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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	5,296	+154	+3%	$2.57T
2	2 Broadcom AVGO $1.65T	4,093	+264	+7%	$996B
3	3 Qualcomm QCOM $184B	2,786	+3	+0.1%	$131B
4	4 TSMC TSM $2.23T	2,646	+201	+8%	$186B
5	5 Advanced Micro Devices AMD $932B	2,538	+217	+9%	$150B
6	6 Texas Instruments TXN $256B	2,418	+47	+2%	$164B
7	7 Applied Materials AMAT $354B	2,322	+156	+7%	$115B
8	8 3M MMM $84.8B	2,145	-9	-0.4%	$59.9B
9	9 Linde LIN $227B	2,101	+34	+2%	$181B
10	10 Intel INTC $519B	2,018	-68	-3%	$64.7B
11	11 Lam Research LRCX $359B	1,884	+81	+4%	$103B
12	12 Micron Technology MU $1.03T	1,865	+133	+8%	$110B
13	13 Analog Devices ADI $196B	1,784	+33	+2%	$106B
14	14 Air Products & Chemicals APD $65.1B	1,752	-44	-2%	$58.6B
15	15 ASML ASML $634B	1,716	+89	+5%	$53.3B
16	16 KLA KLAC $233B	1,663	+95	+6%	$105B
17	17 Corning GLW $121B	1,538	+70	+5%	$33B
18	18 Cadence Design Systems CDNS $90.7B	1,333	+99	+8%	$71.7B
19	19 Marvell Technology MRVL $220B	1,327	+88	+7%	$53.8B
20	20 Synopsys SNPS $92B	1,296	+8	+0.6%	$72.2B
21	21 NXP Semiconductors NXPI $55.7B	1,134	+7	+0.6%	$50.4B
22	22 Microchip Technology MCHP $38.7B	1,121	+75	+7%	$38.1B
23	23 VanEck Semiconductor ETF SMH $68.8B	1,018	+98	+11%	$13.8B
24	24 Monolithic Power Systems MPWR $61.1B	906	+43	+5%	$34.6B
25	25 ON Semiconductor ON $28.6B	797	+52	+7%	$22.7B