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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 $5.17T	5,142	-64	-1%	$1.73T
2	2 Broadcom AVGO $1.6T	3,829	-94	-2%	$600B
3	3 Qualcomm QCOM $187B	2,783	-10	-0.4%	$127B
4	4 TSMC TSM $2.12T	2,445	-22	-0.9%	$136B
5	5 Texas Instruments TXN $252B	2,371	-19	-0.8%	$141B
6	6 Advanced Micro Devices AMD $875B	2,321	-162	-7%	$106B
7	7 Applied Materials AMAT $336B	2,166	-72	-3%	$92.2B
8	8 3M MMM $86B	2,154	+16	+0.7%	$57.1B
9	9 Intel INTC $482B	2,086	+49	+2%	$63.3B
10	10 Linde LIN $229B	2,067	+56	+3%	$181B
11	11 Lam Research LRCX $336B	1,803	+106	+6%	$76B
12	12 Air Products & Chemicals APD $65.6B	1,796	-8	-0.4%	$60.4B
13	13 Analog Devices ADI $195B	1,751	+32	+2%	$87.8B
14	14 Micron Technology MU $980B	1,732	+23	+1%	$76.3B
15	15 ASML ASML $616B	1,627	+17	+1%	$45.1B
16	16 KLA KLAC $221B	1,568	+15	+1%	$77.3B
17	17 Corning GLW $116B	1,468	-12	-0.8%	$28.5B
18	18 Synopsys SNPS $88B	1,288	-10	-0.8%	$59B
19	19 Marvell Technology MRVL $207B	1,239	-140	-10%	$44B
20	20 Cadence Design Systems CDNS $87.6B	1,234	-49	-4%	$60.4B
21	21 NXP Semiconductors NXPI $56.5B	1,127	-19	-2%	$43.8B
22	22 Microchip Technology MCHP $39.3B	1,046	-85	-8%	$24.9B
23	23 VanEck Semiconductor ETF SMH $66.1B	920	-51	-5%	$10B
24	24 Monolithic Power Systems MPWR $59.9B	863	-3	-0.3%	$27.1B
25	25 Sony SONY $145B	749	+29	+4%	$11.9B