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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	2,639	-35	-1%	$137B
2	2 NVIDIA NVDA $5.34T	2,599	+83	+3%	$337B
3	3 3M MMM $84.8B	2,215	-67	-3%	$68.3B
4	4 Qualcomm QCOM $184B	2,106	-13	-0.6%	$106B
5	5 Texas Instruments TXN $256B	1,910	-29	-1%	$148B
6	6 Broadcom AVGO $1.65T	1,757	+33	+2%	$162B
7	7 Applied Materials AMAT $354B	1,631	-13	-0.8%	$90.1B
8	8 Advanced Micro Devices AMD $932B	1,394	+79	+6%	$85.4B
9	9 Air Products & Chemicals APD $65.1B	1,394	-27	-2%	$47B
10	10 TSMC TSM $2.23T	1,376	+14	+1%	$95.6B
11	11 Analog Devices ADI $196B	1,304	+152	+13%	$77.9B
12	12 Linde LIN $227B	1,302	-3	-0.2%	$111B
13	13 Lam Research LRCX $359B	1,298	-13	-1%	$65.8B
14	14 Micron Technology MU $1.03T	1,227	-47	-4%	$62.5B
15	15 Corning GLW $121B	1,121	-22	-2%	$21.5B
16	16 Skyworks Solutions SWKS $18.1B	1,021	+2	+0.2%	$20.2B
17	17 KLA KLAC $233B	976	+27	+3%	$44.1B
18	18 Microchip Technology MCHP $38.7B	954	-14	-1%	$38B
19	19 ASML ASML $634B	901	+67	+8%	$56B
20	20 NXP Semiconductors NXPI $55.7B	896	+4	+0.4%	$46.2B
21	XLNX 21 DELISTED Xilinx Inc XLNX	832	+35	+4%	$32.4B
22	22 Synopsys SNPS $92B	781	+33	+4%	$40B
23	23 Marvell Technology MRVL $220B	767	+24	+3%	$42.4B
24	24 DELISTED Qorvo QRVO	736	+6	+0.8%	$15.5B
25	25 Cadence Design Systems CDNS $90.7B	720	+16	+2%	$35.8B