$101B
8	8 Air Products & Chemicals APD $65.1B	1,421	+23	+2%	$52.6B
9	9 TSMC TSM $2.23T	1,362	+10	+0.7%	$103B
10	10 Advanced Micro Devices AMD $932B	1,315	+79	+6%	$77B
11	11 Lam Research LRCX $359B	1,311	+51	+4%	$76.3B
12	12 Linde LIN $227B	1,305	+52	+4%	$110B
13	13 Micron Technology MU $1.03T	1,274	-19	-1%	$76.1B
14	14 Analog Devices ADI $196B	1,152	+26	+2%	$63.8B
15	15 Corning GLW $121B	1,143	+27	+2%	$23.7B
16	16 Skyworks Solutions SWKS $18.1B	1,019	+6	+0.6%	$23.8B
17	17 Microchip Technology MCHP $38.7B	968	+25	+3%	$37B
18	18 KLA KLAC $233B	949	+38	+4%	$43.2B
19	19 NXP Semiconductors NXPI $55.7B	892	+22	+3%	$50.2B
20	20 ASML ASML $634B	834	+65	+8%	$52.7B
21	XLNX 21 DELISTED Xilinx Inc XLNX	797	-9	-1%	$30.4B
22	22 Synopsys SNPS $92B	748	+31	+4%	$36.8B
23	23 Marvell Technology MRVL $220B	743	+90	+14%	$41.2B
24	24 DELISTED Qorvo QRVO	730	+17	+2%	$18.4B
25	25 Teradyne TER $56.2B	711	+26	+4%	$21.2B