Investment Themes

The buoyant semiconductor sector

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

Electronic chips are everywhere. The expansion of connected objects (IoT) in our environments and the digitalization of the world we live in are reflected in the electronic components industry. Cars, smartphones, dishwashers... virtually every object in our daily lives is equipped with a range of technological components.

Among these components, semiconductors are materials that control the flow of current in electronic devices. They are usually made from silicon (sometimes also from gallium, germanium or arsenide). These solid chemical compounds are sometimes current conductors and sometimes insulators. It is this very property that characterizes semiconductors. Behind the generic term of semiconductor hides a whole family of components: we find analog circuits, digital circuits (logic, memory, micro-processor), sensors or optical components. There are important growth levers for all the players in this industry due to the emergence of artificial intelligence, the demand from the Internet of Things (IoT), autonomous cars and big data, and the development of the middle classes in emerging countries. This thematic list identifies the best players in the semiconductor sector based on their fundamentals and the potential for appreciation of their listed stock. The list is updated regularly and only includes the top 100 stocks in terms of growth, financial strength, profitability, valuation (and many other fundamental criteria) out of hundreds of stocks listed worldwide. We find designers, producers, founders and integrated companies.

Our selection

Technology
Integrated Circuits
5.74B +148.88%
Technology
Other Semiconductors
23.02B +165.50%
Technology
Semiconductor Machinery Manufacturing
29.02B +124.75%
Technology
Other Semiconductors
63.57B +224.87%
Technology
Integrated Circuits
6.94B +287.44%
Technology
Other Semiconductors
3.07B +73.88%
Technology
Other Semiconductor Equipment & Testing
3.91B +104.36%
Technology
Integrated Circuits
1.03B +55.40%
Technology
Other Semiconductors
8.54B +111.56%
Technology
Semiconductor Testing Equipment & Service
13.1B +36.97%
Technology
Integrated Circuits
7.25B +195.63%
Technology
Other Semiconductor Equipment & Testing
219B +112.59%
Technology
Memory Chips (RAM)
18.02B +77.93%
Technology
Other Semiconductors
75.56B +69.68%
Technology
Other Semiconductors
217B +64.26%
Technology
Integrated Circuits
13.25B +400.63%
Technology
Semiconductor Machinery Manufacturing
5.07B +70.19%
Technology
Semiconductor Machinery Manufacturing
59.46B +72.04%
Technology
Memory Chips (RAM)
51.39B +137.73%
Technology
Other Semiconductor Equipment & Testing
31.92B +75.41%
Technology
Other Semiconductor Equipment & Testing
1.03B +56.94%
- - 62.08B -
Technology
Other Semiconductor Equipment & Testing
4.03B +127.38%
Technology
Other Semiconductors
2.68B +475.58%
Technology
Other Semiconductors
11.31B +370.22%
Technology
Other Semiconductors
11.42B +263.43%
Technology
Other Semiconductors
31.56B +168.77%
Technology
Other Semiconductors
3.7B +87.42%
Technology
Other Semiconductors
49.44B +161.66%
Technology
Other Semiconductors
2,056B +61.94%
Technology
Other Semiconductor Equipment & Testing
1.43B +45.20%
Technology
Memory Chips (RAM)
72.37B +221.91%
Technology
Other Semiconductor Equipment & Testing
729B +70.61%
Technology
Other Semiconductors
1,866B +13.30%
Technology
Semiconductor Testing Equipment & Service
352B +121.52%
Technology
Integrated Circuits
1.21B +125.11%
Technology
Other Semiconductors
2.29B +58.16%
Technology
Integrated Circuits
987M +35.81%
Technology
Semiconductor Machinery Manufacturing
508B +149.11%
Technology
Semiconductor Machinery Manufacturing
