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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	3,564	+326	+10%	$692B
2	2 Intel INTC $519B	2,426	+13	+0.5%	$87.3B
3	3 Broadcom AVGO $1.65T	2,389	+188	+9%	$287B
4	4 Qualcomm QCOM $184B	2,305	-29	-1%	$96.6B
5	5 Texas Instruments TXN $256B	2,152	+22	+1%	$138B
6	6 Advanced Micro Devices AMD $932B	2,019	+193	+11%	$129B
7	7 3M MMM $84.8B	1,877	-76	-4%	$35.8B
8	8 Applied Materials AMAT $354B	1,825	+68	+4%	$96.3B
9	9 Air Products & Chemicals APD $65.1B	1,617	+33	+2%	$55.8B
10	10 Linde LIN $227B	1,603	+102	+7%	$154B
11	11 TSMC TSM $2.23T	1,566	+71	+5%	$87B
12	12 Analog Devices ADI $196B	1,531	-4	-0.3%	$85.4B
13	13 Lam Research LRCX $359B	1,432	+70	+5%	$72.7B
14	14 Micron Technology MU $1.03T	1,291	+25	+2%	$56.2B
15	15 KLA KLAC $233B	1,224	+62	+5%	$57.8B
16	16 ASML ASML $634B	1,196	+84	+8%	$54.2B
17	17 Corning GLW $121B	1,156	-16	-1%	$20.5B
18	18 Microchip Technology MCHP $38.7B	1,148	-5	-0.4%	$44.6B
19	19 Cadence Design Systems CDNS $90.7B	1,029	+74	+8%	$54.9B
20	20 Synopsys SNPS $92B	1,014	+81	+9%	$57.4B
21	21 NXP Semiconductors NXPI $55.7B	977	+43	+5%	$48.1B
22	22 Marvell Technology MRVL $220B	944	+88	+10%	$43.3B
23	23 ON Semiconductor ON $28.6B	905	+74	+9%	$40B
24	24 Skyworks Solutions SWKS $18.1B	889	-45	-5%	$14.6B
25	25 Teradyne TER $56.2B	690	+29	+4%	$17.7B