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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	4,348	+317	+8%	$1.45T
2	2 Broadcom AVGO $1.65T	3,074	+195	+7%	$469B
3	3 Intel INTC $519B	2,710	-99	-4%	$123B
4	4 Qualcomm QCOM $184B	2,630	+116	+5%	$143B
5	5 Advanced Micro Devices AMD $932B	2,549	+243	+11%	$200B
6	6 Applied Materials AMAT $354B	2,221	+191	+9%	$135B
7	7 Texas Instruments TXN $256B	2,201	-18	-0.8%	$137B
8	8 3M MMM $84.8B	1,943	-39	-2%	$37.9B
9	9 TSMC TSM $2.23T	1,916	+238	+14%	$115B
10	10 Linde LIN $227B	1,859	+61	+3%	$183B
11	11 Lam Research LRCX $359B	1,734	+103	+6%	$107B
12	12 Micron Technology MU $1.03T	1,671	+185	+12%	$106B
13	13 Air Products & Chemicals APD $65.1B	1,659	-56	-3%	$45.8B
14	14 Analog Devices ADI $196B	1,576	-7	-0.4%	$86.3B
15	15 ASML ASML $634B	1,494	+161	+12%	$74.8B
16	16 KLA KLAC $233B	1,467	+69	+5%	$82.6B
17	17 Cadence Design Systems CDNS $90.7B	1,255	+71	+6%	$72.8B
18	18 Synopsys SNPS $92B	1,246	+49	+4%	$75.2B
19	19 Microchip Technology MCHP $38.7B	1,209	-17	-1%	$44.5B
20	20 Corning GLW $121B	1,194	+2	+0.2%	$20B
21	21 NXP Semiconductors NXPI $55.7B	1,103	+33	+3%	$57.1B
22	22 Marvell Technology MRVL $220B	1,094	+111	+11%	$51.1B
23	23 Skyworks Solutions SWKS $18.1B	904	-7	-0.8%	$15.8B
24	24 ON Semiconductor ON $28.6B	848	-30	-3%	$30.6B
25	25 Monolithic Power Systems MPWR $61.1B	808	+72	+10%	$31.2B