← All themes

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	5,206	+577	+12%	$2.14T
2	2 Broadcom AVGO $1.65T	3,923	+504	+15%	$828B
3	3 Qualcomm QCOM $184B	2,793	+116	+4%	$128B
4	4 Advanced Micro Devices AMD $932B	2,483	-53	-2%	$129B
5	5 TSMC TSM $2.23T	2,467	+276	+13%	$165B
6	6 Texas Instruments TXN $256B	2,390	+106	+5%	$148B
7	7 Applied Materials AMAT $354B	2,238	+28	+1%	$105B
8	8 3M MMM $84.8B	2,138	+50	+2%	$47.6B
9	9 Intel INTC $519B	2,037	-100	-5%	$54.7B
10	10 Linde LIN $227B	2,011	+90	+5%	$163B
11	11 Air Products & Chemicals APD $65.1B	1,804	+127	+8%	$58.2B
12	12 Analog Devices ADI $196B	1,719	+54	+3%	$93B
13	13 Micron Technology MU $1.03T	1,709	-9	-0.5%	$73.9B
14	14 Lam Research LRCX $359B	1,697	+229	+16%	$74.9B
15	15 ASML ASML $634B	1,610	+76	+5%	$48.9B
16	16 KLA KLAC $233B	1,553	+7	+0.5%	$72.6B
17	17 Corning GLW $121B	1,480	+120	+9%	$29.3B
18	18 Marvell Technology MRVL $220B	1,379	+272	+25%	$80.4B
19	19 Synopsys SNPS $92B	1,298	+51	+4%	$64.7B
20	20 Cadence Design Systems CDNS $90.7B	1,283	+80	+7%	$71.3B
21	21 NXP Semiconductors NXPI $55.7B	1,146	+4	+0.4%	$48.9B
22	22 Microchip Technology MCHP $38.7B	1,131	-58	-5%	$29.4B
23	23 VanEck Semiconductor ETF SMH $68.8B	971	+89	+10%	$11.9B
24	24 Monolithic Power Systems MPWR $61.1B	866	-16	-2%	$27.6B
25	25 ON Semiconductor ON $28.6B	850	+9	+1%	$26.4B