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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 NVIDIA NVDA $5.34T	3,083	+484	+19%	$477B
2	2 Intel INTC $519B	2,863	+224	+8%	$133B
3	3 Qualcomm QCOM $184B	2,463	+357	+17%	$151B
4	4 3M MMM $84.8B	2,355	+140	+6%	$68.5B
5	5 Texas Instruments TXN $256B	2,070	+160	+8%	$147B
6	6 Broadcom AVGO $1.65T	2,026	+269	+15%	$222B
7	7 Applied Materials AMAT $354B	1,841	+210	+13%	$110B
8	8 Advanced Micro Devices AMD $932B	1,667	+273	+20%	$120B
9	9 Air Products & Chemicals APD $65.1B	1,533	+139	+10%	$56.2B
10	10 TSMC TSM $2.23T	1,495	+119	+9%	$104B
11	11 Lam Research LRCX $359B	1,459	+161	+12%	$83.1B
12	12 Linde LIN $227B	1,426	+124	+10%	$134B
13	13 Micron Technology MU $1.03T	1,422	+195	+16%	$84.3B
14	14 Analog Devices ADI $196B	1,388	+84	+6%	$79.5B
15	15 Corning GLW $121B	1,182	+61	+5%	$21.8B
16	16 KLA KLAC $233B	1,117	+141	+14%	$57B
17	17 Microchip Technology MCHP $38.7B	1,066	+112	+12%	$43.3B
18	18 Skyworks Solutions SWKS $18.1B	1,051	+30	+3%	$18.4B
19	19 NXP Semiconductors NXPI $55.7B	1,001	+105	+12%	$53.5B
20	20 ASML ASML $634B	986	+85	+9%	$59.9B
21	21 Marvell Technology MRVL $220B	965	+198	+26%	$62.2B
22	XLNX 22 DELISTED Xilinx Inc XLNX	944	+112	+13%	$44.4B
23	23 Synopsys SNPS $92B	838	+57	+7%	$48.8B
24	24 Cadence Design Systems CDNS $90.7B	821	+101	+14%	$43.8B
25	25 Teradyne TER $56.2B	747	+69	+10%	$25.9B