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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	5,382	+86	+2%	$2.97T
2	2 Broadcom AVGO $1.65T	4,301	+208	+5%	$1.17T
3	3 TSMC TSM $2.23T	2,801	+155	+6%	$227B
4	4 Qualcomm QCOM $184B	2,781	-5	-0.2%	$145B
5	5 Advanced Micro Devices AMD $932B	2,684	+146	+6%	$168B
6	6 Applied Materials AMAT $354B	2,361	+39	+2%	$129B
7	7 Texas Instruments TXN $256B	2,361	-57	-2%	$141B
8	8 Intel INTC $519B	2,213	+195	+10%	$95.8B
9	9 3M MMM $84.8B	2,133	-12	-0.6%	$58.4B
10	10 Linde LIN $227B	2,117	+16	+0.8%	$178B
11	11 Lam Research LRCX $359B	2,111	+227	+12%	$136B
12	12 Micron Technology MU $1.03T	2,098	+233	+12%	$146B
13	13 Analog Devices ADI $196B	1,844	+60	+3%	$105B
14	14 ASML ASML $634B	1,790	+74	+4%	$66.2B
15	15 Corning GLW $121B	1,743	+205	+13%	$51.2B
16	16 KLA KLAC $233B	1,736	+73	+4%	$125B
17	17 Air Products & Chemicals APD $65.1B	1,708	-44	-3%	$55.9B
18	18 Synopsys SNPS $92B	1,431	+135	+10%	$82.8B
19	19 Cadence Design Systems CDNS $90.7B	1,386	+53	+4%	$81.2B
20	20 Marvell Technology MRVL $220B	1,370	+43	+3%	$56.7B
21	21 NXP Semiconductors NXPI $55.7B	1,127	-7	-0.6%	$52B
22	22 Microchip Technology MCHP $38.7B	1,119	-2	-0.2%	$32.1B
23	23 VanEck Semiconductor ETF SMH $68.8B	1,063	+45	+4%	$15.4B
24	24 Monolithic Power Systems MPWR $61.1B	981	+75	+8%	$43B
25	25 Teradyne TER $56.2B	831	+102	+14%	$22.2B