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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	4,629	+74	+2%	$1.9T
2	2 Broadcom AVGO $1.65T	3,419	+138	+4%	$606B
3	3 Qualcomm QCOM $184B	2,677	-106	-4%	$143B
4	4 Advanced Micro Devices AMD $932B	2,536	+54	+2%	$179B
5	5 Texas Instruments TXN $256B	2,284	+18	+0.8%	$163B
6	6 Applied Materials AMAT $354B	2,210	-72	-3%	$132B
7	7 TSMC TSM $2.23T	2,191	+87	+4%	$141B
8	8 Intel INTC $519B	2,137	-298	-12%	$61.3B
9	9 3M MMM $84.8B	2,088	+145	+7%	$49.7B
10	10 Linde LIN $227B	1,921	+62	+3%	$185B
11	11 Micron Technology MU $1.03T	1,718	-75	-4%	$88.8B
12	12 Air Products & Chemicals APD $65.1B	1,677	-1	-0.1%	$59.3B
13	13 Analog Devices ADI $196B	1,665	+1	+0.1%	$100B
14	14 KLA KLAC $233B	1,546	+13	+0.8%	$89B
15	15 ASML ASML $634B	1,534	-66	-4%	$60.4B
16	16 Lam Research LRCX $359B	1,468	-326	-18%	$80.1B
17	17 Corning GLW $121B	1,360	+82	+6%	$27.6B
18	18 Synopsys SNPS $92B	1,247	-9	-0.7%	$67B
19	19 Cadence Design Systems CDNS $90.7B	1,203	-70	-5%	$63.2B
20	20 Microchip Technology MCHP $38.7B	1,189	-60	-5%	$40B
21	21 NXP Semiconductors NXPI $55.7B	1,142	-66	-5%	$55.8B
22	22 Marvell Technology MRVL $220B	1,107	-12	-1%	$52.7B
23	23 Monolithic Power Systems MPWR $61.1B	882	+46	+6%	$42.8B
24	24 VanEck Semiconductor ETF SMH $68.8B	882	+24	+3%	$11.6B
25	25 Skyworks Solutions SWKS $18.1B	881	0	0%	$14B