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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	2,899	+216	+8%	$234B
2	2 Intel INTC $519B	2,481	+25	+1%	$66.5B
3	3 Qualcomm QCOM $184B	2,341	+35	+2%	$89.2B
4	4 Broadcom AVGO $1.65T	2,142	+130	+6%	$188B
5	5 Texas Instruments TXN $256B	2,101	+103	+5%	$126B
6	6 3M MMM $84.8B	2,085	+61	+3%	$43.8B
7	7 Applied Materials AMAT $354B	1,681	+122	+8%	$64.5B
8	8 Advanced Micro Devices AMD $932B	1,676	+29	+2%	$71.3B
9	9 Air Products & Chemicals APD $65.1B	1,610	+137	+9%	$57.8B
10	10 Linde LIN $227B	1,532	+136	+10%	$126B
11	11 Analog Devices ADI $196B	1,423	+98	+7%	$70.9B
12	12 TSMC TSM $2.23T	1,397	+95	+7%	$62.9B
13	13 Lam Research LRCX $359B	1,345	+74	+6%	$47.3B
14	14 Micron Technology MU $1.03T	1,223	-19	-2%	$43.8B
15	15 Corning GLW $121B	1,162	+48	+4%	$18.2B
16	16 KLA KLAC $233B	1,128	+71	+7%	$46.3B
17	17 Microchip Technology MCHP $38.7B	1,089	+78	+8%	$34.2B
18	18 ASML ASML $634B	1,006	+122	+14%	$41.5B
19	19 NXP Semiconductors NXPI $55.7B	921	+37	+4%	$36.8B
20	20 Synopsys SNPS $92B	921	+42	+5%	$42.7B
21	21 Skyworks Solutions SWKS $18.1B	885	+23	+3%	$11.1B
22	22 Cadence Design Systems CDNS $90.7B	883	+54	+7%	$37.6B
23	23 Marvell Technology MRVL $220B	843	-3	-0.4%	$25.9B
24	24 ON Semiconductor ON $28.6B	810	+62	+8%	$26.5B
25	25 Teradyne TER $56.2B	642	+7	+1%	$13.5B