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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	2,683	-144	-5%	$192B
2	2 Intel INTC $519B	2,456	-226	-8%	$65.1B
3	3 Qualcomm QCOM $184B	2,306	-56	-2%	$92B
4	4 3M MMM $84.8B	2,024	-162	-7%	$40.6B
5	5 Broadcom AVGO $1.65T	2,012	+13	+0.7%	$149B
6	6 Texas Instruments TXN $256B	1,998	+34	+2%	$119B
7	7 Advanced Micro Devices AMD $932B	1,647	-76	-4%	$70.3B
8	8 Applied Materials AMAT $354B	1,559	-68	-4%	$54.5B
9	9 Air Products & Chemicals APD $65.1B	1,473	+9	+0.6%	$43.5B
10	10 Linde LIN $227B	1,396	-24	-2%	$106B
11	11 Analog Devices ADI $196B	1,325	-6	-0.5%	$61.9B
12	12 TSMC TSM $2.23T	1,302	-73	-5%	$59.6B
13	13 Lam Research LRCX $359B	1,271	-36	-3%	$41.6B
14	14 Micron Technology MU $1.03T	1,242	-57	-4%	$43.4B
15	15 Corning GLW $121B	1,114	-15	-1%	$16.9B
16	16 KLA KLAC $233B	1,057	-13	-1%	$38.3B
17	17 Microchip Technology MCHP $38.7B	1,011	+19	+2%	$30.6B
18	18 ASML ASML $634B	884	-38	-4%	$31.8B
19	19 NXP Semiconductors NXPI $55.7B	884	-39	-4%	$34.4B
20	20 Synopsys SNPS $92B	879	+43	+5%	$41B
21	21 Skyworks Solutions SWKS $18.1B	862	-19	-2%	$10.5B
22	22 Marvell Technology MRVL $220B	846	-38	-4%	$30.3B
23	23 Cadence Design Systems CDNS $90.7B	829	+31	+4%	$38.8B
24	24 ON Semiconductor ON $28.6B	748	+54	+8%	$26.6B
25	25 Teradyne TER $56.2B	635	-19	-3%	$11.6B