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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	3,097	+14	+0.5%	$436B
2	2 Intel INTC $519B	2,864	+1	+0%	$126B
3	3 Qualcomm QCOM $184B	2,423	-40	-2%	$126B
4	4 3M MMM $84.8B	2,266	-89	-4%	$56B
5	5 Texas Instruments TXN $256B	2,059	-11	-0.5%	$142B
6	6 Broadcom AVGO $1.65T	2,057	+31	+2%	$207B
7	7 Advanced Micro Devices AMD $932B	1,847	+180	+11%	$118B
8	8 Applied Materials AMAT $354B	1,776	-65	-4%	$89.9B
9	9 Air Products & Chemicals APD $65.1B	1,481	-52	-3%	$45.6B
10	10 TSMC TSM $2.23T	1,476	-19	-1%	$90.9B
11	11 Linde LIN $227B	1,446	+20	+1%	$121B
12	12 Micron Technology MU $1.03T	1,402	-20	-1%	$69.7B
13	13 Lam Research LRCX $359B	1,387	-72	-5%	$60.4B
14	14 Analog Devices ADI $196B	1,366	-22	-2%	$73.9B
15	15 Corning GLW $121B	1,190	+8	+0.7%	$21.3B
16	16 KLA KLAC $233B	1,088	-29	-3%	$47.9B
17	17 Microchip Technology MCHP $38.7B	1,022	-44	-4%	$37.3B
18	18 ASML ASML $634B	985	-1	-0.1%	$52.1B
19	19 Skyworks Solutions SWKS $18.1B	971	-80	-8%	$15.8B
20	20 NXP Semiconductors NXPI $55.7B	948	-53	-5%	$43B
21	21 Marvell Technology MRVL $220B	913	-52	-5%	$48.9B
22	22 Synopsys SNPS $92B	834	-4	-0.5%	$44.4B
23	23 Cadence Design Systems CDNS $90.7B	794	-27	-3%	$38.7B
24	24 Teradyne TER $56.2B	719	-28	-4%	$18.7B
25	25 ON Semiconductor ON $28.6B	713	+12	+2%	$24.9B