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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	2,827	-270	-9%	$241B
2	2 Intel INTC $519B	2,682	-182	-6%	$95.9B
3	3 Qualcomm QCOM $184B	2,362	-61	-3%	$104B
4	4 3M MMM $84.8B	2,186	-80	-4%	$48.1B
5	5 Broadcom AVGO $1.65T	1,999	-58	-3%	$158B
6	6 Texas Instruments TXN $256B	1,964	-95	-5%	$118B
7	7 Advanced Micro Devices AMD $932B	1,723	-124	-7%	$81.9B
8	8 Applied Materials AMAT $354B	1,627	-149	-8%	$60.4B
9	9 Air Products & Chemicals APD $65.1B	1,464	-17	-1%	$44.7B
10	10 Linde LIN $227B	1,420	-26	-2%	$113B
11	11 TSMC TSM $2.23T	1,375	-101	-7%	$71.1B
12	12 Analog Devices ADI $196B	1,331	-35	-3%	$64.9B
13	13 Lam Research LRCX $359B	1,307	-80	-6%	$47.9B
14	14 Micron Technology MU $1.03T	1,299	-103	-7%	$49B
15	15 Corning GLW $121B	1,129	-61	-5%	$18.5B
16	16 KLA KLAC $233B	1,070	-18	-2%	$41.5B
17	17 Microchip Technology MCHP $38.7B	992	-30	-3%	$29B
18	18 NXP Semiconductors NXPI $55.7B	923	-25	-3%	$34.5B
19	19 ASML ASML $634B	922	-63	-6%	$36.9B
20	20 Marvell Technology MRVL $220B	884	-29	-3%	$30.3B
21	21 Skyworks Solutions SWKS $18.1B	881	-90	-9%	$11.2B
22	22 Synopsys SNPS $92B	836	+2	+0.2%	$40.5B
23	23 Cadence Design Systems CDNS $90.7B	798	+4	+0.5%	$35.1B
24	24 ON Semiconductor ON $28.6B	694	-19	-3%	$21.5B
25	25 Teradyne TER $56.2B	654	-65	-9%	$14B