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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	3,238	+339	+12%	$451B
2	2 Intel INTC $519B	2,413	-68	-3%	$84.4B
3	3 Qualcomm QCOM $184B	2,334	-7	-0.3%	$105B
4	4 Broadcom AVGO $1.65T	2,201	+59	+3%	$215B
5	5 Texas Instruments TXN $256B	2,130	+29	+1%	$143B
6	6 3M MMM $84.8B	1,953	-132	-6%	$38.1B
7	7 Advanced Micro Devices AMD $932B	1,826	+150	+9%	$112B
8	8 Applied Materials AMAT $354B	1,757	+76	+5%	$82.6B
9	9 Air Products & Chemicals APD $65.1B	1,584	-26	-2%	$53.7B
10	10 Analog Devices ADI $196B	1,535	+112	+8%	$86B
11	11 Linde LIN $227B	1,501	-31	-2%	$144B
12	12 TSMC TSM $2.23T	1,495	+98	+7%	$80.3B
13	13 Lam Research LRCX $359B	1,362	+17	+1%	$60.5B
14	14 Micron Technology MU $1.03T	1,266	+43	+4%	$54.4B
15	15 Corning GLW $121B	1,172	+10	+0.9%	$20.7B
16	16 KLA KLAC $233B	1,162	+34	+3%	$48.1B
17	17 Microchip Technology MCHP $38.7B	1,153	+64	+6%	$42.1B
18	18 ASML ASML $634B	1,112	+106	+11%	$51.4B
19	19 Cadence Design Systems CDNS $90.7B	955	+72	+8%	$49.6B
20	20 NXP Semiconductors NXPI $55.7B	934	+13	+1%	$43.7B
21	21 Skyworks Solutions SWKS $18.1B	934	+49	+6%	$15B
22	22 Synopsys SNPS $92B	933	+12	+1%	$51.5B
23	23 Marvell Technology MRVL $220B	856	+13	+2%	$31.2B
24	24 ON Semiconductor ON $28.6B	831	+21	+3%	$35.6B
25	25 Monolithic Power Systems MPWR $61.1B	667	+59	+10%	$23.3B