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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	3,681	+117	+3%	$710B
2	2 Intel INTC $519B	2,477	+51	+2%	$93.9B
3	3 Broadcom AVGO $1.65T	2,459	+70	+3%	$277B
4	4 Qualcomm QCOM $184B	2,245	-60	-3%	$91.1B
5	5 Texas Instruments TXN $256B	2,128	-24	-1%	$122B
6	6 Advanced Micro Devices AMD $932B	1,983	-36	-2%	$114B
7	7 Applied Materials AMAT $354B	1,846	+21	+1%	$92.8B
8	8 3M MMM $84.8B	1,833	-44	-2%	$33.4B
9	9 Linde LIN $227B	1,637	+34	+2%	$150B
10	10 Air Products & Chemicals APD $65.1B	1,627	+10	+0.6%	$53B
11	11 TSMC TSM $2.23T	1,521	-45	-3%	$74.2B
12	12 Analog Devices ADI $196B	1,465	-66	-4%	$76.2B
13	13 Lam Research LRCX $359B	1,449	+17	+1%	$69.7B
14	14 Micron Technology MU $1.03T	1,315	+24	+2%	$60.7B
15	15 KLA KLAC $233B	1,277	+53	+4%	$55B
16	16 ASML ASML $634B	1,178	-18	-2%	$44.4B
17	17 Microchip Technology MCHP $38.7B	1,146	-2	-0.2%	$38.4B
18	18 Corning GLW $121B	1,137	-19	-2%	$17.7B
19	19 Cadence Design Systems CDNS $90.7B	1,039	+10	+1%	$54.8B
20	20 Synopsys SNPS $92B	1,038	+24	+2%	$60.6B
21	21 NXP Semiconductors NXPI $55.7B	987	+10	+1%	$46.4B
22	22 Marvell Technology MRVL $220B	945	+1	+0.1%	$38.8B
23	23 ON Semiconductor ON $28.6B	907	+2	+0.2%	$38.5B
24	24 Skyworks Solutions SWKS $18.1B	860	-29	-3%	$13B
25	25 Teradyne TER $56.2B	683	-7	-1%	$15.6B