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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	4,555	+207	+5%	$1.96T
2	2 Broadcom AVGO $1.65T	3,281	+207	+7%	$561B
3	3 Qualcomm QCOM $184B	2,783	+153	+6%	$170B
4	4 Advanced Micro Devices AMD $932B	2,482	-67	-3%	$178B
5	5 Intel INTC $519B	2,435	-275	-10%	$85B
6	6 Applied Materials AMAT $354B	2,282	+61	+3%	$156B
7	7 Texas Instruments TXN $256B	2,266	+65	+3%	$157B
8	8 TSMC TSM $2.23T	2,104	+188	+10%	$145B
9	9 3M MMM $84.8B	1,943	0	0%	$36.6B
10	10 Linde LIN $227B	1,859	0	0%	$170B
11	11 Lam Research LRCX $359B	1,794	+60	+3%	$117B
12	12 Micron Technology MU $1.03T	1,793	+122	+7%	$115B
13	13 Air Products & Chemicals APD $65.1B	1,678	+19	+1%	$50.2B
14	14 Analog Devices ADI $196B	1,664	+88	+6%	$100B
15	15 ASML ASML $634B	1,600	+106	+7%	$81.5B
16	16 KLA KLAC $233B	1,533	+66	+4%	$96.9B
17	17 Corning GLW $121B	1,278	+84	+7%	$24.2B
18	18 Cadence Design Systems CDNS $90.7B	1,273	+18	+1%	$72.5B
19	19 Synopsys SNPS $92B	1,256	+10	+0.8%	$79.5B
20	20 Microchip Technology MCHP $38.7B	1,249	+40	+3%	$45.6B
21	21 NXP Semiconductors NXPI $55.7B	1,208	+105	+10%	$61.4B
22	22 Marvell Technology MRVL $220B	1,119	+25	+2%	$52.6B
23	23 Skyworks Solutions SWKS $18.1B	881	-23	-3%	$15.5B
24	24 VanEck Semiconductor ETF SMH $68.8B	858	+82	+11%	$12.4B
25	25 ON Semiconductor ON $28.6B	843	-5	-0.6%	$28.4B