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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	5,876	+494	+9%	$3.09T
2	2 Broadcom AVGO $1.65T	4,735	+434	+10%	$1.28T
3	3 Advanced Micro Devices AMD $932B	3,145	+461	+17%	$243B
4	4 TSMC TSM $2.23T	3,128	+327	+12%	$240B
5	5 Qualcomm QCOM $184B	2,984	+203	+7%	$145B
6	6 Micron Technology MU $1.03T	2,701	+603	+29%	$259B
7	7 Applied Materials AMAT $354B	2,643	+282	+12%	$170B
8	8 Intel INTC $519B	2,448	+235	+11%	$122B
9	9 Texas Instruments TXN $256B	2,401	+40	+2%	$141B
10	10 Lam Research LRCX $359B	2,397	+286	+14%	$184B
11	11 3M MMM $84.8B	2,273	+140	+7%	$62.8B
12	12 Linde LIN $227B	2,134	+17	+0.8%	$167B
13	13 ASML ASML $634B	2,021	+231	+13%	$75.3B
14	14 Analog Devices ADI $196B	1,976	+132	+7%	$120B
15	15 KLA KLAC $233B	1,916	+180	+10%	$145B
16	16 Corning GLW $121B	1,906	+163	+9%	$54.9B
17	17 Air Products & Chemicals APD $65.1B	1,670	-38	-2%	$51.7B
18	18 Marvell Technology MRVL $220B	1,447	+77	+6%	$60.1B
19	19 Cadence Design Systems CDNS $90.7B	1,442	+56	+4%	$74.7B
20	20 Synopsys SNPS $92B	1,409	-22	-2%	$81.7B
21	21 VanEck Semiconductor ETF SMH $68.8B	1,212	+149	+14%	$17.7B
22	22 NXP Semiconductors NXPI $55.7B	1,155	+28	+2%	$52.2B
23	23 Microchip Technology MCHP $38.7B	1,136	+17	+2%	$33.7B
24	24 Monolithic Power Systems MPWR $61.1B	1,061	+80	+8%	$44.1B
25	25 Teradyne TER $56.2B	1,041	+210	+25%	$29.2B