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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	4,031	+350	+10%	$814B
2	2 Broadcom AVGO $1.65T	2,879	+420	+17%	$399B
3	3 Intel INTC $519B	2,809	+332	+13%	$138B
4	4 Qualcomm QCOM $184B	2,514	+269	+12%	$121B
5	5 Advanced Micro Devices AMD $932B	2,306	+323	+16%	$168B
6	6 Texas Instruments TXN $256B	2,219	+91	+4%	$132B
7	7 Applied Materials AMAT $354B	2,030	+184	+10%	$109B
8	8 3M MMM $84.8B	1,982	+149	+8%	$39.5B
9	9 Linde LIN $227B	1,798	+161	+10%	$164B
10	10 Air Products & Chemicals APD $65.1B	1,715	+88	+5%	$51.6B
11	11 TSMC TSM $2.23T	1,678	+157	+10%	$89.6B
12	12 Lam Research LRCX $359B	1,631	+182	+13%	$87.1B
13	13 Analog Devices ADI $196B	1,583	+118	+8%	$86.8B
14	14 Micron Technology MU $1.03T	1,486	+171	+13%	$76.1B
15	15 KLA KLAC $233B	1,398	+121	+9%	$68.4B
16	16 ASML ASML $634B	1,333	+155	+13%	$56.2B
17	17 Microchip Technology MCHP $38.7B	1,226	+80	+7%	$44.6B
18	18 Synopsys SNPS $92B	1,197	+159	+15%	$68.1B
19	19 Corning GLW $121B	1,192	+55	+5%	$18.2B
20	20 Cadence Design Systems CDNS $90.7B	1,184	+145	+14%	$63.8B
21	21 NXP Semiconductors NXPI $55.7B	1,070	+83	+8%	$53.4B
22	22 Marvell Technology MRVL $220B	983	+38	+4%	$43.7B
23	23 Skyworks Solutions SWKS $18.1B	911	+51	+6%	$15.4B
24	24 ON Semiconductor ON $28.6B	878	-29	-3%	$35B
25	25 Monolithic Power Systems MPWR $61.1B	736	+82	+13%	$28.8B