← 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	5,884	+8	+0.1%	$2.84T
2	2 Broadcom AVGO $1.65T	4,709	-26	-0.5%	$1.12T
3	3 TSMC TSM $2.23T	3,285	+157	+5%	$259B
4	4 Advanced Micro Devices AMD $932B	3,200	+55	+2%	$225B
5	5 Micron Technology MU $1.03T	3,021	+320	+12%	$293B
6	6 Applied Materials AMAT $354B	2,953	+310	+12%	$219B
7	7 Qualcomm QCOM $184B	2,738	-246	-8%	$109B
8	8 Lam Research LRCX $359B	2,651	+254	+11%	$221B
9	9 Intel INTC $519B	2,596	+148	+6%	$148B
10	10 Texas Instruments TXN $256B	2,459	+58	+2%	$156B
11	11 Linde LIN $227B	2,288	+154	+7%	$193B
12	12 Corning GLW $121B	2,261	+355	+19%	$82.7B
13	13 ASML ASML $634B	2,211	+190	+9%	$96.3B
14	14 3M MMM $84.8B	2,172	-101	-4%	$55.8B
15	15 Analog Devices ADI $196B	2,124	+148	+7%	$138B
16	16 KLA KLAC $233B	2,080	+164	+9%	$173B
17	17 Air Products & Chemicals APD $65.1B	1,790	+120	+7%	$58.5B
18	18 Marvell Technology MRVL $220B	1,549	+102	+7%	$70.4B
19	19 Cadence Design Systems CDNS $90.7B	1,410	-32	-2%	$65.7B
20	20 Synopsys SNPS $92B	1,402	-7	-0.5%	$68B
21	21 VanEck Semiconductor ETF SMH $68.8B	1,307	+95	+8%	$19.5B
22	22 Teradyne TER $56.2B	1,233	+192	+18%	$42.8B
23	23 Qnity Electronics Inc Q $25.4B	1,183	+168	+17%	$17.8B
24	24 Sandisk SNDK $203B	1,181	+445	+60%	$70.9B
25	25 Microchip Technology MCHP $38.7B	1,169	+33	+3%	$33.5B