2.13B +311.67%
Technology
Semiconductor Machinery Manufacturing
60.37B +93.30%
Technology
Other Semiconductor Equipment & Testing
512B +139.25%
Technology
Semiconductor Testing Equipment & Service
144B +60.07%
Technology
Other Phones & Handheld Devices
1,461B +194.83%
Industrials
Testing & Measuring Equipment
28.41B +163.18%
Technology
Other Semiconductors
1,344B +348.39%
Technology
Semiconductor Machinery Manufacturing
5.39B +103.74%
Technology
Other Semiconductors
5,054B +11.88%
Technology
Other Semiconductors
1,366B +324.44%
Technology
Semiconductor Machinery Manufacturing
5.46B +154.05%
Technology
Semiconductor Testing Equipment & Service
71.54B +136.10%
Technology
Semiconductor Machinery Manufacturing
4.15B +90.44%
Technology
Other Semiconductors
5.74B -38.48%
Technology
Other Semiconductors
269B +262.27%
Technology
Semiconductor Machinery Manufacturing
51.56B +103.65%
Technology
Semiconductor Machinery Manufacturing
225M +20.81%
Technology
Other Semiconductor Equipment & Testing
5.52B +386.14%
Technology
Memory Chips (RAM)
3.45B +247.34%
Basic Materials
Other Specialty Chemicals
553M -5.21%
Technology
Other Semiconductors
21.27B +111.02%
Technology
Other Semiconductors
35.72B +169.84%
Technology
Other Semiconductors
30.23B +131.35%
Technology
Other Semiconductor Equipment & Testing
17.3B +120.37%
Technology
Other Semiconductors
19.88B +113.23%
Technology
Other Semiconductor Equipment & Testing
9.01B +84.04%
Technology
Semiconductor Machinery Manufacturing
4.73B +171.03%
Technology
Other Semiconductors
899B +157.58%
Technology
Other Semiconductors
18.53B +77.56%
Technology
Other Semiconductors
302B +91.53%
Technology
Integrated Circuits
11.3B +107.93%
Technology
Other Semiconductors
55.68B +61.19%
Technology
Integrated Circuits
225B +212.24%
Technology
Other Semiconductors
7.5B +83.82%
Technology
Other Semiconductors
6.52B +413.91%
Technology
Other Semiconductor Equipment & Testing
93.44B +169.06%
Technology
Integrated Circuits
2.12B +119.73%
Technology
Other Semiconductor Equipment & Testing
11.09B +151.39%
Technology
Other Semiconductors
2.35B +44.23%
Technology
Semiconductor Machinery Manufacturing
1.68B +65.16%
Technology
Other Semiconductors
81.61B +48.92%
Technology
Other Semiconductor Equipment & Testing
19.93B +111.94%
Technology
Other Semiconductors
3.4B +80.90%
Technology
Other Semiconductor Equipment & Testing
7.8B +224.53%
Technology
Other Semiconductors
56.66B +122.15%
Technology
Other Semiconductor Equipment & Testing
23.19B +136.96%
Technology
Integrated Circuits
4.59B +157.40%
Technology
Semiconductor Machinery Manufacturing
7.13B +161.52%
Technology
Semiconductor Machinery Manufacturing
2.75B +149.73%
Technology
Electronic Component
83.24B +130.53%
Technology
Other Semiconductors
3.47B +440.48%
Technology
Other Semiconductors
3.1B -0.18%
Technology
Other Semiconductor Equipment & Testing
6.5B +172.65%
Technology
Other Semiconductors
16.28B +137.11%
Technology
Other Semiconductors
14.66B +84.05%
Technology
Integrated Circuits
10.9B +51.60%
Technology
Other Semiconductors
1.23B +176.42%
Technology
Integrated Circuits
2.39B +170.30%
Technology
Other Semiconductors
3.5B +69.48%
Technology
Integrated Circuits
4.26B -21.90%
Energy
Photovoltaic Solar Systems & Equipment
28.27B +0.72%

News of the components

░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░ ░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░ ░░░ ░░░░░░░░░░░░ ░░░ ░░ ░░░░░░░ ░░ ░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░ ░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░
░░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░ ░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The buoyant semiconductor sector
-40%: Exceptional extension
d
:
:
SEIZE THE OFFER!