Investment Themes
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 | 867M | +11.35% | ||
| Technology | Other Semiconductors | 11.96B | +44.56% | ||
| Technology | Integrated Circuits | 2.26B | +8.37% | ||
| Technology | Other Semiconductor Equipment & Testing | 1.96B | +3.09% | ||
| Technology | Memory Chips (RAM) | 12.38B | +24.83% | ||
| Technology | Semiconductor Testing Equipment & Service | 11.77B | +21.21% | ||
| Technology | Other Semiconductors | 52.61B | +14.62% | ||
| Technology | Other Semiconductors | 4.2B | +29.73% | ||
| Technology | Other Semiconductors | 156B | +13.66% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.97B | +34.67% | ||
| Technology | Integrated Circuits | 4.53B | +134.91% | ||
| Technology | Semiconductor Machinery Manufacturing | 49.42B | +47.89% | ||
| Technology | Integrated Circuits | 4.18B | +81.76% | ||
| Technology | Integrated Circuits | 1.54B | +157.58% | ||
| Technology | Other Semiconductor Equipment & Testing | 535B | +28.11% | ||
| Technology | Integrated Circuits | 1,583B | +21.61% | ||
| Technology | Semiconductor Machinery Manufacturing | 1.23B | +18.29% | ||
| Technology | Integrated Circuits | 2.32B | +27.07% | ||
| - | - | 60.2B | - | ||
| Technology | Semiconductor Machinery Manufacturing | 40.85B | +36.75% | ||
| Technology | Other Semiconductors | 24.76B | +24.09% | ||
| Technology | Semiconductor Testing Equipment & Service | 192B | +17.69% | ||
| Technology | Other Semiconductors | 1,618B | -2.31% | ||
| Technology | Memory Chips (RAM) | 26.51B | +25.51% | ||
| Technology | Other Semiconductors | 16.14B | +31.96% | ||
| Technology | Semiconductor Machinery Manufacturing | 279B | +31.80% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.25B | +28.14% | ||
| Technology | Other Semiconductor Equipment & Testing | 273B | +23.96% | ||
| Technology | Other Semiconductor Equipment & Testing | 10.86B | +7.42% | ||
| Technology | Semiconductor Testing Equipment & Service | 115B | +24.78% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.15B | +15.98% | ||
| Technology | Other Semiconductors | 5.82B | +150.95% | ||
| Technology | Other Phones & Handheld Devices | 822B | +56.71% | ||
| Technology | Other Semiconductors | 446B | +42.86% | ||
| Technology | Semiconductor Testing Equipment & Service | 47.28B | +50.80% | ||
| Technology | Other Semiconductors | 471B | +42.40% | ||
| Technology | Other Semiconductors | 78.79B | +4.82% | ||
| Technology | Other Semiconductors | 4,520B | -1.33% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.61B | +126.53% | ||
| Technology | Other Semiconductors | 13.85B | +30.28% | ||
| Technology | Other Semiconductors | 13.44B | +3.99% | ||
| Technology | Other Semiconductors | 16.69B | +27.75% | ||
| Technology | Other Semiconductors | 2.32B | -25.46% | ||
| Technology | Other Semiconductors | 9.23B | -8.42% | ||
| Technology | Other Semiconductors | 334B | -7.15% | ||
| Technology | Other Semiconductor Equipment & Testing | 9.58B | +18.77% | ||
| Technology | Other Electronic Equipment & Parts | 1.42B | -21.61% | ||
| Technology | Other Semiconductors | 24.63B | +23.05% | ||
| Technology | Semiconductor Machinery Manufacturing | 16.04B | +31.03% | ||
| Technology | Other Semiconductors | 7.69B | -3.27% | ||
| Technology | Integrated Circuits | 88.64B | +24.83% | ||
| Technology | Other Semiconductors | 5.01B | +18.21% | ||
| Technology | Other Semiconductors | 2.02B | +14.26% | ||
| Technology | Other Semiconductor Equipment & Testing | 117B | +15.82% | ||
| Technology | Integrated Circuits | 847M | +26.29% | ||
| Technology | Integrated Circuits | 4.64B | -19.59% | ||
| Technology | Other Semiconductors | 1.52B | -7.57% | ||
| Technology | Other Semiconductor Equipment & Testing | 20.43B | +22.62% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.76B | +56.03% | ||
| Technology | Other Semiconductor Equipment & Testing | 11.7B | +25.30% | ||
| Technology | Other Semiconductors | 2.12B | +10.05% | ||
| Technology | Other Semiconductors | 2.79B | +42.27% | ||
| Basic Materials | Other Specialty Chemicals | 664M | +15.50% | ||
| Technology | Memory Chips (RAM) | 28.93B | +28.25% | ||
| Industrials | Testing & Measuring Equipment | 15.08B | +34.37% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.26B | +50.92% | ||
| Technology | Semiconductor Machinery Manufacturing | 223M | +15.13% | ||
| Technology | Semiconductor Machinery Manufacturing | 29.11B | +15.62% | ||
| Technology | Electronic Component | 49.09B | +33.72% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.95B | +81.89% | ||
| Technology | Memory Chips (RAM) | 971M | -9.05% | ||
| Basic Materials | Other Specialty Chemicals | 697M | +12.47% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 1.34B | +0.46% | ||
| Energy | Photovoltaic Solar Systems & Equipment | 1.55B | -19.63% | ||
| Technology | Other Semiconductors | 2.97B | +0.31% | ||
| Technology | Other Software | 81.22B | -6.81% | ||
| Technology | Integrated Circuits | 6.7B | +16.72% | ||
| Technology | Other Semiconductors | 1.3B | +13.17% | ||
| Technology | Other Semiconductor Equipment & Testing | 47.56B | +33.73% | ||
| Technology | Other Semiconductors | 1.31B | -9.42% | ||
| Technology | Other Semiconductors | 871M | -11.97% | ||
| Technology | Other Semiconductors | 50.51B | -11.49% | ||
| Technology | Other Semiconductors | 29.98B | +29.06% | ||
| Technology | Other Semiconductors | 428M | +47.47% | ||
| Technology | Integrated Circuits | 9.24B | -4.57% | ||
| Technology | Semiconductor Testing Equipment & Service | 10.41B | +22.89% | ||
| Technology | Other Semiconductors | 20.72B | -10.39% | ||
| Technology | Other Semiconductors | 7.29B | -6.48% | ||
| Technology | Semiconductor Machinery Manufacturing | 1.91B | +10.65% | ||
| Technology | Other Electronic Equipment & Parts | 4.6B | +7.26% | ||
| Technology | Memory Chips (RAM) | 10.01B | -2.75% | ||
| Technology | Other Semiconductors | 35.6B | -1.99% | ||
| Technology | Integrated Circuits | 1.28B | +47.19% | ||
| Technology | Other Semiconductors | 181B | +10.56% | ||
| Technology | Integrated Circuits | 7.44B | +4.14% | ||
| Technology | Integrated Circuits | 864M | +13.95% | ||
| Basic Materials | Other Commodity Chemicals | 1.33B | +0.60% | ||
| Technology | Integrated Circuits | 3.99B | +67.49% | ||
| Technology | Other Semiconductor Equipment & Testing | 675M | +2.43% | ||
| Technology | Other Semiconductor Equipment & Testing | 4.31B | +86.54% | ||
News of the components
| ░░░░ | ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░░ ░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░░ ░░░ ░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░░░░░ ░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░ ░░ ░░░ ░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░ ░░ ░░░░░░░ ░░ ░░░░░░ ░░ ░░ ░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░░ ░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░ ░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░ ░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- The buoyant semiconductor sector
















